Brandon Leitgeb
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Brandon Leitgeb
Brandon Leitgeb, CFP®, CIMA®, is a Financial Advisor with the Aistear Wealth Management Group at Morgan Stanley. He joined the team in 2021 and progressed from a client-facing service role into a front-line advisory position. Brandon earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute, reflecting a commitment to comprehensive planning and advanced investment and risk management.Brandon works with families, corporate executives, and business owners navigating complex financial decisions. His experience includes advising on concentrated single-stock positions, pre- and post-liquidity planning, and the unique considerations of real estate-heavy balance sheets. He helps clients evaluate tradeoffs, improve cash flow and balance sheet decisions, and structure long-term strategies aligned with lifestyle priorities and multigenerational goals.He is also passionate about working with next-generation clients, helping young professionals establish strong financial foundations and build disciplined long-term habits.Originally from Portland, Oregon, Brandon graduated from the University of Washington’s Foster School of Business and was a four-year letterman on the UW baseball team, contributing to the program’s first College World Series appearance in school history. He lives in Seattle and enjoys staying active through coaching baseball, golf, pickleball, running, and outdoor activities. Brandon brings a team-first mindset, discipline, and consistency to every client relationship.
Experience
Financial Advisor
Jan 2025 — Present · Seattle, WA, US
2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 27•••49
Education
UW Foster School of Business
Bachelor's degree, Finance, General
2017 — 2021
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