617-484-6700
 
Menu Toggle Site Menu
Site Menu

Important news regarding People's United and Belmont Savings Bank Merger. Click here to learn more.

Personal Wealth Management Services

Belmont Savings has entered into an alliance with Morgan Stanley Wealth Management to provide our customers with access to professional investment, wealth management, and financial planning services. Learn more about Morgan Stanley.

Our relationship with Morgan Stanley Wealth Management may provide solutions for our customers who need an investment or insurance service resulting from a(n):

  • Inheritance
  • Career change
  • Relocation
  • Sale of a business
  • Sale of an investment property
  • Birth or death in the family
  • Change in marital status

Wealth Management Team

Brian  MacKinnon

Brian MacKinnon

Financial Advisor/Portfolio Manager, Executive Financial Services - Director, Senior Vice President - Wealth Management

Brian P. MacKinnon is a Vice President of Wealth Management at Morgan Stanley. Brian earned the designation as both a Financial Planning Specialist and Portfolio Manager in 2007. Brian and his team provide advice and counsel to affluent individuals and their families throughout the country. His team provides advice that encompasses all aspects of their clients’ wealth and investment management needs.

Brian joined Morgan Stanley in 2007 from Bank of America Investment Services where he was a Vice President and Senior Financial Advisor. Brian earned a BA in Business Communications from Assumption College in Worcester Massachusetts. He is FINRA licensed Series 7, 63, 65 and 31. Brian also holds Life and Health Insurance licenses in Massachusetts.

Brian was recently named to Boston Magazine’s 2014 FIVE STAR Wealth Manager Listing, a roster that recognizes a select group of wealth managers. Brian had previously received this award in 2012 & 2013.

Brian resides in Duxbury, Massachusetts with his wife, Lynn, and their two children. 

 

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years' experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.
· Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
· The Five Star award is not indicative of the wealth manager's future performance.
· Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.
· The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional.
· Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
· For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
Morgan Stanley Smith Barney LLC. Member SIPC

 

To request a meeting or more information about personal wealth management services, please complete the form below.

Online Accounts
Online Accounts
Apply- Mortgage/Equity Loan
Apply- Mortgage/Equity Loan
Business Banking
Business Banking
Fully Insured Deposits
Fully Insured Deposits
Location & Hours
Location & Hours
Third Party Site Disclaimer
You are leaving the Belmont Savings Bank website. The bank does not endorse or guarantee the products, information, or recommendations provided by linked sites and the Bank is not liable for any products or services advertised on these sites. Each third party may have a privacy policy that differs from the Bank. Any linked site may provide less security than the Bank's website.
I Accept        I Decline