First Vice President, Financial Advisor, Family Wealth Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(609) 844-7930(609) 844-7930
The Blue Cornerstone Group at Morgan Stanley
Direct:
(609) 844-7997(609) 844-7997
Toll-Free:
(866) 578-6767(866) 578-6767
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help meet your life goals.
Your financial goals go beyond the numbers...
Together, we can help you achieve the life you want to live.
Every day we make choices that affect our future and can have far-reaching implications down the road. But when life gets busy, sometimes the most important decisions – such as how to prepare for retirement, pay for education expenses, purchase a home, make health or long-term care decisions – are put off or don't get the attention they deserve. We are an experienced, dedicated team of financial professionals whose mission is to provide our clients with the information, support and tools they need to make the right decisions to achieve their hopes and dreams.
A Personalized, 360° Approach to Your Financial Life
We believe in approaching financial well-being holistically — in the same way you would care for your physical health. We go beyond investments to understand all facets of your life. We get to know the priorities, hopes and dreams you have for yourself, your family and your legacy. We want to hear about your career, your income situation and how you spend money. We look at your debts and future cash flow needs. Through listening and proactively discussing your unique and evolving situation, we develop a financial roadmap that can adapt as your life changes.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We are experienced financial advisors dedicated to guiding you through life’s transitions.
Together, we can help assist you in:
• Feeling in control of your money
• Becoming “unstuck” to break down barriers to help enable you to pursue your dreams
• Creating good financial habits to help you reach your financial goals
• Identifyng creative solutions via collaboration with knowledgeable team
• Facilitating family communication
• Raising financially responsible and astute children
• Becoming “unstuck” to break down barriers to help enable you to pursue your dreams
• Creating good financial habits to help you reach your financial goals
• Identifyng creative solutions via collaboration with knowledgeable team
• Facilitating family communication
• Raising financially responsible and astute children
Some of the questions we address:
• Are there other things you should be doing to better prepare for retirement?
• Are there different steps you can take to help save more of the money you earn?
• How should you manage your finances after a divorce? Loss of spouse? A serious illness?
• What if I want to ratchet back on my career or start a new business?
• Are there ways you should be considering your business for a better outcome in retirement?
• How should I be saving to send our kids to college?
• How should I manage our money to last throughout retirement?
• Are there more tax efficient ways to manage my money?
• Are there different steps you can take to help save more of the money you earn?
• How should you manage your finances after a divorce? Loss of spouse? A serious illness?
• What if I want to ratchet back on my career or start a new business?
• Are there ways you should be considering your business for a better outcome in retirement?
• How should I be saving to send our kids to college?
• How should I manage our money to last throughout retirement?
• Are there more tax efficient ways to manage my money?
Clients Who We Serve:
Pre-retirees who:
• Want to be sure they are on track in saving for retirement
• Are making the right decisions about how their assets are allocated given a retirement 5, 10, 20 years in the future
• Are seeking to strike a balance between other financial needs and retirement savings
• Are making the right decisions about how their assets are allocated given a retirement 5, 10, 20 years in the future
• Are seeking to strike a balance between other financial needs and retirement savings
Business owners who:
• Are balancing business and personal wealth
• Considering selling or making a generational transfer of their business
• Want to maximize their retirement saving options and be sure they are offering competitive employee benefits/savings
• Considering selling or making a generational transfer of their business
• Want to maximize their retirement saving options and be sure they are offering competitive employee benefits/savings
Retirees who:
• Are looking to consolidate their financial lives and make things easier
• Want help managing their expenses and investments
• Are grappling with when it is ok to spend money and when to hold back
• Want help managing their expenses and investments
• Are grappling with when it is ok to spend money and when to hold back
Growing and changing families who:
• Want a plan to achieve their goals (education, retirement, building a business, buying a house)
• Are contemplating career transitions
• Have responsibility for parents as well as children
• Need to have regular time carved out to discuss and make decisions on critical long-term issues
• Want to raise their children their way
• Are contemplating career transitions
• Have responsibility for parents as well as children
• Need to have regular time carved out to discuss and make decisions on critical long-term issues
• Want to raise their children their way
Professional women who:
• Are busy executives and business owners – often faced with competing professional and family demands
• Want to maximize all of their capital — including future earning potential
• Grapple with when to press their foot down and off the career accelerator
• Want to maximize all of their capital — including future earning potential
• Grapple with when to press their foot down and off the career accelerator
We use a 4-step process that brings planning into action
Step 1 – Discovery session
A meeting to learn about you, your family and your priorities. We will go into detail on your goals, values and concerns. We will gather data, documents and statements and help you organize your financial life.
