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NAPLES, FL
2017

THE ARLINGTON
Live Brightly. Resort Retirement Living

LUTGERT INSURANCE
Insuring Our Clients' Trust Since 1953

RICHARD M. KRAVIS, M.D. F.A.C.P.
Combining Individualized, Quality Health Care with Compassion

ROETZEL & ANDRESS
Focused on What Matters to You

NAPLES YACHT CLUB, INC.
Honoring Traditions. Committed to Excellence

ENCORE CABINETS & DESIGN
The Look You Want For the Life You Live

TYSON EYE
Modern Technology with Old Fashioned Concern

SOUTHWEST INSTITUTE FOR CARDIOVASCULAR FITNESS AND TREATMENT (SWICFT)
Extraordinary Cardiovascular Care

COMTERRA DEVELOPMENT COMPANY
Tomorrow's Vision Today

K2 DESIGN GROUP, INC.
Fearless Design for Forward Thinking People

THE COPLIN WEALTH MANAGEMENT GROUP AT MORGAN STANLEY
Providing Each Client with a Customized, Boutique Wealth Management Experience

NICOLE L. GOETZ, P. L.
Family Law & Appeals

WATERSIDE BUILDERS, INC.
Come Home to Originality

KRISTEN WILLIAMS
Designer/Developer
Williams Properties, LLC

Preserving Olde Naples with Joy

TRINITY-BY-THE-COVE EPISCOPAL CHURCH
Explore and Grow Your Faith Through Worship, Learning, Service and Fellowship

PANTHER PRINTING
The Area's Largest Full Service Printing Company

MAD TRAVEL
Providing Customized Corporate and Leisure Travel Experiences for the Past 29 Years

CANDY GRANDY
Making the World Sweeter One Bite At a Time

LE LAFAYETTE
L'excellence of French Cuisine

EUROPE-AMERICAN AVIATION
PRIMEPLANE AIRCRAFT SERVICES

We Bring Good Things to Flight!

LEGACY TITLE & ESCROW
Where Today's Plans Become Tomorrow's Legacy

AZUL COSMETIC SURGERY AND MEDICAL SPA
Patrick M. Flaharty, MD, FAACS
Trust Your Face To Experience

DEE & ASSOCIATES, CPAS
Certified Public Accountants

LOTUS ARCHITECTURE
Custom Design to Exceed Your Expectations

JOE PAVICH, JR.
Realty World – J. Pavich Real Estate
The Name You Can Trust in Real Estate
The Coplin Wealth Management Group at Morgan Stanley | Naples, Florida, USA
THE COPLIN WEALTH MANAGEMENT GROUP AT MORGAN STANLEY



Providing Each Client with a Customized, Boutique Wealth Management Experience

          For the past seven years, Steven and Caroline Coplin have been putting the 'family' into family wealth management.
         As a husband and wife team, they combine their skills in portfolio management, financial planning and family wealth development to form a holistic wealth management practice.
          Steven's 26 years in the industry give him the wisdom and experience that clients can depend on in difficult times, while Caroline and team provide an added level of personal attention, expert planning and tailored research.
          Steven summarizes their practice's unique approach, saying, "Most advisors build a relationship purely on stocks and bonds. We take a multi-faceted approach to complex estates by addressing items such as gifting, legacy and insurance needs. We ask the atypical questions that allow us to dig deeply and arrive at custom-tailored solutions."
          Whether working with a first generation high-net-worth family or those whose wealth derives from long-standing legacies, The Coplin Wealth Management Group prides itself on creating tailored strategies that protect their clients' families for both the short and the long-term. The team systematically develops a plan that addresses the protection of your legacy by thinking three, five and twenty years ahead.
            It is their opinion that this can only be done successfully by truly understanding and listening to the client. The Coplin Wealth Management Group asks, "What is it that keeps you up in the middle of the night?" and then seeks solutions to alleviate that stress.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Morgan Stanley Smith Barney LLC. Member SIPC.

Pictured, from left: Ryan M. Sherman, CFP®, Financial Planning Specialist, Financial Advisor; Caroline A. Coplin, CFP®, Financial Planning Specialist, Financial Advisor; Steven M. Coplin, Family Wealth Director, Financial Advisor; Caroline M. Galluzzi, Client Service Associate
  THE COPLIN WEALTH MANAGEMENT GROUP AT MORGAN STANLEY

8889 Pelican Bay Boulevard North, Suite 300
Naples, FL 34108


T: 239.449.7849
thecoplinwmgroup@morganstanley.com
www.morganstanleyfa.com/
thecoplinwmgroup