The Noone Group at
Morgan Stanley Smith Barney
20 Linden Place
Red Bank, NJ 07701
Phone: (732) 936-3330 / Toll Free: (866) 967-0818
Fax: (732) 676-7745
[email protected]
www.morganstanley.com/fa/thenoonegroup
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Mission
The Noone Group has over 30 - years Investment Management Experience. Our
approach to wealth management focuses on helping clients navigate through all
the different elements of their financial lives, while seeking to manage risk and
help clients make informed financial decisions
2
Step 1
Step 2
Discovery Meeting
Information Analysis
5 Step
Advisory Process
Step 5
Step 3
Ongoing Commitment
Planning / Presentation
Step 4
Plan Implementation
3
Client Commitment
Discovery Meeting
Engage in conversation to thoroughly understand all of the goals, concerns and other needs
which may be important the potential client
Information Analysis
Analyze the information shared in the discovery meeting to identify possible strategies to
accomplish the objectives of the potential client
Planning / Presentation
Select the most appropriate course of action from the analysis and present recommendations.
Check for understanding.
Plan Implementation
Implement the agreed upon planning strategy and set expectations for future assessment
Ongoing Commitment
Maintain ongoing dedication to the client relationship through regular dialogue and reviews
4
Our Team
Michael Noone, CIMA, CPWA
Senior Vice President
Financial Advisor
Now in his 30th year on Wall Street, Michael
believes strongly in the principle that the interests
of his clients must come first.
Having spent the first twenty-six years of his career
at Merrill Lynch as a First Vice President and
member of the prestigious Circle of Excellence,
Michael proudly joined Morgan Stanley Smith
Barney, and predecessor firms, in April 2008 as a
Senior Vice President in Red Bank, NJ.
Michael utilizes his vast experience and the broad
resources of Morgan Stanley Smith Barney, to help
provide each of his clients with a "First Class"
experience. He works with each client, family and
institution on a very professional, personalized and
confidential basis, while developing a dialogue with
both their attorney's and tax advisors on an ongoing
basis.
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Our Team
Michael Noone Jr.
Financial Advisor
Before joining The Noone Group, Michael
interned as an Investment Product Analyst in
the Managed Solutions Group at Merrill Lynch.
Upon graduating from Saint Joseph’s University
‘09, Michael joined the Direct Investment
Division at Merrill Lynch, where he spoke
regularly with clients to review their portfolios
and resolve various investment and retirement
planning issues.
Michael joined Morgan Stanley Smith Barney
in March of 2010 as a Financial Advisor.
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Our Team
Jennifer Noone
Client Service Associate
Jennifer is a Client Service Associate for The
Noone Group. She joined Morgan Stanley in
April 2008 after completing two successful
financial internships at Merrill Lynch. She
handles all administrative and operational
requests in a most professional and timely
manner. Her role is critical in assisting clients
on a day to day basis with all of their banking,
credit and personal needs.
Jennifer is a dedicated volunteer and member
of The American Cancer Society in
Shrewsbury, NJ. She enjoys working hard to
raise money for cancer research in hope that
one day there will be a cure. Jennifer enjoys
traveling, working out, and socializing with
friends and family in her spare time.
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Qualifications and Associations
Michael A. Noone, CPWA®, CIMA®
Senior Vice President / Financial Advisor
Jennifer Noone
Client Service Associate
Qualifications & Associations:
Qualifications & Associations:
•B.S. in Business Administration, Nathaniel
Hawthorn
College
•FINRA Series 7, 65, 63 and 3 registrations
•Life & Health Insurance Producer
•University of Chicago, Booth School,
CPWA® Program
•University of Pennsylvania, Wharton
School, CIMA® Program
•Long Island University, Graduate Business
School , Advisory Development Board
Member
•American Cancer Society, Active Member
•The Ernie Davis Award, Past Chairman
•The Leukemia and Lymphoma Society, Past
Trustee
•Heisman Trophy Committee, Past Member
•New York Athletic Club
•The Union League of Philadelphia
•B.A. in Psychology & Mathematics, Syracuse
University
•American Cancer Society, Chair of Auction
Committee
Michael A. Noone Jr.
