About Brian Goldberg
Brian Goldberg draws on his 15+ years of experience in the financial services industry to provide his clients with a unique and comprehensive approach to wealth management. Brian takes the time to truly understand each client’s goals and values allowing him to provide solutions tailored to their specific needs. Since joining Morgan Stanley in 2016 Brian has also become a Workplace Advisor for Equity Compensation. This designation allows Brian to assist corporate executives in understanding the intricacies of their company stock plan. Once this understanding is established Brian uses his expertise to implement an equity award optimization strategy allowing The APEX Group to devise a plan that incorporates an individual’s company stock and stock options into their overall financial picture.
Having begun his career in 2006 in the insurance industry another area of Brian’s focus for the APEX Group’s comprehensive wealth management team is liability management. By taking the time to truly understand each individual’s objectives Brian draws on his experience to advise on life & health insurance, long term care insurance, annuities and various forms of personal lending such as traditional mortgages, asset backed lending and more sophisticated hybrid lending.
Brian resides In North Babylon, NY with his wife and 3 daughters. He enjoys spending time with his family, coaching softball, and is an avid sports enthusiast.
Securities Agent: ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, IL, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 580088