Brian O'Connor
Senior Vice President, Financial Advisor
Phone:
(212) 492-6366(212) 492-6366
The Heritage Solutions Group at Morgan Stanley
Direct:
(212) 492-6366(212) 492-6366
Our Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
About Us
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.*
What are YOUR goals?
Some people go through life knowing exactly what they want and have a clear plan for how they are going to make it happen.
So what it a specific goal? Here are a few:
• Pay for college for my two children or four grandchildren. What will that cost in the appropriate timeframe?
• Retire from my “real” career at age 60, so I can transition to a less stressful or fun career. How much wealth will be required?
• Have enough money for a major international trip twice a year. How much should we allocate?
• Purchase and maintain a second home. What will that cost up front and on an annual basis?
• Leave a multi-generational legacy for my family. Do you have an estate plan?
• Give a meaningful gift to a charity that means a great deal to me. What do you hope to accomplish?
In each case, we can estimate a required dollar figure and a proposed timeframe. When that is established, we can look at variations and their impacts.
• Retire from my “real” career at age 60, so I can transition to a less stressful or fun career. How much wealth will be required?
• Have enough money for a major international trip twice a year. How much should we allocate?
• Purchase and maintain a second home. What will that cost up front and on an annual basis?
• Leave a multi-generational legacy for my family. Do you have an estate plan?
• Give a meaningful gift to a charity that means a great deal to me. What do you hope to accomplish?
In each case, we can estimate a required dollar figure and a proposed timeframe. When that is established, we can look at variations and their impacts.
The Heritage Solutions Group Investment Philosophy
Our Core Philosophy:
We believe no one should have to build wealth twice. We are committed to “patient, steady capital” -- a long term investment process built for full market cycles. Those who stay the course, we believe, will be rewarded for their patience and hard work.
Of course, the journey is not always smooth sailing. We recognize that when large market moves occur, up or down, emotions may overrun logic. That is why we believe in a process that is clear and inspires confidence. A process you understand and believe in is one you can stick with over the long term and achieve your objectives as life changes.
We believe no one should have to build wealth twice. We are committed to “patient, steady capital” -- a long term investment process built for full market cycles. Those who stay the course, we believe, will be rewarded for their patience and hard work.
Of course, the journey is not always smooth sailing. We recognize that when large market moves occur, up or down, emotions may overrun logic. That is why we believe in a process that is clear and inspires confidence. A process you understand and believe in is one you can stick with over the long term and achieve your objectives as life changes.
Planning For The Future
Managing your family's wealth is so much more than simply reaching a desired return. To learn more about how we at Morgan Stanley help you leave a legacy that lasts, beyond just the numbers, please view the video above.
Cybersecurity Resource Center
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Click here to access the Online Security Center
Cloud Computing
As companies accelerate the move to cloud computing, cybersecurity challenges have intensified. Learn how two key software markets are poised to converge to mitigate new threats.
Click here to learn more
Protecting your Smart Devices
Smart devices, we can’t live without them. But they can present security risks. Here’s how to protect yourself:
Click here to learn more
Cryptocurrency Scams
Cryptocurrency is attracting a lot of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams being perpetrated by fraudsters.
Click here to learn more
Cybersecurity for College Students
College students may not be too concerned about being a target for hackers. Find out why cybercriminals may prey on students and how they can protect themselves.
Click here to learn more
Protecting your Digital Footprint
Worried about how much of your personal information is available online? See how you can manage your digital footprint.
Click here to learn more
Phone Security
Do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
Click here to learn more
Cybercrime Preparedness
Was your email hacked? Your Social Security Number stolen? Do you know how to respond? Learn the steps to take if and when your identity, account, device or information is compromised.
Click here to learn more
Stay Cybersafe on Vacation
Going on vacation? Use these tips to help ensure you return home with your cybersecurity intact.
Click here to learn more
Family Office Cybersecurity
Family Offices are particularly vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.
