The Michael Shearin Group: The Elm Street Group at Morgan Stanley

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Information about The Michael Shearin Group: The Elm Street Group at Morgan Stanley
Business-Finance

Published on February 16, 2014

Author: julioribeiro

Source: authorstream.com

The Elm Street Group at Morgan Stanley: The Elm Street Group at Morgan Stanley « The Michael Shearin Group PowerPoint Presentation:  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. Our dedication to this commitment encompasses providing a high level of client service, both proactively and responsively. Equally important is our attentiveness to anticipating changes and challenges in our clients’ lives and to helping them to be prepared to meet those circumstances as they arise . PowerPoint Presentation:  We endeavor to earn our clients' trust, thereby building long-lasting relationships with them and their families. As Financial Advisors, we listen carefully, ask probing questions, educate at every opportunity and methodically implement strategies to help address problems in a highly tailored and personal manner.   We believe that... Without a goal, there can be no plan; without a plan, there is no chance of success. MEET THE PROFESSIONALS: MEET THE PROFESSIONALS Left to right: Michael L Shearin, Diane D. Murphy and Betsy Bowen PowerPoint Presentation: Michael L Shearin, CFP® Senior Portfolio Manager First Vice President - Wealth Management Financial Advisor   Mike Shearin, originally from Connecticut, has been a New Hampshire resident since he joined Morgan Stanley's predecessor firm in 1992. Mike has over 20 years of securities industry experience and has lead responsibility for financial planning and investment strategy for the team. He holds a BS from the United States Military Academy at West Point, NY and a Master's Degree in Personal Financial Planning. His personal interests include youth sports, outdoor activities, light farming and volunteer activities with his wife Patty and two sons, Brendon and Samuel . PowerPoint Presentation: Elizabeth Bowen, CFP® Portfolio Manager Vice President - Wealth Management Financial Advisor   Elizabeth (Betsy) originally from Massachusetts, has been a New Hampshire resident since graduating from Plymouth State University in Plymouth NH. Possessing over 25 years with the firm and predecessor firms, she is instrumental in overseeing the daily operations of the The Elm Street Group at Morgan Stanley . Betsy's task is for the team to maintain unwavering focus on client service and team management best practices. When not working she enjoys outdoor activities, gardening, and traveling with her husband David . PowerPoint Presentation: Diane Murphy, CFP® Financial Planning Specialist Financial Advisor   Diane , originally from New York, has been a New Hampshire resident for over 20 years. Diane joined the firm in 1998 and has 15 years of securities industry experience and 18 years as a corporate executive. Diane's challenge is to keep the team at the cutting edge of new developments within the realm of wealth management. She holds a BA from D'Youville College, Buffalo NY and a MS in Management from Lesley University, Cambridge MA. Diane is a book club enthusiast and enjoys walking and other outdoor activities with her husband Bob and daughter, Betsy . PowerPoint Presentation: Our Process...   … begins with the end in mind. Using a team approach allows us to proactively engage our clients' on important matters while also remaining attentive to the very real and complex issues confronting investors daily. We expect to be called on at all stages of our clients’ lives and as every relationship is unique, a well-conceived five step process is employed to address the specific goals and circumstances . More About the Team: http://www.morganstanleyfa.com/public/facilityfiles/sb040504102713/d2da83cf-0368-4e81-a036-b480f4fed993.pdf

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