4 minute read
Hi, Society
Executive Chef David Atkinson
Brooklynn and Capt. Skott Jeusen
Francheska Armenteros and Lynne Kelley
Tempting Tastes of Tavares
In November, visitors and residents of Tavares enjoyed many delicious appetizers, entrees, and desserts o ered by the local establishments in downtown Tavares. Everyone voted alongside professional judges on which meals were the best of the best!
PHOTOS: NICOLE HAMEL
Paul Matthew, Jeremy Spauldins, and Kevin Winkler Jordan and Mandy Wettstein
Lou Acuff and Jaw Russell
Malcolm Mompoint
Catch the Big One!
Reel In 4 Autism was held at the Venetian Gardens Park Saturday, October 29, 2016. This event helps raise awareness and funds for the children in our community with Autism. Children enjoyed games, bounce houses, face painting, and of course, fishing! If you are interested in sponsoring or attending this event next year, go to reelin4autism.wordpress.com
PHOTOS: NICOLE HAMEL
Meghan Riegler, Kennedi Martin, Omar Khan, Gesa Barto, Yasmine Al-khub
David Green, Yamel Santiago and “Carty.” James
Paula Kling and Ethan Campbell Dodie and John Frank
Shirah Harmeling, Kirstin Treber and Krista Watts
Gregory Prevatt, CLTC, CFP®
Senior Vice President Portfolio Management Director Financial Advisor gregory.prevatt@morganstanley.com Nicole Silberstein
Client Service Associate nicole.silberstein@morganstanley.com Michael Monteith
Vice President Financial Planning Specialist Portfolio Manager Financial Advisor michael.monteith@morganstanley.com
The Lake Sumter Group at Morgan Stanley
832 Lake Sumter Landing, The Villages, FL 352.751.7845 • Toll free 800.447.6036 morganstanleyfa.com/LakeSumter
We proactively serve a select group of families with the distribution phase of their retirement by offering rigorous, relentless discipline seeking to bring a higher level of predictability.
How does your group achieve that?
With fi nancial planning tools and discretionary portfolio management, we build plans based on our client’s risk tolerance. As portfolio managers, we manage our clients’ portfolios on a daily basis and guide their objectives, which range from developing a health care strategy to attending to estate planning needs.
How do you help your clients achieve their objectives?
Focusing our attention on our clients’ fi nancial details means working toward their goal of living the lifestyle they have always envisioned. Having the resources in place to enjoy the next stage of their lives is important in achieving those goals. Perhaps they want to master a new language or travel to see family. Moving fi nancial worry away from the front of their minds can put big concerns to rest.
What specific strategies do you offer your clients?
Our focus is on fi nancial planning which includes retirement planning, retirement income planning, estate planning strategies, college education planning, custom portfolio management, long term care planning and life insurance planning.
What makes your group passionate about what you do?
Our clients have spent their working years building a legacy. We enjoy helping them build the next phase of their lives. Having an advisor who can walk that path with them can mean the difference between living, and enjoying, their retirement.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affi liates. This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other fi nancial instrument, or to participate in any trading strategy. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ ADV or from your Financial Advisor. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee. Certifi ed Financial Planner Board of Standards Inc. owns the certifi cation marks CFP®, CERTIFIED FINANCIAL PLANNER and Federally registered CFP (with fl ame design) in the US. © 2016. Morgan Stanley Smith Barney LLC. Member SIPC Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affi liates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. CRC1651264 11/16
