Phone:
(614) 798-3101(614) 798-3101
The Brooks White Cochran Group at Morgan Stanley
Direct:
(614) 798-3100(614) 798-3100
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
The Brooks White Cochran Group at Morgan Stanley serves a successful and sophisticated clientele in Ohio and across the nation whose hard work has led to complex financial considerations. A hallmark of the team is its ability to deliver an uncommon level of care and consistency to business owners, corporate executives, and generations of affluent families that demand highly professional and personalized wealth management.
Our mission, first and foremost, is to understand your goals and priorities. TO take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. We then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue personal financial goals without unnecessary investment risk. Our approach is about designing to strategies that help turn goals into reality. When you succeed, we succeed.
Our mission, first and foremost, is to understand your goals and priorities. TO take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. We then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue personal financial goals without unnecessary investment risk. Our approach is about designing to strategies that help turn goals into reality. When you succeed, we succeed.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you.
"The word 'proactive' best characterizes our approach," Jim White explains. "We often talk to business owners before they need growth capital, want to sell, or buy out a partner - offering banking assistance, for example, through an investment banker or M&A specialist, for client families, we may suggest strategies to help optimize intergenerational wealth. By doing more for fewer clients and building strong personal relationships with them, we can offer a more valuable experience than they found elsewhere."
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent, and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you. Our job is to understand what matters most to you. We'll work together to create a customized strategy that reflects your investment personality and is built around your life priorities.
With many clients building wealth through their entrepreneurial spirit, the team helps them preserve and grow their investments, with a focus on downside protection. For senior executives, special services are offered to help with monetization and diversification. In all cases, Brooks White Cochran is proud to mature a deep understanding of clients' careers and business lives.
Charting a prudent course to financial independence requires a well-conceived, personalized wealth plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive wealth plan for the future that includes:
"The word 'proactive' best characterizes our approach," Jim White explains. "We often talk to business owners before they need growth capital, want to sell, or buy out a partner - offering banking assistance, for example, through an investment banker or M&A specialist, for client families, we may suggest strategies to help optimize intergenerational wealth. By doing more for fewer clients and building strong personal relationships with them, we can offer a more valuable experience than they found elsewhere."
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent, and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you. Our job is to understand what matters most to you. We'll work together to create a customized strategy that reflects your investment personality and is built around your life priorities.
With many clients building wealth through their entrepreneurial spirit, the team helps them preserve and grow their investments, with a focus on downside protection. For senior executives, special services are offered to help with monetization and diversification. In all cases, Brooks White Cochran is proud to mature a deep understanding of clients' careers and business lives.
Charting a prudent course to financial independence requires a well-conceived, personalized wealth plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive wealth plan for the future that includes:
Our Philosophy
We live in a world that's constantly changing. Markets fluctuate moment to moment. New investment opportunities arise daily. That's why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
"From an investment perspective, we sit with clients to evaluate what type of return they need to accomplish their goals, with minimal risk. We're especially conscious of fees and tax consequences, and the importance of transparency and accountability. With many clients building wealth through their entrepreneurial spirit, the team helps them preserve and grow their investments, with a focus on downside protection. Clients come to us with varying degrees of investment knowledge. We aim to educate in simple terms, so that they understand what they own and why," Chris Brooks says. In all cases, Brooks White Cochran is proud to mature a deep understanding of clients' careers and business lives.
The teams' breadth and depth of service extends to helping clients with liability management, significant challenges (such as settling an estate or introducing a business valuation specialist), and smaller tasks (such as setting up "online bill pay" or scheduling an airline flight).
"Many clients have become good friends and referred others. We measure success by the tenure and tenor of those relationships - and being seen as a trusted resource that is willing and able to provide concierge-like service," Daniel Cochran adds.
"From an investment perspective, we sit with clients to evaluate what type of return they need to accomplish their goals, with minimal risk. We're especially conscious of fees and tax consequences, and the importance of transparency and accountability. With many clients building wealth through their entrepreneurial spirit, the team helps them preserve and grow their investments, with a focus on downside protection. Clients come to us with varying degrees of investment knowledge. We aim to educate in simple terms, so that they understand what they own and why," Chris Brooks says. In all cases, Brooks White Cochran is proud to mature a deep understanding of clients' careers and business lives.
