Brian McCann, MBA, CFP®, CEPA®
First Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist,
Alternative Investments Director,
Insurance Planning Director
Direct:
(509) 325-8228(509) 325-8228
Toll-Free:
(866) 865-3699(866) 865-3699
My Mission Statement
I help clients preserve, grow, and transfer their wealth with intention
My Story
As a Certified Financial Planner™ and Certified Exit Planning Advisor®, my focus centers on providing education, clarity, and guidance on the intricacies of your personal, financial, and business landscape. As a member of The Pacific Wealth Management Group (PWMG) at Morgan Stanley and a part of their financial planning practice, I work primarily with business owners, executives, and families that benefit from my consultative approach and customized planning process. I enjoy providing bespoke counsel, including advanced planning strategies and coordination among your trusted tax, estate, business, and family advisors.
Whether you are looking for a financial advisor, interested in a second opinion, or need a consultation, please reach out to schedule an appointment.
Whether you are looking for a financial advisor, interested in a second opinion, or need a consultation, please reach out to schedule an appointment.
As a member of your trusted team, I will:
- Listen and seek to understand.
- Develop a plan specific to your unique circumstances.
- Deliver comprehensive planning.
- Provide ongoing unbiased practical guidance, encouragement, and education.
- Be responsive, timely, and exemplary in the service you deserve.
Securities Agent: DE, AK, WI, CT, NY, NJ, IN, VA, ME, MD, GA, AR, WA, OK, LA, KY, UT, TN, SD, NV, NH, HI, DC, CO, WY, PA, OR, NC, MT, MO, IA, AZ, AL, NE, MN, IL, MA, TX, SC, ID, CA, NM, MI, KS, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1733613
CA Insurance License #: 4030291
NMLS#: 1733613
CA Insurance License #: 4030291
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
NAVIGATING THE COMPLEXITIES OF SIGNIFICANT WEALTH
At The Pacific Wealth Management Group, we focus on what is most important to you, your family, and your organization. We provide the tailored advice, knowledge, and global resources needed to help make informed, confident decisions about your current and future wealth. Above all, we commit to helping make a meaningful difference in your life by bringing together the diverse skills, deep experience, and advanced credentials of our dedicated wealth management professionals.
The PWMG Advantage - Unlike other teams whose advisors provide similar services to all their clients, we strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve, and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
The PWMG Advantage - Unlike other teams whose advisors provide similar services to all their clients, we strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve, and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
Manage Your Financial Life & Beyond
Comprehensive planning goes beyond standard investment advice. It requires careful consideration of your overall financial picture and coordination with your trusted tax professionals and legal advisors. Through this process I am better equipped to help you mitigate taxes, balance risk appropriately, uncover potential opportunities, give with more efficiency, and preserve, grow, and transfer wealth with intention.
PERSONALIZED SOLUTIONS
As your wealth grows, so do the complexities and resources needed to effectively manage it. We leverage our experiences and relationships to deliver innovative strategies that are tailored to your needs, and solution that will assist you in reaching your goals.
Business Succession Planning
Operating a business represents years - if not decades – of hard work and entrepreneurial savvy. We understand your succession through the lens of your overall financial picture. We work closely with your other financial advisors to ensure that your priorities are reflected in your strategy.
Click Here to Learn More
Estate Planning Strategies
Delivering an estate to the next generation or a favorite charity requires more attention than is often realized. We work with you to align your goals and incorporate best practices to help enhance results.
Click Here to Learn More
Financial Planning
Financial planning brings all the dimensions of your life together. We listen carefully to fully understand the connections across your personal life, your family, you career, and your legacy goals to develop a comprehensive strategy that is uniquely yours. We also help you navigate life changing events with confidence, such as the sale of a business, divorce, or the loss of a spouse.
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Cash Management and Lending Solutions
Creating adequate cash flow and securing liquidity are two of the more important aspects of executing a financial strategy. We strategically implement goals for your current and long-term costs.
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Endowments and Foundations
Committees and administrators are faced with the
complex task of developing appropriate investment
policy statements, understanding how to assess
performance, and finding superior fund managers.
Click Here to Learn Morecomplex task of developing appropriate investment
policy statements, understanding how to assess
performance, and finding superior fund managers.
Sustainable Investing
There are many aspects to sustainable investing. A focus on sustainable investing involves aligning financial goals (which are driven by economic fundamentals) with impact goals (which are driven by personal values). We can help you integrate these themes into your investment strategy.
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Stock Option Plans
Some companies reward employees with stock option grants or restricted stock; these can go a long way towards increasing your future financial security. We can help you understand how stock options work so that you can make the right decisions for your future.
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Alternative Investments
Morgan Stanley offers many services that enable us to recommend alternative investments for suitable clients, ranging from private equities to hedge funds. These recommendations are based on your goals and personal tolerance for investment risk.
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Life Insurance/Long-Term Care
Long-term care (LTC) insurance is a coverage that provides nursing-home/home-health care for individuals aged 65 and older or individuals with chronic or disabling conditions that need constant supervision. Life insurance is an insurance that pays out a sum of money either on the death of the insured person or after a set period.
Click Here to Read MoreClient Service Team
Karla Culver - Senior Registered Associate
Phone:
(509) 325-8236(509) 325-8236
Email:karla.culver@morganstanley.com
Josh Elder - Registered Client Service Associate
Phone:
(425) 202-0647(425) 202-0647
Email:Josh.Elder@morganstanley.com
Dan Matthews - Assistant Vice President, Group Director
Phone:
(425) 455-8056(425) 455-8056
Email:Daniel.Matthews1@morganstanley.com
Location
717 W Sprague Ave
Suite 500
Spokane, WA 99201
US
Direct:
(509) 325-8228(509) 325-8228
Toll-Free:
(866) 865-3699(866) 865-3699
1233 Northwood Ctr,
2nd Floor
Coeur D'Alene, ID 83814
US
Direct:
(509) 325-8228(509) 325-8228
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(509) 325-8228(509) 325-8228
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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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
529 Plans: A Powerful Tool to Save for Education
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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
A Simple Six-Step Retirement Checkup
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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
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
Rational Investing in an Age of Uncertainty
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Brian McCann, MBA today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
