Profile Photos
First page
Previous page
1
Next page
Last page
Joined Groups
9 Members
United States
2681 Days Ago
General Info
 
 
First Name:
Brian
error
Last Name:
O'Donnell
error
Company:
Morgan Stanley Wealth Management
error
Company description:
I am a financial advisor and part of a wealth management team at Morgan Stanley. We provide goals based financial planning and investment services to individuals and
families, with a focus on the small business owner. We also work with nonprofit organizations on their endowments. 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. Collaborating with clients' other advisors (tax, estate, etc.), we help coordinate all aspects of their financial lives.

error
Address:
522 5th Avenue, 11th Floor
error
City:
New York
error
State:
NY
error
Zip Code:
10036
error
Email:
brian.c.odonnell@ms.com
error
Work Phone:
212-230-3446
error
Misc
 
 
Description:
My team, The Tisi Hernandez Group, brings over 100 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 Nutley NJ with my wife Amy, daughter Anna and dog Missy.


error
Business Category:
Securities & Investment
error
Linkedin:
error
Gotham Shares
All posts
RSS
 
 
Today
1-9 of 17
First page
Previous page
1
Next page
Last page
Copyright © 2018 Gotham City Networking, Inc.