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The Noone Group atMorgan Stanley Smith Barney

Red Bank, NJ 07701Phone: (732) 936-3330 / Toll Free: (866) 967-0818Fax: (732) 676-7745michael.noone@mssb.comwww.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

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Step 5Ongoing Commitment

Step 4Plan Implementation

Step 3Planning / Presentation

Step 2Information Analysis

Step 1Discovery Meeting

5 StepAdvisory Process

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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

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Our Team

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.

Michael Noone, CIMA, CPWASenior Vice PresidentFinancial Advisor

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Our Team

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.

Michael Noone Jr.Financial Advisor

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Our Team

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.

Jennifer NooneClient Service Associate

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Qualifications and Associations

Michael A. Noone, CPWA®, CIMA®

Senior Vice President / Financial Advisor

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

Jennifer Noone Client Service Associate

Qualifications & Associations:

•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

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.

Integration

Builds on heritage of leadership and innovation, leveraging best-in-class global capabilities to help individual clients achieve their goals.

Notable Accomplishments:Merges with Dean Witter, Discover & Co. to create a global leader in securities, asset management and credit services.

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.

Notable Accomplishments:In 1962, creates the first computer model for financial analysis.

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.

Expansion

Emerges as a global leader, joining forces with other prominent financial institutions to expand depth and breadth of offerings.

1990’s 2000’s1950’s and 1960’s1930’s and 1940’s 1970’s and 1980’s

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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.

San FranciscoMenlo ParkLos Angeles

Mexico City

Calgary

HoustonAustin

Dallas

Denver Chicago

Atlanta

West ConshohockenNew YorkBoston

Toronto

Montreal

Sao Paulo

Buenos AiresJohannesburg

Tel Aviv

Athens

BudapestRome

MilanMadrid

MunichZurichGeneva

Frankfurt

Amsterdam

London

GlasgowStockholm

Moscow

Dubai

Mumbai

Singapore

Hong Kong

Shanghai

Taipei

TokyoSeoulBeijing

Sydney

Melbourne

Paris

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DisclosuresThis 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