Details for THE COASTAL GROUP

Updated

Preserving Client Choice
Morgan Stanley’s core values of putting clients first and doing the right thing are always
at the forefront of how we do business and serve our clients. Those values are driving
our decision to preserve our retirement clients’ choice in how their retirement assets are
managed at Morgan Stanley in the wake of the Department of Labor’s Fiduciary Rule.
We recognize that each retirement client is unique and has distinctive, often complex,
financial needs. Retirement clients are best served by having a choice in how they pay
for advice or services — through a commission-based brokerage account or a fee-based
advisory account consistent with the Rule.
Transactional or advisory? Either way, whatever is in your best interests,
we’re here for you. Let’s talk soon.
John Nardone
Senior Vice President
Wealth Advisor

John D’Alessandro
Vice President
Wealth Advisor
Branch Manager

1601 New Road Suite 101
Northfield, NJ 08225
609-383-2005
john.d’alessandro@morganstanley.com
www.morganstanleyfa.com/john.d’alessandro/

© 2016 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC1627752 10/16 CS 8735997 10/16

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