Beyond carefully managed asset growth, we pride ourselves on earning the precious gift of trust bestowed upon us by our clients.
Diane Doolin & Jason Brown
We strive to earn your trust and loyalty by thoroughly understanding you, your family and your assets; and then craft a plan to achieve your financial goals while helping your family prosper and thrive. . . from one generation through the next.
The Doolin Group - Financial Advisors Celebrating 27 Years
At The Doolin Group, we are grateful for the trust our clients have bestowed upon us over the past 27 years. While our number one focus is managing your family’s asset growth, we bring our clients a much-needed new perspective on family wealth and family financial readiness for generational wealth transfer. We will work with you and your entire family to help prepare your beneficiaries to receive and manage assets in a manner to foster their development and lifetime goals.
Our Signature Service
The Doolin Group’s Signature Service is delivered by our six-person team of resourceful, caring and seasoned professionals. We have pioneered such concepts as team advisory services, client tailored (simplified) financial reporting, Client University, family financial education, family philanthropy, and the role of women as family financial leaders.
Client Education - The Cornerstone of Our Practice
Our hallmark annual event, Client University, is an opportunity for our client families, colleagues and guests to hear new ideas, learn new strategies and explore new topics about their investments and beyond. Each year, this invitation only event, created and hosted by The Doolin Group, offers nationally recognized speakers who are experts and thought leaders in their fields. In recent years, we’ve placed a special emphasis on topics of interest to the entire family.
By Invitation Only
Saturday, January 23, 2016
Click here for the 2015 Schedule of Classes
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. 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 .
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.Awards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.