Bradley Ingersoll
First Vice President, Wealth Management,
Financial Advisor
Direct:
(215) 274-2234(215) 274-2234
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Bradley Ingersoll is First Vice President and Financial Advisor at Morgan Stanley. A graduate of Lehigh University, Bradley earned his Bachelor’s degree in Government and began his career in the financial services industry in 1996, eventually joining Morgan Stanley in 2001.
Working under his father during the beginning years of his career Bradley was able to learn and implement the important aspects involved in developing and maintaining long term relationships with clients. Bradley’s objective is to provide the best investments for each client’s individual financial position. Focused on long term capital growth and preservation, he chooses his own investments and keeps fees and commissions as low as possible. Bradley holds the series 7, 63, and 65 licenses.
Outside of work Bradley enjoys mountain biking, road cycling, cooking, skiing, and being outdoors. He lives in Blue Bell, PA with his wife and two children.
Working under his father during the beginning years of his career Bradley was able to learn and implement the important aspects involved in developing and maintaining long term relationships with clients. Bradley’s objective is to provide the best investments for each client’s individual financial position. Focused on long term capital growth and preservation, he chooses his own investments and keeps fees and commissions as low as possible. Bradley holds the series 7, 63, and 65 licenses.
Outside of work Bradley enjoys mountain biking, road cycling, cooking, skiing, and being outdoors. He lives in Blue Bell, PA with his wife and two children.
Securities Agent: AZ, NY, NC, PA, CA, NJ, MD, DC, WA, RI, GA, OH, MA, DE, CO, OR, TX, ME, IN, VA, MT, FL, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1282494
NMLS#: 1282494
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Are You Prepared For All Aspects of Retirement?
I have been helping clients to not only achieve the retirement of their dreams but also maintain their desired lifestyle and purpose, throughout their entire retirement. There is no better feeling than watching clients maintain or even improve their lifestyle after retiring, many people have the notion that all their work is done once they reach the destination of retirement. My goal is to help plan, prepare, and execute your financial plan for retirement and all of the wonderful years that follow. Below are important questions and concerns that everyone should be aware of when planning for retirement. Please reach out with any questions.
Retirement Mistakes to Avoid
How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
Post-Retirement Success
Challenges of Retirement
Overcoming key obstacles such as inflation and volatility throughout your retirement are essential to maintaining your desired lifestyle.
Five Challenges to Overcome
Planning For The Rising Costs of Healthcare
Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
Preparing For Higher Costs
Retirement and Your Portfolio
Retirement is an exciting part of your life. This article explains why having a strategy for retirement is essential. I am focused on helping you be financially equipped for retirement and guiding you throughout this stage of life.
Is Your Portfolio Ready for Retirement?
Why Your Home Can be a Retirement Asset
If you’re willing to consider drawing down home equity—either by selling your home or borrowing against its value—it can dramatically change your retirement outlook.
Post-Retirement Success
The 2020 Election’s Impact on Retirement: What’s Next?
The election results are in. Plan sponsors may need to prepare for possible changes as we enter a new term with President-elect Biden.
Your Retirement Plan In a Changing Political LandscapeLocation
1787 Sentry Pky W
Bldg 18 Ste 440
Blue Bell, PA 19422
US
Direct:
(215) 274-2234(215) 274-2234
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
Article Image
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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Bradley Ingersoll today.
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
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)