The teams' breadth and depth of service extends to helping clients with liability management, significant challenges (such as settling an estate or introducing a business valuation specialist), and smaller tasks (such as setting up "online bill pay" or scheduling an airline flight).
"Many clients have become good friends and referred others. We measure success by the tenure and tenor of those relationships - and being seen as a trusted resource that is willing and able to provide concierge-like service," Daniel Cochran adds.
Our Focus
We offer individuals and families a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by getting to know you and defining and prioritizing your financial goals.
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Morgan Stanley and access to the banking convenience of Morgan Stanley as we do so.
We'll measure success together over time by the amount of progress you are making reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Morgan Stanley and access to the banking convenience of Morgan Stanley as we do so.
We'll measure success together over time by the amount of progress you are making reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
Location
545 Metro Place South
Suite 300
Dublin, OH 43017
US
Direct:
(614) 798-3100(614) 798-3100
Meet The Brooks White Cochran Group
Phone:
(614) 798-3286(614) 798-3286
First Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(614) 798-3102(614) 798-3102
Irene Molnar
Wealth Management Associate
Phone:
(614) 798-3287(614) 798-3287
About Jon Brooks
From an early age, Chris was fascinated by investments and encouraged to learn more by his father, a fixed income trader. After graduating from The Ohio State University, Chris followed his passion and began his career at a large banking institution in 1994 where he served as a financial advisor. Over the course of his over 20 year career, Chris has designed sophisticated investment strategies that include equity and fixed income portfolio construction. He also focuses on helping optimize the structure of client wealth, through philanthropic estate planning strategies. Additionally, Chris is responsible for the team’s research efforts – helping to identify long-term investment strategies and risk management solutions for strategic asset allocation portfolios and concentrated, single stock positions.
Chris is a resident of Upper Arlington with his wife, Lisa, and their son. Over the years, Chris has shared his time and resources with several organizations that support cerebral palsy research and education. He is also a supporter of Canine Companions and participated in fundraising efforts for cancer research – raising money and riding in Pelotonia (the annual two-day bike ride covering 180 miles, each August). To “relax,” Chris enjoys photography, cycling, playing guitar, golf, swimming and reading.
Chris is a resident of Upper Arlington with his wife, Lisa, and their son. Over the years, Chris has shared his time and resources with several organizations that support cerebral palsy research and education. He is also a supporter of Canine Companions and participated in fundraising efforts for cancer research – raising money and riding in Pelotonia (the annual two-day bike ride covering 180 miles, each August). To “relax,” Chris enjoys photography, cycling, playing guitar, golf, swimming and reading.
Securities Agent: TN, UT, PA, NJ, GA, WV, DC, MO, LA, VA, MN, AZ, OR, NY, MT, MI, MD, CT, CA, AR, OH, KY, KS, NM, MA, NC, FL, WI, WA, IN, TX, IL, SC, DE, CO, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 590778
NMLS#: 590778
About Jim White
With nearly 20 years’ experience in the investment industry, Jim has broad experience delivering wealth management services to high net worth individuals and families. He works closely with corporate executives, business owners and entrepreneurs, often employing the vast resources and intellectual capital available to him at Morgan Stanley, to help solve the challenges that wealth brings.
Of particular interest to Jim, is assisting clients to identify and implement non-traditional investment strategies (such as alternative investments) into more traditional investment portfolios. Many of these strategies can be a critical component to successful wealth creation and preservation process.
Jim earned his MBA from Harvard Business School with a focus in finance and investment management and earned a Bachelor’s degree in Political Science from Colgate University.
Jim and his wife, Kerri, reside in Upper Arlington. They have two grown children. As a former college and professional hockey player, Jim has been actively involved in youth hockey. He has also served on numerous charitable boards, including Recreation Unlimited. Outside the office, he spends time with his family traveling and enjoys golf and fly-fishing.
