About Brian McLoughlin
Drawing on 25 years of professional investing and financial planning experience, Brian McLoughlin helps crafts comprehensive wealth management strategies for a select clientele of high-achieving individuals and their families. Brian and his partner of 20 years, Andrew duPont, share a deep commitment to helping each of their clients pursue their unique goals, and to delivering an exceptional standard of service.
As a designated Senior Portfolio Manager, Brian helps his clients create and maintain highly customized investment strategies. These form the core of holistic wealth plans that encompass every aspect of their financial lives, often including hedging strategies, cash management and lending services, wealth transfer planning and the management of highly concentrated equity positions.
Brian began his wealth management career at Morgan Stanley in 1998 after earning a degree in Liberal Arts from Queensborough Community College. In 2006, he and Andrew moved their practice to UBS, where they spent ten years before returning to Morgan Stanley.
Originally from Queens, New York, Brian and his wife now live in Washington Township, New Jersey. In addition to spending time with his family, he enjoys boating and golf. Brian also manages the Caddy Scholarship Program at the Arcola Country Club in Paramus.
Disclosure:
Diversification and Asset Allocation does not guarantee a profit or protect against loss in a declining financial market.
Securities Agent: MD, CO, NV, MS, ID, FL, DE, WA, VA, NY, NM, NJ, GA, DC, AZ, WI, MT, CA, VT, UT, TX, RI, PR, OH, IA, WY, TN, PA, MI, MA, LA, IN, AL, WV, SD, SC, OR, OK, NC, MO, HI, NH, KY, IL, AR, MN, CT, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1608150
CA Insurance License #: 0H43713