Brad Morris, CFP®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager,
Lending Specialist
Direct:
(913) 402-5212(913) 402-5212
Toll-Free:
(800) 757-4849(800) 757-4849
My Mission Statement
Delivering financial advice you deserve by leading with exceptional ideas, providing distinctive care and personalized attention.
My Story and Services
Brad Morris is a Senior Vice President, Financial Advisor, Senior Portfolio Manager, Lending Specialist, and Certified Financial Planner™. He has over 35 years of experience in the financial services industry and has been with Morgan Stanley since 2010.
By putting his clients first and genuinely caring about their well-being, Brad has developed a successful practice focused on servicing the needs of high-net-worth individuals, families and business owners. His personal approach has led to lasting associations with clients and families including many multi-generational relationships. To provide individual attention, Brad exclusively limits the number of clients he works with.
Brad takes a holistic approach to solving his clients’ needs, and collaboration and education are important pieces of his process. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals, appetite for risk, and their values and concerns. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies. Clients are part of the process and they are given options and choices. To help ensure clients are comfortable with his approach, Brad takes the necessary time to educate and explain their program’s details.
Previously, Brad owned a mortgage company, took it public and later sold his interest before shifting his career to focus on helping families with their investment decisions. By having started his own company and taking it public, Brad has a unique perspective when working with entrepreneurs and business owners of all sizes.
Brad earned a Business Administration Degree from Baker University. He is married with two children and enjoys spending time with his family. Brad was raised in a Montana ranching community and is an outdoors enthusiast. He was a long-time member of the Professional Rodeo Cowboys Association and is a member of the American Royal Rodeo Committee, a charitable organization providing youth scholarships and supporting agriculture education programs.
By putting his clients first and genuinely caring about their well-being, Brad has developed a successful practice focused on servicing the needs of high-net-worth individuals, families and business owners. His personal approach has led to lasting associations with clients and families including many multi-generational relationships. To provide individual attention, Brad exclusively limits the number of clients he works with.
Brad takes a holistic approach to solving his clients’ needs, and collaboration and education are important pieces of his process. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals, appetite for risk, and their values and concerns. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies. Clients are part of the process and they are given options and choices. To help ensure clients are comfortable with his approach, Brad takes the necessary time to educate and explain their program’s details.
Previously, Brad owned a mortgage company, took it public and later sold his interest before shifting his career to focus on helping families with their investment decisions. By having started his own company and taking it public, Brad has a unique perspective when working with entrepreneurs and business owners of all sizes.
Brad earned a Business Administration Degree from Baker University. He is married with two children and enjoys spending time with his family. Brad was raised in a Montana ranching community and is an outdoors enthusiast. He was a long-time member of the Professional Rodeo Cowboys Association and is a member of the American Royal Rodeo Committee, a charitable organization providing youth scholarships and supporting agriculture education programs.
Services Include
- Wealth ManagementFootnote1
- Estate Planning StrategiesFootnote2
- Retirement PlanningFootnote3
- Trust AccountsFootnote4
- Life InsuranceFootnote5
- Alternative InvestmentsFootnote6
- Philanthropic ManagementFootnote7
- Financial PlanningFootnote8
- Business PlanningFootnote9
- Professional Portfolio ManagementFootnote10
- Cash Management and Lending ProductsFootnote11
- Long Term Care InsuranceFootnote12
Securities Agent: NC, TX, FL, CA, VT, MN, AZ, SC, IL, ID, VA, WI, WA, MT, MD, MA, SD, NJ, MI, DE, WY, NM, NH, NE, KS, IA, GA, CO, OK, NY, MS, MO, WV, OR, LA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 332084
NMLS#: 332084
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Services to You
I am here to help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Here are some of the key services I am able to provide, along with additional services available to help you achieve and maintain your financial goals. Connect with me to learn more.
Portfolio Management
I study investment trends and leverage the global resources from Morgan Stanley to help you develop a personalized investment strategy. I’ll develop a personalized portfolio to meet your requirements for growth, income or wealth conservation within your risk constraints.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Estate Planning
Estate planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. It will help protect your legacy and those you care about most to help preserve your wishes while balancing the needs of your entire family. Connect with me to learn more about your options and next steps.
My Process
Discovery Process
I take time to fully understand you, your family, and your goals when it comes to leaving a legacy you can be proud of. Whether you’re funding education, managing insurance risks, or looking to purchase a home, I consider all of your objectives beyond retirement planning when building your financial roadmap.
Forming Your Strategy
Using your life goals as our compass, we leverage Morgan Stanley’s Goals Based Planning System (GPS) to create a risk-balanced asset allocation and portfolio management strategy to help guide you towards success.
Implementing Your Plan
I pair extensive investment research and planning analysis with the resources of Morgan Stanley to provide prudent and proactive advice with the goal of encompassing changes that may impact our approach such as with personal circumstances and the financial environment.
Measuring Your Success
I maintain an open, ongoing dialogue to share metrics around your portfolio and the capital markets environment. Ultimately, I’ll measure your progress towards your planning goals of comfort, success, and well-being into and throughout retirement.
Digital Tools Available to You
Morgan Stanley is at the forefront of technology in the industry. As a part of my services, these resources are readily available for my clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have resources of MSO on the go.
Learn More About Our Mobile AppInsights & Resources:
A Simple Six-Step Retirement Checkup
When market volatility arises, checking in on your retirement plan may make a lot of sense.
A Simple Six-Step Retirement Checkup
Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
View GIC Weekly Report
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program for eligible Morgan Stanley clients designed to deliver additional value beyond wealth management. The program provides access to exclusive offers and discounts from premium brands, as well as curated content from our partners and Morgan Stanley thought leaders.
View Offers from Reserved Living & Giving
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on various topics including global equities, fixed income markets, monetary policy and more.
View Research ReportClient Service Team
Sheri Mullen - Portfolio Associate
Phone:
(913) 402-5216(913) 402-5216
Email:Sheri.Mullen@morganstanley.com
With more than four decades of experience as a Portfolio Associate and Complex Coach, Sheri Mullen works to support every aspect of the client relationship such as information sharing and transactional support while maintaining a service model necessary to meet a client’s everyday needs. Throughout her career she has held various positons within operations, branch and regional administration, and training and direct support for financial advisors. It’s through these experiences and more that she has gained the skill set necessary to help clients meet their financial goals and save for the future. Outside of work, Sheri enjoys painting, participating in the culinary arts, and traveling to new destinations. She makes a conscious effort to dedicate time to her volunteer work which she is particularly passionate about.
Location
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Direct:
(913) 402-5212(913) 402-5212
Toll-Free:
(800) 757-4849(800) 757-4849
Wealth Management
From My Desk
See Your Complete Financial Picture
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Brad Morris today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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 and other legal matters.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
9Morgan 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.
10Morgan 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.
11Morgan 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
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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 and other legal matters.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
9Morgan 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.
10Morgan 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.
11Morgan 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
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
