Brandon Park
Senior Vice President - Wealth Management at Morgan Stanley
Based in United States
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Seniority
Vp
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
100K
Contact information
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b•••••••@morganstanley.com
Phone
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Background
About Brandon Park
Brandon and the Legacy Architects Group at Morgan Stanley deliver a holistic perspective and broad financial experience to help business owner clients exit their businesses and transfer wealth to the next generation. He specializes in post-liquidity income replacement, maximizing the after-tax business sale value, and family legacy planning. His education and training includes: Certified Financial Planner™ practitioner, The American College Certified Exit Planning Advisor™, Exit Planning Institute Certified Investment Management Analyst®, The Wharton School, University of Pennsylvania Certified Private Wealth Advisor®, University of Chicago Booth School of Business B.S with honors from the University of Maryland.
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