Brad Parpan, CFP®, CIMA®, CPWA®
Managing Director, Wealth Management, Financial Advisor, Alternative Investments Director, International Client Advisor
Phone:
(561) 650-7562(561) 650-7562
Industry Award WinnerOur Mission Statement
Our sole focus is to be of service to First Nation communities; including managing their trust assets and creating sovereign wealth that can help to improve the lives of their members today-and for generations to come.
Our Story
When First Nation receives a well-earned settlement it presents tremendous opportunities for their communities. However, there are also many challenges they must face when deciding on the best strategy to manage those large endowments. They need to strike the right balance between improving the lives of their community members today and creating generational wealth that can last for generations to come. That's where we can help.
Leaving a Lasting Legacy
Parpan Zohny Wealth Management has serviced the unique needs of the First Nation for many years. Over that time, we've become entrusted by many respected leaders to manage their trusts and create generational wealth. Our goals are to:
- Manage your trust with integrity and vision
- Generate sustainable wealth and increase disbursements every year
- Provide financial literacy that empowers your entire community
- Invest wisely in both local and global markets
Improving lives today. Planting the seeds for tomorrow.
Our sole focus is to serve the First Nations community. The financial settlements received and deposited into trust can provide you with the opportunity to create true financial sovereignty. We are both honored and humbled to be a part of this process.
Together, we have 40+ years of collective experience as Financial Advisors and will bring the vast global resources of Morgan Stanley to First Nation. Although Morgan Stanley is a firm of 80,000+ employees, we pledge to act as your partner and make this a very intimate experience.
Thank you,
Brad & Youssef
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Enriching Your Community Through Financial Literacy
Financial Literacy Workshops
Our first step in creating sustainable wealth is to increase the financial literacy throughout the members of your community. That's why we'll customize workshops to address the needs of people with any level of financial literacy-from the Chief and Council Members to school teachers and the younger generation.
We'll cover:
- Saving and budgeting
- Goal setting (short-term and long-term)
- Wants vs. Needs
- Credit, debt and low-interest lending
- Strategic investing
- Power of long-term compunding
Revitalizing Your Community
When a trust is managed properly, you'll be able to make an even bigger mark on your community. As a result of our success in managing these trusts, we've seen first-hand the expansion of schools, homes, and community infrastructure.
A global leader that opens up a world of new opportunities.
What separates Parpan Zohny from other wealth managers in your area is that you'll be connected to a powerful network of resources around the world. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Location
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 650-7500(561) 650-7500
Meet Brad Parpan & Youssef Zohny
Youssef Zohny, CAIA
Managing Director, Wealth Management, Institutional Consulting Director, Senior Portfolio Management Director, Alternative Investments Director, International Client Advisor
Phone:
(415) 693-6181(415) 693-6181
About Brad Parpan
The sole focus of the Parpan Zohny Wealth Management Group is to serve First Nations. I’m truly honored and proud to be a part of so many Nation’s journeys towards financial sovereignty. Youssef and I are fully aware of our responsibility in forging the foundation for this financial sovereignty. Knowing our successful guidance can leave a legacy for Seven Generations to come is the highlight of my career.
I’m also a Managing Director and founder of the APEX Group at Morgan Stanley. Since becoming a Financial Advisor in 1997 my focus has been on helping individuals, businesses, foundations and endowments better understand and become more comfortable with their investments.
In the spirit of dedication to my clients, I’m constantly looking to enhance my knowledge of the financial industry. I’ve attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. I hold the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both awarded by the Investments & Wealth Institute™ (formerly IMCA®), and the Certified Financial Planner® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, INC. The knowledge attained by these designations form the foundation of my financial planning practice.
Prior to my financial planning career, I was a student athlete at Villanova University where I was the quarterback for the Wildcat football team from 1990-1994. After graduation, I played football professionally for the Rhein Fire (Germany) of NFL Europe. To be successful in football, as with being a financial advisor, requires teamwork. This enjoyment of working together is what drove me into the financial planning profession.
My wife Jennifer and I split time between our homes in Southampton, NY and West Palm Beach, FL. As an avid golfer, I’m a member of the Southampton Golf Club and Dutchman's Pipe Club. Jennifer and I love to travel so we visit the splendor of Europe and the natural beauty of Canada as often as possible.
I’m also a Managing Director and founder of the APEX Group at Morgan Stanley. Since becoming a Financial Advisor in 1997 my focus has been on helping individuals, businesses, foundations and endowments better understand and become more comfortable with their investments.
In the spirit of dedication to my clients, I’m constantly looking to enhance my knowledge of the financial industry. I’ve attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. I hold the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both awarded by the Investments & Wealth Institute™ (formerly IMCA®), and the Certified Financial Planner® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, INC. The knowledge attained by these designations form the foundation of my financial planning practice.
Prior to my financial planning career, I was a student athlete at Villanova University where I was the quarterback for the Wildcat football team from 1990-1994. After graduation, I played football professionally for the Rhein Fire (Germany) of NFL Europe. To be successful in football, as with being a financial advisor, requires teamwork. This enjoyment of working together is what drove me into the financial planning profession.
