Briana Romano
Senior Registered Client Service Associate
Phone:
(603) 422-8911(603) 422-8911
Paul Kinnaly CFP®, CIMA®
Executive Director, Wealth Management,
Wealth Advisor
Direct:
(603) 422-8907(603) 422-8907
My Mission Statement
Serving as your personal CFO, we help solve complex financial challenges through comprehensive strategies, tailored advice and quality investment management. We strive to be your single point of contact for virtually all your financial needs.
My Story and Services
The CEO of a successful business defines a vision and assembles the right team to transform that vision into reality. A critical member of that team is the CFO, who provides dedicated skills and guidance for all the company’s financial decisions.
Paul Kinnaly will serve as your personal CFO, focusing on virtually all aspects of your life – from preparing for retirement and caring for aging parents to selling a profitable business and leaving a lasting legacy. Our priority is to deliver objective and thoughtful advice that helps empower you to make wise and confident decisions about your family, your future and your finances.
As an experienced team of caring professionals, we are committed to helping you understand and overcome the distractions of challenging markets, while helping strengthen your family’s financial wellness now and for generations to come. We are proud of the services and solutions we provide each client and welcome the opportunity to help deliver this same level of excellence to you and your family.
Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
Forbes Best in State Advisors 2024
Source: Forbes (Awarded April 2024) Data compiled by Shook Research LLC based on time period from 6/30/22-6/30/23.
Paul Kinnaly will serve as your personal CFO, focusing on virtually all aspects of your life – from preparing for retirement and caring for aging parents to selling a profitable business and leaving a lasting legacy. Our priority is to deliver objective and thoughtful advice that helps empower you to make wise and confident decisions about your family, your future and your finances.
As an experienced team of caring professionals, we are committed to helping you understand and overcome the distractions of challenging markets, while helping strengthen your family’s financial wellness now and for generations to come. We are proud of the services and solutions we provide each client and welcome the opportunity to help deliver this same level of excellence to you and your family.
Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
Forbes Best in State Advisors 2024
Source: Forbes (Awarded April 2024) Data compiled by Shook Research LLC based on time period from 6/30/22-6/30/23.
Securities Agent: NY, ME, WA, TX, NC, MO, FL, VA, IL, MD, MA, HI, CA, AZ, PA, VT, OH, MS, GA, DC, SC, NJ, WV, KY, CO, MN, MI, LA, TN, OR, NH, ND; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 167308
NMLS#: 167308
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our best clients are those who value and respect the advice we thoughtfully and thoroughly develop for their particular situation. Over the years, we have developed a strong and collaborative practice that includes a broad range of clients, including:
• Families spanning multiple generations
• Self-made entrepreneurs and business owners
• Successful professionals and corporate executives
• Retirees and individuals planning for retirement
• Referrals from existing clients and industry professionals
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy. We strive to provide the knowledge and insights they need in an effort to succeed in today’s fast-paced world, so they may enjoy their wealth and leave the legacy they desire.
• Families spanning multiple generations
• Self-made entrepreneurs and business owners
• Successful professionals and corporate executives
• Retirees and individuals planning for retirement
• Referrals from existing clients and industry professionals
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy. We strive to provide the knowledge and insights they need in an effort to succeed in today’s fast-paced world, so they may enjoy their wealth and leave the legacy they desire.
Our Process
Our clients hire us to help them manage their current wealth, while helping achieve future goals. Over the years, we have developed a five-step process that identifies and implements appropriate solutions focused on helping accomplish and maintain financial success.
Step 1: Initial Conversation
We begin with an informal discussion to understand your financial concerns and determine how we can help add value to your situation. This is your opportunity to interview us, as we get to know you. If we agree to move forward, we’ll schedule our next meeting and request important information about your finances.
Step 2: Face-to-Face Meeting
We continue the dialogue by fostering an in-depth conversation where we’ll ask dozens of questions to learn about the values that shape your decisions. We’ll review the information you’ve prepared and begin to define your priorities.
Step 3: Analysis and Strategy Development
Here, we utilize both strategic and technical financial planning tools to develop a personalized and detailed strategy to answer such important questions as “Can I retire comfortably?”, “What is my net worth?”, and “Do I have enough insurance?” This information serves as the foundation for building your initial plan, as well as future investment decisions.
