Plan for Life, Not Just Retirement
A look at why a goals-based wealth management plan goes beyond just investments and helps plan for all your life goals.
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Amy Reitmeyer joined Morgan Stanley in 2005 and has worked exclusively with the Hoffman Group since 2009. Amy was promoted in 2016 to Portfolio Associate where she assists with investment management, due diligence, portfolio analysis and account trading. Amy is responsible for the execution of the group’s block trading in the equity and fixed income markets coordinating trades with our New York institutional traders. Amy also maintains her responsibilities as a Senior Registered Associate servicing and implementing client administrative and operational tasks. Amy’s attention to detail and commitment to delivering the highest level of personal service to our clients makes her an integral part of The Hoffman Group. Born in Clearwater, Amy is a native Floridian that resides in Countryside. Outside of the office, Amy enjoys spending time with her family and friends.
Amy is Series 7, Series 66 FINRA licensed and holds Life, Health and Variable Annuity Insurance licenses.
With more than 9 years of financial services industry experience, Jenna Sefchick is a Senior Registered Associate that joined The Hoffman Group at Morgan Stanley in May of 2015. Prior to joining the Hoffman Group, Jenna worked with H&R Block Financial Advisors and Ameriprise Financial.
Jenna primary role is to assist clients with scheduling, servicing and implementing administrative and operational tasks. She also provides support for day-to-day tasks and manages the team’s marketing and social media presence. Jenna uses her industry knowledge and strong organizational skills to provide world-class service. Jenna lives in Crystal Beach and is a Florida native. Jenna enjoys staying active with her son, bike riding, reading and spending time with friends and family.
Jenna is Series 7; Series 66 FINRA licensed and holds Life, Health and Variable Annuity Insurance licenses.
The 1% Move
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
OneView organizes all of your financial data in one location, regardless of where your accounts are held, giving you a comprehensive view of your finances.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15
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.