Paul M Hanrahan
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Financial Planning Specialist,
Workplace Advisor – Equity Compensation
Direct:
(585) 264-5843(585) 264-5843
Toll-Free:
(800) 736-4608(800) 736-4608
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As a Financial Planning Specialist within the Pelican Bay Group at Morgan Stanley’s Pittsford, New York office, Paul works primarily with fiduciaries, high-net-worth individuals, highly affluent families and small-to-medium size businesses.
Mr. Hanrahan began his career in the Financial Services Industry in 1994 with Prudential Securities in Rochester, NY as a Financial Advisor. His career with Prudential Securities culminated as a Branch Manager, providing leadership to a 40-person office. At that time, Paul was one of the youngest Branch Managers in the firm’s history.
Paul currently serves on the National Advisory Council working with Morgan Stanley firm leadership on issues affecting our financial advisors. He has also served on the National Marketing Council as well as a Regional Advisory Council serving the central United States.
Paul is a graduate of Siena College, where he played on the hockey team for four years. Active in his community, Paul gives back through his involvement with the James P. Wilmot Cancer Institute. He has served on the board of not only that organization, but its affiliate, the Judy DiMarzo Survivorship Clinic.
Paul resides in Brighton, NY with his wife and four children.
Mr. Hanrahan began his career in the Financial Services Industry in 1994 with Prudential Securities in Rochester, NY as a Financial Advisor. His career with Prudential Securities culminated as a Branch Manager, providing leadership to a 40-person office. At that time, Paul was one of the youngest Branch Managers in the firm’s history.
Paul currently serves on the National Advisory Council working with Morgan Stanley firm leadership on issues affecting our financial advisors. He has also served on the National Marketing Council as well as a Regional Advisory Council serving the central United States.
Paul is a graduate of Siena College, where he played on the hockey team for four years. Active in his community, Paul gives back through his involvement with the James P. Wilmot Cancer Institute. He has served on the board of not only that organization, but its affiliate, the Judy DiMarzo Survivorship Clinic.
Paul resides in Brighton, NY with his wife and four children.
Securities Agent: PA, OR, IN, IL, VI, WI, CO, PR, SC, TN, UT, ID, VA, SD, WA, WV, KS, VT, ME, KY, OH, MI, NC, MT, NE, NH, MS, WY, NM, NJ, MN, AK, AZ, TX, AL, CT, DC, RI, FL, OK, GA, NY, NV, HI, ND, MO, MD, MA, LA, IA, DE, CA, AR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1270090
NMLS#: 1270090
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- BA, 1989 - Siena College Albany, NY
- Series 3 - National Commodity Futures
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
Associations
- Member, Rochester Tool & Machine Association, 1999
Location
1250 Pittsford Victor Rd
Ste 350, Bldg 200
Pittsford, NY 14534
US
Direct:
(585) 264-5843(585) 264-5843
Toll-Free:
(800) 736-4608(800) 736-4608
Fax:
(585) 383-9288(585) 383-9288
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
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Paul M Hanrahan 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)
