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Extensive experience in comprehensive wealth management, retail branch management & operations, investments, consumer and commercial credit and trust management with community and large multi- national financial institutions.My goal is to help make the financial lives of my affluent clients easier by providing comprehensive financial planning and wealth transfer guidance through every stage of their life.Areas of focus: Fluent in Spanish. Cash flow analysis. Modern Portfolio Theory, Implementation and administration of corporate wellness programs for companies. NASD Series 7 & 66 licensed.
Morgan Stanley | Wealth Management |
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Senior Vice President, Financial Advisor Nmls #509814Morgan Stanley | Wealth Management | May 2016 - PresentBellevue, WashingtonInterests:Anything outdoors, skiing, sailing, running, biking, surfing, rowing, playing with our 2 dogs.Disclosures: © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
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Senior Vice President, Private Client ManagerU.S. Trust May 1996 - May 2016Bellevue, WaManaged a $250MM investment, trust and credit portfolio consisting of over 200 clients with personal assets of over $5MM. Responsible for all facets of their wealth planning including comprehensive credit, trust, investment management and wealth transfer. Responsible for active portfolio management of portfolio utilizing modern portfolio theory to maximize results.
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Vp, Credit AdministratorFarmers And Merchants Bank May 2005 - May 2006Credit administrator responsible for underwriting personal, and commercial loans. Personal credit authority and responsible for presentation and structuring of complex credit facilities to senior management.
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Vp, Branch ManagerMountain West Bank Mar 2001 - May 2005Managed a staff of 8, and assets of over $25MM. Responsible for commercial and consumer lending and marketing.
Brett Barton Skills
Brett Barton Education Details
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Humboldt State UniversityExercise Science
Frequently Asked Questions about Brett Barton
What company does Brett Barton work for?
Brett Barton works for Morgan Stanley | Wealth Management |
What is Brett Barton's role at the current company?
Brett Barton's current role is Senior Vice President, Financial Advisor at Morgan Stanley.
What is Brett Barton's email address?
Brett Barton's email address is bart89@q.com
What is Brett Barton's direct phone number?
Brett Barton's direct phone number is +120841*****
What schools did Brett Barton attend?
Brett Barton attended Humboldt State University.
What are some of Brett Barton's interests?
Brett Barton has interest in Skiing, Rowing, Economic Empowerment, Education, Sailing, Anything Outdoors, Biking, Running, Surfing, Animal Welfare.
What skills is Brett Barton known for?
Brett Barton has skills like Modern Portfolio Theory, Banking, Employee Wellness Programs, Portfolio Management, Investments, Mortgage Lending, Finance, Strategic Planning, Commercial Banking, Wealth Management, Sales Management, Underwriting.
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Brett Barton
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Brett Barton
Senior Aerospace Engineering Sciences Student At The University Of Colorado Boulder | Sounding Rocket LabBoulder, Co
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