Broker XYZ's Team: A Leading Private Banker at Merrill Lynch Tiburon Research Month Day, Year

Broker XYZ's Team Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2

Broker XYZ's Team History Broker XYZ's Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Broker XYZ's Team History Broker XYZ's Team Founded Broker XYZ's Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: Broker XYZ's Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3

Broker XYZ's Team was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4

Broker XYZ's Team is Not a Frequent Advertiser Comments -- Source: Tiburon Research & Analysis 5

Broker XYZ's Team Has a Web Site with XXXX Core Sections, Including __ -- -- -- -- - -- Source: Tiburon Research & Analysis 6

Broker XYZ's Team Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7

Broker XYZ's Team is Not a Frequent Acquirer Comments -- Source: Tiburon Research & Analysis 8

Broker XYZ's Team Has Employees Source: Tiburon Research & Analysis 9

Broker XYZ's Team Serves Clients Source: Tiburon Research & Analysis 10

Broker XYZ's Team Has Gathered Accounts Source: Tiburon Research & Analysis 11

Broker XYZ's Team Has an $___ Average Account Size Source: Tiburon Research & Analysis 12

Broker XYZ's Team Has Gathered Assets Under Administration ($ Millions) Source: Tiburon Research & Analysis 13

Broker XYZ's Team Generates Revenues ($ Millions) Source: Tiburon Research & Analysis 14

Broker XYZ's Team Earns $___ Million Net Profits ($ Millions) Source: Tiburon Research & Analysis 15

Broker XYZ's Team Provides a Number of Services, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16

Broker XYZ's Team’s First Service is ___ Comments -- Source: Tiburon Research & Analysis 17

Broker XYZ's Team’s Second Service is ___ Comments -- Source: Tiburon Research & Analysis 18

Broker XYZ's Team is Led by … Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

Broker XYZ's Team Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

Broker XYZ's Team is Privately Owned Comments -- Source: Tiburon Research & Analysis 21

Broker XYZ's Team Has Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22

Broker XYZ's Team Has Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23

Broker XYZ's Team Has Shareholders’ Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24

Broker XYZ's Team Earns … Per Share Earnings Per Share Source: Tiburon Research & Analysis 25 25 25

Broker XYZ's Team Declares … Dividends Per Share Source: Tiburon Research & Analysis 26 26 26

Broker XYZ's Team Has a … Dividend Yield Source: Tiburon Research & Analysis 27 27 27

Broker XYZ's Team’s Stock Price is … Source: Tiburon Research & Analysis 28 28 28

Broker XYZ's Team Has … Shares Outstanding Source: Tiburon Research & Analysis 29 29 29

Broker XYZ's Team’s Market Capitalization is … ($ Millions) Source: Tiburon Research & Analysis 30 30 30

Broker XYZ's Team is Owned by …. Ownership By Owner Source: Tiburon Research & Analysis 31 31 31

Broker XYZ's Team’s Stock Volume is…. Source: Tiburon Research & Analysis 32 32 32

Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33