
Michael Odorisio, CFP®, CPM®, CEPA®
Who We Are
The Brandywine Group at Morgan Stanley is a comprehensive wealth management practice spanning 4 branches including Greenville and Rehoboth Beach, Delaware, Hunt Valley, Maryland, and Palm Harbor, Florida.
How We Help
Our team offers extensive experience providing financial guidance to successful business owners, individuals and families. Each of us brings specific and robust knowledge of the vast resources available to you through Morgan Stanley. Whether you're seeking retirement income, strategic asset allocation, insurance, wealth transfer, business succession planning or the management of your liabilities, we have the breadth and depth to help you meet your objectives.
The Outlook
We would like to extend an invitation to The Brandywine Group at Morgan Stanley's Monthly Investment Webcast, where we explain how the economic environment informs the team's investment thesis. Our webcast is held on the third Wednesday of each month, at 4:15PM ET via Zoom. Please reach out to any team member to request an invitation.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
The Brandywine Group believes financial education leads to better insights into our investment strategy and discipline. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
It is estimated that 70%+ of a business owners net worth is derived from the value of their business. Often, owners arrive at the end of their careers to find that their business is not positioned nor ready to successfully transfer to a new owner because they missed the opportunity to grow transferrable value, which ultimately results in a lower sale price and less favorable exit overall. Our team works collaboratively with a team of advisors to enhance and improve exit outcomes for our business owner clients, and to help maximize the value of their business and personal financial plans.
Owning a business typically requires years, even decades, of dedication and commitment. However, business owners are frequently unaware of the preparation necessary to execute an effective succession plan. Whether you're considering an IPO, merger with a strategic buyer, or transitioning your business to family members, we're here to help you create and carry out a successful exit strategy. Schedule an appointment with us to learn more.