Verified recordFinancial Services

Brandon Leitgeb

Financial Advisor at Morgan Stanley

Based in Seattle, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Seattle

Industry

Financial Services

Company size

101K

Contact information

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Email

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b•••••••@morganstanley.com

Phone

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Background

About Brandon Leitgeb

Brandon Leitgeb, CFP®, CIMA®, is a Financial Advisor with the Aistear Wealth Management Group at Morgan Stanley. He joined the team in 2021 and progressed from a client-facing service role into a front-line advisory position. Brandon earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute, reflecting a commitment to comprehensive planning and advanced investment and risk management.Brandon works with families, corporate executives, and business owners navigating complex financial decisions. His experience includes advising on concentrated single-stock positions, pre- and post-liquidity planning, and the unique considerations of real estate-heavy balance sheets. He helps clients evaluate tradeoffs, improve cash flow and balance sheet decisions, and structure long-term strategies aligned with lifestyle priorities and multigenerational goals.He is also passionate about working with next-generation clients, helping young professionals establish strong financial foundations and build disciplined long-term habits.Originally from Portland, Oregon, Brandon graduated from the University of Washington’s Foster School of Business and was a four-year letterman on the UW baseball team, contributing to the program’s first College World Series appearance in school history. He lives in Seattle and enjoys staying active through coaching baseball, golf, pickleball, running, and outdoor activities. Brandon brings a team-first mindset, discipline, and consistency to every client relationship.

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