My wife Jennifer and I split time between our homes in Southampton, NY and West Palm Beach, FL. As an avid golfer, I’m a member of the Southampton Golf Club and Dutchman's Pipe Club. Jennifer and I love to travel so we visit the splendor of Europe and the natural beauty of Canada as often as possible.
Securities Agent: ID, SC, NH, CO, IL, CT, AZ, CA, OR, OH, MA, VA, UT, NJ, ME, DE, PA, FL, TX, VT, TN, NY, NV, MD, GA, WA, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2576996
NMLS#: 2576996
About Youssef Zohny
Youssef Zohny, CAIA is the Founder of The Zohny Group of Graystone Consulting at Morgan Stanley, located within and part of the firm’s prestigious San Francisco California Complex.
Throughout his career, he and his team have achieved numerous national and international awards and recognition for their work as investment consultants serving entrepreneurs, family offices, and institutional entities/fiduciaries, including being named to Barron’s 2026, 2025, 2024, 2023, 2022, 2021, 2020, and 2019 Top 50 Institutional Consultants.
Youssef has over two decades of experience in Investment Consulting, Wealth Management, and Portfolio Management, and is licensed as a Financial Advisor with Morgan Stanley in the U.S.
The Zohny Group currently advises on more than $24.5 Billion USD in assets (as of December 2025) and is part of the $747.1 Billion Graystone Consulting division of Morgan Stanley, which has an aggregated $9.3 Trillion USD of client assets under management.
Throughout his career, Youssef and team have successfully helped navigate clients through various market conditions and economic cycles. He has a strong focus on asset allocation, investment due diligence / selection, and providing practical advice and solutions to managing significant capital and wealth. Youssef primarily focuses on lending his professional experience and advice to helping manage the significant capital of: Trusts, Foundations, Endowments, Corporations, Family Offices, and Entrepreneurs.
Youssef began his career as a quantitative analyst with an independent asset management firm and quickly became one of the company’s key portfolio managers. Prior to joining Graystone Consulting at Morgan Stanley in California, Youssef was a Director and Partner at Richardson Wealth in Vancouver, British Columbia, Canada.
As a graduate of the University of British Columbia, Youssef holds a Bachelor of Science Degree in Physics and Mathematics, followed by a Bachelor of Arts Degree in Economics. Youssef also attended the Harvard Business School Executive Education program and is a lifelong learner.
Youssef is a Portfolio Manager and holds the Chartered Alternative Investment Analyst (CAIA) Designation and was recognized as one of Business in Vancouver’s Top 40 under 40.
Youssef is a frequent market commentator with Bloomberg, Reuters and other financial news media outlets. Youssef enjoys camping, swimming, tennis, and traveling the world with his wife and four kids.
Throughout his career, he and his team have achieved numerous national and international awards and recognition for their work as investment consultants serving entrepreneurs, family offices, and institutional entities/fiduciaries, including being named to Barron’s 2026, 2025, 2024, 2023, 2022, 2021, 2020, and 2019 Top 50 Institutional Consultants.
Youssef has over two decades of experience in Investment Consulting, Wealth Management, and Portfolio Management, and is licensed as a Financial Advisor with Morgan Stanley in the U.S.
The Zohny Group currently advises on more than $24.5 Billion USD in assets (as of December 2025) and is part of the $747.1 Billion Graystone Consulting division of Morgan Stanley, which has an aggregated $9.3 Trillion USD of client assets under management.
Throughout his career, Youssef and team have successfully helped navigate clients through various market conditions and economic cycles. He has a strong focus on asset allocation, investment due diligence / selection, and providing practical advice and solutions to managing significant capital and wealth. Youssef primarily focuses on lending his professional experience and advice to helping manage the significant capital of: Trusts, Foundations, Endowments, Corporations, Family Offices, and Entrepreneurs.
Youssef began his career as a quantitative analyst with an independent asset management firm and quickly became one of the company’s key portfolio managers. Prior to joining Graystone Consulting at Morgan Stanley in California, Youssef was a Director and Partner at Richardson Wealth in Vancouver, British Columbia, Canada.
As a graduate of the University of British Columbia, Youssef holds a Bachelor of Science Degree in Physics and Mathematics, followed by a Bachelor of Arts Degree in Economics. Youssef also attended the Harvard Business School Executive Education program and is a lifelong learner.
Youssef is a Portfolio Manager and holds the Chartered Alternative Investment Analyst (CAIA) Designation and was recognized as one of Business in Vancouver’s Top 40 under 40.
Youssef is a frequent market commentator with Bloomberg, Reuters and other financial news media outlets. Youssef enjoys camping, swimming, tennis, and traveling the world with his wife and four kids.
Securities Agent: IL, HI, CO, MA, FL, DE, MI, UT, CA, AZ, WA, AK, NV, NJ, MS, TX, OR, NM, MN, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1663888
NMLS#: 1663888
Contact Brad Parpan
Contact Youssef Zohny
Awards and Recognition
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
Barron's Top 100 Institutional Consulting Teams
2019-2026 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2019-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
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Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Brad Parpan & Youssef Zohny today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)