Step 4: Commitment Meeting
In this step, we share our thoughts and recommendations for helping build and preserve your wealth. Upon your approval, we’ll prepare the paperwork to execute the investment strategies, as we begin to implement the other wealth management strategies we discussed. These often encompass risk management, as well as estate and wealth planning solutions.
Step 5: Service, Service, Service
Committed to a premium client experience, we focus on developing a relationship that helps provide added value to you and your family. Serving as your family’s CFO, we want to be your first call for anything financial.
Successful wealth management begins with personalized service and attention. We invite potential clients to meet with us to share their needs and expectations. We look forward to working with individuals and families who seek the kind of long-term, fully-engaged relationships we value.
The following core attributes underscore our commitment to an exceptional client experience.
The following core attributes underscore our commitment to an exceptional client experience.
Your Personal CFO
We provide a “one-stop shop” for your financial decisions. Whether you need assistance with asset management, lending services, asset preservation strategies or retirement funding, we are here for you at every phase of your financial life.
Loyalty
Paul has been part of the Morgan Stanley family since 2000 and Briana joined the firm in 2011. Jenny is a new addition to the team in 2021 but has been in the industry for over 20 years. In a world where people move from company to company on a regular basis, our loyalty to our firm and to each other demonstrates our commitment to our clients every day.
Knowledge and Experience
Our team has a concentration of credentials that is rare in one group of advisors. Paul acquired the rigorous Certified Investment Management Consultant (CIMA®) designation. Paul and Jenny have both earned the Certified Financial PlannerTM (CFP®) credentials. These advanced designations enable us to offer innovative thinking based on the industry’s best practices. We are committed to ongoing education, so that we may remain on the forefront of the most effective strategies and help deliver a more powerful experience to our clients.
A Team Approach
To gain the precise knowledge needed to manage various aspects of your wealth, we work closely with your accountant and estate attorney, often serving as the quarterback to help ensure a coordinated effort. Where appropriate, we may consult with our network of professionals within Morgan Stanley and across the industry to evaluate any unique challenges and devise specific recommendations.
While the strategies we provide are broad in scope, our approach is one hundred percent individualized. We deliver the personalized attention you expect, as we build a structured plan focused on helping achieve your specific life goals.
As your team of trusted advisors, we provide:
As your team of trusted advisors, we provide:
Lifestyle Management
We pay close attention to the timing of milestone events to help ensure you are prepared each step of the way. Whether you are planning for a comfortable retirement or the sale of your business, we develop the strategies needed to help achieve your goals on schedule.
Asset Growth and Preservation Strategies
Asset management aims to achieve the best possible returns consistent with your level of risk. Working together, we create a customized strategy that applies long-held investment principles to help you grow your assets in an effort to achieve your personal investment goals and benchmarks.
Longevity Planning
Given extended life expectancy, we help customize allocation and distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance and long-term care plans.
Risk Management
Life’s risks can manifest themselves in many ways – from loss of life to loss of health – and have the potential to impair the efficiency of a thoughtfully developed plan. We help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
Legacy Planning
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. Coordinating with outside estate and tax professionals, we align your estate planning goals with the appropriate asset titling and beneficiary designation requirements to help ensure your legacy wishes are fulfilled as you had intended.
Location
1 Harbour Place
Ste 125
Portsmouth, NH 03801
US
Direct:
(603) 422-8907(603) 422-8907
Fax:
(603) 422-8989(603) 422-8989
Meet My Team
Jenny Sideris, CFP®
Wealth Management Associate
Phone:
(603) 422-8974(603) 422-8974
About Briana Romano
tel: 603-422-8911
Email: Briana.Romano@morganstanley.com
Drawing on more than 11 years of industry experience, Briana is a Senior Registered Associate at Morgan Stanley. A results-driven professional, Briana is often the first line of contact on a wide range of administrative and operational services. Her primary responsibilities include handling client transactions, ensuring client account information is up to date, and performing operational tasks that support Paul in the day-to-day management of his wealth management practice.
