Brendan McIsaac
Associate Vice PresidentFinancial Advisor at Morgan Stanley
- Role
- Associate Vice President, Financial Advisor at Morgan Stanley
- Location
- Providence County, RI, US
- LinkedIn followers
- 500 followers
About Brendan McIsaac
Wealth management can be more than just investing. It is about helping clients achieve their financial goals, whether it is education planning or retirement planning. As a Financial Advisor at Morgan Stanley, I work with individuals, families, and small businesses to help provide comprehensive and personalized financial planning and investment strategies.With a B.S. of Finance & Business Management from Providence College and the CERTIFIED FINANCIAL PLANNER™ certification, I have the knowledge to help clients navigate the complex and dynamic financial landscape. I leverage the vast resources and capabilities of Morgan Stanley, one of the world\'s leading financial institutions, to offer a wide range of services, from asset allocation and portfolio management, to insurance planning review and estate planning strategies, to lending solutions. I also collaborate with other professionals, such as accountants and attorneys, to help ensure that clients receive comprehensive and coordinated advice.My passion is to build long-term and trusting relationships with my clients, and to help them achieve their financial goals. I am committed to delivering exceptional service and value, and to acting with integrity and professionalism. I welcome the opportunity to start a conversation with you today, and to help you plan for tomorrow. Please feel free to contact me at (40••••••15 or visit my website at https://advisor.morganstanley.com/the-ayers-daly-group.Morgan 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.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Experience
Associate Vice President, Financial Advisor
Jan 2026 — Present · Providence, RI, US
Education
Providence College
B.S. of Finance & Business Management
Skills
- Customer Service
- Communication
- Microsoft Office
- Public Speaking
- Research
- Management
- Powerpoint
- Microsoft Excel
- Finance
- Microsoft Word
- Time Management
- Social Media
- Teamwork
- Leadership
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