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2013 Hawaii Five Star Wealth Managers

(page 5 of 11)

Left to right: Donn Arivoshi, Financial Advisor; 2011 – 2013 winner Christina Hom, Wealth Advisor; Mark Haley, Financial Advisor; Valerie Lee, Financial Advisor; 2011 – 2013 winners Mike Strada, Wealth Advisor; Gregg Takara, Financial Advisor; and Derek Wickes, Financial Advisor
 

The Strada/McRoberts Team at Morgan Stanley

Ranked No. 1 Financial Advisor in Hawaii in 2009, 2010, 2011 and 2012 by Barron’s Magazine*

Comprehensive Wealth Management, Retirement Planning, Business Planning and Estate Planning Assistance

• Comprehensive wealth management and advanced financial strategies

• Customized portfolio management: fixed income, equity, commodity, currency, alternative investments

• Clients include: individuals, small businesses, retirement plans, trusts, foundations and estates

The single focus of the Strada/McRoberts Team at Morgan Stanley is providing our clients with advice that they can rely on
and investment solutions designed for their unique financial needs. With extensive  nancial industry and investment experience, we provide our clients with sophisticated, tailored investment strategies that refl ect their individual objectives, lifestyle expectations, cash-flow needs and legacy planning. This year, Mike, Christina, Gregg and Derek have been recognized as Five Star Wealth Managers. We want to thank our clients for their loyalty and commitment over the years, and we look forward to continuing to meet and exceed their expectations for many years to come.

 

Morgan Stanley
(808) 525-7979
733 Bishop Street, Suite 2800
Honolulu, HI 96813
derek.wickes@ms.com
www.morganstanleyfa.com/thestradamcrobertsteam

*Mike Strada representing the Strada/McRoberts Team has been ranked No. 1 Financial Advisor in Hawaii in 2009, 2010, 2011, 2012 by Barron’s Magazine.
© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Source: Barron’s “Top 1,000 Advisors,” February 21, 2012, as identified by Barron’s magazine, using quantitative and qualitative criteria, and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance records, interviews with senior management and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors regarding any potential tax and related consequences of any investments made under each account.

 

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Aug 27, 2013 03:37 pm
 Posted by  Ponolani

hmm.. Five Stars huh? Bankers are not the sharpest investment people. But are polite though.

Do yourself a favor and get a second opinion if you use a bank to manage your "wealth".

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