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Jed Finn Chief Operating Officer of Wealth Management and Head of Corporate & Institutional Solutions June 13th, 2022Deepening Client Relationships
Chief Operating Officer of Wealth Management and Head of Corporate & Institutional Solutions
June 13th, 2022Deepening Client Relationships
The information provided herein may include certain non ‐GAAP financial measures. The reconciliation of such
measures to the comparable GAAP figures are included in this presentation and in the Company’s most
recent Annual Report on Form 10 ‐K, Definitive Proxy Statement, Quarterly Reports on Form 10 ‐Q and
Current Reports on Form 8‐ K, as applicable, which are available on www.morganstanley.com .
This presentation may contain forward ‐looking statements, including the attainment of certain financial and
other targets, objectives and goals. You are cautioned not to place undue reliance on forward‐ looking
statements, which speak only as of the date on which they are made, which reflect management’s current estimates, projections, expectations, assumptions, interpretations or beliefs and which are subject to risks and
uncertainties that may cause actual results to differ materially. The Company does not undertake to update the forward ‐looking statements to reflect the impact of circumstances or events that may arise after the date
of forward ‐looking statements. For a discussion of risks and uncertainties that may affect the future results of
the Company, please see the Company’s most recent Annual Report on Form 10‐ K, Quarterly Reports on
Form 10 ‐Q and Current Reports on Form 8 ‐K, as applicable, which are available on www.morganstanley.com.
This presentation is not an offer to buy or sell any security.
The End Notes are an integral part of this Presentation. See slides 13 and 14 at the back of this presentation for information r elated to the financial metrics and defined terms in this presentation.
Recap of Strategy to Drive Next Phase of Growth
Opportunity Ahead of Us
The End Notes are an integral part of this Presentation. See slides 13 and 14 at the back of this presentation for information r elated to the financial metrics and defined terms in this presentation.
4Four Key Phases To Our Evolution
TechnologyBuilding ScaleExpanding Our
ChannelsDeepening Client
Relationships1 2 3 4
Platform 2009 –2015 2016 –2018 2019 –2021 2022+
The End Notes are an integral part of this Presentation. See slides 13 and 14 at the back of this presentation for information r elated to the financial metrics and defined terms in this presentation.
5Client Acquisition Funnel Drives Deeper Advice Relationships…
BUILD TRUST AND CREDIBILITY
TO ADVICEGAIN ACCESS THROUGH WORKPLACE
AND SELF -DIRECTED RELATIONSHIPS1
The End Notes are an integral part of this Presentation. See slides 13 and 14 at the back of this presentation for information r elated to the financial metrics and defined terms in this presentation.
6…And Integrates With The Full Firm To Serve Clients Through
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