Brandi Young Zimmerman, CFP®, CRPC®
First Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(626) 405-9359(626) 405-9359
My Mission Statement
We are committed to building long term trusted relationships by providing tailored advice and dedicated personal service, to allow our clients to achieve their life goals and protect their family’s financial well-being.
My Story and Services
With a strong family legacy in the financial services industry, Brandi joined Morgan Stanley in 2017, bringing with her eight years of financial services with a focus in Employee Benefits. This invaluable background serves as the foundation for Brandi's mission statement - assisting clients accomplish total wellness.
Brandi is passionate about empowering her clients by helping them understand and reach their financial goals. By collaborating with tax and estate planning experts, she provides comprehensive strategies to her clients to efficiently realize their long-term aspirations. Her commitment to understanding her clients on a deeper level translates into their financial portfolios and client communications, ensuring a sense of trust and alignment.
Brandi's educational background includes a degree in Communications with a Business minor from Loyola Marymount University, where she also played for their Division I Women's Soccer team. Brandi obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2019 and the Certified Financial Planner (CFP) designation in 2022 in her pursuit of professional growth. Brandi was awarded to the Pacesetter’s Club in 2025.
Beyond her professional endeavors, Brandi actively engages in community involvement, having served on the Board of Managers for the Pasadena-Sierra Madre YMCA. She is married to Anders, an elementary school teacher for the Glendale Unified School District, and together they have a son named Takeo and a daughter named Sloan.
Brandi is passionate about empowering her clients by helping them understand and reach their financial goals. By collaborating with tax and estate planning experts, she provides comprehensive strategies to her clients to efficiently realize their long-term aspirations. Her commitment to understanding her clients on a deeper level translates into their financial portfolios and client communications, ensuring a sense of trust and alignment.
Brandi's educational background includes a degree in Communications with a Business minor from Loyola Marymount University, where she also played for their Division I Women's Soccer team. Brandi obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2019 and the Certified Financial Planner (CFP) designation in 2022 in her pursuit of professional growth. Brandi was awarded to the Pacesetter’s Club in 2025.
Beyond her professional endeavors, Brandi actively engages in community involvement, having served on the Board of Managers for the Pasadena-Sierra Madre YMCA. She is married to Anders, an elementary school teacher for the Glendale Unified School District, and together they have a son named Takeo and a daughter named Sloan.
Securities Agent: HI, AZ, AL, VT, MT, WI, VA, PA, MN, ME, MA, CO, TX, NY, KY, ID, CA, OR, NC, MO, NV, NJ, MI, FL, CT, WA, MD, UT, OH, DC, TN, SD, GA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1706401
CA Insurance License #: 0G63635
NMLS#: 1706401
CA Insurance License #: 0G63635
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 405-9359(626) 405-9359
Wealth Management
Global Investment Office
Portfolio Insights
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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.
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
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)
