Brian McLoughlin
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(212) 883-8531(212) 883-8531
The McLoughlin and duPont Group at Morgan Stanley
Direct:
(212) 883-7700(212) 883-7700
Our Mission Statement
Tailoring highly customized strategies based on each client’s specific needs and goals.
Welcome
Backed by an extraordinary team, The Mcloughlin & duPont Group provides custom wealth management solutions for clients and their familes by providing the full scope of Morgan Stanley. Our goal is to help our clients navigate the ever changing markets, as well as bring balance to their complex financial lives. As a result, we can tailor highly customized strategies based on each client’s specific needs and goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What We Offer
No matter what stage of life you and your family are in, we can help you achieve your financial goals through our experience, knowledge and attention to detail. Whether its moving ahead in your career, enjoying retirement, or somewhere in between, we have the ability to provide you the proper resources and advice to help you get ahead.
Using a suite of digital tools from Morgan Stanley. we will work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life. This also includes taking your investments and cash management needs into account as well.
For your reference, we have assembled some financial tools that speak to our wealth management philosophy and financial planning strategy.
Using a suite of digital tools from Morgan Stanley. we will work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life. This also includes taking your investments and cash management needs into account as well.
For your reference, we have assembled some financial tools that speak to our wealth management philosophy and financial planning strategy.
LifeView Financial Goal Analysis
Leveraging our vast resources, including intellectual capital, experience and dedicated service, we can work with you to create a personalized wealth strategy. Over time, we will adapt it to changing circumstances, helping you to achieve your goals and protect what is meaningful to you.
Get Started Today
Preparing for Retirement
Retirement planning is more than making the right investments. Align your financial goals to your lifestyle, today and all the days that follow.
Get Ahead
Goals-Based Wealth Management
At Morgan Stanley, Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals.
Learn More
Finding Your Second Act in Retirement
After decades of investing in your own expertise and knowledge, it’s time to share your talent and insights in new and creative ways. Here are some possible second acts to consider once you approach these "Golden Years."
Learn MoreWhere We Can Help
Our clients lead busy, fulfilling lives. They look to us to provide sophisticated wealth management and advice, as well as to simplify their financial decision making. Here are some of the highlighted areas of our practice, showcasing how we can assist you and your family.
Portfolio Management
As your portfolio managers, we work closely with you to understand your needs while maintaining the focus sand discipline necessary to guide your portfolio in the most challenging market cycles. Let's discuss how we can help manage your portfolio and investments more effectively.
Learn More
Lending Services
The financing you may need, anytime you need it. Learn more about our Lending services and how it may be applicable to your current financial situation.
Learn More
Insurance Solutions
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks, helping to protect you when the unexpected occurs. This is where
Plan Ahead
529 Plans at Morgan Stanley
Morgan Stanley offers a variety of 529 plan options to help you save for college and other education expenses, while taking advantage of tax and estate planning benefits.
Learn MoreHere at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
GIC On the Markets
Each month, our firm's thought leaders from the Global Investment Committee share their thoughts on what's shaping today's markets. Gain some valuable insight and advice by viewing the monthly report below.
Learn More
How to Invest for a New U.S. Productivity Boom
The coming years could bring stronger economic growth, greater business productivity and a new set of stock market winners. How can investors benefit? Learn how to invest for a new U.S. productivity boom in this article from Morgan Stanley Wealth Management.
Learn More
The Importance of Data Backups
It is imperative to protect yourself online. Read this article to learn why backups should be a part of your overall cybersecurity strategy.
Read More
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Your Guide to Tax Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Learn More
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet any of your goals. Check out the Financial Literacy homepage below.
Learn MoreExclusive Offers From Over 70 Premium Brands For Your Whole Family
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's and E*TRADE’s eligible* clients. The program is designed to enhance your lifestyle and relationship with the firm.
As a Reserved Living & Giving member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
As a Reserved Living & Giving member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 883-7700(212) 883-7700
Meet The McLoughlin and duPont Group
Andrew duPont
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(212) 883-8532(212) 883-8532
Alexandra Yee
Registered Client Service Associate
Phone:
(212) 883-8512(212) 883-8512
John LaMacchia
Client Service Associate
Phone:
(212) 883-7714(212) 883-7714
Diana Moy
Registered Client Service Associate
Phone:
(212) 883-7727(212) 883-7727
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.
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: WY, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, OH, NC, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1608150
CA Insurance License #: 0H43713
NMLS#: 1608150
CA Insurance License #: 0H43713
About Andrew duPont
Andrew duPont brings more than 20 years of professional investing and financial planning experience to the services of his team’s client. Working with a select clientele of affluent individuals and their families Andrew and his partner of 20 years, Brian McLoughlin, deliver an outstanding level of personal service, and share a deep commitment to helping their clients define and pursue their most important goals.
