Brian R. Larson, Cfa
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Brian R. Larson, Cfa Email & Phone Number

Senior Vice President - Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Minneapolis-St. Paul Area, United States 4 work roles 1 school
1 work email found @morganstanley.com 2 phones found area 952 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@morganstanley.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Vice President - Financial Advisor at Morgan Stanley
Location
Greater Minneapolis-St. Paul Area, United States
Company size

Who is Brian R. Larson, Cfa? Overview

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Quick answer

Brian R. Larson, Cfa is listed as Senior Vice President - Financial Advisor at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 952, and a matched LinkedIn profile for Brian R. Larson, Cfa.

Brian R. Larson, Cfa previously worked as Senior Vice President - Financial Advisor at Morgan Stanley and Senior Vice President - Investments at Wells Fargo Advisors. Brian R. Larson, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of Wisconsin-Madison.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Brian R. Larson, Cfa. Compare company email patterns before reaching out.

Profile bio

About Brian R. Larson, Cfa

Growing up as a son of a bond salesman, he has been familiar with the financial industry since the age of 6. He grows on that foundation daily as he focuses on putting the needs of clients in the forefront to help create a powerful long-term relationship that benefits all. Bringing 28 years of investment industry experience, Brian is dedicated to helping clients navigate our complex investment environment. His team consistently focuses on providing exceptional client service with compassion and dedication.This information is intended for use only by residents of AZ, CA, CO, DE, FL, GA, IA, IL, ME, MI, MN, MO, NC, ND, NJ, NM, NY, OH, SC, TX, VA, WA, WI and Washington DC.NMLS#: 401356

Listed skills include Investments, Asset Allocation, Financial Advisory, Financial Services, and 17 others.

Current workplace

Brian R. Larson, Cfa's current company

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Morgan Stanley
Morgan Stanley
Senior Vice President - Financial Advisor at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
4 roles

Brian R. Larson, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Financial Advisor

Current

445 East Lake Street, Suite 320, Wayzata, Mn 55391

Brian, a member of the financial services industry since 1990, joined Morgan Stanley in 2018 to work with both institutional and individual investors. He works closely with investors in the selection of money mangers, proper asset allocation and investment planning issues.© 2022 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.htmlFor more information on the ranking methodology for the award(s) listed, go to http://fa.morganstanley.com/fernhill/. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Oct 2018 - Present

Senior Vice President - Investments

Wells Fargo Advisors

Created a wealth management practice focused on delivering world class customer service with innovative advice.

Oct 2000 - Oct 2018

Portfolio Manager

Miller & Schroeder Asset Management

Managed tax-exempt and taxable bond portfolios, maintained quantitative market models and provided economic analysis.

May 1997 - Oct 2000

Municipal Bond Trader

John G Kinnard & Co.

Traded municipal bonds for a regional broker dealer.

Oct 1993 - May 1997
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

1 education record

Brian R. Larson, Cfa education

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Economics
FAQ

Frequently asked questions about Brian R. Larson, Cfa

Quick answers generated from the profile data available on this page.

What company does Brian R. Larson, Cfa work for?

Brian R. Larson, Cfa works for Morgan Stanley.

What is Brian R. Larson, Cfa's role at Morgan Stanley?

Brian R. Larson, Cfa is listed as Senior Vice President - Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Brian R. Larson, Cfa's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Brian R. Larson, Cfa at Morgan Stanley.

What is Brian R. Larson, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 952 for Brian R. Larson, Cfa at Morgan Stanley.

Where is Brian R. Larson, Cfa based?

Brian R. Larson, Cfa is based in Greater Minneapolis-St. Paul Area, United States while working with Morgan Stanley.

What companies has Brian R. Larson, Cfa worked for?

Brian R. Larson, Cfa has worked for Morgan Stanley, Wells Fargo Advisors, Miller & Schroeder Asset Management, and John G Kinnard & Co..

Who are Brian R. Larson, Cfa's colleagues at Morgan Stanley?

Brian R. Larson, Cfa's colleagues at Morgan Stanley include Silvana Nandin, Bhuvaneshwaran Murugesh, Satish Kolluru, Sabrina Hernandez, and Cindy Raap.

How can I contact Brian R. Larson, Cfa?

You can use AeroLeads to view verified contact signals for Brian R. Larson, Cfa at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Brian R. Larson, Cfa attend?

Brian R. Larson, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of Wisconsin-Madison.

What skills is Brian R. Larson, Cfa known for?

Brian R. Larson, Cfa is listed with skills including Investments, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Retirement Planning, Alternative Investments, and Hedge Funds.

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