OMAHA MAGAZINE’S
wealthmanagement WINNERS In your own words describe your practice. The Cibola Group at Morgan Stanley Smith Barney has the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters. Working closely with you, we will develop an investment strategy focused on your objectives – one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. We will help you build a portfolio informed by the resources and insight available. When you look at wealth management from a long-term perspective, one thing is clear; it’s your future, not just your money. Over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important – your progress toward your goals.
the Cibola group at morgan Stanley Smith barney
Describe your customer service model. Before our team offers specific advice, we must understand who you are and what you want your wealth to accomplish. We begin our relationship by listening, discussing and setting your financial objectives. Based on your input, our advice will address and develop a wealth management strategy. Your plan will include an asset allocation strategy designed to help achieve your financial goals with regards to your risk tolerance and time horizon. After we have discussed and refined your strategy, the team works closely with you to bring the elements to life, to track your progress and make appropriate adjustments to your portfolio to help it remain aligned with your goals. We believe that working as a team helps to provide access to a number of solutions, and helps to ensure that the client benefits from the highest levels of service. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to our clients needs promptly, professionally and thoroughly. Our goal is to earn
their confidence not only through the quality of solutions we provide, but also the excellence with which we deliver them. Portfolio Management is an advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a wide range of securities. Asset Allocation and Diversification do not guarantee a profit or protect against a loss. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein. Morgan Stanley Smith Barney LLC. Member SIPC.
Matt Shalhoob - Vice President/Sr. Portfolio Manager/Financial Advisor Matt has been in the financial services industry since 2000; he runs a concentrated portfolio with approximately 20 securities. Typically the account is 70% core holdings and 30% tactical. Matt is a CERTIFIED FINANCIAL PLANNER TM practitioner and has earned his Bachelor of Science in Business Administration (BSBA) and Masters of Business Administration (MBA) from Creighton University. Matt’s first job out of college provided invaluable experience working for TransCanada Energy Marketing USA on the natural gas trading desk. Bennett W. Goodspeed - “Why do investment professionals get such poor marks? The main reason is they are victims of their own methodology. By making a science out of an art, they are opting to be precisely wrong rather than generally correct.” Tim Zielinski – Financial Advisor Tim’s primary focus is on tax-free investments, asset allocation and portfolio optimization. He graduated from University of Nebraska – Omaha with a Bachelor of Science in Business Administration (BSBA) and has been in the financial industry since 2008. Roxanne Kolev – Financial Advisor Roxanne has over 10 years experience with retirement plans with an understanding of their design. Her focus is on helping individuals and business owners find the right plan to help meet their priorities. Roxanne is a licensed investment professional with a Bachelor of Science Degree in Management of Human Resources. Her certifications include Professional of Human Resources (PHR) and Retirement Planning Associate (RPA). www.ReadOnlineNow.com
tim zielinski, financial advisor
matt Shalhoob, vice president/ Sr. portfolio manager/ financial advisor
roxanne kolev, financial advisor
13625 California Street #400 Omaha, NE 68154 402.399.6156 www.fa.smithbarney.com/thecibolagroup november/december • 2011
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