A modern wealth advisory with old world stability and new world agility for those who expect the unique combination of global resources, intimate delivery and customization to meet their sophisticated needs. Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals. As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences. Eaton Vance WaterOak Advisors is a $15.4* billion Registered Investment Advisory firm with access to the resources of Eaton Vance – a global investment manager. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We are comprised of sixty-eight professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions. NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT *Assets Under Advisement as of 12/31/2021 For important disclosure please visit: www.eatonvance.com/socialmedia