morgan stanley smith barney charlotte nc

#Morgan stanley smith barney charlotte nc professional#

Brian has provided steady guidance through multiple market cycles, helping his clients create and maintain strategies to pursue their goals and preserve and prudently grow their hard-earned assets.

#Morgan stanley smith barney charlotte nc professional#

He currently resides in Charlotte, North Carolina, with his wife, Anne, and their children, Dylan and Halle.ĭrawing on over 25 years of professional investing experience, Brian Green crafts highly customized portfolios based on each investor’s specific objectives and risk tolerance.

Jonathan is an enthusiastic foodie, who enjoys cooking for friends and family and watching the Charlotte Hornets. in Political Science and went on to earn the CERTIFIED FINANCIAL PLANNERTM designation. Jonathan graduated from Skidmore College with a B.A. He began his career at a brokerage firm in New York, where he spent 10 years as a Securities Broker. Prior to joining Morgan Stanley Private Wealth Management, he served as a Wealth Advisor at Wells Fargo's Private Bank. Jonathan’s background encompasses estate & financial planning, investment management, life insurance, banking and lending. Armed with this insight, they create and implement a fully customized wealth management plan considering all aspects of their client's financial picture. He and his team work closely together with each client to identify and understand their unique goals. Jonathan Brackis brings nearly 30 years of diverse financial services experience to the complex financial needs of wealthy individuals and families. Barron’s is a registered trademark of Dow Jones & Company, L.P. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022.

To begin that conversation, please contact us. We look forward to learning more about you and your family and discussing the resources we can leverage on your behalf. Whether establishing a wealth transfer plan, transitioning your business or creating a family legacy, we offer the resources and guidance needed to make and implement informed decisions, delivered with engagement and care. Delivering personalized advice based on a foundation of Integrity, experience and intellectual capital, we help each of our clients create, implement, and maintain highly customized planning and investment strategies to protect their assets, support their lifestyles and leave enduring legacies.Ĭombining 200 years of collective private wealth experience with the deep resources and capabilities of our firm, we can help you and your family pursue your unique goals.

We are a team of eleven highly experienced investing and wealth planning professionals who help a select group of families and individuals manage every aspect of their financial lives.