By Tom Bostock
With continuing advances in medicine and disease prevention, Americans are living healthier and longer than ever; 70 years old is now the new 50! Sound investment counseling and planning can be the difference between living on a fixed income with social security as your only stopgap, and retiring with dignity, able to do all those things you had only dreamed about doing during your working years, confidently facing those “golden years.”
Navigating and helping clients interpret the financial landscape, its trends, investment opportunities and the morass of terms associated with investments and stocks and bonds, like bull and bear market, margins and portfolios, is the responsibility of the financial advisor. In today’s fast-paced, tech-savvy business environment, brokerages come and go but few have stood the test of time, one of them being, Morgan Stanley.
I could write several thousand words about the company, its solidarity and stellar reputation in the financial community, but, since a company is only as good as the people who represent it, let’s take a peek behind the curtain and get to know one of the local members of Morgan Stanley’s Tampa team, Brent Hulling, on a more personal level.
Brent is a First Vice President, Financial Advisor in the downtown Tampa office of Morgan Stanley, located at 100 Tampa St, Suite 3000. A native of Tampa, Florida, he graduated from Chamberlain High School and later, the University of South Florida, with a degree in Organizational Communication. Although his original interest lay in a tech-related field, his fortuitous choice of this unusual major has helped him to communicate more effectively with clients from every walk of life in his Morgan Stanley financial practice.
Brent credits his father with his entrepreneurial spirit. His dad was a restaurateur who currently sells businesses. Brent started with T. Rowe Price in 2004 and after almost 5 years, decided to try his hand at insurance, selling property and casualty products. After a year in the insurance business, Brent realized his real passion lay in financial services and in 2010, he began his successful career with Morgan Stanley. Despite his original desire to work in some, computer-related capacity and his brief stint in insurance, Brent said he realized that “I really love finance and I love going to work every day;” the rest, as they say, is history.
Brent is a member of Kingdom Advisors and has dedicated his practice to bringing a Christian-based biblical worldview of honest, open relations to his financial planning. Without pressure, Brent incorporates biblical wisdom into the recommendations that he makes.
Brent enjoys working fairly and respectfully dealing with clients and perspective clients of every ethnicity and faith; he invites all comers to experience his timely professional financial counseling services. “This,” Brent says, “is who I am. With me, it’s all about building relationships,” Brent said, “not just navigating the financial markets.” He counsels what he calls “a disciplined approach” to investing, teaching his clients to “invest with their heads, not just their hearts.” Brent offers “total wealth management,” not just stocks and bonds.
Brent is a devoted family man, happily married to his beautiful bride of 14 years. A proud papa, Brent reminisced about his wife announcing, in 2010, that she was pregnant … with twins! The boys, now 8-years old, are active in sports. One of his sons plays baseball in the Lutz Little League; Brent, of course, coaches the team.
In case you were wondering, there’s not a lot of chance that Brent will be joining the PGA anytime soon; he admits he’s a duffer just like most of us and especially enjoys playing the Lake Jovita course. Brent summarized his golfing prowess in 11 words: “I play to enjoy it, not because I’m good at it!” I’m sure we can all relate to that. He also enjoys supporting our local sports franchises, the Bucs, Lightning, Rays and is a season ticket holder for his alma mater, USF Football.
Brent and his family are mainstays in the local community. His wife has been a teacher at Oakstead Elementary School since 2007. He is especially proud of his membership on the board of the Tampa Sports Club Foundation, a philanthropic organization that provides money to local youth teams in need of funds. Their charity dinner with local sports figures and community leaders and the Tampa Sports Hall of Fame are well respected in the Tampa Bay area. He also volunteers his time with Feeding America and Lowry Park Zoo.
Brent is especially proud of his support, both privately and through his church, of the Dream Center of Tampa Bay in Ybor City, offering enhanced family mentoring, after-school care, computer access & homework help, and athletic programs.
Brent is a husband, father, charitable, family and faith oriented financial advisor. For further information, call him directly at 813-227-2170.
Brent Hulling is a Financial Advisor with the Wealth Management Division of Morgan Stanley in Tampa. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, or its affiliates. Morgan Stanley has no affiliation with Kingdom Advisors. Morgan Stanley welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.