Brad Parpan, CFP®, CIMA®, CPWA®
Managing Director, Wealth Management, Financial Advisor, Alternative Investments Director, International Client Advisor
Phone:
(561) 650-7562(561) 650-7562
Brad Parpan & Youssef Zohny At Morgan Stanley at Morgan Stanley
Direct:
(561) 650-7500(561) 650-7500
Our Mission Statement
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Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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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 At Morgan Stanley
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
Brad N Parpan is a Managing Director and founder of the APEX Group at Morgan Stanley. Since becoming a Financial Advisor in 1997 Brad’s focus has been on helping individuals, businesses, foundations and endowments better understand and become more comfortable with their investments.
Always looking to enhance his ability to advise Brad has attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. Brad holds the CPWA® designation, awarded by the Investments & Wealth Institute™ (formerly IMCA®), Certified Investment Management Analyst® (CIMA®) designation, also 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 the APEX Group’s financial planning practice.
Prior to Brad’s financial planning career he was a student athlete at Villanova University where he was the quarterback for the Wildcat football team from 1990-1994. After graduating from Villanova Brad 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 Brad to the financial planning profession.
Brad and his wife Jennifer split time between their homes in Southampton, NY and West Palm Beach, FL. An avid golfer Brad is a member of the Southampton Golf Club and Dutchman's Pipe Club. Having lived in Europe for 3 years Brad is fortunate to return as often as possible with Jennifer fulfilling their joy of travel.
Always looking to enhance his ability to advise Brad has attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. Brad holds the CPWA® designation, awarded by the Investments & Wealth Institute™ (formerly IMCA®), Certified Investment Management Analyst® (CIMA®) designation, also 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 the APEX Group’s financial planning practice.
Prior to Brad’s financial planning career he was a student athlete at Villanova University where he was the quarterback for the Wildcat football team from 1990-1994. After graduating from Villanova Brad 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 Brad to the financial planning profession.
Brad and his wife Jennifer split time between their homes in Southampton, NY and West Palm Beach, FL. An avid golfer Brad is a member of the Southampton Golf Club and Dutchman's Pipe Club. Having lived in Europe for 3 years Brad is fortunate to return as often as possible with Jennifer fulfilling their joy of travel.
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
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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.
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:
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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
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)