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The Banyan Group at Morgan Stanley

In a world of financial complexities and ever-changing economic landscapes, achieving and
preserving wealth requires a strategic approach. We’ve designed a Wealth Strategy Series to empower
you with the knowledge and tools necessary to navigate the intricacies of wealth management. We’ll
discuss key principles, strategies, and insights that can help you secure your financial future and
make informed investment decisions.

Come �oin us for lunch as we discuss our 2024 Market Outlook
and Cyber Security and Fraud Protection

January 17 January 24

12:30 PM 12:30 PM

Market Waterside Shops Cyber Security

Outlook 5505 Tamiami Trail N, and

Naples, FL 34108 Fraud Protection

If you’re unavailable for lunch, please call to learn more about our upcoming
Zoom/Webinar on each topic

Call to register and learn more about our next event
Client Service Associate, Kathy Compitello at (239) 598-7695

8889 Pelican Bay Blvd, Suite 300, Naples, FL 34108

The appropriateness of a par�cular investment or strategy will depend on an investor's individual circumstances and objec�ves.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on
their par�cular circumstances from an independent tax or legal advisor.

Morgan Stanley Smith Barney LLC. Member SIPC. CRC5991615 10/23

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