Of particular interest to Jim, is assisting clients to identify and implement non-traditional investment strategies (such as alternative investments) into more traditional investment portfolios. Many of these strategies can be a critical component to successful wealth creation and preservation process.
Jim earned his MBA from Harvard Business School with a focus in finance and investment management and earned a Bachelor’s degree in Political Science from Colgate University.
Jim and his wife, Kerri, reside in Upper Arlington. They have two grown children. As a former college and professional hockey player, Jim has been actively involved in youth hockey. He has also served on numerous charitable boards, including Recreation Unlimited. Outside the office, he spends time with his family traveling and enjoys golf and fly-fishing.
Securities Agent: NC, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 591060
NMLS#: 591060
About Daniel Cochran
Daniel is celebrating more than fifteen years in a career that continues to fulfill his childhood interest in investing and a desire to help make a difference in people’s lives. During his career Daniel has helped clients navigate challenging market conditions by providing risk-managed investment strategies and helping them make informed financial decisions, rather than emotional ones.
Daniel’s client engagement process reflects his devotion to serving clients’ best interests as their lives evolve. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor℠ and Qualified Plan Financial Consultant designations
Prior to becoming a Financial Advisor, Daniel learned the importance of transparency as a project accountant for the Auditor of State of Ohio. Daniel is a graduate of Miami University of Ohio, where he majored in Finance and Economics. When Daniel is not serving his clients he enjoys travel, music, film, reading, playing golf and other sports, and rooting for Buckeye's football. He also understands the importance of giving back to the community – Daniel serves on the Development Board of Nationwide Children’s Hospital, works with the Mercator Club of Columbus, and supports the Thyroid Cancer Survivors’ Association. Daniel and his wife, Lauren, reside in Grandview with their two children.
Daniel’s client engagement process reflects his devotion to serving clients’ best interests as their lives evolve. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor℠ and Qualified Plan Financial Consultant designations
Prior to becoming a Financial Advisor, Daniel learned the importance of transparency as a project accountant for the Auditor of State of Ohio. Daniel is a graduate of Miami University of Ohio, where he majored in Finance and Economics. When Daniel is not serving his clients he enjoys travel, music, film, reading, playing golf and other sports, and rooting for Buckeye's football. He also understands the importance of giving back to the community – Daniel serves on the Development Board of Nationwide Children’s Hospital, works with the Mercator Club of Columbus, and supports the Thyroid Cancer Survivors’ Association. Daniel and his wife, Lauren, reside in Grandview with their two children.
Securities Agent: IN, GA, DC, WV, NY, FL, WI, RI, OR, KY, AZ, AR, NJ, CT, OH, MN, MI, MA, MO, KS, DE, CA, UT, SC, MT, IL, CO, TX, NC, MD, WA, VA, TN, PA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 590795
NMLS#: 590795
About Irene Molnar
Irene has been an instrumental member of the team since 2008. Irene has played integral roles in optimizing the group’s efficiency and helping enhance the client experience. In addition to handling clients’ transactional, account and administrative needs and requests, Irene has come to recognize many clients’ voices when they call – bringing them a personal touch and serving as their responsive liaison with other team members and professionals within Morgan Stanley.
Irene earned a Bachelor’s degree in Journalism from Ohio University. High energy inside and outside the office, Irene gives back by volunteering at Church of the Resurrection, New Albany Athletics and at local community events. She is a huge fan of the Pittsburgh Steelers, Notre Dame and her alma mater’s football teams. Irene and her husband, Michael, reside in New Albany with their children.
Irene earned a Bachelor’s degree in Journalism from Ohio University. High energy inside and outside the office, Irene gives back by volunteering at Church of the Resurrection, New Albany Athletics and at local community events. She is a huge fan of the Pittsburgh Steelers, Notre Dame and her alma mater’s football teams. Irene and her husband, Michael, reside in New Albany with their children.
Contact Jon Brooks
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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Brooks White Cochran Group today.
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.
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
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.
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CRC 4665150 (8/2025)
