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Kevin Rooker - Morgan Stanley

Dallas, Texas, United States

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General Info:

To thoroughly understand your objectives, your family dynamics, and your aggregated assets, and then develop a plan to manage all assets from a risk perspective – with the long term perspective of preparing your family to be financial successfully across generations.* We believe clients should understand everything that is happening with their money; that we should be just as good about explaining investments as we are at making them. * 70% of family wealth transfers result in loss of control of assets and family disharmony. Source: Institute for Preparing Heirs Wealth Advisor Checklist

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