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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 Guided 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 who represent less than 7 percent of the wealth managers in Massachusetts. Brian had previously received this award in 2012 & 2013.

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


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

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