Market Information Delayed 20 Minutes
The Dow as of the Previous Day’s Close
The Dow as of the Previous Day’s Close
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Museum Of Fine Arts
Participating Member
Boston, MA - Newport Art Museum
Participating Member
Newport,R.I. - Stonehill College
Active Alumnus, Past Member, Career Services Committee
Easton, MA - Fairfield University
Member, Parents Committee 2005-2006,2009-2010
Fairfield, CT - Villavova University
Founding Member, Parents Committee 2002-2006
Villanova, PA - Boston College
Member,Parents Committee 1997-2001
Chestnut Hill, MA - Oakmont/Pelican Bay Neighborhood Association
Founding Member
Naples, FL - St. John Neumann Parents Association
Member
Naples, FL - Cotillion Club of Naples
Co-Founder and Past President
Naples, FL - Ancient Order of Hibernians
Member
Newport,R.I.
Services
- Wealth Management
- Professional Portfolio Management
- Financial Planning
- Estate Planning
- Family Consulting
- 401k Rollovers
- Annuities
- LGBT Planning Services
- Endowments and Foundations
- Retirement Planning
- Life Insurance
- Private Banking
Education and Licensing
- BA, cum laude Political Science, Stonehill College, Easton, MA
- Series 7 - NYSE/NASD General Securities
- Series 63 - Uniform State Exam
- Series 65- Investment Advisor Exam
- Licensed Insurance Representative - Life and Variable Annuity
- Series 31- Commodities
Honors and Recognition
- Honors Graduate
Stonehill College - Published Financial Planning Articles
Gulf Shore Life Magazine
Naples, FL - Boston Magazine
2011 FIVE STAR Wealth Manager
Five Star Professional, as a third-party research firm, administers a survey, by mail and phone, to 1 in 4 high-net-worth households and registered financial services representatives to evaluate the wealth managers in a metropolitan area. The evaluation is based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the metropolitan area - Boston Magazine
2012 FIVE STAR Wealth Manager - Boston Magazine
2013 FIVE STAR Wealth Manager
Business Experience
- 2002
- Present: Morgan Stanley*
Financial Advisor
Portfolio Manager
Financial Planning Specialist
Boston, MA - 1988
- 2002: Raymond James
Vice President - Wealth Management
Financial Advisor
Naples, FL - 1985
- 1988: Cowen & Company
Private Client Group
New York,N.Y. & Southampton, NY
Bulletin Board
Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up online for E-Delivery.
To see timely market recap, see Cash Market Rates Snapshot.
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
Brian C. Mahoney is licensed in the following state(s):
AR, CA, CO, CT, FL, IL, MA, NC, NJ, NY, OR, PA, RI, VA
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
