Brian T. Bascom
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(513) 762-5359(513) 762-5359
The Bascom Mann Group at Morgan Stanley
Direct:
(513) 762-5359(513) 762-5359
Toll-Free:
(800) 543-2665(800) 543-2665
Our Mission Statement
Helping clients like you achieve all of your retirement and investing goals.
About Us
The Bascom Mann Group at Morgan Stanley offers many years of wealth management experience and is dedicated to helping families reach their financial goals and retirement aspirations. As financial advisors, our mission begins with understanding your current financial situation and ultimate financial goals to then build a long-term, strategic plan that is personalized for you, responsive to change and consistently monitored. The key to financial success is matching your actionable plan with an investment strategy that is grounded in long-term fundamentals, seeking to maximize your gains while helping preserve your assets and ensure a solid, lasting income stream during your retirement years. Lastly, communication is very important to us and we strive to deliver a world-class level of service with consistent investment and financial plan reviews to make sure you understand your investment strategy and the plan moving forward.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
The Bascom Mann Group recognized as a Forbes Best-In-State Wealth Management Team 2023, 2024. and 2025.
Forbes Top Next-Gen Wealth Advisors
Financial Advisor, Brian Bascom, recognized as a Top Next-Gen Wealth Advisor for 2022.
Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Financial Advisors, Brian Bascom and Stephen Bascom, named Top Next-Gen Wealth Advisors Best-in-State for 2023 and 2024.
Forbes Best-In-State Wealth Advisors
Financial Advisor, Brian Bascom, recognized as a Best-In-State Wealth Advisor in 2025.
Location
7755 Montgomery Road 2nd
2nd Floor
Cincinnati, OH 45236
US
Direct:
(513) 762-5359(513) 762-5359
Toll-Free:
(800) 543-2665(800) 543-2665
Meet The Bascom Mann Group
Stephen T. Bascom, CFA, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(513) 762-5383(513) 762-5383
Mark M Mann
Executive Director, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Senior Portfolio Management Director
Phone:
(513) 762-5297(513) 762-5297
Misty Busam
Vice President, Group Director
Phone:
(513) 762-5240(513) 762-5240
Michelle Ward
Registered Associate
Phone:
(513) 762-5387(513) 762-5387
Stacey King
Assistant Vice President, Senior Registered Client Service Associate
Phone:
(513) 562-8383(513) 562-8383
Bradley Hohlbein
Registered Client Relationship Analyst
Phone:
(513) 562-8368(513) 562-8368
Molly Koester
Senior Registered Client Service Associate
Phone:
(513) 562-8357(513) 562-8357
About Brian T. Bascom
As a Financial Advisor, Brian implements wealth management strategies for clients by concentrating on portfolio management to help meet clients’ goals to retire confidently.
Brian is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns, and works to help them in achieving their financial objectives.
As an alumnus of Centre College with a Bachelor of Science in Financial Economics, Brian was a member of the Centre College Baseball Team (Pitcher) and is still an avid baseball fan of the Cincinnati Reds! He also enjoys golf, sporting clays and spending time with his wife, Maddy, and two boys, Jack & Luke!
Brian is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns, and works to help them in achieving their financial objectives.
As an alumnus of Centre College with a Bachelor of Science in Financial Economics, Brian was a member of the Centre College Baseball Team (Pitcher) and is still an avid baseball fan of the Cincinnati Reds! He also enjoys golf, sporting clays and spending time with his wife, Maddy, and two boys, Jack & Luke!
Securities Agent: KY, GA, FL, VA, OH, NH, WA, DC, UT, CA, PA, LA, AR, MT, CO, TX, NY, IN, AZ, SC, NV, NC, MD, IL, CT, WI, TN, SD, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1623221
NMLS#: 1623221
About Stephen T. Bascom
Focusing on portfolio management, Stephen is dedicated to the in-depth research and analytics that go into building custom portfolios to help accomplish clients’ goals and financial objectives. Concentrating on helping grow clients’ incomes every year through income planning strategies, Stephen is responsible for analyzing quarterly earnings reports and the financials for specific companies that meet our investment criteria.
Born and raised in Cincinnati, Ohio, Stephen Bascom graduated from the University of Cincinnati with a double major in Finance and Business Economics. He enjoys baseball, spending time with his wife, Lisa, and his son, Jake, and is an avid University of Cincinnati Bearcats fan!
Born and raised in Cincinnati, Ohio, Stephen Bascom graduated from the University of Cincinnati with a double major in Finance and Business Economics. He enjoys baseball, spending time with his wife, Lisa, and his son, Jake, and is an avid University of Cincinnati Bearcats fan!
