George O'Brien Jr.
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(941) 364-7486(941) 364-7486
Toll-Free:
(800) 237-9441(800) 237-9441
My Mission Statement
Experience, integrity and dedicated personal service to help you meet your family's financial needs.
My Story
Over the past 35 years as a professional in this industry, George has worked with investors through ten presidential administrations, five major bear markets and four global financial crises. Before entering the business full time, he began as a research and trading assistant in 1977 at age fifteen, interning for a Maryland based investment-counseling firm. After graduating from St Mary’s College with a degree in Economics, he began working full time advising clients in 1987. Combining his hands-on experience with long-term study of market history, you can rest assured that he can provide financial insight and wisdom in a world of ongoing uncertainty.
Securities Agent: CO, TN, SC, NJ, LA, DE, CT, CA, WA, NM, IN, NE, MD, KY, WV, VT, UT, PA, OH, WI, NH, FL, VA, NV, ME, MA, IL, GA, TX, NY, NC, AZ, OR, MN, MI, DC, IA, RI, MO, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1484509
NMLS#: 1484509
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Typical Private Clients We Serve Most Effectively
Business Owners and Private Practitioners seeking help with:
• Long term growth of personal family assets
• Business succession for protection of family’s interest
• Income tax reduction and control
• Preparing for major future expenses
• Plan for secure dependable retirement
Retired Investors seeking help with:
• Enhanced income and portfolio stabilizing strategies
• Long term growth with regular monthly income
• Trust services and tax advantaged estate planning
• Tax efficient distribution of estate to heirs
Corporate Executives seeking help with:
• Long term, tax efficient growth portfolios
• Planning for major future expenses
• Supplemental retirement savings plans
• Cashless stock option exercise, hedging
• Plan for secure dependable retirement
• Long term growth of personal family assets
• Business succession for protection of family’s interest
• Income tax reduction and control
• Preparing for major future expenses
• Plan for secure dependable retirement
Retired Investors seeking help with:
• Enhanced income and portfolio stabilizing strategies
• Long term growth with regular monthly income
• Trust services and tax advantaged estate planning
• Tax efficient distribution of estate to heirs
Corporate Executives seeking help with:
• Long term, tax efficient growth portfolios
• Planning for major future expenses
• Supplemental retirement savings plans
• Cashless stock option exercise, hedging
• Plan for secure dependable retirement
Education
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
- Series 63 - Uniform State Exam
- BA - Economics & Finance St. Mary's College
- Series 3 - National Commodity Futures
- Series 65 - Investment Advisory Agent
- Life, Health and Long Term Care Insurance Licensed
- Fixed and Variable Annuities Licensed
Awards
- Portfolio Manager Achievement of Excellence at Legg Mason Wood Walker
- Professional Development Director, Investment Psychology and Economics Strategy Letter editor, Legg Mason headquarters, Baltimore MD, 1995-2006
- Legg Mason and Smith Barney President's Council 1995-2007 and since a member of Morgan Stanley Century or Masters Club
Client Service Team
Laura L. Blackman - Assistant Vice President, Portfolio Management Associate
Phone:
(941) 364-3505(941) 364-3505
Email:laura.l.blackman@morganstanley.com
Professional Details ~
2006 - Now: Morgan Stanley
1996 - 2006: Legg Mason
1994 - 1996: First Southeastern Securities
Series 7 - General Securities Representative Exam
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Series 31 - Futures Managed Funds Exam
Ringling College of Art & Design Parents Assoc Executive Board
2015 - Now
Sarasota Military Academy Band Boosters Board 2011-2015
Lake Sarasota Community Assoc Board 2005-2010
Branch Operations Coordinator at Legg Mason 1999-2003
Toastmasters Intl 1991-2005
Dale Carnegie 1991-1993
Indiana University Kelley School of Business BS 1989
2006 - Now: Morgan Stanley
1996 - 2006: Legg Mason
1994 - 1996: First Southeastern Securities
Series 7 - General Securities Representative Exam
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Series 31 - Futures Managed Funds Exam
Ringling College of Art & Design Parents Assoc Executive Board
2015 - Now
Sarasota Military Academy Band Boosters Board 2011-2015
Lake Sarasota Community Assoc Board 2005-2010
Branch Operations Coordinator at Legg Mason 1999-2003
Toastmasters Intl 1991-2005
Dale Carnegie 1991-1993
Indiana University Kelley School of Business BS 1989
Max C. Levine, Senior Portfolio Manager, NMLS# 1301237 - First Vice President, Financial Advisor
Phone:
(410) 229-8216(410) 229-8216
Email:Max.Levine@morganstanley.com
A Baltimore native and graduate of Temple University, Max joined Morgan Stanley as a Financial Advisor in the spring of 2014. An entrepreneur with a passion for client focus, Max places an importance on building strong relationships both in business and throughout the community.
While utilizing the resources at Morgan Stanley, Max provides highly personalized, comprehensive wealth management strategies that are structured to help his clients grow, preserve and effectively transfer their wealth. Working together with clients and their families, Max helps them achieve their life goals while providing a superior service experience. These strategies can be followed with confidence in the face of the market’s ups and downs.
Working together with you, Max will help explore and discover 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 you discuss will become the foundation for a financial and investment strategy based on who you are and what you want to accomplish.
While utilizing the resources at Morgan Stanley, Max provides highly personalized, comprehensive wealth management strategies that are structured to help his clients grow, preserve and effectively transfer their wealth. Working together with clients and their families, Max helps them achieve their life goals while providing a superior service experience. These strategies can be followed with confidence in the face of the market’s ups and downs.
Working together with you, Max will help explore and discover 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 you discuss will become the foundation for a financial and investment strategy based on who you are and what you want to accomplish.
Securities Agent: PA, AZ, WA, TX, DE, VT, UT, ME, KY, FL, NH, MA, LA, WI, NY, MN, CT, TN, RI, OH, NJ, NE, IL, ID, IN, GA, SC, OR, NV, NC, MO, MD, IA, NM, CO, WV, MI, DC, VA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
Location
2 North Tamiami Trail
Ste 1100
Sarasota, FL 34236
US
Direct:
(941) 364-7486(941) 364-7486
Toll-Free:
(800) 237-9441(800) 237-9441
Fax:
(941) 306-1691(941) 306-1691
Wealth Management
From My Desk
Know What to Do if You Think You've Been Hacked
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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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
Ready to start a conversation? Contact George O'Brien Jr. 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.
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 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.
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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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 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.
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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
