special advertising section
THE
WEALTH ADVISORS of OMAHA
Carroll Militti-Hacker, Portfolio Manager, Financial Advisor; E.J. Militti, Jr., Portfolio Manager, Financial Advisor; Edward J. Militti, Sr., Senior Vice President, Financial Advisor
The Militti Group at Morgan Stanley WEALTH ADVISORS
R
ecognized as the oldest Morgan Stanley family practice in Omaha, the Militti
Group brings more than 50 collective years* of financial industry experience to our clientele. Founded in 1976, our group is an established father-daughter-son team. We understand what it takes to achieve personal and professional goals, while leaving the legacy that financially supports the people and causes our clients care most about. At the Militti Group, we bring together a unique set of skills, knowledge and experience that is often difficult to find in a boutique setting today. Our common history contributes greatly to our ability to work effectively as a team and to understand the specialized needs and challenges of multi-generational families, foundations and endowments. We have developed complementary strengths and a cohesive outlook. When you work with one of us, you get the best of all of us for the “total client experience.” We have a deep passion for helping people. We love what we do. We take great pride in helping our clients oversee and manage their personal finances, so they can take care of the people they love, spend more time pursuing activities they enjoy and support the causes that are most important to them. We stand ready to help you achieve your goals by working with you and by combining our financial insights with the vast global resources of Morgan Stanley. Solutions and Strategies to Fit Your Tailored Needs: Retirement Planning, Wealth Management, Investment Management, Foundations and Endowments, Philanthropy, Executive Equity Compensation Plans, Key Employee Planning, Risk Management and Insurances, Professional Sports & Entertainment Planning, Private Banking.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. ©2014 Morgan Stanley Smith Barney LLC Member SIPC. *Edward J. Militti, Sr., 38-years; Carroll Militti-Hacker, 11-years; E.J. Militti, Jr. , 6-years CRC1026498 10/14 THE MILITTI GROUP AT MORGAN STANLEY 13625 CALIFORNIA ST., STE. 400 OMAHA, NE 68154 402-399-1513 MORGANSTANLEYFA.COM/MILITTIGROUP
omaha magazine • best of omaha 2015
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