My Background

Brian focuses on offering customized solutions for clients and provides access to the vast resources of Morgan Stanley*. Brian’s clients are comprised of uniquely successful families, individuals, corporate executives, and successful business owners who value the comprehensive approach and experience he brings to each relationship.

Brian received his CFP* certification on May 19, 2003.  The CFP* certification has become the recognized standard of excellence for personal financial planning. Clients increasingly seek out professional financial planners who have invested the time and dedication to achieve the CFP* certification. Attaining the CFP* certification is a highly respected professional achievement for those who work within the financial services industry and an achievement with meaningful benefits for a CFP* certificant’s practice and clients.

Brian attained his CIMA* designation on February 1, 2005.  As a Certified Investment Management Analyst (CIMA*), Brian provides objective investment advice and guidance for both individuals and institutions. He integrates a complex body of investment knowledge and applies it systematically and ethically to specific client needs. As a CIMA* professional, Brian applies state-of-the-art investment theory to assist clients in making prudent investment choices.

Brian is also an avid golfer and enjoys spending his free-time on the beach with his wife of 27 years and their three children.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Asset Management2
  • Financial Planning3
  • Municipal Bonds4
  • Sustainable Investing5
Securities Agent: AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MA, MD, MI, NC, NH, NJ, NY, PA, SC, TX, UT, VA, VT; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 302742
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Goals Planning System

Morgan Stanley's new Goals Planning System or GPS is the next step we've taken toward financial planning of the future. This innovative platform allows you and your advisor to delineate your financial goals with unparalleled accuracy, and ensuring clarity for the path to your financial future. Follow this link to learn more about what Morgan Stanley's GPS can do for you:

Working With You

As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals.  As a Financial Advisor, Brian's role is to work with you to help you develop a plan that lays out a clear path to your goals- a plan that Brian will develop in collaboration with you, and one that you can follow with confidence in the face of the market's ups and downs.

Together, you and Brian will explore a broad range of topics that are likely to influence your financial future- from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision.  What Brian will learn will become the foundation for financial and investment strategy based on who you are and where you want to go.  Only then will Brian talk with you about the details of investing: how much risk makes sense, your asset allocation, and which investments are right for your portfolio.

But that's just the beginning.  Over time, Brian will revise your plan to reflect new aspirations and priorities, helping your plan keep pace as the markets change and your life unfolds.

    Location

    1433 Hooper Ave
    Toms River, NJ 08753
    US
    Direct:
    (732) 505-4721(732) 505-4721
    Toll Free:
    (800) 676-0996(800) 676-0996
    Fax:
    (732) 505-4737(732) 505-4737
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Brian Manning today.
    Market Information Delayed 20 Minutes
    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.

    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    3Morgan 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.

    4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    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 suitable 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”) 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.


    CRC 2019752 10/2018