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Salutè
Masquerade!
Lake Sumter State College recently hosted its 32nd annual Gala Auction Saturday at the Savannah Center in The Villages. This event always brings community leaders together to support LSSC students. For the 17th year, Ernie Morris Enterprises sponsored the event. Proceeds support the students directly through scholarships.
PHOTOS: NICOLE HAMEL
Roxanne and Carlos Cruz
Paul and Jeanne Farineau
Jessy Flinn and the staff of Gourmet Today Kala West Brown and Stephanie Hand Cheree Winget, Stephanie Egar, Tiff any Reyes, and Stephanie Fowler
Dyandra Valencia and Justin Coleman Michaelyn Walls
James Morris, Brooke Hiubard and Randy Mask J.J. Dahl
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
