Morgan Stanley The riskiest financial move is doing nothing. Your wealth plan should keep up with the changing circumstances of your life, as well as with the cycles in the financial markets. A new career, a new grandchild, a new business, a significant shift in your portfolio-any of these events could necessitate a fresh look at your strategy. As a Morgan Stanley Financial Advisor, I can work with you to develop a strategy and then help you manage your investments and assets through life's changes. Call today to arrange an appointment. We'll work together to plan for what may come. Roger Mason CRPS Corporate Retirement Director Senior Vice President Financial Advisor 741 Boston Post Rd Madison, CT 06443 +1 203 499-4917 Roger.J.Mason@morganstanley.com NMLS# 1272708 The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. 2021 Morgan Stanley Smith Barney LLC. Member SIPC. MARO14 CRC 3234618 01/21 CS 9959216 02/21 Morgan Stanley The riskiest financial move is doing nothing . Your wealth plan should keep up with the changing circumstances of your life , as well as with the cycles in the financial markets . A new career , a new grandchild , a new business , a significant shift in your portfolio - any of these events could necessitate a fresh look at your strategy . As a Morgan Stanley Financial Advisor , I can work with you to develop a strategy and then help you manage your investments and assets through life's changes . Call today to arrange an appointment . We'll work together to plan for what may come . Roger Mason CRPS Corporate Retirement Director Senior Vice President Financial Advisor 741 Boston Post Rd Madison , CT 06443 +1 203 499-4917 Roger.J.Mason@morganstanley.com NMLS # 1272708 The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives . 2021 Morgan Stanley Smith Barney LLC . Member SIPC . MARO14 CRC 3234618 01/21 CS 9959216 02/21