The DeLaHunt Group atMorgan Stanley

2400 Lakeview ParkwaySuite 300, ALPHARETTA, GA 30009

770-643-7692 / MAIN

800-229-4190 / TOLL-FREE

donald.delahunt@mssb.compamela.delahunt@mssb.comregan.yates@mssb.com

As your portfolio has grown, so too has its complexity andthe resources needed to manage it. As Financial Advisors, wehave the knowledge, experience and commitment necessaryto manage your investments on an ongoing, fully discre-tionary basis, providing you with objective advice on criticalfinancial matters.

Working closely with you, we will develop an invest-ment strategy focused clearly on your objectives — one thatreflects your lifestyle expectations, cash flow needs, risk tol-erance and aspirations for your family. From there, we willhelp you build a portfolio informed by the resources andinsight available from Morgan Stanley, one of the world’slargest financial firms.

When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future,not just your money. And over time, we can help you navi-gate the noise and distractions of challenging markets, pro-viding a disciplined sense of focus on what’s most important— your progress toward your goals.

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Meet the Professionals

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With extensive experience in investment management,

our team can help translate your objectives into strate-

gies and solutions that make sense for you. We offer you

perspective developed over multiple market cycles, a

thorough understanding of asset allocation and risk man-

agement, and an ability to refine your strategy as needs

and the financial markets change. In short, you will work

with professionals who can provide a steady hand guid-

ing you toward your investment goals.

5THE DELAHUNT GROUP

Donald DeLaHuntPortfolio Management DirectorSenior Vice President - Wealth ManagementWealth Advisor

DDoonn DDeeLLaaHHuunntt,, SSeenniioorr VViicceePPrreessiiddeenntt aanndd WWeeaalltthh AAddvviissoorr,, hasover 24 years industry experiencewith 20 of those years at MorganStanley. As a Portfolio ManagementDirector his primary business focus isin creating and implementing assetallocation strategies, security selec-tion and discretionary portfolio man-agement. Don brings a vast knowl-edge and passion for the capital mar-kets to his practice and is committedto using his expertise and skill to helphis clients and future clients withwealth generation and preservation.When not at work he shares an equalpassion with coaching young ath-letes. Don is commencing his 24th sea-son coaching Middle School Football.

Pamela DelahuntWealth AdvisorFirst Vice President - Wealth Management

PPaamm DDeeLLaaHHuunntt,, FFiirrsstt VViicceePPrreessiiddeenntt aanndd WWeeaalltthh AAddvviissoorr,, is aseasoned professional with over 20years in the financial services indus-try. She is committed to spendingtime with each client to provide asolutions driven approach throughfinancial planning, dynamic assetallocation and professional moneymanagement. She is dedicated toproviding quality service and theintegrity to always do what is in thebest interest of her clients. Shebelieves in balance between work andhome and thoroughly enjoys her timewith their five grown children andgrandchildren.

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Regan YatesSenior Client Service Associate

RReeggaann YYaatteess,, SSeenniioorr CClliieenntt SSeerrvviicceeAAssssoocciiaattee,, is a 20 year industry veter-an and joined The DeLaHunt Groupat Morgan Stanley in 2006. She isresponsible for providing a superiorclient experience and handling all theadministrative duties the teamrequires.

Before our team offers specific advice,however, we must understand whoyou are and what you want yourwealth to accomplish. Working withyou, we will complete a four-stepprocess:

1 Setting your financial objectives

We will begin our relationship by lis-tening — discussing a range of topicsrelated to your financial needs andinvestment objectives: long-term lifegoals and expectations, possiblemajor purchases, and legacy andcharitable goals, if you have them. Wewill discuss your current financialresources, your time horizon for vari-ous goals, your tolerance for risk —even how your liabilities are struc-

tured. If you own a business, we alsomight discuss your current bankingand cash management needs.

2 Developing your wealthmanagement strategy

Based on your input, our advice willlikely help address income and retire-ment planning, asset protection,investment management, strategicborrowing, wealth transfer and busi-ness succession. Of course, your planwill include an asset allocation strate-gy designed to help achieve yourfinancial goals in light of your risk tol-erance and investment time horizon.

Developing Your WealthManagement Strategy

Individuals work hard to build wealth in pursuit of a meaning-ful life for themselves and their family. Your achievementsreflect substantial effort, and we will work just as hard onyour behalf, committing our experience and skills to helpingyou achieve your unique goals for your wealth. Moreover, wewill support you and your strategy by accessing theresources and perspective of one of the world’s largest finan-cial firms.

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3 Implementing your strategy

After we have discussed and refinedyour strategy, the team works closelywith you to bring the elements to life.Should we decide together that out-side money managers are appropriatefor you, we will draw on in-depthresearch and analysis to help youselect from the hundreds of invest-ment management firms available toyou. If you prefer to invest in individ-ual securities, we can help identifyspecific stocks, bonds and other secu-rities that may be suitable for yourportfolio. Whatever approach wedecide on, the team will help you keepyour strategy on track.

4 Reviewing your performance

You will receive a quarterly reviewthat outlines your portfolio’s perform-ance, helping you track progresstoward your objectives. Moreover,when your personal situation or mar-ket conditions change significantly,we can suggest appropriate adjust-ments to your portfolio to help itremain aligned with your goals.

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The DeLaHunt Group understands your concerns. As a mar-ried couple who have a home, children and grandchildrenthey too have faced the same goals of college educations,weddings and saving for retirement while caring for elderlyparents. As experienced advisors with over 35 years of com-bined industry experience they have successfully guided theirclients through a myriad of market cycles. Start the conver-sation, they will take the time to listen to your needs andconcerns.

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© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. 1345427 03/2013

Morgan Stanley Financial Advisors donot provide tax or legal advice. This mate-rial was not intended or written to be usedfor the purpose of avoiding tax penaltiesthat may be imposed on the taxpayer.Clients should consult their tax advisor formatters involving taxation and tax plan-ning and their attorney for matters involv-ing trust and estate planning and otherlegal matters. Morgan Stanley SmithBarney LLC offers a wide array of broker-age and advisory services to its clients,each of which may create a different typeof relationship with different obligationsto you. Please contact us to understandthese differences.

Morgan Stanley Smith Barney LLC is aregistered brokerdealer, not a bank. Where

appropriate, Morgan Stanley Smith BarneyLLC has entered into arrangements withbanks and other third parties to assist inoffering certain banking-related productsand services. Unless otherwise specificallydisclosed to you in writing, investmentsand services offered through MorganStanley are not insured by the FDIC, arenot deposits or other obligations of, orguaranteed by, banks and involve invest-ment risks, including possible loss of prin-cipal amount invested.

Asset allocation and diversification donot guarantee a profit or protect againstloss.

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