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
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
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:
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
Vice President, 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 Chris 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: TX, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV; 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: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI; 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 Chris Brooks
Contact Jim White
Contact Daniel Cochran
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Ready to start a conversation? Contact The Brooks White Cochran Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
