Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®
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Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® Email & Phone Number

Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley at Morgan Stanley
Location: Miami-Fort Lauderdale Area, United States 5 work roles
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 71%

Contact Signals · 1 work email

Work email b****@morganstanley.com
LinkedIn Profile matched
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Current company
Role
Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley
Location
Miami-Fort Lauderdale Area, United States
Company size

Who is Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®? Overview

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Quick answer

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® is listed as Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®.

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® previously worked as Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley and Financial Advisor at Wachovia Securities Financial Network.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®. Compare company email patterns before reaching out.

Profile bio

About Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®

28+ year veteran of the financial services industry, focusing on shaping wealth management strategies to match your unique circumstances, individual values, and future expectations.Core competencies include: investments and insurance solutions, income and estate planning strategies, retirement planning, college savings, charitable giving, as well as financial planning issues for women. Extensive experience and knowledge from decades of market cycles to offer comprehensive investment strategies and processes to help guide you through the unknown and ever-changing market conditions.

Current workplace

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
5 roles · 32 years

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Financial Advisor, Portfolio Management Director

Current

Fort Lauderdale, Florida, United States

"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-350-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. NMLS#: 2069363

Jan 2010 - Present

Financial Advisor

Wm Financial Services, Inc.
1998 - 2001 ~3 yrs

Financial Advisor

Great Western Financial Securities Corporation
1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

FAQ

Frequently asked questions about Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® work for?

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® works for Morgan Stanley.

What is Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®'s role at Morgan Stanley?

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® is listed as Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley at Morgan Stanley.

What is Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® at Morgan Stanley.

Where is Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® based?

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® is based in Miami-Fort Lauderdale Area, United States while working with Morgan Stanley.

What companies has Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® worked for?

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® has worked for Morgan Stanley, Wachovia Securities Financial Network, Wm Financial Services, Inc., Great Western Financial Securities Corporation, and American Advisors Group.

Who are Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®'s colleagues at Morgan Stanley?

Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®'s colleagues at Morgan Stanley include Dina Abu-Rahmeh, Matthew Meyers, Diane Roberts, Giulio Clarioni, and Lisa Li, Cpa.

How can I contact Brian P. Mahoney, Cfp®, Cpwa®, Cdfa®?

You can use AeroLeads to view verified contact signals for Brian P. Mahoney, Cfp®, Cpwa®, Cdfa® at Morgan Stanley, including work email, phone, and LinkedIn data when available.

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