My Story and Services

Charlie joined Morgan Stanley in 2014. He is passionate about helping his clients plan for their future, so they feel more comfortable. His goal to help alleviate their anxiety and instill confidence that they’re creating a legacy that can span generations. Charlie’s primary focus at the NEO Wealth Management Group is corporate cash management, as well as fixed income strategies for individuals and institutions. He plays an integral role in developing strategies for individuals with concentrated stock positions.

Charlie graduated from the Carroll School of Management at Boston College, where he also played football. He began in the financial industry in 1993 where he worked at the Chicago Board of Trade. As Charlie’s career evolved, he went on to Key Bank and JPMorgan where his focused in institutional fixed income planning and frequently worked with C-Suite Executives.

Charlie and his four sons live in Chagrin Falls, Ohio, where they play a lot of sports together. He actively supports Boys Hope/Girls Hope and is heavily involved in coaching youth sports locally, including football, basketball and lacrosse.
Services Include
Securities Agent: IN, AL, SC, PA, TN, ME, UT, MO, LA, VI, FL, CO, OR, NY, NM, MA, CA, OK, NC, GA, AZ, WA, NJ, IL, WV, WI, TX, NV, MN, MI, VA, OH, MD, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 529920
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

I help people just like you, in every stage of life.

Whether you need help tackling college costs or taking full advantage of your stock options and retirement plan, I have solutions.
My clients include:
  • Business owners (including family businesses)
  • Corporate executives
  • High net worth young investors
  • Mid-career professionals and their families
  • People getting close to or already retired

Our Digital Offerings

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    Morgan Stanley Online & MS Mobile App
    Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App digital capabilities provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:

    - eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
    - eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
    - Linking your accounts outside of Morgan Stanley, which can help you see your larger financial picture and allow us to have more informed wealth planning discussions.
    Morgan Stanley Online
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    Digital Vault
    Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.

    The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
    Digital Vault
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    Total Wealth View
    We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.

    The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
    Total Wealth View
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    Portfolio Risk Platform - Aladdin
    Our new Portfolio Risk Platform, powered by Aladdin, empowers clients with better analysis of specific risk drivers, risk models based on simulated markets and more.

    Aladdin allows us to view your risk and returns across all of your portfolios – whether they’re held here at Morgan Stanley or at any other financial institutions. Let’s start working together to uncover risk across all of your investments. Let’s use the full suite of industry-leading risk analytics to help make your next investment decision.
    Aladdin

Insights and Research

Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
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    Thoughts On The Market Podcast
    With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
    Thoughts On The Market Podcast
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    On The Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    On The Markets Research Report
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    Morgan Stanley Ideas Podcast
    From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
    Morgan Stanley Ideas Podcast
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    Global Investment Committee Weekly Research Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    GIC Weekly Report

Location

31099 Chagrin Blvd., 3rd
Fl
Pepper Pike, OH 44124
US
Direct:
(216) 292-9047(216) 292-9047
Toll-Free:
(800) 362-1230(800) 362-1230
Fax:
(216) 523-3050(216) 523-3050
Wealth Management
Global Investment Office

Portfolio Insights

Ready to start a conversation? Contact Charles Brennan today.
Market Information Delayed 20 Minutes
1Morgan 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

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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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.

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4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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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.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)