Bryan Badura

About Bryan Badura

I am a First Vice President, Senior Portfolio Manager and Financial Advisor with Morgan Stanley and am part of The Adams Badura Group at Morgan Stanley. I have also received my designations as a Chartered Retirement Planning CounselorSM TM, CRPC®, and a Chartered Retirement Plans SpecialistSM TM, CRPS®, from the College of Financial Planning. The Adams Badura Group focuses on wealth management and retirement planning for high income professionals, executives and physicians, and in designing and implementing retirement plans for businesses. Prior to joining Morgan Stanley in 2009, I served as an Assistant Vice President and Senior Financial Advisor with Merrill Lynch for 15 years. Through our team’s disciplined process and the intimate knowledge that we gather, I help to create customized strategies that connect all the pieces of your financial life. My primary focus is on implementing these strategies, managing the investment portfolios and tracking & monitoring how you are progressing towards your goals and dreams through our review process. I also assists businesses and professional practice groups in customizing creative retirement plan strategies and the ongoing monitoring and maintenance of those strategies. I graduated from the University of Dallas where I earned my degree in Economics and the University of Dallas Graduate School of Management where I earned my MBA in International Management and Finance. NMLS# 12•••12

Experience

1. First Vice President, Senior Portfolio Manager and Financial Advisor

   Morgan Stanley

   Apr 2009 — Present · Southlake, TX, US

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Education

• University of Dallas Graduate School of Management

  MBA

  1992 — 1993

• The University of Dallas

  Bachelors Degree

  1988 — 1992