From the largest task to the smallest request, Briana works diligently striving to exceed client expectations. She enjoys building strong relationships with clients and helping them achieve their personal and financial goals by combining her strong desire to help others with her exceptional administrative skills. Briana has been with Morgan Stanley since 2011 and has been a member of the Wentworth Group since 2014. She holds her FINRA Series 7 and 63 licenses.
Briana currently resides in Stratham with her husband, Matt, and their two daughters, Nellie and Fiona. Her greatest joy in life is being their mom. She loves exploring the outdoors with her family, reading, and working on art projects with her two girls.
Email: Briana.Romano@morganstanley.com
Drawing on more than 11 years of industry experience, Briana is a Senior Registered Associate at Morgan Stanley. A results-driven professional, Briana is often the first line of contact on a wide range of administrative and operational services. Her primary responsibilities include handling client transactions, ensuring client account information is up to date, and performing operational tasks that support Paul in the day-to-day management of his wealth management practice.
From the largest task to the smallest request, Briana works diligently striving to exceed client expectations. She enjoys building strong relationships with clients and helping them achieve their personal and financial goals by combining her strong desire to help others with her exceptional administrative skills. Briana has been with Morgan Stanley since 2011 and has been a member of the Wentworth Group since 2014. She holds her FINRA Series 7 and 63 licenses.
Briana currently resides in Stratham with her husband, Matt, and their two daughters, Nellie and Fiona. Her greatest joy in life is being their mom. She loves exploring the outdoors with her family, reading, and working on art projects with her two girls.
About Jenny Sideris
Tel: 603-422-8974
Email: jenny.sideris@morganstanley.com
Jenny is the latest addition joining Morgan Stanley in early 2021 with more than 20 years of industry experience. As a Wealth Management Associate, Jenny is responsible for new business development, investment management, and financial planning activities. She also focuses on streamlining administrative and operational processes for the team. Jenny enjoys cultivating relationships with clients and proactively helping them resolve issues, as well as working with the firm’s back office personnel to help ensure the practice continues to run efficiently.
A graduate of West Virginia Wesleyan College, Jenny began her career at Merrill Lynch in 2000. Over the years, her responsibilities and areas of focus have continued to grow. In 2018, Merrill Lynch awarded her the “Responsible Service and Growth Award” for her excellence in serving the needs of clients and colleagues alike. She loves being part of an industry that is constantly changing. She enjoys learning every day, developing new skills and sharing knowledge with her colleagues and clients.
Jenny maintains her FINRA Series 6 and 7 licenses and recently earned her Certified Financial PlannerTM (CFP®) designation. Prior to joining Morgan Stanley, Jenny was a Partner, Vice President, and Senior Registered Client Administration Manager at Steward Partners.
Growing up in Auburn, NH, she and her husband, Evan, now call Portsmouth their home. Favorite leisure activities include being creative, staying active outdoors, and travelling.
Email: jenny.sideris@morganstanley.com
Jenny is the latest addition joining Morgan Stanley in early 2021 with more than 20 years of industry experience. As a Wealth Management Associate, Jenny is responsible for new business development, investment management, and financial planning activities. She also focuses on streamlining administrative and operational processes for the team. Jenny enjoys cultivating relationships with clients and proactively helping them resolve issues, as well as working with the firm’s back office personnel to help ensure the practice continues to run efficiently.
A graduate of West Virginia Wesleyan College, Jenny began her career at Merrill Lynch in 2000. Over the years, her responsibilities and areas of focus have continued to grow. In 2018, Merrill Lynch awarded her the “Responsible Service and Growth Award” for her excellence in serving the needs of clients and colleagues alike. She loves being part of an industry that is constantly changing. She enjoys learning every day, developing new skills and sharing knowledge with her colleagues and clients.
Jenny maintains her FINRA Series 6 and 7 licenses and recently earned her Certified Financial PlannerTM (CFP®) designation. Prior to joining Morgan Stanley, Jenny was a Partner, Vice President, and Senior Registered Client Administration Manager at Steward Partners.
Growing up in Auburn, NH, she and her husband, Evan, now call Portsmouth their home. Favorite leisure activities include being creative, staying active outdoors, and travelling.
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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Ready to start a conversation? Contact Paul Kinnaly CFP®, CIMA® today.
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
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)