Our Story

The McNary Group at Morgan Stanley has extensive experience in crafting investment strategies and financial plans for our valued clients. We are committed to serving individuals and families with a comprehensive array of solutions for their portfolios, insurance and financial planning needs.  We are proud to serve generations of families over the 35 years we have been in practice.
Services Include
  • 401(k) Rollovers
  • Cash Management1
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

As trusted Financial Advisors, The McNary Group at Morgan Stanley assists pre-retired and retired individuals in the creation and preservation of wealth by helping them develop and implement customized investment management strategies. By understanding and defining each client’s financial objectives, we build an investment strategy to meet his or her financial goals before, during, and after retirement. Our personalized financial management services help our clients fulfill a retirement lifestyle of their choosing.

    Working With You

    Our clients value our ability to listen to what they share with us about their needs and goals and use this knowledge to create investment and planning solutions to help them achieve their goals.  Clients appreciate our collaborative approach with their other advisors and they bring to us a wide range of topics on which they need advice.  We are dedicated and responsive to the needs of our clients and their families.

      Location

      545 Metro Place South
      Suite 300
      Dublin, OH 43017
      US
      Direct:
      (614) 798-3100(614) 798-3100
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      Ready to start a conversation? Contact The Dublin Group today.
      1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      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 suitable 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”) 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.


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