Owen M Scanlon
Senior Vice President, Financial Advisor, Portfolio Manager
Phone:
(480) 922-7909(480) 922-7909
The Scanlon Group at Morgan Stanley
Direct:
(480) 922-7805(480) 922-7805
Our Mission Statement
Our clients have spent years utilizing hard work and passion in their careers to build wealth. We use those same values to take stress and weight off their shoulders by providing top-tier, individualized investment management and financial planning.
Our Story and Services
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.*
Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 922-7805(480) 922-7805
Meet The Scanlon Group
Brian F Scanlon, CRPC®
Senior Vice President, Financial Advisor
Phone:
(480) 922-7805(480) 922-7805
Phone:
(480) 368-6585(480) 368-6585
Ruben Avelar
Registered Client Service Associate
Phone:
(480) 922-7832(480) 922-7832
About Owen M Scanlon
With over 40 years of wealth management experience , Owen M. Scanlon is a seasoned expert in working with affluent investors and business owners, specializing in estate planning, legacy planning and next-generation strategies. Throughout his career Owen has been dedicated to helping clients navigate complex financial landscapes to preserve and grow their wealth for future generations.
Owen began his career with Kidder Peabody and spent 20 years at Merrill Lynch where he played a key role in the corporate executive space, handling 144 stock plans and 10b5-1 plans. He is currently in his 16th year with Morgan Stanley where he continues to provide strategic financial guidance to his clients.
Owen attended Loyola Marymount University in Los Angeles and Arizona State University in Tempe. His deep industry expertise combined with his passion for helping clients achieve long term financial success has earned him a reputation as a trusted advisor in the wealth management field.
Owen began his career with Kidder Peabody and spent 20 years at Merrill Lynch where he played a key role in the corporate executive space, handling 144 stock plans and 10b5-1 plans. He is currently in his 16th year with Morgan Stanley where he continues to provide strategic financial guidance to his clients.
Owen attended Loyola Marymount University in Los Angeles and Arizona State University in Tempe. His deep industry expertise combined with his passion for helping clients achieve long term financial success has earned him a reputation as a trusted advisor in the wealth management field.
Securities Agent: MT, MD, MA, KY, IL, ID, IA, HI, GA, FL, CT, CO, MO, AL, AK, CA, MI, WY, WI, WA, VA, UT, AZ, TX, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1406615
NMLS#: 1406615
About Brian F Scanlon
Brian brings over 35 years of high-level financial planning and wealth management experience to The Scanlon Group clientele. His focus is on helping successful families, business owners, and high-level corporate executives to define their investment goals and objectives and develop solutions, such as tax-advantaged portfolios, to achieve those goals.
Brian holds the Chartered Retirement Planning Counselor designation through the College of Financial Planning. He received his B.S in Business Management from Northern Arizona University.
Brian has been with Morgan Stanley since 2009, and previously with Merrill Lynch since 1990. Brian and his wife Pauline reside in Scottsdale, AZ. They have four adult children.
Brian holds the Chartered Retirement Planning Counselor designation through the College of Financial Planning. He received his B.S in Business Management from Northern Arizona University.
Brian has been with Morgan Stanley since 2009, and previously with Merrill Lynch since 1990. Brian and his wife Pauline reside in Scottsdale, AZ. They have four adult children.
Securities Agent: CA, CT, DC, FL, GA, HI, IA, ID, IL, KY, MA, MD, MI, MT, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY, MO, CO, AK, AL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1298039
NMLS#: 1298039
About Karen C Scanlon
Karen is a Financial Advisor and Financial Planning Specialist with The Scanlon Group. She joined her father, Brian, and her uncle, Owen, in their established business to elevate financial planning and relationship management within the group's current and future clientele. Karen specializes in relationships with business owners, retirees, and women in a transitional phase of life. Previously in a service role within the firm, Karen developed an acute understanding of the importance of delivering world-class service and advice to clients.
Karen obtained the Chartered Retirement Planning Designation through the College of Financial Planning. She graduated Summa Cum Laude with B.S. degrees in Accounting and Finance from the University of Tennessee at Martin (UTM). She was a Division 1 indoor and beach volleyball player at UTM in the Ohio Valley Conference. While in her role as a captain, her team won the OVC Conference title in both indoor and sand volleyball in 2022.
Karen obtained the Chartered Retirement Planning Designation through the College of Financial Planning. She graduated Summa Cum Laude with B.S. degrees in Accounting and Finance from the University of Tennessee at Martin (UTM). She was a Division 1 indoor and beach volleyball player at UTM in the Ohio Valley Conference. While in her role as a captain, her team won the OVC Conference title in both indoor and sand volleyball in 2022.
Securities Agent: ND, MO, CT, CA, WY, TX, PR, VA, OR, NM, ME, OH, NJ, MD, FL, NE, MT, AL, NV, KS, ID, AZ, SD, OK, MS, DE, AR, WV, WI, TN, SC, LA, KY, HI, CO, WA, UT, PA, NY, NC, MA, DC, NH, MN, MI, IN, IL, IA, GA, AK, VT, VI, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2668897
NMLS#: 2668897
Contact Owen M Scanlon
Contact Brian F Scanlon
Contact Karen C Scanlon
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
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
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Ready to start a conversation? Contact The Scanlon Group today.
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:
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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
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)
