Bellevue Wealth Management Group at Morgan Stanley Mark Harris
Senior Portfolio Manager Financial Advisor
Jason Weese, CIMA,® CFP®
Family Wealth Director Financial Advisor
Ramy Awad
Financial Planning Specialist Financial Advisor
Harve Menkens
Director of Business Strategy 500 108th Avenue NE, Suite 1900 Bellevue, WA 98004 425-453-4784 jason.weese@morganstanley.com www.morganstanleyfa.com/ bellevuewealthmanagementgroup
Perhaps the best source for borrowing money isn’t a traditional lender. When financing a major purchase like a vacation home or a new business, consider securities based lending solutions from Morgan Stanley. • Get the funding you need while staying focused on your overall investment strategy. • Work with an advisor who considers both sides of your balance sheet. • Choose from a broad array of potential solutions, including customized structures. • Access the expertise of seasoned professionals, including, for example, Private Bankers* and Portfolio Managers who understand the strategic uses of credit and liquidity. Bellevue Wealth Management Group at Morgan Stanley serves as your gateway to some of the most robust intellectual capital and global resources in the industry. Please call us at 425-453-4784 to find out what we can do to help optimize your balance sheet and meet your personal goals.
Minimum relationship: $5 million
*Private Bankers are employees of Morgan Stanley Private Bank, National Association. Member FDIC. Securities Based Lending Risks: Borrowing against securities may not be suitable for everyone. You should be aware that securities based loans involve a high degree of risk and that market conditions can magnify any potential for loss. Most importantly, you need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required collateral maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association, or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call your securities based loan at any time and for any reason. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, a member SIPC, and not a bank. Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association are affiliates. Unless specifically disclosed in writing, investments and services offered through Morgan Stanley Smith Barney LLC are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. All loans are subject to application and approval. These products may not be available in all jurisdictions. Other restrictions and limitations may apply. The proceeds from certain securities based loan products may not be used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. Investment Management Consultants Association, Inc. owns the marks CIMA,® Certified Investment Management Analyst SM (with graph element),® and Certified Investment Management Analyst.SM Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the US. © 2014 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 867911 CS 8069256 BLA001 11/14
JOB INFORMATION 8069256/603142687
PROJ. NO.:
TRIM SIZE: FINISHED SIZE:
SPECIFICATIONS 8.25" × 10.75"
NOTES