Brett D. Clifford

About Brett D. Clifford

The CWS Group at Morgan Stanley Private Wealth Management is a highly experienced team of investment, wealth planning and client service professionals, we serve a select clientele of affluent families, their family offices and foundations. Combining our own talents with the vast resources of our firm, we work to tailor highly customized solutions that touch every aspect of their financial lives: investing, liabilities, risk management, trusts and estate planning strategies, and even family dynamics and lifestyle management issues. Our goal is to provide the skilled guidance needed to help our clients navigate the transitions in their lives, and to deliver whatever resources are required to put their plans into action. Should you choose to work with us, we will invest the time to understand what is important to you, and work to help you make your vision of a successful life a reality. We’re here to help you protect what you have earned, support the pursuit of your goals and create a legacy that will support your family for generations to come. We look forward to learning more about you and your family, and to discussing the resources we can place at your disposal. To begin that conversation, please reach out to one of our team members We work with an exceptional group of highly accomplished executives, entrepreneurs and their families. Several of these relationships go back more three decades and many span multiple generations. We have structured our team to provide continuity for generations to come, employing sophisticated strategies to efficiently transfer wealth and prepare younger members to become responsible stewards of their legacies ― to live lives of purpose as well as prosperity. While you may share certain opportunities and challenges with the families we currently serve, we appreciate that your journey is yours alone. We have the capacity to help you create highly customized and truly comprehensive plans based on your specific goals. We also understand that life doesn’t always go according to plan, and we have the experience to help you make intelligent decisions in times of change. NMLS # 12•••31

Experience

1. Managing Director Private Wealth Advisor

   Morgan Stanley

   Feb 2014 — Present · Baltimore, MD, US

   I built and lead a dedicated team designed to provide highly customized financial solutions for a select group of successful families, individuals and corporate plans. I am a CERTIFIED FINANCIAL PLANNER® who brings over three decades of experience in the financial services industry to the service of my clients.© 2022 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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: important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/the-cws-groupNo fee is paid in exchange for any award.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.

Education

• Virginia Tech College of Engineering

  Bachelor of Science (BS), Electrical and Electronics Engineering

  1975 — 1978