Brian McAdams

Background

About Brian McAdams

Brian is a Private Wealth Advisor and a Financial Planning Specialist with over 10 years of experience for the Huhn | Mahoney | Howe Group at Morgan Stanley. He works to help clients through the life cycle of the financial planning process, with an emphasis in understanding your goals and selecting strategies to help seek those goals. Brian’s planning framework aims to help simplify the decision-making process and focuses on purpose-driven investing and incorporating tax management strategies. He works with C-suite executives, small business owners, founders, retirees, and next-gen investors, helping them navigate complex wealth. Originally from Southern California, Brian graduated from California State University, San Marcos, and moved to San Francisco in 2013 to earn his master’s degree in financial analysis from the University of San Francisco. On a personal note, Brian’s parents were both impacted by neurodegenerative diseases, and he’s passionate about helping next-gen caregivers and families plan ahead. In addition, Brian is an avid cyclist and runner (completed three marathons so far), and live in San Francisco with his wife, Audra. 2023, 2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Award Disclosure: NMLS # 2590974