Securities Agent: IL, FL, NY, GA, WA, SD, MI, MT, KY, CA, AR, SC, UT, TX, TN, LA, DC, CO, PA, NC, CT, WI, VA, NV, IN, OH, AZ, NH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1470301
NMLS#: 1470301
About Mark M Mann
The knowledge and experience gained from working at the major league level of professional baseball for 18 years allows me to offer clients a more personalized financial services experience geared towards the specific needs of a professional. I provide a distinctive perspective of someone that knows the challenges clients may face every day both on and off the field. I have focused my talents on serving the investment needs of high net worth individuals and am firmly committed to earning trust and maintaining long term relationships. Beyond portfolio management I strive to deliver exceptional services to clients such as lending services, college tuition planning, checking/debit account services, monthly budgeting and cash management solutions. After spending most of my professional career as an athletic trainer in professional baseball, I made the decision to spend more time with my family. The combined love for family, knowledge of the financial industry and unique professional baseball experiences truly set me apart from other Financial Advisors.
Securities Agent: NV, DC, AZ, AR, WI, MD, LA, VA, SC, CO, SD, UT, NY, NC, IL, CT, MI, WA, KY, FL, TX, IN, GA, CA, TN, PA, OH, NH, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1270135
NMLS#: 1270135
About Misty Busam
Misty joined the team in January 2023. She has over 15 years of experience in the financial services industry, with a focus in management and client service. As the Group Director, Misty’s focus is on overseeing the business management and the daily operations of the team. Misty also assists with providing operational and administrative support, as needed, and is the main point of contact for any operational issues or concerns.
In her free time, Misty enjoys spending time with family and friends, dabbling in the kitchen, and working out.
In her free time, Misty enjoys spending time with family and friends, dabbling in the kitchen, and working out.
About Michelle Ward
Michelle is a Registered Associate and joined the Bascom Mann Group in 2019. She is responsible for client meeting preparation, Morgan Stanley Online services and other day-to-day account management. Even though she is new to the industry, she has picked it up swiftly and enjoys working with the client’s one on one.
Michelle is a graduate of Northern Kentucky University, where she received a Bachelor’s degree in Music and a minor in Broadcasting. Right out of college, she worked as a customer solutions professional for an auto software company for 7 years. She also worked as a part time editor for a Dayton based news station for two years. You can call her a jack of all trades and is always excited to learn in any industry she is a part of.
In her free time, she enjoys going to sporting events, especially trips to Michigan to watch her Wolverines and Cleveland to cheer on her Indians and Browns. She also is a movie buff and enjoys trying new foods. Michelle got married in 2019 to her husband, Brian, and recently became a new mother to their daughter, Larkin.
Michelle is a graduate of Northern Kentucky University, where she received a Bachelor’s degree in Music and a minor in Broadcasting. Right out of college, she worked as a customer solutions professional for an auto software company for 7 years. She also worked as a part time editor for a Dayton based news station for two years. You can call her a jack of all trades and is always excited to learn in any industry she is a part of.
In her free time, she enjoys going to sporting events, especially trips to Michigan to watch her Wolverines and Cleveland to cheer on her Indians and Browns. She also is a movie buff and enjoys trying new foods. Michelle got married in 2019 to her husband, Brian, and recently became a new mother to their daughter, Larkin.
About Stacey King
Stacey joined the Bascom Mann Group in February of 2023. She has been in the financial services industry for 19 years and has experience in both management and client service. Stacey is currently responsible for the day to day account management and service, which includes both transactional and account maintenance support. She also assists clients with Morgan Stanley Online and provides one on one support to clients to help ensure the best possible client onboarding experience.
In her free time, Stacey enjoys being outdoors and spending time with her two dogs, family, and friends.
In her free time, Stacey enjoys being outdoors and spending time with her two dogs, family, and friends.
About Bradley Hohlbein
Bradley joined the team in early 2024 after previously working at Fifth Third Bank in the Wealth Management division. He earned his bachelor's and master's degree from the University of Cincinnati, with a focus in Finance and Portfolio Management, while also serving in the US Army Reserve.
His focus on the team is working with the lead Portfolio Manager to complete day to day trading, options portfolio trading, cash raises, and to conduct various market and company analysis.
When Bradley is not working or studying for the CFA, he is most likely playing rec sports, hiking, or spending time with friends and family.
His focus on the team is working with the lead Portfolio Manager to complete day to day trading, options portfolio trading, cash raises, and to conduct various market and company analysis.
When Bradley is not working or studying for the CFA, he is most likely playing rec sports, hiking, or spending time with friends and family.
About Molly Koester
Molly joined the team late summer of 2024 with over 19 years of experience in the financial services industry. She currently holds her Series 7, 63. & 65 licenses. Molly is responsible for day to day account management and client service/relationship management through her various operational and administrative roles.
Molly is a graduate of Heidelberg College with a Bachelor of Arts degree in Communications/Media. She lives in Anderson Township with her husband and two dogs, Betty and Hans. She enjoys spending her free time outside with the dogs, being with family and friends & cooking.
Molly is a graduate of Heidelberg College with a Bachelor of Arts degree in Communications/Media. She lives in Anderson Township with her husband and two dogs, Betty and Hans. She enjoys spending her free time outside with the dogs, being with family and friends & cooking.
Contact Brian T. Bascom
Contact Stephen T. Bascom
Contact Mark M Mann
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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
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
529 Plans: A Powerful Tool to Save for Education
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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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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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.
Ready to start a conversation? Contact The Bascom Mann Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance 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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance 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)
