“Experience, Intellectual Capital and Dedicated Personal Service to Help You Meet Your Life Goals.”
Investments, asset protection and finding financial freedom through direct planning and market analysis gives you a leg up and increased comfort when it comes to money matters. Working directly with a financial advisor who focuses on analyzing the market, diversifying assets and helping you make smart worthwhile investments, not only helps you invest your money, but also helps to build your financial portfolio with professional intellect and backing.
Brent Hulling serves as Vice President, Financial Advisor and Financial Planning Specialist for Morgan Stanley (100 N Tampa St., Suite 3000, Tampa, FL 33602)- a long trusted financial services company. Working with Brent helps you to meet your life goals - from investments, 401k rollovers, life insurance and retirement planning to asset management and assistance with your trust accounts - Brent has the knowledge, market know-how and professionalism it takes to help you feel safe when it comes to your money and future.
Brent Hulling is a resident of Land O’Lakes, where he takes pride in his community and family. With over a decade of experience in the financial services industry, Brent has found success in building strong relationships with his clients through market knowledge, education, strategic advice and services that help put complex financial jargon into layman’s terms.
As a Morgan Stanley financial advisor, Brent upholds the company values that were first put into place when opening in 1935 - a commitment to community - as well as his own values to help his clients make the best decisions to meet their financial goals. Brent says, “Growing up my father was always trying to instill a sales mentality in me, I never wanted to go into sales so I resisted. But the thing that I did embrace was that entrepreneurship mindset and how clients value service. When I got my first job at T. Rowe Price working with their High Net Worth clients I grew to really enjoy helping clients with their financial plans. I love what I do and never really thought of it as sales, it’s really more about helping clients reach their financial goals and making great decisions that enhance their quality of life for the long haul.”
Before joining Morgan Stanley in 2010, Brent owned and operated a flood insurance agency where he gained experience in customer relations with many small business owners. “From my experience with this company, I gained valuable insight into the financial concerns and challenges of small business owners, as well as the substantial effort involved in building wealth” says Brent. “Owning and operating my own small business for flood insurance helped me gain knowledge as a business owner and also take into consideration what it takes to grow your money and find success.”
Brent received his B.A. in Communications from the University of South Florida. He has attained the Financial Planning Specialist (FPS) designation and holds Series 7, 63, 66 and Life, Health and Variable Annuity Insurance licenses. Brent believes in continuing his education to stay ahead of the industry and to be at the forefront of the financial market. He says, “I attend numerous conferences to meet with and learn from some of the brightest minds in the industry.” Although, not currently practicing, Brent holds his Property and Casualty Insurance license and Florida Real Estate License. Brent focuses on financial planning, insurance and retirement income planning. His understanding of the financial world paired with his ability to help everyday people understand the market is helpful to all walks of life. Helping clients expand and build portfolios , Brent's services are praised with great reviews from all his clients.
Whether you’re a large investor, big business, small business or family wanting to grow your assets - Brent treats you with the same respect. No matter how big or small your portfolio may be, rest easy knowing Brent has your best interest in mind and works diligently to update you on what is happening in the financial industry and how it may effect your money. As a long term Tampa resident, Brent feels strongly about giving back to his community. Brent says,“I believe in the value and necessity of our community’s great institutions.”
Brent can often be found engaging in his kids events and activities, enjoying watching local Tampa sports, playing golf and working to better our community. He often donates to local charitable organizations and takes part in supporting The Humane Society, Feeding America, Lowry Park Zoo, his church, The Dream Center of Tampa and to Morgan Stanley’s foundation that supports charities.Brent’s knowledge and experience combined with his excitement in helping small businesses and fellow entrepreneurial spirits is palpable upon speaking to him. He has a true passion for helping people find their success and keeping that success.
From Investing, Family Financial Strategies, Retirement Planning and Business Planning and more - Brent Hulling is your guide to understanding the financial industry, setting goals and seeking success with your money.
Contact Brent Hulling direct at (813) 227-2170 and begin the journey of smart financial planning! Brent Hulling is a Financial Advisor with the Wealth Management Division of Morgan Stanley in Tampa, FL.
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.