ADVISOR BIO

Brian Morgan is a financial advisor with Morgan Stanley. Brian has been in the securities industry since November 10, 2014. Brian is registered with the state of California and Texas. Brian holds Series 66, Series 7, Series 10, and Series 79 licenses. Brian also holds a Series SIE license. Brian's current office is located in Burlingame, California.

SPECIALIZATIONS

ADVISOR BIO

Brian Thomas Franklin is a financial advisor with Morgan Stanley, a leading global financial services firm. Brian is a highly experienced and well-respected advisor, holding Series 7, 63, 31, and SIE licenses. Brian has worked in the financial services industry since April 2000, first with Citigroup Global Markets and then joining Morgan Stanley in June 2009. Brian specializes in providing a wide range of financial services to individuals, families, businesses, and institutions. Brian is dedicated to helping clients achieve their financial goals and objectives.

SPECIALIZATIONS

ADVISOR BIO

Brian Mark Stringer is a financial advisor with Morgan Stanley. Brian Stringer has been in the industry since August 2018, previously working for UBS Financial Services Inc.. Brian Stringer is registered with FINRA and is licensed to sell securities in 31 states. He holds a Series 66, Series 7, and SIE.

SPECIALIZATIONS

ADVISOR BIO

Brian Dean Wong is an investment advisor representative registered with Morgan Stanley. Brian Dean Wong is also registered with the state of Texas as an investment advisor representative and is licensed in multiple states. Brian Dean Wong has been in the industry since 1988. He has been registered with Morgan Stanley since 2009. Before that, Brian Dean Wong was registered with Citigroup Global Markets Inc., PaineWebber Incorporated and Dean Witter Reynolds Inc. Brian Dean Wong has experience in the securities industry with a focus on investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth individuals. Brian Dean Wong provides a variety of services including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses, individuals and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Brian Medina is an investment advisor representative at T. Rowe Price Associates, Inc. Brian has been in the financial services industry since 1997. Brian has a wide range of experience, having worked at multiple firms such as Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and A. G. Edwards & Sons, Inc. Brian is currently registered to provide investment advisory services in California and Maryland. Brian holds the Series 6, 7, 63, 65, and 66 licenses. Brian's specializations include financial planning, portfolio management, and selection of other advisors. Brian has been moderating whiskey tastings on the side for the last year.

SPECIALIZATIONS

ADVISOR BIO

Brian Christopher Coffin is a financial advisor with over 27 years of experience in the financial services industry. He is currently registered with Morgan Stanley in Rancho Santa Fe, California. Previously, Brian was registered with Citigroup Global Markets Inc. and Everen Securities, Inc. Brian holds both Series 7 and Series 63 licenses as well as the SIE and Series 65 exams. He is registered in multiple states and offers financial planning, portfolio management and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Brian C Park is an investment advisor representative with Kovitz Investment Group Partners, LLC based in Pasadena, California. Brian is registered with the state of California and has a Series 7, SIE, and Series 66 licenses. Brian has over 7 years of experience in the financial industry, with previous roles at Wells Fargo Clearing Services, LLC, Quasar Distributors, LLC and NorthCoast Asset Management. Brian's areas of expertise include financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Brian J Vera cruz is a financial advisor associated with Morgan Stanley. Brian has been in the financial services industry since 2011 and is currently registered in 55 jurisdictions. Brian has a Series 66, Series 7, and SIE license and is a licensed investment advisor in California and Texas. Brian currently works with a wide variety of clients, including individuals, high-net-worth individuals, families, trusts, corporations, pension plans, insurance companies, charitable organizations, and investment companies. Brian’s experience includes providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Brian Callahan is a financial advisor with over 10 years of experience. Brian is currently registered with Fisher Investments and has previously worked for Charles Schwab & Co., Inc., MML Investors Services, LLC, NYLIFE Securities LLC and Northwestern Mutual Investment Services, LLC. Brian is a Certified Financial Planner™ professional. Brian is registered as an Investment Advisor Representative in California, Massachusetts, and Texas. Brian specializes in providing financial advice to individuals, businesses, trusts and estates, investment companies, charitable organizations, and pooled investment vehicles. Brian has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brian K Hioe is a financial advisor with Morgan Stanley, a large firm with headquarters in Purchase, New York. Brian has been in the industry since April 2016. His firm offers financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Brian is registered in 26 states and works in Pasadena, California, serving clients nationwide.

SPECIALIZATIONS