Step 2 – Strategic proposal
A meeting to present our recommended course of action. We will assess the overall strength of your financial foundation and identify areas for improvement. This will include a detailed review of current net worth including all assets, liabilities, life and long-term care insurance. We will identify specific short and long- term goals.
Step 3 – Plan refinement and implementation
A meeting to refine investment strategies and execute your plan. We will present detailed financial planning action steps and provide asset allocation, investment portfolio and risk management recommendations
Step 4 – Ongoing review
Meet regularly to check progress toward your investment and financial planning goals. These meetings enable us to keep up to date on life changes, conduct regular investment reviews and progress toward goals.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of digital features that help you keep track of your finances. They include mobile check deposit, paying your bills online, sending money through Zelle®, and accessing current market data, research, company profiles and quotes.
Morgan Stanley Online
Total Wealth View
It’s hard to see the complete picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your financial advisor a full picture of your financial wealth and health. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
Cybersecurity Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Cybersecurity Resources
Digital Vault
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
Digital VaultLocation
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7997(609) 844-7997
Toll-Free:
(866) 578-6767(866) 578-6767
Meet The Blue Cornerstone Group
Phone:
(609) 620-7151(609) 620-7151
Phone:
(609) 844-7988(609) 844-7988
Phone:
(609) 844-7975(609) 844-7975
About Brian J. Flynn
One of Brian’s life passions is the study of finance, business and investment. In college, Brian earned an Economics degree from Rutgers College, Rutgers University. With over 19 years in Financial Services, he joined Morgan Stanley in 2009 as a Financial Advisor. Brian adheres to a disciplined wealth management and financial planning process. Brian holds Series 7, 31, 66 licenses as well as Life and Health Insurance licenses, practicing in over 15 states throughout the country. He is a member of the National Futures Association.
Brian resides in Mansfield Township, New Jersey since 1989 with his wife Ann, and they have three adult children, Brianne, Tara and Sean. In his spare time, Brian enjoys sports, golf, spending time with family and friends, and he is active Rutgers alum. Brian leads various community volunteer efforts and scholarship opportunities, especially with the Bordentown Rotary, of which he is a Past-President, a Paul Harris Fellow, member of the Paul Harris Society, and has earned numerous club and district awards.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
NMLS #1301149
Brian resides in Mansfield Township, New Jersey since 1989 with his wife Ann, and they have three adult children, Brianne, Tara and Sean. In his spare time, Brian enjoys sports, golf, spending time with family and friends, and he is active Rutgers alum. Brian leads various community volunteer efforts and scholarship opportunities, especially with the Bordentown Rotary, of which he is a Past-President, a Paul Harris Fellow, member of the Paul Harris Society, and has earned numerous club and district awards.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
NMLS #1301149
Securities Agent: DE, WV, CA, VA, TX, PA, NY, FL, MD, IL, AZ, SC, CT, CO, NJ, AK, KY, GA, WA, NC, MI, ME, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301149
CA Insurance License #: 4368055
NMLS#: 1301149
CA Insurance License #: 4368055
About Elizabeth A. Garry
After graduating from Pace University, Lubin School of Business, Elizabeth spent ten and half years moving up the ranks at Jefferies & Company, an institutional research trading firm, to ultimately become their first women Institutional Trader to trade her own book of business for the NADSDAQ Trading desk. After taking time off to raise her family, Elizabeth returned back to the workforce in the Financial Advisor role at Morgan Stanley. As a partner in The Blue Cornerstone Group at Morgan Stanley, she assists clients with their financial planning and wealth management strategies as well as being the team's point of contact for all Onboarding of new clients.. She has a strong passion for servicing and cultivating strong relationships with each of her clients. She holds her Series 7 and 66 Licenses and is a Financial Planning Specialist.
