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Redmond Manierre is a CERTIFIED FINANCIAL PLANNER™ with Morgan Stanley, where he has been serving clients since 2019. In 2022, he joined The Corey Group where he is dedicated to delivering holistic financial planning and wealth management services. Redmond concentrates in helping individuals, families, and institutions manage wealth and develop personalized comprehensive financial plans designed to address both immediate priorities and long-term objectives.
Redmond’s comprehensive financial planning approach integrates key areas of focus, including:
• Financial Statement Preparation and Analysis: Assessing a client’s current financial position by analyzing assets, liabilities, income, and expenses to determine their net worth and cash flow.
• Education Planning: Creating strategies to fund education goals through savings plans, tax-advantaged accounts, and financial aid optimization.
• Risk Management and Insurance Planning: Identifying and mitigating financial risks through appropriate insurance coverage for life, health, disability, property, and liability.
• Investment Planning: Developing and managing portfolios tailored to the client’s goals, risk tolerance, and time horizon.
• Tax Management Strategy: Strategizing to minimize tax liability and optimize after-tax income through deductions, credits, and timing strategies.
• Retirement Planning: Establishing strategies to accumulate and distribute wealth to ensure financial security during retirement.
• Estate Planning Strategy: Organizing and preserving a client’s assets to efficiently transfer wealth according to their wishes, while minimizing taxes and expenses.
• Professional Conduct and Regulation: Upholding ethical standards and compliance with legal and regulatory requirements to protect client interests.
A native of Middleburg, Virginia, Redmond graduated from the University of Mary Washington in 2013 with dual degrees in Business Administration and Economics . In 2016, he earned a Certificate of Financial Planning from Georgetown University, solidifying his expertise in the financial planning field.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.