The Michael Shearin Group: The Elm Street Group at Morgan Stanley

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The Elm Street Group at Morgan Stanley
The Michael Shearin Group
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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.
• Our dedication to this commitment encompasses
  providing a high level of client service, both
  proactively and responsively. Equally important
  is our attentiveness to anticipating changes and
  challenges in our clients lives and to helping
  them to be prepared to meet those circumstances
  as they arise.

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• We endeavor to earn our clients' trust, thereby
  building long-lasting relationships with them and
  their families. As Financial Advisors, we listen
  carefully, ask probing questions, educate at
  every opportunity and methodically implement
  strategies to help address problems in a highly
  tailored and personal manner.
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• We believe that...
• Without a goal, there can be no plan without a
  plan, there is no chance of success.

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MEET THE PROFESSIONALS

• Left to right Michael L Shearin, Diane D. Murphy
  and Betsy Bowen

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• Michael L Shearin, CFP
• Senior Portfolio Manager
• First Vice President - Wealth Management
• Financial Advisor
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• Mike Shearin, originally from Connecticut, has
  been a New Hampshire resident since he joined
  Morgan Stanley's predecessor firm in 1992. Mike
  has over 20 years of securities industry
  experience and has lead responsibility for
  financial planning and investment strategy for
  the team. He holds a BS from the United States
  Military Academy at West Point, NY and a Master's
  Degree in Personal Financial Planning. His
  personal interests include youth sports, outdoor
  activities, light farming and volunteer
  activities with his wife Patty and two sons,
  Brendon and Samuel.

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• Elizabeth Bowen, CFP
• Portfolio Manager
• Vice President - Wealth Management
• Financial Advisor
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• Elizabeth (Betsy) originally from Massachusetts,
  has been a New Hampshire resident since
  graduating from Plymouth State University in
  Plymouth NH. Possessing over 25 years with the
  firm and predecessor firms, she is instrumental
  in overseeing the daily operations of the The Elm
  Street Group at Morgan Stanley. Betsy's task is
  for the team to maintain unwavering focus on
  client service and team management best
  practices. When not working she enjoys outdoor
  activities, gardening, and traveling with her
  husband David.

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• Diane Murphy, CFP
• Financial Planning Specialist
• Financial Advisor
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• Diane, originally from New York, has been a New
  Hampshire resident for over 20 years. Diane
  joined the firm in 1998 and has 15 years of
  securities industry experience and 18 years as a
  corporate executive. Diane's challenge is to keep
  the team at the cutting edge of new developments
  within the realm of wealth management. She holds
  a BA from D'Youville College, Buffalo NY and a MS
  in Management from Lesley University, Cambridge
  MA. Diane is a book club enthusiast and enjoys
  walking and other outdoor activities with her
  husband Bob and daughter, Betsy.

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• Our Process...
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• begins with the end in mind. Using a team
  approach allows us to proactively engage our
  clients' on important matters while also
  remaining attentive to the very real and complex
  issues confronting investors daily. We expect to
  be called on at all stages of our clients lives
  and as every relationship is unique, a
  well-conceived five step process is employed to
  address the specific goals and circumstances.

More About the Team http//www.morganstanleyfa.co
m/public/facilityfiles/sb040504102713/d2da83cf-036
8-4e81-a036-b480f4fed993.pdf