Bryan Quackenbush
Vice President,
Financial Advisor,
Senior Portfolio Manager,
Alternative Investments Director
Direct:
(410) 229-8208(410) 229-8208
My Mission Statement
Tailored solutions for a sustainable lifestyle.
Welcome
Bryan Quackenbush provides discretionary investment management services to entrepreneurs, executives, and families in the Baltimore-Washington metropolitan area and throughout the country. Bryan's training and experience are devoted to preserving capital and generating cash flow for lifetime spending needs.
Bryan has extensive experience assisting clients with business exit strategies and succession planning, executive financial services, and liquidity event planning. His wealth management process integrates retirement planning, cash flow modeling, estate planning, and trust services to help clients achieve clarity and control. He can frame investment objectives, model progress towards goals, and manage wealth in seeking to maximize the probability of long-term investing success.
Bryan has extensive experience assisting clients with business exit strategies and succession planning, executive financial services, and liquidity event planning. His wealth management process integrates retirement planning, cash flow modeling, estate planning, and trust services to help clients achieve clarity and control. He can frame investment objectives, model progress towards goals, and manage wealth in seeking to maximize the probability of long-term investing success.
Bryan's practice is committed to:
- Delivering the highest level of personal service by serving a limited number of clients
- Creating generational relationships with clients and their families
- Managing investments with an unwavering focus on your financial strategy and personal goals
- Simplifying financial complexity to help you achieve clarity and control
- Structuring your wealth and customizing solutions based on an objective view of your needs
Securities Agent: OH, DC, SC, CO, PA, CA, MD, DE, NJ, VA, FL, NY; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About:
As your life evolves and grows more complex, implementing a sound financial strategy tends to grow in complexity as well. You may find that it makes sense to partner with an experienced investment professional who brings a disciplined approach to managing portfolios and a focus to investing.
Morgan Stanley’s Portfolio Management Program was established in 1979 to provide individual investors with a level of personalized portfolio management typically reserved for major institutional investors.
The Portfolio Management Program allows a select group of Morgan Stanley Financial Advisors who are qualified by the firm—based on training, experience and commitment—to make investment decisions on your behalf and independently manage your assets. Bryan is a Senior Portfolio Manager within the Portfolio Management Program.
Morgan Stanley’s Portfolio Management Program was established in 1979 to provide individual investors with a level of personalized portfolio management typically reserved for major institutional investors.
The Portfolio Management Program allows a select group of Morgan Stanley Financial Advisors who are qualified by the firm—based on training, experience and commitment—to make investment decisions on your behalf and independently manage your assets. Bryan is a Senior Portfolio Manager within the Portfolio Management Program.
Philosophy:
Bryan believes wealth planning is the starting point for developing an investment strategy. Bryan seeks to maximize client returns to execute upon wealth plans by delivering income-based and growth-oriented investment strategies that are grounded in risk management, fundamental analysis, and quantitative techniques.
Bryan believes in diversification at the strategy-level and focuses on both traditional and non-traditional investments. He studies investment trends and leverages the global resources of the firm to help you develop a personalized investment strategy tailored to your wealth plan.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Bryan believes in diversification at the strategy-level and focuses on both traditional and non-traditional investments. He studies investment trends and leverages the global resources of the firm to help you develop a personalized investment strategy tailored to your wealth plan.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Bryan was introduced to investing at an early age by his hard-working, entrepreneurial family. His love for numbers and interest in investing led him to pursue a major and career in finance. Bryan’s education, experience and professional affiliations have fostered his practical approach to offering investment management services to his clients. Since 2007, Bryan has been helping his clients invest for sustainability so they can pursue their aspirations and create a legacy for future generations.
Bryan currently lives in Sykesville, Maryland with his wife, their two daughters, and their loveable pooch. Maintaining a strong sense of community and a solid professional foundation are very important to him. Bryan is involved in the Freedom Area Recreation Council, the University of Baltimore Investment Society, the Howard County Public School System Employee Incentive Program, and the Community College of Baltimore County Enterprise Institute.
Honors & Recognition, Education and Licensing:
- Loyola University Maryland, Sellinger School of Business, MBA, Finance (Member, Beta Gamma Sigma Honor Society)
- University of Baltimore, Merrick School of Business, B.S., cum laude, Finance
- Baltimore Magazine Five Star Wealth Manager: 2015, 2016, 2017, 2018, 2021, 2022, 2024, 2025
- Portfolio Management Certified
- Chartered Alternative Investment Analyst Association, CAIA®, Fundamentals of Alternative Investments Certification
- Financial Planning Specialist
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Life & Variable Insurance
2015-2018 and 2021-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2018 and 2021-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Bryan currently lives in Sykesville, Maryland with his wife, their two daughters, and their loveable pooch. Maintaining a strong sense of community and a solid professional foundation are very important to him. Bryan is involved in the Freedom Area Recreation Council, the University of Baltimore Investment Society, the Howard County Public School System Employee Incentive Program, and the Community College of Baltimore County Enterprise Institute.
Honors & Recognition, Education and Licensing:
- Loyola University Maryland, Sellinger School of Business, MBA, Finance (Member, Beta Gamma Sigma Honor Society)
- University of Baltimore, Merrick School of Business, B.S., cum laude, Finance
- Baltimore Magazine Five Star Wealth Manager: 2015, 2016, 2017, 2018, 2021, 2022, 2024, 2025
- Portfolio Management Certified
- Chartered Alternative Investment Analyst Association, CAIA®, Fundamentals of Alternative Investments Certification
- Financial Planning Specialist
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Life & Variable Insurance
2015-2018 and 2021-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2018 and 2021-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Location
303 International Circle
Ste 500
Hunt Valley, MD 21030
US
Direct:
(410) 229-8208(410) 229-8208
Fax:
(443) 965-9290(443) 965-9290
Wealth Management
From My Desk
The Wealth Organizer
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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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Ready to start a conversation? Contact Bryan Quackenbush today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
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)
