brian stevenson
- strategic planning
- investments
- sales
- 6+
Overview
As the Director of The Stevenson Group at Morgan Stanley, Brian sets the macroview, direction and strategic objectives. With over 25 years in the financial services industry, he leads the group and focuses on Capital Markets, Syndicate/Alternative Investments, and Wealth Management for both workplace and personal clients. During his tenure with Morgan Stanley, Brian was named to The President’s Club in 2011, 2012, 2013 and 2014. Brian joined Wells Fargo Advisors in January of 2016 along with his team. He sets the tone for giving back by extending his many resources to the children, family and friends of his clients and the local community. Brian has a close connection to charitable work and children with special needs. He is a founding Board Member of The Flying Horse Farm, and was active on The Board for 5 years. Brian lives in Dublin with his wife and 4 children.
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Skills & Expertise
Professional Information
managing director- investments
Working at wells fargo advisors in the financial services industry. Based in united states.
financial services
Specialized experience and expertise in financial services sector with proven track record.
Interests
Experience
merrill lynch
first vice president wealth management
morgan stanley
executive director, financial advisor
wells fargo advisors
managing director- investments
Languages
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