Elizabeth resides in Holmdel New Jersey with her husband Patrick and two children, Gulianna and Patrick. Elizabeth enjoys being active in both her community and church. She spends much of her time with family and friends. Elizabeth is a Touch of Football Committee member for the Crohn's and Colitis Foundation's New Jersey Chapter. She is passionate about raising awareness as well as funds for the cure of Crohn's as her son Patrick is a Crohn's patient. She considers her most valuable asset to be her family.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
NMLS# 1297883
Elizabeth resides in Holmdel New Jersey with her husband Patrick and two children, Gulianna and Patrick. Elizabeth enjoys being active in both her community and church. She spends much of her time with family and friends. Elizabeth is a Touch of Football Committee member for the Crohn's and Colitis Foundation's New Jersey Chapter. She is passionate about raising awareness as well as funds for the cure of Crohn's as her son Patrick is a Crohn's patient. She considers her most valuable asset to be her family.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
NMLS# 1297883
Securities Agent: VA, WV, MA, KY, NJ, ME, FL, DE, CO, WA, CA, AZ, NY, PA, MI, MD, CT, SC, NC, TX, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297883
CA Insurance License #: 4367330
NMLS#: 1297883
CA Insurance License #: 4367330
About Lorne Keller
I am a Financial Advisor at Morgan Stanley. I have been in the financial services industry for over 30 years as both an institutional trader and a wealth manager. These experiences serve as the foundation for making decisions that have had a profound impact on my clients’ lives.
I began my career as a municipal bond trader for Merrill Lynch before I was asked to trade taxable debt in the corporate bond market. With the blessing of Merrill Lynch, I was hired by my largest customer to trade a proprietary fixed income portfolio. It was in these 2 roles that I developed an understanding of the financial markets that has served me and my clients well.
After the financial crisis of 2008, I decided that I could make a bigger difference for individuals than institutions. My recommendations and the execution of strategies around earning potential, spending, saving and investing are more important and impactful to me because they can make a REAL difference in people’s lives.
I wake up every day wanting to help improve the financial lives of my clients and prospects. I rely on my experiences and those of my teammates to provide the best possible outcomes for those that I serve.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
I began my career as a municipal bond trader for Merrill Lynch before I was asked to trade taxable debt in the corporate bond market. With the blessing of Merrill Lynch, I was hired by my largest customer to trade a proprietary fixed income portfolio. It was in these 2 roles that I developed an understanding of the financial markets that has served me and my clients well.
After the financial crisis of 2008, I decided that I could make a bigger difference for individuals than institutions. My recommendations and the execution of strategies around earning potential, spending, saving and investing are more important and impactful to me because they can make a REAL difference in people’s lives.
I wake up every day wanting to help improve the financial lives of my clients and prospects. I rely on my experiences and those of my teammates to provide the best possible outcomes for those that I serve.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
Securities Agent: NC, MD, MA, DE, GA, FL, ME, AZ, OR, CT, TX, CO, WA, NY, CA, KY, WV, PA, MI, VA, SC, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 982738
NMLS#: 982738
About Alex Garry
Alex Garry is a Financial Advisor and partner on The Blue Cornerstone Group at Morgan Stanley Wealth Management. He has over a decade of experience working in Financial Services including holding various positions at some of the largest investment management firms in the world.
The cornerstone of Alex’s practice involves working with each of his clients to create a detailed Financial Plan. Using that plan as a foundation, he then creates his clients a custom investment portfolio designed to help meet their immediate and long-term goals. His experience has led him to believe that strategic portfolio management with a focus on tax efficient investing will ultimately lead to compounding wealth over time.
Alex graduated from Marist College in 2013 with a Bachelor of Science degree cum laude in International Business and minor in Political Science. He also holds a Certified Investment Management Analyst® (CIMA®) designation which he obtained after completing coursework at The Wharton School of Business.
Outside of work, Alex spends as much time as possible with his family. He also enjoys golfing in the Spring & Summer and snowboarding in the winter.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
The cornerstone of Alex’s practice involves working with each of his clients to create a detailed Financial Plan. Using that plan as a foundation, he then creates his clients a custom investment portfolio designed to help meet their immediate and long-term goals. His experience has led him to believe that strategic portfolio management with a focus on tax efficient investing will ultimately lead to compounding wealth over time.
Alex graduated from Marist College in 2013 with a Bachelor of Science degree cum laude in International Business and minor in Political Science. He also holds a Certified Investment Management Analyst® (CIMA®) designation which he obtained after completing coursework at The Wharton School of Business.
Outside of work, Alex spends as much time as possible with his family. He also enjoys golfing in the Spring & Summer and snowboarding in the winter.
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures
Securities Agent: SC, CT, AZ, NJ, PA, FL, VA, NY, NC, KY, CA, WV, NH, ME, MA, DE, WA, VT, MI, GA, TX, MD, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2534491
NMLS#: 2534491
Contact Brian J. Flynn
Contact Elizabeth A. Garry
Contact Lorne Keller
Contact Alex Garry
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Ready to start a conversation? Contact The Blue Cornerstone Group 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)