Bryan Fowlkes
Financial Advisor, Vice President @Morgan Stanley
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WORK HISTORY
Financial Advisor, Vice President @Morgan Stanley
New York, NY, US
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EDUCATION
Boston University
Master's Degree
Montclair University
Bachelor's Degree
ABOUT BRYAN FOWLKES
A defining theme throughout my career has been a longstanding commitment to guide my clients in making smart and confident decisions about their wealth through a disciplined process and outstanding service. For over 22 years, I have been honored to work with a small, yet select group of clients – from professionals planning for retirement to families facing life-changing events. These experiences have taught me that every client’s circumstances are unique and require a customized approach. As an experienced Financial Advisor, my goal is to focus on what is most important to each client, so they can develop a customized plan to help build, preserve and transition their wealth. My partner, Jeff Sussman, and I look forward to speaking with you. As you get to know us, we hope you will find that we invest the time to get to know you personally, so we may understand the challenges and circumstances surrounding your wealth. This enables us to build a plan that can help navigate the ups and downs of today’s financial markets and help enhance the quality of your life. To learn more about our practice, please call me at (21••••••78. My areas of concentration include portfolio management and construction; manager selection; liability management; Estate Planning, and relationship management. NMLS#: 801497
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