Brandon Bolock

About Brandon Bolock

Brandon’s comprehensive approach begins with focusing on the goals and objectives of each of his clients, bringing their entire financial picture into focus and determining a plan of action to help achieve their goals. In the ever-changing world of technology, Brandon is a firm believer in using the cutting-edge technological resources that Morgan Stanley has along with the intellectual capital that his partners on the Pelican Bay Group provide – always striving to have powerful solutions for their clients. Adaptability is key. The message is simple: focus on smart investing and tax decisions for a succinct investment plan.Service and communication are at the forefront of Brandon’s practice, ensuring clients always know what\'s happening with their financial well-being. Brandon delivers professionalism that prioritizes his client’s best interests. This drive to serve encouraged Brandon to pursue his CERTIFIED FINANCIAL PLANNER™ designation in 2017 – a multi-year educational and ethical requirement through Northwestern University in Chicago. While the innovative technology accompanies Brandon in his daily practice, he also understands that nothing is stronger than a powerful combination of empathy, accessibility, and dedication to service that the human touch provides.Prior to his career at Morgan Stanley, Brandon earned his Bachelor’s Degree in Economics from the University of Chicago. Aside from the classroom, Brandon was also a four year starter on the football team. After graduation, Brandon began his career in financial services at Morgan Stanley, and has not looked back. He holds his FINRA Series 7 and 66 Securities Registrations and holds his Life, Health and Long Term Care Insurance licenses. In 2023, Brandon obtained his Alternative Investments Director designation at Morgan Stanley.A native of Naples, Florida, Brandon now resides in Tampa, Florida with his wife and three children.

Experience

1. Senior Vice President Financial Advisor

   Morgan Stanley

   Jul 2015 — Present · Tampa/St. Petersburg, FL, US

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Education

• University of Chicago

  Bachelor of Arts (B.A.), Economics