Breann Lunn
Registered Client Service Associate
Phone:
(614) 473-2474(614) 473-2474
Gary S. Beckman, QPFC
First Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(614) 473-2479(614) 473-2479
Toll-Free:
(866) 273-3726(866) 273-3726
My Mission Statement
To provide sound high quality advice as an ongoing process encompassing the various stages of my clients' lives and that of their heirs, commensurate with how I would plan and care for my own family.
Welcome
Gary's practice is based on helping high net worth individuals and families achieve their goals in an ever changing world. This is done by using knowledge, experience, high ethical standards, and the resources of a global market leading firm. Life is a journey, and there is more than one route. Identifying the most appropriate direction is vital, but knowing how to navigate the detours keeps us moving forward toward our goals.
Securities Agent: ME, DE, VA, IL, FL, AZ, WI, NJ, MD, CO, AK, TX, MO, AR, KS, WY, WV, PR, NV, NM, MS, GA, AL, TN, NY, NH, MI, UT, SD, NE, ID, HI, DC, CT, RI, MA, OR, ND, MT, IA, WA, PA, OK, OH, MN, KY, IN, CA, VT, SC, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1290424
NMLS#: 1290424
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
Gary has over 25+ years of experience serving his clients to help develop strategies and achieve their financial goals. He developed an interest in the capital markets from a custodial account that was set up for him as a child and he has followed that passion to this day.
Gary is a graduate of The Ohio State University and began his career in the financial services industry with PaineWebber and joined Smith Barney, now Morgan Stanley, in 2008. During his tenure at the firm, he has achieved the prestigious designation of Portfolio Management Director, Qualified Plan Financial Consultant (QPFC) as well as the title, First Vice President.
Gary and his wife Stacy along with their 2 daughters are active members of the community and commit significant time to numerous charitable organizations by either volunteering or sitting on boards.
Gary is a graduate of The Ohio State University and began his career in the financial services industry with PaineWebber and joined Smith Barney, now Morgan Stanley, in 2008. During his tenure at the firm, he has achieved the prestigious designation of Portfolio Management Director, Qualified Plan Financial Consultant (QPFC) as well as the title, First Vice President.
Gary and his wife Stacy along with their 2 daughters are active members of the community and commit significant time to numerous charitable organizations by either volunteering or sitting on boards.
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
On the Markets
Join Morgan Stanley's thought leaders as they discuss topics such as global equities, fixed income, monetary policy and more.
Read this Month's Issue
Morgan Stanley Security Center
October is Cybersecurity Awareness Month! Visit our Security Center to learn how to stay safe online and make the most of Morgan Stanley’s latest tips and resources.
Visit our Security CenterWhat is Happening?
A place where all things related to lifestyle and bits of useful information can be found. Working with me, I am looking to provide our clients with not only market and finance resources, but also with other helpful resources that can have a huge impact on you and your loved ones. Enjoy!
Five Ideas Newsletter
The latest thought leadership on markets, economics, global trends and more.
Check Out the Latest Edition Here
What Should I Do With My Money?
Managing our money is one of the most important aspects of our lives, and yet, many people don’t have someone they can depend on for help when they need it. On this podcast, we match real people, asking real questions about their money, with experienced Financial Advisors. Join us as our guests share their stories around life's major moments. And hear the difference having an experienced Financial Advisor on your side can make.
Listen Here
Thoughts on the Market Podcast
Each week, Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.
Listen Here
The GIC Weekly
The Global Investment Committee (GIC) is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients.
Read Here
How to Give to Charity . . . if You’re Not a Millionaire
By combining your charitable gifts with volunteer efforts, you can have a meaningful impact on causes you care about even if you don’t have a lot of money to give away.
Read Here
Gold vs Silver: 4 Key Differences You Should Know
To varying degrees, both gold and silver may provide a hedge in a potential economic or market downturn, as well as during sustained periods of rising inflation. Understanding the difference between how the two metals are used, their economic sensitivities and technical characteristics can help you determine which metal may benefit your portfolio.
Read HereGiving Back
Philanthropy is a cornerstone of a modern plan. Here are a few closely held organizations that I am engaged with.
Do The Race
We invest in programs that change the way cancer is treated.
According the the National Institute of Health, medical expenditures associated with cancer treatment are expected to reach $158 billion by year 2020. We then posed the question, why treat if we can prevent. It is our belief that the current paradigm of cancer treatment has shortcomings. The Race focuses on investing in cutting edge research and new protocols that drastically extend lives or alter the modalities of treatment with a focus on prevention. Perhaps it's youthful optimism or the innocence of our team who identify these under supported research programs, but we believe we can create the future now.
According the the National Institute of Health, medical expenditures associated with cancer treatment are expected to reach $158 billion by year 2020. We then posed the question, why treat if we can prevent. It is our belief that the current paradigm of cancer treatment has shortcomings. The Race focuses on investing in cutting edge research and new protocols that drastically extend lives or alter the modalities of treatment with a focus on prevention. Perhaps it's youthful optimism or the innocence of our team who identify these under supported research programs, but we believe we can create the future now.
National Psoriasis Foundation
The National Psoriasis Foundation is the world's largest nonprofit organization serving people with psoriasis and psoriatic arthritis. The NPF provides information and services to help people manage their condition while supporting research to find a cure. Psoriasis affects more than 3% of the US adult population. That is more than 7.5 million US adults.
Nationwide Children's Hospital: Columbus
Nationwide Children's Hospital is a nationally ranked pediatric acute care teaching hospital located in Columbus, Ohio. The hospital has 673 pediatric beds, with 1.6 million patient visits from across the world. Nationwide Children’s Hospital Foundation seeks to build philanthropic partnerships with individuals, corporations and organizations to advance the hospital’s programs of patient care, advocacy, research, education and service now and in the future.
National Scleroderma Foundation
The National Scleroderma Foundation’s mission is to advance medical research, promote disease awareness, and provide support and education to people with scleroderma, their families and support networks.
Our vision is to be a relentless force in finding a cure and improving the lives of people affected by scleroderma.
Our vision is to be a relentless force in finding a cure and improving the lives of people affected by scleroderma.
Location
4449 Easton Way
Suite 300
Columbus, OH 43219
US
Direct:
(614) 473-2479(614) 473-2479
Toll-Free:
(866) 273-3726(866) 273-3726
Fax:
(614) 473-2450(614) 473-2450
Meet My Team
About Breann Lunn
Breann Lunn is a Registered Client Service Associate here at Morgan Stanley. Breann prides herself in providing excellent service and a first-class client experience. In this role, she is often the first point of contact in assisting clients with their day-to-day servicing needs. Prior to joining the wealth management industry, Breann held customer service roles in the mortgage titling arena and in front-facing customer support positions.
She has earned the Series 7 and 66 FINRA licenses and is registered to practice in all states. She also has a bachelor’s degree in Business Administration from Bowling Green State University.
Breann loves traveling, reading funny romance novels, and spending time with her friends and family—especially her precious niece and nephew, whom she spoils unashamedly.
She has earned the Series 7 and 66 FINRA licenses and is registered to practice in all states. She also has a bachelor’s degree in Business Administration from Bowling Green State University.
Breann loves traveling, reading funny romance novels, and spending time with her friends and family—especially her precious niece and nephew, whom she spoils unashamedly.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kimberly Emerson
Private Banker
About Kimberly Emerson
Kimberly Emerson is a Private Banker serving Morgan Stanley Wealth Management offices in Ohio.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
NMLS#: 767178
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
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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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 Gary S. Beckman today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance 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 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.
2When 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.
3Morgan 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance 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 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)
