Brian Eagon, CRPS®
Executive Director, Wealth Management,
Wealth Advisor
Direct:
(724) 933-1469(724) 933-1469
Toll-Free:
(800) 966-8274(800) 966-8274
My Mission Statement
We help our clients pursue their dreams by delivering tailored financial planning. Our goal is to be recognized as a best-in-class wealth management team by delivering a full-suite of services for our clients and their families built on our core values of integrity, commitment, and trust.
Brian Eagon
Brian S. Eagon is an Executive Director and Wealth Advisor with Morgan Stanley. With a deep focus on retirement planning and income delivery, Brian takes an objective, consultative approach towards the retirement planning process to help his clients prepare for the future.
A graduate of Radford University, Brian earned a Bachelor of Science in Economics and Marketing in 1990 while maintaining Dean's List honors and an athletic scholarship. His experience working for one of world's largest agricultural cooperatives as a young man, student, and professional for a decade has instilled within him a tireless work ethic and uncompromising values which he carries with him in his practice today. Driven by a passion for forging strong relationships and working with numbers, Brian leverages effective client communication and planning to craft sophisticated strategies to allow businesses, families, and high net worth clients grow and preserve their wealth.
A native of Canton, Ohio, Brian now resides in Western Pennsylvania with his wife Ingrid and their two sons. Outside of work, Brian enjoys coaching soccer, spending time at his farm, playing golf, and enjoying the music scene in several cities.
A graduate of Radford University, Brian earned a Bachelor of Science in Economics and Marketing in 1990 while maintaining Dean's List honors and an athletic scholarship. His experience working for one of world's largest agricultural cooperatives as a young man, student, and professional for a decade has instilled within him a tireless work ethic and uncompromising values which he carries with him in his practice today. Driven by a passion for forging strong relationships and working with numbers, Brian leverages effective client communication and planning to craft sophisticated strategies to allow businesses, families, and high net worth clients grow and preserve their wealth.
A native of Canton, Ohio, Brian now resides in Western Pennsylvania with his wife Ingrid and their two sons. Outside of work, Brian enjoys coaching soccer, spending time at his farm, playing golf, and enjoying the music scene in several cities.
Securities Agent: MA, CA, NJ, MT, AZ, SC, NY, DE, WV, KY, DC, WI, PA, ND, IN, CO, NC, GA, MO, IL, WA, TN, OH, MI, FL, VA, UT, TX, OK, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1587183
NMLS#: 1587183
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your dedicated wealth management advisor, my role is to tailor a personalized financial strategy which fits your needs. In my experience working with clients, I have developed a step-by-step approach to service:
Discovery Process
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a home, or living out your golden years - we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as the compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Awards & Recognition
Thanks to the unwavering commitment to helping clients and families pursue their investment goals, Brian Eagon has been awarded the following industry awards and recognitions:
Forbes Best-In-State Wealth Advisor 2024
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research.
Source: Forbes.com (April 2024) 2024 Forbes America’s Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 6/30/22-6/30/23.
Source: Forbes.com (April 2024) 2024 Forbes America’s Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 6/30/22-6/30/23.
Morgan Stanley Wealth Management Master's Club
Brian Eagon was named to to Morgan Stanley’s prestigious Master's Club, a group composed of the firm's top Financial Advisors, for his consistent management services to clients and commitment to excellence.
Morgan Stanley Wealth Management Master’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Master’s Club membership is no guarantee of future performance.
Morgan Stanley Wealth Management Master’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Master’s Club membership is no guarantee of future performance.
Financial Planning
The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley Wealth Management process and help translate your goals into reality.
Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley Wealth Management process and help translate your goals into reality.
Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success.
Flexible
Responsive to changes in your life and in your priorities over time.
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Financial Planning Analysis
To begin your complimentary financial planning analysis, please click the link below.
Financial Planning QuestionnaireMy Team
Timothy Seabolt
Vice President, Wealth Management, Financial Advisor
Phone: (724) 933-1562
Email: Timothy.Seabolt@morganstanley.com
Timothy Seabolt is a Financial Advisor with Morgan Stanley. With decade of experience, Tim brings a perspective to the team by utilizing a lifetime of acquired skills to help clients save for the future while preserve what’s most important to them. Tim’s disciplined approach to portfolio monitoring and communication enables clients to not just stay up-to-date but remain involved in their financial plan.
A graduate of the University of Pittsburgh, Tim earned his Bachelors in Political Sciences and Economics before moving to New York City to pursue a career in international sales and marketing. With a focus on holistic retirement planning, Tim leverages his experience to set pragmatic goals for his clients while delivering a long term plan aimed at achieving financial independence. Among their respective core circles of influence, his team proudly strives to provide the most comprehensive retirement plans. With his business partner Brian Eagon, Financial Advisor, Tim utilizes quantitative and qualitative analysis to make recommendations about opportunities in the market to help clients avoid areas of risk and uncertainty.
Tim currently resides in the Treesdale Community of Gibsonia, PA with his wife, Dana and their two sons Jackson and Hudson. Outside of work, he maintains a presence in his community by participating in local charities, his church, and volunteering as a coach for several sports. Family is a big part of his life and he makes a conscious effort to maintain those relationships both far and near. In 2008, Tim and his family started a charitable organization called Jackson’s Jackets which helps provide coats, blankets, cold-weather and other necessary items for the homeless and underprivileged. Tim firmly believes that the charity has provided his family and friend’s with endless gratitude and invaluable life experiences.
Tim's WebsitePhone: (724) 933-1562
Email: Timothy.Seabolt@morganstanley.com
Timothy Seabolt is a Financial Advisor with Morgan Stanley. With decade of experience, Tim brings a perspective to the team by utilizing a lifetime of acquired skills to help clients save for the future while preserve what’s most important to them. Tim’s disciplined approach to portfolio monitoring and communication enables clients to not just stay up-to-date but remain involved in their financial plan.
A graduate of the University of Pittsburgh, Tim earned his Bachelors in Political Sciences and Economics before moving to New York City to pursue a career in international sales and marketing. With a focus on holistic retirement planning, Tim leverages his experience to set pragmatic goals for his clients while delivering a long term plan aimed at achieving financial independence. Among their respective core circles of influence, his team proudly strives to provide the most comprehensive retirement plans. With his business partner Brian Eagon, Financial Advisor, Tim utilizes quantitative and qualitative analysis to make recommendations about opportunities in the market to help clients avoid areas of risk and uncertainty.
Tim currently resides in the Treesdale Community of Gibsonia, PA with his wife, Dana and their two sons Jackson and Hudson. Outside of work, he maintains a presence in his community by participating in local charities, his church, and volunteering as a coach for several sports. Family is a big part of his life and he makes a conscious effort to maintain those relationships both far and near. In 2008, Tim and his family started a charitable organization called Jackson’s Jackets which helps provide coats, blankets, cold-weather and other necessary items for the homeless and underprivileged. Tim firmly believes that the charity has provided his family and friend’s with endless gratitude and invaluable life experiences.
Location
2100 Georgetown Dr
Ste 500
Sewickley, PA 15143
US
Direct:
(724) 933-1469(724) 933-1469
Toll-Free:
(800) 966-8274(800) 966-8274
Fax:
(724) 933-1470(724) 933-1470
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Brian Eagon today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
