About Brian P. Orr - Morgan Stanley
I use almost 30 years of investing experience to deliver commonsense financial planning and advice that is individualized for every client. Utilizing a holistic approach to wealth management and financial planning, I get to know the whole wealth picture of my clients and their families to better understand their short and long-term needs. A client may require specific strategies for trust and estate planning, retirement goals, or short-term investing for a new home, luxury automobile, land, or a boat. Many clients wish to develop long-term plans for charitable giving or to grow inheritance for their children and grandchildren. It is important to listen to what my clients want so that I can develop a well-rounded, commonsense approach that is appropriate for their investment objectives, understanding, comfort level, and needs.
Please reach out to myself or a member of my team to set up a call or in-person meeting to review your financial goals.
Morgan Stanley Smith