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Experience, intellectual capital and dedicated personal service to help you meet your life goals
The goal of our team is to deliver a highly personal and relationship-oriented approach to wealth management, with an unwavering focus on you, our client.
Clients look to us for:
· Pre- and post- retirement strategies
· Cash flow analysis and planning
· Tailored investment management
· Estate planning and trust strategies
· Personal and business lending solutions
We focus on integrity and act in the best interest of our clients, building relationships that are based on trust and respect combined with impeccable service. Our team advises retirees seeking retirement income and estate planning along with “up and coming” executives and entrepreneurs who aspire to accumulate wealth for themselves and their families. As dedicated advisors, we help you decide what steps to take, and sometimes not to take, during critical times in your life.
Greer’s main focus is developing tailored investment strategies for each client. He uses a variety of tools including stocks, bonds, professional money managers, mutual funds and alternative investments to create tailored portfolios for each individual client based on his or her goals, risk tolerance and time horizon. Greer is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has a BA in Economics from the University of the South and a Masters in Business Administration from the University of Georgia’s Terry College of Business.
Securities Agent: CA, DE, FL, GA, HI, ID, MA, MD, MI, MN, NC, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative
NMLS#:
544664
John is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He graduated from Georgia Southern University with a degree in Finance. He has a particular depth in trust and estate planning services, and works with clients to evaluate and design plans that complement the current tax environment and specific family dynamics. With a banking background, he understands the importance of looking at the client’s entire financial picture when reviewing goals and objectives.
BM/Supervisor; Securities Agent: CA, DE, FL, GA, HI, ID, MA, MD, MI, MN, NC, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
791329
Glenn graduated from the University of Georgia’s Terry College of Business with a degree in Marketing. She also has an MBA from Valdosta State University. She serves as a client relationship manager and also the team’s goals based planner. Glenn works closely with clients to help them establish their financial goals and develop long term strategies to accomplish these objectives. She helps address multiple aspects of a client’s financial life including investments, cash flow, retirement strategies, annuities, liabilities, long-term care and life insurance.
Securities Agent: CA, DE, FL, GA, HI, ID, MA, MD, MI, MN, NC, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative
NMLS#:
805609
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Ready to start a conversation? Contact Brown-Rose Wealth Management Group today.
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 AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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