Breen
Senior Vice President, Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Breen
As a CERTIFIED FINACIAL PLANNER and Executive Director with Morgan Stanley, Nic partners…
Experience
Financial Advisor
Jan 2017 — Present · Denver, CO, US
As a Financial Advisor at Morgan Stanley, I serve high net worth individuals and affluent families, deploying a disciplined wealth management process. I aim to provide my clients with in-person reviews, access to robust financial planning tools, and devotion to an individualized wealth management approach.Disclaimers: © 2025 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: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.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 a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.For more information on the designation(s), go to https://advisor.morganstanley.com/nic-breenNMLS#: 16•••32
Education
University of Colorado at Boulder - Leeds School of Business
B.S
2008 — 2012
Christ University
International Business
2010 — 2010
Skills
- Public Speaking
- Teamwork
- Time Management
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.