Brandon Swan
First Vice President, Financial Advisor at Morgan Stanley
- Role
- Financial Advisor, Crpc at Morgan Stanley
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Brandon Swan
Brandon has been affiliated with The Walters Group at Morgan Stanley since 2006 and is a licensed Financial Advisor, who holds his Series 7, Series 66 and Life Health and Variable Annuities licensed. Brandon also holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Brandon is passionate about building and solidifying relationships with clients and developing comprehensive financial plans to help those clients achieve their retirement investment goals. Brandon believes that providing financial investment advice is determined by individuals unique economic and life situations. Learning about your personal goals and passions in life will be key components in building a financial security plan focused on your specific needs. In 2018 Brandon was named to Pacesetter\'s Club, a global recognition program for Financial Advisors at Morgan Stanley who demonstrate the highest professional standards and first class client service. Brandon holds a bachelor’s degree in Finance from the University of South Florida. Originally from Wisconsin, Brandon now resides in Tampa, Florida with his wife Kasey. He is an avid sports fan and loves the outdoors. He enjoys spending time with family and friends at local sporting and entertainment events.
Experience
Financial Advisor, Crpc
Nov 2011 — Present · Tampa/St. Petersburg, FL, US
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Education
University of South Florida
Bachelor's degree in Finance
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