A founding member of The WTL Group at Morgan Stanley, Brian Tarquinio has nearly two decades of experience in helping clients navigate the complexities that come from accumulating and managing wealth. Brian focuses his efforts on serving the diverse wealth management needs of affluent families and business owners. Often, this means helping business owners develop plans to realize efficiencies in their companies in order to further grow or exit with enhanced confidence of success. In the end, Brian believes that following a plan is the most advantageous way to equip any client for the extensive journey toward realizing their financial goals.
A graduate of The University of Notre Dame, Brian has never stopped in his pursuit of gaining knowledge. Over his career, Brian has completed the education, experience, and examination requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning Counselor™ (CRPC®), a Certified Private Wealth Advisor® (CPWA®), a Certified Exit Planning Advisor (CEPA®), and a Senior Portfolio Manager.
In addition to his work in the office, Brian is equally dedicated to causes in the community. Brian is a Board member on the Committee for Organ Oversight and Transplantation (COOT), a Board Member of Variety the Children's Charity, a Board Member for the Little Sisters of the Poor, a Founding Board Member for the South Hills Catholic Academy (Established in 2020), a member of the Notre Dame Club of Pittsburgh, and past President and Founder of the LEADers Business Performance group. He is also a Knight of Malta, for which he serves the needs of the sick and poor. Brian actively supports charities that work toward a cure for Cancer as well as those that focus on supporting children. Brian enjoys spending time with family, especially his nieces and nephews, and cheering for his favorite sports teams.