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Paul Jackson Senior Vice President – Wealth Management Financial Advisor
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Page 1: Paul Jackson Brochure

Paul JacksonSenior Vice President – Wealth Management Financial Advisor

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We focus exclusively on the needs of successful individuals, families, and businesses by providing strategies in Executive Benefits and Wealth Advisory Services. We are dedicated to helping you find the best strategy to accomplish your goals.

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MORGAN STANLEY SMITH BARNEY/3

My clients are the foundation of my practice. As such, I am committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations.

My dedication to this commitment encompasses providing a high level of client service, both proactively and responsively. Equally important is my attentiveness to anticipating changes and challenges in my clients’ lives and to helping them be prepared to meet those circumstances as they arise. I endeavor to earn my clients’ trust, thereby building long-lasting relationships with them and their families.

My Commitment

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4/MORGAN STANLEY SMITH BARNEY

Paul JacksonSenior Vice President – Wealth Management Financial Advisor

Paul is a Senior Vice President - Wealth Management with Morgan Stanley Smith Barney. Paul has over 15 years of financial services experience. Prior to joining Morgan Stanley Smith Barney, he served as a Naval Officer in the Royal Canadian Navy.

Paul works with individual investors, business owners and entrepreneurs throughout the U.S. and overseas. He has been invited to speak on financial matters at numerous Fortune 500 companies.

Paul earned a Bachelor of Arts from the Royal Military College of Canada and spent seven years on a missile frigate traveling around the world and speaking with foreign government officials about acquisitions of Canadian military technology.

Paul resides in Sammamish with his wife and two children.

Tricia komenRegistered Associate

Tricia has been with Morgan Stanley Smith Barney for 18 years, assisting and supporting Financial Advisors with various administrative and operational duties. With a great passion for excellent client service, she focuses her talent and knowledge on providing clients with professional but personal assistance in any administrative requests or issues.

nalini rameshRegistered Client Service Associate

Nalini has worked as a Registered Client Service Associate at Morgan Stanley Smith Barney for 10 years. She is responsible for coordinating and preparing client reviews. Nalini lives North of the Bellevue, WA area with her husband and two children.

Meet the Professionals

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MORGAN STANLEY SMITH BARNEY/5

The Way I Do BusinessI know how hard my clients work for their money, and why. They do it to build a meaningful life for themselves, their family and their community. I work just as hard to help them achieve that life. I’m backed by years of experience helping clients manage their wealth and access the depth of resources that comes from being part of one of the world’s largest financial firms.

But before I develop any specific recommendations, I take the time to understand who you are as an individual and what you want to accomplish with your wealth and your life. We will work through the following process together:

1. seTTing Your Financial obJecTivesI’ll begin our relationship by asking questions — a lot of questions. Like what you want to do with your life, the things you want to have, and whether you’d like to pass any of your wealth to others. I’ll ask about your current financial resources, your time horizon for various goals, your tolerance for risk — even how your liabilities are structured. If you’re a business owner, we also might discuss your current banking and cash-management needs.

2. DeveloPing Your WealTh managemenT sTraTegYBased on your input, my recommendations will likely address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. Of course, your plan will include an asset allocation strategy designed to achieve a return in line with your risk tolerance and investment time horizon.

3. imPlemenTing Your PlanAfter presenting you with a detailed strategy for your portfolio, I work closely with you to bring the elements to life. Should we decide that outside money managers are appropriate for you, we will rely on our research to select from the hundreds of investment-management firms competing for your business. Or perhaps you’d prefer individual securities; if so, I can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, I will help keep your portfolio on track.

4. revieWing Your PerFormance When your personal situation or market conditions change significantly, I can recommend adjustments to your portfolio as necessary. Additionally, you will receive a comprehensive quarterly review that outlines your portfolio’s performance and whether it is on track toward meeting expectations.

Diversification does not guarantee a profit or protect against loss.

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Making Plans: We Will Do Them Together

We’ll begin the planning process with a discussion of your goals and concerns. What do you want to do with your money? What do you want to have? What do you want to give to others? And what could stand in your way? Once we understand the answers to these questions, we’ll create a complimentary, written comprehensive plan that can include the following components:

net worth analysis: • Every comprehensive plan starts with a thorough inventory of your assets and liabilities to help us assess your net worth, now and over time. The goal is to get all of your assets working together toward achieving your goals.

retirement analysis: • Your plan will identify how much you may have at retirement, and whether it will be enough to support you. We’ll detail your sources of income and specify how much you’ll need to save to overcome any projected shortfall. If you’re retiring or changing jobs,

your plan will include strategies for preserving the tax-deferred status of your company retirement plan.

asset allocation: • We will include a recommended investment strategy based on your goals, risk tolerance and time horizon.

education funding: • As part of the planning process, we’ll ask about any education funding needs you may have for children or grandchildren. Your plan will estimate the future cost of education, provide a savings recommendation, and show the potential growth of various savings vehicles, including 529 College Savings Plans.

insurance: • If you have a family, you need to ensure that they’ll be able to maintain their lifestyle in case something happens to you. We’ll help you determine an appropriate level of insurance coverage and review your life, disability and long-term care policies.

equity compensation: • If you work for a publicly traded company, much of your compensation may be in the form of stock options and restricted stock. In your plan, we’ll show you the potential gains and tax consequences associated with exercising options and selling company stock.

estate planning: • Based on the current and projected value of your assets, we’ll estimate the amount of estate taxes your heirs may have to pay. We will work with your tax and legal experts to include strategies aimed at reducing those taxes, such as lifetime gifting, the proper titling of assets, and trusts.

In creating your personal comprehensive plan, we will work to help identify your critical financial goals and establish a framework for pursuing them. Together, we’ll pull the different parts of your financial puzzle into a thorough, integrated plan that’s flexible enough to grow and change along with you. Let’s get to work.

Smart planning starts with asking the appropriate questions and knowing where to find the answers. We know that reaching your goals requires a sound financial plan — one you’ll stick to when short-term worries and temptations threaten to cloud your judgment.

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Our clients are the foundation of our practice. As such, we are committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations.

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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. 539565 08/09

411 108th Avenue, Suite 1600 Bellevue, WA 98004

TelePhone: 425.453.5746

TelePhone: 800.426.3348

TelePhone: 425.453.3467

[email protected]/paul_jackson

Paul Jackson