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1022 HIGHLAND COLONY PARKWAY
Learn more about an advisor’s background on FINRA’s BrokerCheck
Senior Financial Advisor
Senior Vice President
Registered Client Associate
With 30 years of wealth management experience, Brian Fenelon’s client-first philosophy helps him deliver financial opportunities that result from a premier level of proactive service and high caliber client relationships.Along with Candice Mobley, who came with Brian from Morgan Stanley in 2014, Brian serves many clients who’ve been with him for decades. On behalf of a diverse clientele that Brian and Candice have come to know well – and vice versa – the team takes a “sleeves rolled up” wealth management approach in which individual strategies are aligned with clients’ personal motivations and aspirations.“I believe clients have stayed with me because of my three “r’s. My resolve, responsiveness and the results they’ve enjoyed. Now they can benefit from the ‘resources’ of Merrill Lynch. The Firm provides exceptional research and thought leadership in a collaborative environment. I can do so much for clients – creating synergies for managing assets, liabilities and legacies. Clients are always my priority,” Brian says.Brian is determined to offer clients freedom to pursue their financial goals – a retirement lifestyle they envision, higher education for children and grandchildren, tax-efficient wealth transfer, or the optimization of business interests. Striving to reduce risk and outperform markets over time, Brian’s strategic diversification and tactical asset allocation strategy measures “relative strength” of asset classes and sectors in real time. “Using proprietary research and evaluation techniques, our in-depth analysis helps identify and utilize the strongest performing asset classes and investments,” Brian explains. “Each client has a customized ETF portfolio that remains flexible, enabling them to enjoy rising markets and avoid sustained downturns.”Serving multiple generations of families, Brian and Candice devote time to educating clients’ grown children on managing wealth, philanthropy and continuing a family legacy.
Brian FenelonSenior Financial AdvisorSenior Vice President – Wealth ManagementSenior Portfolio Manager“Frankly, we were doing goals-based wealth management years before it became a popular phrase. The insights and tools we have at Merrill Lynch are tremendous and the Firm’s structure enables us to bring the best minds and people to the table” for virtually any client financial need. No politics, no egos, no cookie cutter approaches. Clients come first – period.”In 1985, Brian began building an industry-wide reputation for guiding high-net-worth individuals, institutions and foundations in the areas of asset allocation and manager selection. Previous to joining Merrill Lynch in early 2014, Brian spent 24 years at Morgan Stanley where he was most recently Senior Portfolio Management Director with The Fenelon Group. Brian is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Lynch Advisors’ clients. In 2014, Brian was named one of America’s Top 1200 Financial Advisors* by Barron’s Magazine – for the sixth consecutive year. Brian received a Bachelor of Science degree in Economics and Political Science from St. Olaf College in Northfield, Minnesota, where he graduated with distinction in both majors and was an all-conference performer in football and track. Brian has been very involved in his community and enjoys running, golf and listening to live music.*Barron’s magazine, 'America's Top 1,200 Advisors: State-by-State" list, February 24, 2014. For information about the selection criteria, go to www.barrons.com. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.Candice Mobley, CRPC®Financial Advisor“Clients have celebrated wonderful times with us, as well as difficult challenges – the loss of a spouse, job or a relocation. It feels good knowing we’ve been there for clients. Now, with enhanced resources and support, we can play even more important roles in their financial lives and those of their families.”Since 1999, Candice has served affluent individuals and their families – first at Smith Barney, then at Morgan Stanley. Her friendly, yet disciplined approach to goals-based wealth management is designed to help clients simplify and organize their financial lives and explore their personal and professional motivations for the wealth they’ve achieved. Candice has worked with Brian since 2003 and with clients that have complicated financial or retirement needs and goals. She assists clients in customizing wealth management strategies, developing financial game plans, setting goals for building and/or preserving wealth, and implementing specific tactics. Candice is a longtime proponent of educating clients and finds it rewarding to guide clients’ children – helping them appreciate the value of budgeting, saving and planning for the future.A graduate of the University of Southern Mississippi, Candice grew up in Jackson and lives in the area with her husband, Larry and their children. When the family is not traveling to one of the kids’ golf tournaments, it’s busy with basketball, soccer, choir practice and the Boy Scouts. In her free time, Candice enjoys running and traveling.J. Russell MorrisonFinancial AdvisorRussell Morrison is a native of Vicksburg. He earned a degree from the University of Virginia and was awarded the Charles H. Sewell Award, for Outstanding MBA Graduate, at Millsaps College. He serves on several committees through Millsaps College's Else School of Management and is involved with initiatives in the community that promote quality of life, entrepreneurship and sustainability. Morrison is passionate about matching needs with resources and he founded S.O. TEREC, a social enterprise that partners with the Mississippi Food Network, to raise resources and awareness to fight hunger in Mississippi.Kristen KernClient AssociateHaving worked with Brian and Candice at Morgan Stanley, Kristen joined them at Merrill Lynch in 2014. Her past experience includes work with the Mississippi Bankers Association and the Mississippi Secretary of State. Kristen earned a Bachelors degree and Masters degree in Public Relations from the University of Southern Mississippi. She handles account service and client relations.* Asset Allocation does not ensure a profit or protect against loss in declining markets.* Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.* Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Brian Fenelon is registered to do business in : AL, CA, DC, FL, GA, IL, MN, MS, NC, NJ, NY, OK, TN, TX, UT, VA
Candice Mobley is registered to do business in : AL, AR, CA, CO, FL, GA, HI, IL, LA, MA, MI, MN, MS, NC, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT
Russell Morrison is registered to do business in : CA, LA, MS, NC, NJ, NY
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Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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