Brian F. Wilder - Morgan Stanley Smith Barney Financial Advisor

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Morgan Stanley Smith Barney serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services

Asset Management
Wealth Management
Financial Planning
Professional Portfolio Management
Estate Planning
Retirement Planning
Education Planning
401k Rollovers
529 Plans
Alternative Investments
Annuities
Cash Management
Certificates of Deposit
Commodities
Corporate 529 Plans
Corporate Cash Management
Corporate Retirement Plans
Defined Contribution Plans
Executive Financial Services
Fixed Income
Life Insurance
Municipal Bonds
Stock Option Plans

Education and Licensing

Certified Financial Planner
Boston University Certificate in Financial Planning
Bachelor of Science, Colby-Sawyer College
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory & Uniform State Exam
Insurance License

Business Experience

2011 - Present: Morgan Stanley Smith Barney
Vice President Financial Advisor
Boston, MA
2008 - 2011: Fidelity Investments
Vice President/Senior Account Executive
Private Client Group
Framingham, MA
2003 - 2008: Fidelity Investments
Financial Planning Consultant
Framingham MA
1999 - 2003: Fidelity Investments
Retirement Specialist II
Marlborough MA

Bulletin Board

You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.
If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please call or send an email.

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 Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB 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

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 Smith Barney.

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 .

FEATURED REPORTS

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