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NAPLES, FL
2019


GALLAGHER LUTGERT
Arthur J. Gallagher & Co.
Insuring Our Clients' Trust Since 1953

CRISTINA SCIAVOLINO-DAY, MD
Concierge Internal Medicine Practice

ALL SEASONS NAPLES
For The Joys of Senior Living

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

KELLY E. CAPOLINO, PA
Downing-Frye Realty, Inc.
Making Contact Every Day to Satisfy my Buyers' and Sellers’ Needs

MAD TRAVEL
Providing Customized Corporate and Leisure Travel Experiences for the Past 31 Years

SIESTA PEBBLE INC.
Specializing in Swimming Pool Renovations and Superior Swimming Pool Interior Finishes

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

WOLLMAN, GEHRKE & ASSOCIATES, P.A.
Where Today's Plans Become Tomorrow's Legacy

ANDREA CLARK BROWN ARCHITECTS, PA
Architecture of Distinctive, Creative, Contemporary and Classic Design with Signature

NAPLES FLOORING COMPANY
Legno Bastone Gallery
For Those Who Love Quality Living and Look for Excellence in Their Own Home


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

WATERSIDE BUILDERS, INC.
Come Home to Originality

LAURIE BELLICO, PA, MBA, CLHMS
NANDY MILLER, ABR, CRS, GRI

John R. Wood Properties
With You Every Step of the Way

DISTINCT HOME WATCH & CONCIERGE, LLC
Offering You 24/7 Peace of Mind While You're Away!

TYSON EYE
Modern Technology with Old Fashioned Concern

SWFL GERIATRIC CARE MANAGEMENT, LLC
Encouraging Independence, Autonomy, Dignity and Safety

CHEZ BOËT
French Home Cooking

KRISTEN WEARDON
Premier Plus Realty Co.
KW Consulting

Connecting the Dots to the Future

AZUL COSMETIC SURGERY AND MEDICAL SPA
Trust Your Face To Experience

ANGELA FINE FURNISHINGS
Unique and Unexpected

PANTHER PRINTING
The Area's Largest Full-Service Printing Company

ZEE ANNA PHOTOGRAPHY
Specializing in Expressive, Story-Telling Photography

KRISTEN WILLIAMS
Designer | Developer
Hoping to Always Bring Great Design Back to Life

DEE & ASSOCIATES, CPAS
Certified Public Accountants
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 many years, husband and wife, Steven and Caroline Coplin, have been putting the 'family' into family wealth management.
          Now a team of six, The Coplin Wealth Management Group at Morgan Stanley consists of four Financial Advisors, each with their own designations, and two Registered Client Service Associates. Together, they combine their skills in portfolio management, financial planning and family wealth development to form a holistic wealth management practice.
          Steven's 28 years in the industry gives him the wisdom and experience that clients can depend on in difficult times, while Caroline and the team provide an added level of personal attention, expert planning and tailored research.
          "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," explains Steven.
          Whether working with a first generation high-net-worth family or those whose wealth derives from long-standing legacies, The Coplin Wealth Management Group at Morgan Stanley prides itself on creating tailored strategies that are designed to 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 one, 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 at Morgan Stanley asks, "What is it that keeps you up in the middle of the night?" And then, they go to work to develop solutions to alleviate those issues.


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.

Morgan Stanely and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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Pictured, seated from left: Caroline A. Coplin, CFP®, Financial Planning Specialist, Financial Advisor; Steven M. Coplin, Family Wealth Director, Portfolio Manager and Senior Vice President, Financial Advisor.
Standing, from left: Meghann Le Breche, Senior Registered Associate, Financial Planning Associate; Ryan M. Sherman, CFP®, Portfolio Manager, Financial Planning Specialist, Financial Advisor; Erin M. Laughlin, Registered Client Service Associate; Gary S. Davis, CFP®, Senior Vice President, Financial Advisor.

  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
fa.morganstanley.com/
thecoplinwmgroup