The Bascom Mann Group at Morgan Stanley

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!

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!

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.

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.

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.

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.

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.

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.