Welcome

The Flynn Garry Group at Morgan Stanley, a well-established and experienced financial advisory team, utilizes sophisticated financial planning to help our clients’ determine their goals, dreams and tolerance for risk. We then structure an investment strategy designed to help achieve those goals and dreams through a disciplined investment process. We are highly sensitive to our clients’ concerns regarding taxes, risk and the tax-efficient transference of wealth during life and at death. We seek to help our clients reach their goals with the least amount of risk.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Value Proposition

Our Commitment to our mission is demonstrated through three core principals:
  • Planning - Orientation:
    - We use financial planning to first create a roadmap that uncovers "blind spots" in your current plan and identifies opportunities to improve your chances of success
  • Experience & Investment Philosophy:
    - As Family Wealth Advisors, we are capable of developing customized portfolios to address taxes, cash flow, and planning strategies for your priorities
  • Thoughtful Stewardship:
    -You will experience the transparency of our approach and have access to us for any financial issues - receiving personalized advice, objective guidance and dedication to your success as you navigate life's milestones

Location

1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7918(609) 844-7918
Toll-Free:
(866) 578-6767(866) 578-6767

Meet The Flynn Garry Keller Group

About Me

One of Brian’s life passions is the study of finance, business and investment.  In college, Brian earned an Economics degree from Rutgers College, Rutgers University.   With over 19 years in Financial Services, he joined Morgan Stanley in 2009 as a Financial Advisor.  Brian adheres to a disciplined wealth management and financial planning process.  Brian holds Series 7, 31, 66 licenses as well as Life and Health Insurance licenses, practicing in over 15 states throughout the country.  He is a member of the National Futures Association.

Brian resides in Mansfield Township, New Jersey since 1989 with his wife Ann, and they have three adult children, Brianne, Tara and Sean.  In his spare time, Brian enjoys sports, golf, spending time with family and friends, and he is active Rutgers alum.  Brian leads various community volunteer efforts and scholarship opportunities, especially with the Bordentown Rotary, of which he is a Past-President, a Paul Harris Fellow, member of the Paul Harris Society, and has earned numerous club and district awards. 

NMLS #1301149
Securities Agent: NJ, TX, SC, PA, OK, OH, NY, NC, MD, MA, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1301149

About Me

After graduating from Pace University, Lubin School of Business, Elizabeth spent ten and half years moving up the ranks at Jefferies & Company, an institutional research trading firm, to ultimately become their first women Institutional Trader to trade her own book of business for the NADSDAQ Trading desk.  After taking time off to raise her family, Elizabeth returned back to the workforce in the Financial Advisor role at Morgan Stanley.  As a partner in the Flynn Garry Group at Morgan Stanley, she assists clients with their financial planning and wealth management strategies.  She has a strong passion for servicing and cultivating strong relationships with each of her clients. She holds her Series 7 and 66 Licenses.


Elizabeth resides in Holmdel New Jersey with her husband Patrick and two children, Gulianna and Patrick.  Elizabeth enjoys being active in both her community and church.  She spends much of her time attending her children’s activities and is involved in Fulfill of Monmouth County, who works to end hunger in the community Elizabeth is a founding member of the Women's Networking Group, Women on Wednesdays. She considers her most valuable asset to be  her family.

 NMLS# 1297883
Securities Agent: NJ, VA, TX, SC, PA, OK, OH, NY, NH, NC, MD, MA, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1297883

About Me

Securities Agent: NJ, TX, TN, SD, SC, PA, OK, NY, NC, MS, MD, MA, IL, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 982738
Investment and Market Perspectives

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Flynn Garry Keller Group today.
Market Information Delayed 20 Minutes
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.


CRC 2019752 10/2018