Morgan Stanley Morgan Stanley is proud to congratulate Jeffrey P. Meotti, CFP® Named one of Forbes' Best-In-State Wealth Advisors for 2019-2020 Being named to Forbes' Best-in-State Wealth Advisors list for two consecutive years, is a testament to your experience, professionalism and dedication to your clients. Thank you for the work you do each day and for carrying forward the culture of excellence at our firm. Jeffrey P. Meotti, CFP Senior Vice President Financial Advisor 741 Boston Post Road Madison, CT 06443 860-447-4841 jeffrey.p.meotti@morganstanley.com https://advisor.morganstanley.com/ the-coastal-group-O000646847 NML S#176938 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. Source: Forbes.com (January, 2020) Forbes' Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in- person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com. © 2020 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3047792 05/20 CS 9841312 05/20 Morgan Stanley Morgan Stanley is proud to congratulate Jeffrey P. Meotti, CFP® Named one of Forbes' Best-In-State Wealth Advisors for 2019-2020 Being named to Forbes' Best-in-State Wealth Advisors list for two consecutive years, is a testament to your experience, professionalism and dedication to your clients. Thank you for the work you do each day and for carrying forward the culture of excellence at our firm. Jeffrey P. Meotti, CFP Senior Vice President Financial Advisor 741 Boston Post Road Madison, CT 06443 860-447-4841 jeffrey.p.meotti@morganstanley.com https://advisor.morganstanley.com/ the-coastal-group-O000646847 NML S#176938 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. Source: Forbes.com (January, 2020) Forbes' Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in- person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com. © 2020 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3047792 05/20 CS 9841312 05/20