Brian Tarquinio
Senior Portfolio Manager - Financial Advisor at Morgan Stanley
- Role
- Senior Vice President at Morgan Stanley
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Brian Tarquinio
The WTL Group at Morgan Stanley: Our team has deep roots in Financial Planning.…
Experience
Senior Vice President
Jun 2020 — Present · Sewickley, PA, US
NMLS#: 20•••62Brian leads the WTL Group to provide insight and access to the resources clients and prospects need to continue to achieve their goals. Brian\'s focus is on client relationships and planning. Brian excels at helping clients develop their your own vision and then ensures they are aware and have access to the precise solutions to succeed.© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: important information about any designation(s) listed and the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-wtl-group-at-morgan-stanley. The designation and/or awards are not indicative of the Financial Advisor\'s past or future performance. No fee is paid in exchange for any award.
Education
University of Dayton
BS
1996 — 1997
University of Notre Dame
BA
1997 — 2000
Skills
- Investments
- Wealth Management
- Financial Planning
- Management
- Financial Advisory
- Portfolio Management
- Strategic Planning
- Finance
- Series 7
- Customer Service
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