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9 Members
United States
2595 Days Ago
General Info
 
 
First Name:
Brian
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Last Name:
O'Donnell
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Company:
Morgan Stanley Wealth Management
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Company description:
I am part of a team, which provides goal based financial planning and investment services to individuals and families, with a focus on the small business owner.

The heart of our process is the design and implementation of a personally tailored financial plan, taking into account one's goals, personal risk tolerance and cash flow needs.

We also collaborate with clients' other advisors (tax, estate, etc.) to coordinate all aspects of their financial lives.

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Address:
31 W. 52nd St, 23rd Floor
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City:
New York
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State:
NY
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Zip Code:
10019
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Email:
brian.c.odonnell@ms.com
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Work Phone:
212-230-3514
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Misc
 
 
Description:
My team brings over 30 years of experience to the task of helping clients achieve their life goals.

We work with clients in all walks of life, but have a focus on entrepreneurs and small business owners. Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them.


I am native to Rockaway Beach NY, but currently reside in NJ with my wife Amy and dog Missy.


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Business Category:
Securities & Investment
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