Mission Statement: My mission is to assist clients in their pursuit of financial security by being a prudent steward of wealth. Philosophy: Bryan Quackenbush, Senior Portfolio Manager, Alternative Investments Director, Financial Advisor at Morgan Stanley provides investment management services to entrepreneurs, executives and families. Bryans training and experience are devoted to preserving capital and generating cash flow for lifetime spending needs. Bryan believes financial planning is the starting point for developing an investment strategy. Practice Overview: Bryan provides discretionary portfolio management services to his clients through the Morgan Stanley Portfolio Management program and takes an integrated approach to planning, including wealth transfer, business succession, executive financial services, and risk management. Commitment to Clients: Bryan and his associates will help you address the challenges and complexities of wealth so you can accomplish the things in life that are essential to you. Bryans service commitment centers on a continual assessment of your portfolio, financial plan, and performance towards goals, while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. Bryans practice is committed to: Delivering the highest level of personal service by serving a limited number of clients Managing investments with an unwavering focus on your financial strategy and personal goals Simplifying financial complexity to help you achieve clarity and control Structuring your wealth and customizing solutions based on an objective view of your needs Creating generational relationships with clients and their families Website: https://advisor.morganstanley.com/bryan.quackenbush Phone: (410) 736-5531 E-mail: bryan.quackenbush@morganstanley.com 