Welcome Message

We have been personally advising and investing for clients in the Greater New Bedford area since 2002.  We are money managers that focus on comprehensive financial planning and customized portfolio management.  The funds that we manage often come from clients rolling over their 401(k), 403(b) and/or pension plans.  In addition to the retirement plans we also manage regular stock investment accounts (i.e. joint accounts, trusts, etc). Guarding against significant account loss is the single most important factor as it relates to your retirement assets.  We serve our clients by providing excellent ongoing communication.  We schedule quarterly review meetings with all clients and review their financial plan on an annual basis. We will serve as a coach to assist you in reaching your life goals.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Differentiating Factors

    Individual Investments
    When possible, we invest in individual stocks and
    bonds (rather than funds and indexes). We
    personally analyze each company we invest in and
    keep track of them through Morgan Stanley
    research.
    Morgan Stanley Research
    We use the Morgan Stanley analytical team from
    around the world to give daily feedback on
    companies, sectors and important new economic
    trends.
    Retirement Investing
    We always remember that we are investing current
    or future retirement dollars. Conservative, balanced
    investments are always necessary.
    Social Responsibility
    We take responsibility for investment results and
    always act as a fiduciary, putting your best interests
    first.
    Asset Based Fee in Lieu of Commissions
    We charge an annual fee which takes the place of
    individual trade commissions. This fee is inclusive of
    everything we do to service your accounts.
    Advice Given for Outside Investments
    We provide advice on your current 401(k)/403(b)
    and pension accounts so that all your investments
    align with your financial goals.
    Quarterly Reviews
    We meet with clients on a quarterly basis to review
    their portfolios and keep abreast of changes in their
    lives.
    Personal Family Advisors
    We serve as your financial coach working hand-in-hand
    with your CPA and estate planner to assist you
    with your current needs and long-term life goals.
    Financial Planning
    We do financial planning for clients first so that each
    investment meets your targeted needs.

Advice Matters

Not all advice is the same. My team's advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.

We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
Client Benefits
  • Personalized Financial Planning
  • Exceptional Institutional Support
  • Industry Leading Analytics
  • World Class Standard of Care

Modern Wealth Management Tools

Morgan Stanley's suite of Modern Wealth Management Tools allows us to offer more customized and comprehensive advice than anywhere else. The resources below can enhance every aspect of your financial life and optimize your wealth management experience.
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    Morgan Stanley Online
    Morgan Stanley Online is the foundation of our wealth management tools. Its digital capabilities allow you to keep track of your investments, and help you manage your everyday finances.
    Log into MSO
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    Total Wealth View
    Total Wealth View presents the opportunity to advise on your Morgan Stanley account with your entire financial picture in mind by linking information from your accounts at other financial institutions.
    Total Wealth View
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    U.S Policy Pulse
    From the Global Investment Office, The US Policy Pulse provides monthly updates on the relevant political events affecting the economy and the potential impacts on financial markets.
    Read the Latest Report
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    On the Markets
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Read the Latest Report

Professional Investment Management

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Our current asset allocation strategy – used to guard against an upcoming market correction

Location

284 Bellevue Ave
Newport, RI 02840
US
Direct:
(401) 845-3542(401) 845-3542

Meet The Brier Riccardi Group

Photo of Robert Brier

Associate Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(401) 845-3544(401) 845-3544

About Robert Brier

Bob has worked as an investment advisor and portfolio manager for the past 16 years, working with local families and businesses in Southern MA and Rhode Island. Prior to his investment career, he worked in Washington, DC as a management consultant in the healthcare field and later as President and Chief Operating Officer of the Riverside Manufacturing company in New Bedford, MA. He studied accounting and finance in college and received his MBA from Hofstra University in New York in 1973. Bob is a longtime runner who has run in and finished the Boston Marathon, 5 of the last 6 years.
Securities Agent: NY, RI, PA, NC, CT, SC, FL, WI, OR, MD, MA, CO, NH, CA, WA, OH, NJ, TX, ME, VT, AZ, MS, IL; General Securities Representative; Investment Advisor Representative

About Gina Riccardi

Gina studied accounting and finance at Bryant College graduating with a Bachelors’ degree in 2004. She started her career at A.G. Edwards & Sons as a financial assistant learning all aspects of investment management, financial planning and client service. She was committed to becoming a planning expert and continued her education by earning the CERTIFIED FINANCIAL PLANNER™ designation in 2014. She is a life-long resident of Dartmouth, MA and volunteers as a Boy Scout leader and Committee Chair for the Narragansett Council, Boy Scouts of America. She is married to Michael Camacho and has two children, Benjamin, age 11 & Olivia, age 8.
Securities Agent: UT, LA, VA, TX, NM, MD, MO, ME, MA, IA, GA, WY, RI, PR, OH, ND, CO, WA, OK, NC, MT, MS, MI, KY, KS, IL, CT, CA, TN, ID, AR, SC, NJ, HI, DE, DC, AL, VI, PA, FL, AZ, AK, WV, SD, OR, VT, NY, NV, MN, IN, WI, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1710481
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"

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
Learn More about Retirement
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Learn More about Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Brier Riccardi Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

1Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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 | Morgan Stanley
CRC 4665150 (8/2025)