Steven G. Chapman - Gregory M. Chapman, CPWA(SM)<sup>sm</sup> - Smith Barney Financial Advisors

Financial Advisor Details

Steven G. Chapman, CFP® Senior Vice President - Wealth Management Senior Portfolio Management Director Financial Planning Specialist tel: 616.242.5411 toll free: 800.945.8575 fax: 616.771.6099 steven.g.chapman@smithbarney.com	1982 - Present: Smith Barney Senior Vice President - Wealth Management Senior Portfolio Management Director CERTIFIED FINANCIAL PLANNER™ Grand Rapids, MI 1977 - 1982: Automotive OEM Vice President of Finance Grand Rapids, MI 1970 - 1977: Chapman, Davis & Chapman Senior Partner Grand Rapids, MI CERTIFIED FINANCIAL PLANNER™ College for Financial Planning Portfolio Management Program Smith Barney University of California Los Angeles University of Michigan Ann Arbor Series 3 - National Commodity Futures Series 7 - General Securities Representative Series 63 - Uniform State Exam Series 65 - Investment Advisory Agent Life & Variable Annuity Insurance Licensed CFA Institute The Financial Planning Association Member The Society of Financial Service Professionals Member

Steven G. Chapman, CFP® is licensed in the following state(s): AL, AZ, CA, CO, DE, FL, IL, IN, MI, MO, NC, OH, SC, TN, TX, VA, WA

Gregory M. Chapman, CPWASM^sm Investment Management Specialist / Financial Advisor Financial Planning Specialist tel: 616.771.6044 toll free: 800.378.2217 fax: 616.771.6099 gregory.m.chapman@smithbarney.com	2003 - Present: Smith Barney Investment Management Specialist / Financial Advisor Chartered Private Wealth Advisor Financial Planning Specialist Grand Rapids, MI 1997 - 2003: Unisys Global Account Manager Plymouth, MI 1995 - 1997: Gainey Corporation Grand Rapids, MI 1992 - 1995: Small Business Owner Petoskey, MI Education: University of Chicago Graduate School of Business Chicago, IL Western Michigan University Kalamazoo, MI Portfolio Management Program Smith Barney Investment Management Specialist Designation Financial Planning Specialist Designation Chartered Private Wealth Advisor - IMCA Series 7 - General Securities Representative Series 63 - Uniform State Exam Series 65 - Investment Advisory Agent Accident, Health, Life & Variable Contracts Insurance Licensed Associations: Novi Parks & Recreation Volunteer Youth Soccer Coach Novi Chamber of Commerce Vice Chairman, 2008 - 2009 Board of Directors Novi Pulse Producer and Host Investment Management Consultants Association - IMCA Member

Gregory M. Chapman, CPWASM^sm is licensed in the following state(s): CA, FL, IL, MI, MO, NY

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