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Brochure introducing Paul Jackson, Wealth Manager, Morgan Stanley Smith Barney

Brochure introducing Paul Jackson, Wealth Manager, Morgan Stanley Smith Barney

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  • 1. Paul Jackson Senior Vice President – Wealth Management Financial Advisor
  • 2. We focus exclusively on the needs of successful individuals, families, and businesses by providing strategies in Executive Benefits and Wealth Advisory Services. We are dedicated to helping you find the best strategy to accomplish your goals.
  • 3. My Commitment My clients are the foundation of my practice. As such, I am committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations. My dedication to this commitment encompasses providing a high level of client service, both proactively and responsively. Equally important is my attentiveness to anticipating changes and challenges in my clients’ lives and to helping them be prepared to meet those circumstances as they arise. I endeavor to earn my clients’ trust, thereby building long-lasting relationships with them and their families. MORGAN STANLEY SMITH BARNEY/3
  • 4. Meet the Paul Jackson Senior Vice President – Wealth Management Tricia komen Registered Associate Professionals Financial Advisor Tricia has been with Morgan Stanley Paul is a Senior Vice President - Wealth Smith Barney for 18 years, assisting and Management with Morgan Stanley supporting Financial Advisors with various Smith Barney. Paul has over 15 years of administrative and operational duties. With financial services experience. Prior to a great passion for excellent client service, joining Morgan Stanley Smith Barney, she focuses her talent and knowledge on he served as a Naval Officer in the Royal providing clients with professional but Canadian Navy. personal assistance in any administrative Paul works with individual investors, requests or issues. business owners and entrepreneurs throughout the U.S. and overseas. He has been invited to speak on financial matters at numerous Fortune 500 companies. nalini ramesh Paul earned a Bachelor of Arts from the Registered Client Service Associate Royal Military College of Canada and spent Nalini has worked as a Registered Client seven years on a missile frigate traveling Service Associate at Morgan Stanley around the world and speaking with foreign Smith Barney for 10 years. She is government officials about acquisitions of responsible for coordinating and Canadian military technology. preparing client reviews. Nalini lives North of Paul resides in Sammamish with his wife and the Bellevue, WA area with her husband and two children. two children. 4/MORGAN STANLEY SMITH BARNEY
  • 5. The Way I Do Business I know how hard my clients work for their money, and why. 3. imPlemenTing Your Plan They do it to build a meaningful life for themselves, their After presenting you with a detailed strategy for your family and their community. I work just as hard to help portfolio, I work closely with you to bring the elements to them achieve that life. I’m backed by years of experience life. Should we decide that outside money managers are helping clients manage their wealth and access the depth of appropriate for you, we will rely on our research to select resources that comes from being part of one of the world’s from the hundreds of investment-management firms largest financial firms. competing for your business. Or perhaps you’d prefer But before I develop any specific recommendations, I take individual securities; if so, I can help identify specific stocks, the time to understand who you are as an individual and bonds and other securities that may be suitable for your what you want to accomplish with your wealth and your life. portfolio. Whatever approach we decide on, I will help keep We will work through the following process together: your portfolio on track. 1. seTTing Your Financial obJecTives 4. revieWing Your PerFormance I’ll begin our relationship by asking questions — a lot of When your personal situation or market conditions change questions. Like what you want to do with your life, the significantly, I can recommend adjustments to your portfolio things you want to have, and whether you’d like to pass as necessary. Additionally, you will receive a comprehensive any of your wealth to others. I’ll ask about your current quarterly review that outlines your portfolio’s performance financial resources, your time horizon for various goals, your and whether it is on track toward meeting expectations. tolerance for risk — even how your liabilities are structured. If you’re a business owner, we also might discuss your current Diversification does not guarantee a profit or protect against loss. banking and cash-management needs. 2. DeveloPing Your WealTh managemenT sTraTegY Based on your input, my recommendations will likely address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. Of course, your plan will include an asset allocation strategy designed to achieve a return in line with your risk tolerance and investment time horizon. MORGAN STANLEY SMITH BARNEY/5
  • 6. Making Plans: We Will Do Them Together Smart planning starts with asking the appropriate questions and knowing where to find the answers. We know that reaching your goals requires a sound financial plan — one you’ll stick to when short-term worries and temptations threaten to cloud your judgment. We’ll begin the planning process with a your plan will include strategies for • equity compensation: If you work discussion of your goals and concerns. preserving the tax-deferred status of for a publicly traded company, much What do you want to do with your your company retirement plan. of your compensation may be in the money? What do you want to have? form of stock options and restricted What do you want to give to others? • asset allocation: We will include a stock. In your plan, we’ll show you the And what could stand in your way? recommended investment strategy potential gains and tax consequences Once we understand the answers based on your goals, risk tolerance associated with exercising options to these questions, we’ll create a and time horizon. and selling company stock. complimentary, written comprehensive plan that can include the following • education funding: As part of the • estate planning: Based on the components: planning process, we’ll ask about any current and projected value of your education funding needs you may assets, we’ll estimate the amount of • net worth analysis: Every have for children or grandchildren. estate taxes your heirs may have to comprehensive plan starts with a Your plan will estimate the future pay. We will work with your tax and thorough inventory of your assets cost of education, provide a savings legal experts to include strategies and liabilities to help us assess recommendation, and show the aimed at reducing those taxes, such your net worth, now and over time. potential growth of various savings as lifetime gifting, the proper titling The goal is to get all of your assets vehicles, including 529 College of assets, and trusts. working together toward achieving Savings Plans. your goals. In creating your personal • insurance: If you have a family, you comprehensive plan, we will work to • retirement analysis: Your plan will need to ensure that they’ll be able help identify your critical financial identify how much you may have at to maintain their lifestyle in case goals and establish a framework for retirement, and whether it will be something happens to you. We’ll help pursuing them. Together, we’ll pull the enough to support you. We’ll detail you determine an appropriate level different parts of your financial puzzle your sources of income and specify of insurance coverage and review into a thorough, integrated plan that’s how much you’ll need to save to your life, disability and long-term care flexible enough to grow and change overcome any projected shortfall. policies. along with you. Let’s get to work. If you’re retiring or changing jobs, 6/MORGAN STANLEY SMITH BARNEY
  • 7. Our clients are the foundation of our practice. As such, we are committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations.
  • 8. Paul Jackson 411 108th Avenue, Suite 1600 Bellevue, WA 98004 TelePhone: 425.453.5746 TelePhone: 800.426.3348 TelePhone: 425.453.3467 paul.w.jackson@smithbarney.com fa.smithbarney.com/paul_jackson Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. © 2009 Morgan Stanley Smith Barney LLC. Member SIPC. 539565 08/09