As a Wealth Advisor with Morgan Stanley since 1995, Brannan has coordinated comprehensive wealth management strategies for both individual and corporate investors. As a Senior Portfolio Management Director he focuses on portfolio evaluation, asset allocation and serves as the point of contact in retirement planning for corporations and affluent families. In his role as Corporate Stock Plan Director and Corporate Client Group Director he also focuses on 401(k) retirement plans, deferred compensation programs, corporate cash management, and restricted securities.
Professional Accreditations and Education:
University of California, Davis, CA, B.S., Managerial Economics, 1992
Executive Financial Services Director, Current Licenses: Series 7, 8, 31, 65, 66, CA Insurance License # 0B80003
CRPS, Chartered Retirement Plan Specialist
C(k)P, Certified 401(k) Professional
Morgan Stanley President’s Club Member 2007-2009, 2011-Present
Plan Sponsor Magazine, “Best of the Best: Most Successful Retirement Plan Advisors”, 2006 & 2007
401k Wire magazine, 300 Most Influential Advisors, 2009, 2010, 2011
UCLA Anderson School of Management Executive Education, Founding Lecturer, The Retirement Advisor University™.
Financial Times Top 401 Retirement Advisors 2015, 2016
National Ski Patrol, Senior level patroller and instructor, 1987 – present
Menlo-Atherton Little League Coach
Dodge Ridge Ski Race Team Coach
Brannan lives in Atherton with his wife Laura and their three sons. He captained his college ski team and has travelled to over 80 countries. Other interests include baseball, golf, history, and archaeology.
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures