Winter 2023

Your financial journey is personal, and so is the Morgan Stanley Client Experience. When you work with a Morgan Stanley Financial Advisor, like me, you get advice, insights, and a personalized plan centered on you and your goals. In a world that is constantly changing, we work with you to help build wealth and to make an impact for generations to come. Contact me to see how. Lance Buckeldee, CFP ® Senior Vice President Alternative Investments Director Senior Portfolio Manager International Client Advisor CA Insurance Lic. #0G46156 NMLS # 1278897 Jessica Lee, CFP ® First Vice President Senior Portfolio Manager International Client Advisor CA Insurance Lic. #0C71495 NMLS #1278605 The Blue Chord Group at Morgan Stanley 1400 Page Mill Road Palo Alto, CA 94304 650-856-4554 | 800-388-4930 Mobile/Text: 650-613-3800 Lance.Buckeldee@morganstanley.com Jessica.C.Lee@morganstanley.com MSCE002 CRC 5667132 05/23 CS 666132 © 2023 Morgan Stanley Smith Barney LLC. Member SIPC 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.