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Our team will work closely with you to develop a customized wealth management plan that takes into account your unique needs and objectives. Accessible investment management services for any device. Customized advice based on financial situation and goals. Offering diversified investment portfolios for individual needs.
Maria is the founder of the Brisbane Group, a wealth management team within Morgan Stanley Private Wealth Management. Maria manages custom tailored equity portfolios.
- 376
- Morgan Stanley
- University of Virginia
- New York, United States
Jan 17, 2024 · Maria L. Brisbane and her junior partner Alex L. Zachary joined Morgan Stanley’s private wealth management unit at the wirehouse’s Park Avenue Plaza office overseen by Market Executive Patrick...
Maria Brisbane. Merrill Private Wealth Management. New York, New York. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook...
Maria Brisbane. Barron's Ranked. Managing Director. Merrill Private Wealth Management. Share. Clientele. 30. Client Households. $20m. Account Minimum. $30m. Typical Account Size. High...
Experience a holistic approach to financial planning such as retirement planning, Capital Raising, risk management, estate planning, and tax optimization. Contact Me info@mariabrisbanecfa.com
The Brisbane Group specializes in high-net worth investing. Learn about Managing Significant Wealth, Insights and Outcomes, Private Wealth Management Podcast, and PWM Podcast.
