Bryan McNamara Vice President, Financial Advisor at Morgan Stanley

Bryan McNamara Vice President, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley My mission is to guide my clients to their financial finish line by avoiding the five most common investment mistakes..

NMLS #: 2170777

A lot of who we become traces back to who was there for us early on.The lessons, the disciple, the encouragement - it ad...
05/10/2026

A lot of who we become traces back to who was there for us early on.

The lessons, the disciple, the encouragement - it adds up over time.

Today's about recognizing that impact. Happy Mother's Day to the women who shaped us.

Something we talk about a lot internally, especially on National investing Day, is how subtle behavioral biases can shap...
05/01/2026

Something we talk about a lot internally, especially on National investing Day, is how subtle behavioral biases can shape investing decisions.

Recency bias when markets are moving fast.
Confirmation bias when we're confident in a view.

Both can feel completely natural, but still pulls us away from long-term thinking if we're not careful.

Happy Administrative Professionals Day!Today we're celebrating two incredible Registered Client Relationship Analysts, M...
04/22/2026

Happy Administrative Professionals Day!

Today we're celebrating two incredible Registered Client Relationship Analysts, Mark and Juliette. Your dedication, attention to detail, and commitment make a meaningful difference every single day. We're grateful to have you on our team!

04/10/2026

Interesting observation:

The closer people get to retirement, the less they focus on market predictions.

The conversation shifts to:
• income planning
• tax efficiency
• simplifying finances

04/08/2026

One of the most common things we hear:

"We've done well saving. Now we just want to make sure we don't make mistakes."

That mindset tends to emerge as retirement gets closer.

04/03/2026

Question for those approaching retirement:
What matters more today than it did 10 years ago?
• Market growth
• Income stability
• Tax efficiency
• Simplicity

04/01/2026

A couple we recently met with had built a successful portfolio over decades.

The investments were solid.
The opportunity wasn't performance.

It was coordinating how those assets would generate retirement income over time.

Digital Assets continue to make headlines, but what do they actually mean for you? We're hosting a live workshop this Tu...
03/30/2026

Digital Assets continue to make headlines, but what do they actually mean for you?

We're hosting a live workshop this Tuesday, March 31st from 3:15-4:15 est. This live workship is designed to help you better understand the evolving cryptocurrency landscape, including risks, opportunities, and how it may impact the broader financial picture.

CRC: 5329010 https://livesocial.seismic.com/ajjpM3

03/27/2026

One trend we're noticing lately:

Many people approaching retirement want to simplify their financial lives.

Fewer accounts.
Clearer income planning.
Less complexity for their families.

03/25/2026

Something we hear fairly often:

"We're happy with our advisor. We just want to make sure everything is coordinated as retirement
approaches."

That's a very reasonable perspective.

Most people aren't looking to replace someone. They're simply looking for confirmation.

03/20/2026

As wealth grows, financial questions tend to change.
Earlier years focus on growth.

Later years focus more on:
• tax efficiency
• income reliability
• simplicity for the family.

Address

2001 Common Wealth Boulevard Ste 102
Ann Arbor, MI
48105

Telephone

+17348270543

Website

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