Financial Advisor
Qualifications & Associations:
•B.S. in Finance, Saint Joseph’s University
•FINRA Series 7, 66 and 31 registrations
•Life & Health Insurance Producer
•Crohn’s and Colitis Foundation of America
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A Growth Company Provides Expanding Opportunity
Formation
1930’s and 1940’s
Integration
Expansion
1950’s and 1960’s
Formed as an investment banking firm,
Morgan Stanley expands into advisory
services, quickly establishing itself as an
industry innovator.
Notable Accomplishments:
In first full year of operation (1936),
manages or co-manages $1.1 billion in
public and private placements – a 24%
market share.
Joins the NYSE in 1942.
Co-manages World Bank’s $50 million
triple-A-rated bond offering in 1952.
1970’s and 1980’s
1990’s
2000’s
Emerges as a global leader, joining forces with
other prominent financial institutions to expand
depth and breadth of offerings.
Builds on heritage of leadership and
innovation, leveraging best-in-class global
capabilities to help individual clients
achieve their goals.
Notable Accomplishments:
In 1962, creates the first computer model for
financial analysis.
Notable Accomplishments:
Merges with Dean Witter, Discover & Co.
to create a global leader in securities,
asset management and credit services.
Enters sales and trading business, increases
real estate finance and advisory services, and
establishes M & A division and Private Wealth
Management.
Opens offices in Frankfurt, Hong Kong,
Luxembourg, Melbourne, Milan, Sydney and
Zurich. Expands in London and Tokyo.
Combines equity, debt and leveraged
finance departments to provide integrated
client solutions.
Leads $1.9 billion auction IPO for Google.
Sets up China’s first investment bank and
acts as joint global coordinator and book
runner in largest Chinese IPO to date.
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Bringing Home the World’s Best Investment Ideas
With a global presence in 42 countries and a powerful understanding of the investing world, we have the
intelligence and the resources to take advantage of opportunities wherever they arise. We have the intelligence
and the resources to take advantage of opportunities wherever they arise.
Amsterdam
Denver Chicago
San Francisco
Menlo Park
Los Angeles
Stockholm
Moscow
Frankfur
London
Munich
t
Paris
Zurich
Geneva
Budapest
Milan
Rome
Madrid
Athens
Glasgow
Calgary
Montreal
Toronto
Boston
New York
West Conshohocken
Dallas
Austin
Atlanta
Houston
Beijing
Seoul
Tel Aviv
Dubai
Mexico City
Tokyo
Shanghai
Mumbai
Hong Kong
Taipei
Singapore
Sao Paulo
Buenos Aires
Johannesburg
Sydney
Melbourne
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Disclosures
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances
and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan
Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek
the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances
and objectives.
Diversification does not guarantee a profit or protect against a loss.
The information and data in this presentation were obtained from sources deemed reliable. Their accuracy or completeness is not guaranteed and the
giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities or commodities, or any specific
investment or strategy. For more information, please contact your Morgan Stanley Financial Advisor.
Tax laws are complex and subject to change. This information is based upon current federal tax rules in effect at the time this was written. Morgan
Stanley Smith Barney and its Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used, and it cannot
be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Please consult your
tax advisor or attorney for tax and legal advice involving estate planning and personal trusts.
Financial planning is one of many products and services offered by Morgan Stanley Smith Barney. Please consult your Financial Advisor for more
information about any of our products and services.
Investment products and services are offered through Morgan Stanley Smith Barney LLC.
Morgan Stanley Smith Barney LLC is a registered broker/dealer and investment advisor, formed by the combination of the Global Wealth
Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc.
Beginning in June 2009, the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup
Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the
Securities and Exchange Commission.
© 2012 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.
03/30/2012
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