Brian R. Larson, Cfa Email and Phone Number
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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
Morgan Stanley
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- morganstanley.com
- Employees:
- 78669
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Senior Vice President - Financial AdvisorMorgan Stanley Oct 2018 - Present445 East Lake Street, Suite 320, Wayzata, Mn 55391Brian, 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. -
Senior Vice President - InvestmentsWells Fargo Advisors Oct 2000 - Oct 2018Created a wealth management practice focused on delivering world class customer service with innovative advice.
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Portfolio ManagerMiller & Schroeder Asset Management May 1997 - Oct 2000Managed tax-exempt and taxable bond portfolios, maintained quantitative market models and provided economic analysis.
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Municipal Bond TraderJohn G Kinnard & Co. Oct 1993 - May 1997Traded municipal bonds for a regional broker dealer.
Brian R. Larson, Cfa Skills
Brian R. Larson, Cfa Education Details
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University Of Wisconsin-MadisonEconomics
Frequently Asked Questions about Brian R. Larson, Cfa
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 the current company?
Brian R. Larson, Cfa's current role is Senior Vice President - Financial Advisor at Morgan Stanley.
What is Brian R. Larson, Cfa's email address?
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What schools did Brian R. Larson, Cfa attend?
Brian R. Larson, Cfa attended University Of Wisconsin-Madison.
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