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Sarasota | 941.365.3900 | MorganStanley.com 2 North Tamiami Trail, Sarasota, FL 34236 Let one of our financial advisors help you design a solid financial future. To set up a private consultation, visit MorganStanleyBranch.com/Sarasota or call 941.365.3900. Women will control 65% of the wealth in the U. S. by 2020. as well as their aging parents. They are juggling full-time, high- pressure, executive positions and families, leaving them little time to manage their assets. Others find themselves suddenly thrust into managing complex estates left by a spouse or family member after an unexpected life event. Regardless of the circumstances, managing your financial future can be intimidating, especially for women who are not familiar with the investment world. Market volatility, changing needs, and life events can leave anyone confused about the best choices available to build a strong financial foundation. An astute financial advisor can help you navigate today's intricate world of finance and support your needs to secure your future. After all, you consult with a doctor about your health, why wouldn't you choose a financial advisor to help build an asset portfolio that takes care of your long-range investment goals, philanthropic causes, and provides a lasting legacy for the next generation? Another noteworthy trend of the past few decades is the surge in women entering the financial industry. These women possess not only a keen understanding of the investment world, but also an innate ease in listening to and communicating with their clients on how to build the right investment portfolio. The women at Morgan Stanley's Sarasota office bring decades of experience in the financial industry, serving as advisers to some of the world's foremost businesswomen. They offer a wealth of knowledge and experience. Notably, Aimee Cogan was recognized as Barron's Top 100 Women Financial Advisors from 2011 to 2014. They also hold degrees from some of the most prestigious universities in the world, including Duke, La Sorbonne, West Point and NYU. They are mothers, wives, daughters, sister and tireless community supporters. The collective group of financial advisers at Morgan Stanley Sarasota understand the complex and diverse financial needs of their clients and their changing needs during the different stages of life. We seek to achieve the appropriate rate of return through a strategic, targeted process to help meet the changing and fluid needs of today's women entrepreneurs, business leaders and family matriarchs. Today, women control 48% of estates worth more than $5 million and account for more than 50% of all stock ownership in the U. S. Source: The Power of the Purse: How Smart Businesses Are Adapting to the World's Most Important Consumer - - Women, (Pearson/Prentice Hall 2006), by Fara Warner. Barron's "Top 100 Women Financial Advisors," June 9, 2014. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's "America's Top 100 Women Financial Advisors" bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pays a fee to Barron's in exchange for the rating. The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness. ©2015 Morgan Stanley Smith Barney LLC. Member SIPC. CRC1102844 01/15