Brian F. Wilder - Morgan Stanley Financial Advisor - Boston, MA
Morgan Stanley
Brian F. Wilder, CFP
Vice President - Wealth Management
Financial Advisor
53 State St 39th Fl
Boston, MA 02109
tel: (617) 589-3426
toll-free: (800) 752-2678 
fax: (617) 227-9070
Email Me

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services
  • Asset Management
  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Education Planning
  • 401k Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Cash Management
  • Certificates of Deposit
  • Commodities
  • Corporate 529 Plans
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Executive Financial Services
  • Fixed Income
  • Life Insurance
  • Municipal Bonds
  • Stock Option Plans
Education and Licensing
  • Certified Financial Planner
  • Boston University Certificate in Financial Planning
  • Bachelor of Science, Colby-Sawyer College
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory & Uniform State Exam
  • Insurance License
Business Experience
  • 2011 - Present: Morgan Stanley*
    Vice President Financial Advisor
    Boston, MA
  • 2008 - 2011: Fidelity Investments
    Vice President/Senior Account Executive
    Private Client Group
    Framingham, MA
  • 2003 - 2008: Fidelity Investments
    Financial Planning Consultant
    Framingham MA
  • 1999 - 2003: Fidelity Investments
    Retirement Specialist II
    Marlborough MA

Bulletin Board

  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
FEATURED REPORTS

Consulting Group: An Introduction





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