A designated Senior Portfolio Manager, Andrew helps his clients create and maintain highly customized investment strategies within fully comprehensive wealth plans. This typically includes cash management and lending strategies; tax, trust and estate planning and hedging strategies, and the management of highly concentrated equity positions.
After earning a B.A. in American Literature from Middlebury College, Andrew began his financial services career in 2003. In 2006, he and Brian moved their practice to UBS, where they spent ten years before returning to Morgan Stanley.
Andrew and his wife live in lower Manhattan, where they enjoy raising their two young children.
Disclosure:
Diversification and Asset Allocation does not guarantee a profit or protect against loss in a declining financial market.
A designated Senior Portfolio Manager, Andrew helps his clients create and maintain highly customized investment strategies within fully comprehensive wealth plans. This typically includes cash management and lending strategies; tax, trust and estate planning and hedging strategies, and the management of highly concentrated equity positions.
After earning a B.A. in American Literature from Middlebury College, Andrew began his financial services career in 2003. In 2006, he and Brian moved their practice to UBS, where they spent ten years before returning to Morgan Stanley.
Andrew and his wife live in lower Manhattan, where they enjoy raising their two young children.
Disclosure:
Diversification and Asset Allocation does not guarantee a profit or protect against loss in a declining financial market.
Securities Agent: FL, DE, DC, CT, CA, AL, AZ, WY, WV, WI, WA, OH, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, CO, IL, ID, IA, HI, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1612988
CA Insurance License #: 0H43719
NMLS#: 1612988
CA Insurance License #: 0H43719
About Alexandra Yee
Alexandra Yee is a Registered Client Service Associate at Morgan Stanley. Since joining the firm in 2018, Alex has been providing The Midtown Group with administrative, operational and marketing support. Her primary responsibility is client interaction and client-related services.
Prior to joining Morgan Stanley, Alex was an Associate Buyer at Christian Louboutin where she was responsible for the buying and account management for the East Coast and Canada.
Alex holds a degree in Business Management from Providence College. She holds the FINRA Series 7 and 66 registrations.
Currently, she lives in Long Island with her husband.
Prior to joining Morgan Stanley, Alex was an Associate Buyer at Christian Louboutin where she was responsible for the buying and account management for the East Coast and Canada.
Alex holds a degree in Business Management from Providence College. She holds the FINRA Series 7 and 66 registrations.
Currently, she lives in Long Island with her husband.
About John LaMacchia
John LaMacchia joined the The Midtown New York Group at Morgan Stanley in July 2022 as a Client Service Associate. In this role, John's primary responsibility is to foresee the administrative duties for the team and our clients. In addition, John works to keep the team organized, streamline its operations, as well as provide general assistance to our clients' questions or concerns. He pays great attention to detail, has many bright ideas, and adds a fresh energy to the team. John holds the Series 7 FINRA registrations.
John grew up in Glen Rock, NJ and recently graduated from Montclair State University, where he received a Bachelor's degree in Finance. In his spare time, John enjoys playing golf and hockey, as well as fishing, hiking and traveling.
John grew up in Glen Rock, NJ and recently graduated from Montclair State University, where he received a Bachelor's degree in Finance. In his spare time, John enjoys playing golf and hockey, as well as fishing, hiking and traveling.
About Diana Moy
Diana joined the McLoughlin & duPont Group at Morgan Stanley as a Registered Client Service Associate and brings over 29 years of industry experience to our team.
Diana's passion for helping clients, her ability to connect with others, along with understanding the financial services industry with an extensive background in risk and operations management makes her an ideal addition to the team. She focuses on what is needed and then pools knowledge, advice and resources to provide exceptional service. Diana had known Brian and Andrew from her previous role as an Assistant Operations Manager earlier in their respective careers.
Diana received a B.B.A in finance from Baruch College and holds both Series 7 and Series 66 securities licenses. In her spare time, she enjoys spending time with family and going hiking.
Diana's passion for helping clients, her ability to connect with others, along with understanding the financial services industry with an extensive background in risk and operations management makes her an ideal addition to the team. She focuses on what is needed and then pools knowledge, advice and resources to provide exceptional service. Diana had known Brian and Andrew from her previous role as an Assistant Operations Manager earlier in their respective careers.
Diana received a B.B.A in finance from Baruch College and holds both Series 7 and Series 66 securities licenses. In her spare time, she enjoys spending time with family and going hiking.
Contact Brian McLoughlin
Contact Andrew duPont
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The McLoughlin and duPont Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
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)
