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
I became a financial advisor in 1988, after enjoying a 10-year career with a large Midwest retail clothing firm. I was drawn to financial advising by the opportunity it presented to work with people on a deeper, more meaningful level and help them achieve their financial goals. I’ve never forgotten the single most important concept I learned from my earlier retail experience: “Do what’s right for the client.” To this day, this concept continues to be the driving force behind the signature service my team offers our clients.
From the start, I knew I wanted to build a financial advisory practice that offered clients more than investment resources and sound advice. I dreamed big and over the years, I worked very hard to:
• Assemble a team of exceptional people to serve my clients
• Provide advisory/consultative services, not just product transactions
• Share learning opportunities tailored to the needs of each client and their family
I’ve come to realize that financial advising is more than managing money. It’s about relationships and making a difference in the lives of my clients’ entire families as their trusted advisor. Today we are recognized as one of the nation’s premier wealth management teams serving entire families.
My belief has always been that our reputation and personal integrity are The Doolin Group’s most valuable assets. But, to carry that out, our clients need to understand how we can serve them, just as we spend time understanding their family and their goals . . . beyond their money. I’m a strong proponent of the power of knowledge and learning—whether you’ve achieved your financial and life goals or just starting out. This is one of the reasons I created Client University 17 years ago. As a Founding Director of the Institute for Preparing Heirs®, I’m able to offer families inheritance planning tools that other firms are not offering, along with resources and guidance to ensure the family thrives and prospers for years to come.
Don’t hesitate to call us if you feel our team has a role to play in your family’s future!
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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.
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 .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.