Morgan Stanley Opens Daniel Island Office

Morgan Stanley is a global financial services firm and a market leader in securities, investment management and credit services. With more than 600 offices in 28 countries, Morgan Stanley connects people, ideas and capital to help clients achieve their financial aspirations.

In addition to being managed by Steven Meyer, longtime island resident Mac McBride, together with Greg Hollingsworth, will staff the office.

McBride said that he is pleased to be able to provide the whole realm of Morgan Stanley resources to Daniel Island, "What we do in London and Manhattan we now offer here on Daniel Island." The group chose Daniel Island as its Charleston location because of its easy accessibility to West Ashley, downtown, Mt. Pleasant and the north area.

"We will focus on estate planning, financial planning, professionally managed money, comprehensive wealth management and estate transfers," McBride added.

Matt Sloan, COO of The Daniel Island Company welcomed the firm, "Morgan Stanley is a marquis addition to Daniel Island."

Meet the Morgan Stanley Staff

Steven Meyer

First Vice President, Assistant Branch Manager,

Financial Advisor, Estate Planning Consultant

Steve was born in Milwaukee, Wis. in 1958 and was raised in St. Louis and Charlotte, NC.  Steve attended East Tennessee University and received his BA in Business Management in 1980.  He was also a four-year letter winner for the Buccaneer football program. An opportunity to join the brokerage firm of Johnson Lane Space Smith brought him to Charleston in 1982 and Steve has resided in Mt. Pleasant since.

Early in his career, Steve was named Assistant Vice President with Johnson Lane Space Smith and remained with the firm through its merger with Interstate Securities.  In an effort to provide his clients with expanded investment opportunities, Steve joined the firm of Dean Witter in 1995.  Dean Witter transitioned into Morgan Stanley and it is with this firm that Steve currently practices. 
Steve has held the titles of First Vice President and Assistant Branch Manager for the Charleston office.  As Morgan Stanley transitions into its new satellite office on Daniel Island, Steve also brings to the firm his recently awarded title of Associate Investment Consultant through the Investment Management Consultant Association.  In addition, Steve has been named a Wealth Advisor through Morgan Stanley.  This fall, Steve will begin his management duties at the Daniel Island office as well as maintaining his role as financial advisor to his loyal clients.
Steve has served his community through a variety of roles.  He has been an active member and past president of the Charleston Lion’s Club, a deacon of the Mt. Pleasant Presbyterian Church, and served on the Board of Directors of the Charles Webb Children’s Center.  He is now also a member of the Board of Directors of the American Red Cross. His great love of football has continued with his offensive and special teams coaching of the Porter-Gaud Varsity Football Team. During Steve’s eleven-year dedication to the team, the Cyclones have won four state championships.
An active athlete, Steve also finds time to regularly play golf, tennis, and basketball.  Steve’s wife, Laurie Meyer, is a successful local artist. Together, they have three daughters:  Catherine, Grace, and Katie.
Steve and his family, long time residents of Mt. Pleasant, will move to Daniel Island in the fall.

E. Mac McBride, CFP

Vice President/Financial Advisor

Mac has a Certified Financial Planner designation as well as a Certified Public Accountant designation. He has been a Financial Advisor in Charleston since 1986 having previously been employed with Merrill Lynch and Banc of America Investments. He holds a Bachelor of Science degree in accounting from the University of Baltimore graduating Magna Cum Laude.

He and his wife Linda moved into their Codners Ferry neighborhood home on Daniel Island in 1997, and Mac was the first President of the Daniel Island Neighborhood Association.

He is one of the founding members of The Daniel Island Club and enjoys playing golf in his leisure time.

Greg Hollingsworth

MBA in Finance, George Mason University

BS in Chemistry, University of Maryland

Greg Hollingsworth is a Vice President and Financial Advisor at Morgan Stanley, Inc. Greg has been a registered representative in the securities industry for 16 years. He specializes in professional money management and financial planning, which includes business, retirement, education and estate planning. Greg holds Series 7, 63 and 65 licenses and is insurance licensed in South Carolina and neighboring states.

Prior to joining the securities industry, Greg was a Naval Officer and served on numerous ships and finished his service in Charleston, SC. After his Naval Service, he served as a consultant to the Department of the Navy.

Barbi Barrier

Senior Registered Client Service Associate

A Lexington native, Barbi relocated to Charleston, South Carolina in December of 2002 and joined the Morgan Stanley team in June of 2004. Barbi graduated from the University of South Carolina summa cum laude with a BS in Finance and currently holds both Series 7 and Series 63 licenses. Prior to joining Morgan Stanley, she was a member of the Banc of America Investment Services, Inc. team as a Registered Sales Associate.

Barbi enjoys traveling, reading, and spending time with her Yorkshire terrier, Darla. Barbi and Darla currently reside in their new home in Hanahan.