Brad Morris

Background

About Brad Morris

Brad Morris is a Senior Vice President, Financial Advisor, Senior Portfolio Manager, Lending Specialist, and CERTIFIED FINANCIAL PLANNER™. He has over 35 years of experience in the financial services industry and has been with Morgan Stanley since 2010. By putting his clients first and genuinely caring about their well-being, Brad has developed a successful practice focused on servicing the needs of high net worth individuals, families and business owners. His personal approach has led to lasting associations with clients and families including many multi-generational relationships. Previously, Brad owned a mortgage company, took it public and later sold his interest before shifting his career to focus on helping families with their investment decisions. By having started his own company and taking it public, Brad has a distinctive perspective when working with entrepreneurs and business owners of all sizes. Brad earned a Business Administration Degree from Baker University. He is married with two children and enjoys spending time with his family. Brad was raised in a Montana ranching community and is an outdoors enthusiast. He was a long-time member of the Professional Rodeo Cowboys Association and is a member of the American Royal Rodeo Committee, a charitable organization providing youth scholarships and supporting agriculture education programs. Areas of Focus: Wealth Management, Estate Planning Strategies, Financial Planning, Business Succession Planning, Retirement Planning, Life Insurance, Lending Facilities, Trust Accounts, Philanthropic Services, Alternative Investments, ESG/Impact Investments, Reserved Services NMLS # 332084