Click here to learn moreLocation
55 East 52nd Street 10th
New York, NY 10055
US
Direct:
(212) 492-6366(212) 492-6366
Meet The Heritage Solutions Group
Kevin Murray
Senior Vice President, Financial Advisor
Phone:
(212) 492-6360(212) 492-6360
Missy Long
Vice President, Financial Advisor
Phone:
(212) 492-6753(212) 492-6753
Michael Zucker, CFP®
Financial Planning Associate
Phone:
(212) 492-6926(212) 492-6926
About Brian O'Connor
After more than 25 years as a Financial Advisor with Merrill Lynch, Brian and his team moved to Morgan Stanley in the spring of 2017. Brian’s clients are high net worth individuals and philanthropic organizations. He focuses on portfolio construction and wealth planning, with an emphasis on tax efficient, risk mitigation investment strategies. He also leverages Morgan Stanley’s planning group to deliver multigenerational wealth transfer strategies.
A graduate of Rutgers University, Brian is an avid golfer and is involved in local youth sports programs. He supports several charities, including the Alzheimer’s Association of America. A lifelong Bergen County resident, Brian currently resides in Demarest, NJ with his wife Bronwyn and their 2 children.
A graduate of Rutgers University, Brian is an avid golfer and is involved in local youth sports programs. He supports several charities, including the Alzheimer’s Association of America. A lifelong Bergen County resident, Brian currently resides in Demarest, NJ with his wife Bronwyn and their 2 children.
Securities Agent: CA, NC, OH, VT, FL, TX, GA, DC, AZ, NY, PA, NV, MD, IL, DE, RI, NH, SC, MA, CT, WA, VA, OR, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 744778
NMLS#: 744778
About Kevin Murray
Kevin is a senior partner in The Heritage Solutions Group at Morgan Stanley. Kevin’s experience allows him to effectively build a customized approach for our clients using risk mitigation strategies and tax efficiency to help achieve their long term needs and goals. Prior to joining Morgan Stanley Kevin spent 24 years at Merrill Lynch. Kevin lives in Long Island, NY with his wife Monica and their three children, James, Lauren and John. Kevin spends his time outside the office on the things he enjoys, including:
-Malverne Little League – Board Member -Our Lady of Lourdes School Men’s Club (fundraising efforts)
-The American Ireland Fund -Our Lady of Lourdes Parish
-Chaminade High School -Sacred Heart High School
-Golf – Hempstead Golf Club (7 hcp) -Freeport Arrows Youth Ice Hockey
-Tap to Pointe Dance Studio
-Malverne Little League – Board Member -Our Lady of Lourdes School Men’s Club (fundraising efforts)
-The American Ireland Fund -Our Lady of Lourdes Parish
-Chaminade High School -Sacred Heart High School
-Golf – Hempstead Golf Club (7 hcp) -Freeport Arrows Youth Ice Hockey
-Tap to Pointe Dance Studio
Securities Agent: TX, SC, AZ, NV, VT, NC, RI, NY, MD, GA, PA, IL, NJ, NH, MA, FL, WA, VA, OR, OH, DC, CT, CA, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 579912
NMLS#: 579912
About Missy Long
After starting her career at Merrill Lynch in 1990, Missy and her team moved to Morgan Stanley in March of 2017. With clients ranging from high net worth individuals to charitable foundations, Missy helps her clients plan for the unexpected by structuring a holistic view of their financial outlook that extends beyond their investments. In this way clients can stay on track for what lay ahead.
Missy is a graduate of College of the Holy Cross in Worcester, MA. She is currently a Trustee on the board of her high school, Dominican Academy, in New York City. Missy lives in Morristown, NJ with her husband Declan, and their two sons, Conor and Emmet.
Missy is a graduate of College of the Holy Cross in Worcester, MA. She is currently a Trustee on the board of her high school, Dominican Academy, in New York City. Missy lives in Morristown, NJ with her husband Declan, and their two sons, Conor and Emmet.
Securities Agent: VT, WA, TX, NC, MD, PA, OR, IL, GA, DE, NY, NH, CT, OH, FL, DC, NV, AZ, SC, NJ, MA, RI, VA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 579967
NMLS#: 579967
Contact Brian O'Connor
Contact Kevin Murray
Contact Missy Long
Wealth Management
From Our Team
Global Investment Committee Weekly
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Ready to start a conversation? Contact The Heritage Solutions 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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, charitable giving, philanthropic planning and other legal matters.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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, charitable giving, philanthropic planning and other legal matters.
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)
