
S. Brandon Buchmayr, CFA®

My Mission Statement
Welcome
I seek to serve as the trusted advisor who simplifies my clients’ financial lives and delivers a full ecosystem to streamline their entire wealth operation. I take a multidisciplinary approach, aligning with external partners and delivering the vast resources of Morgan Stanley. My goal is to help my clients reach theirs.
- Investment Management
- Open-Architecture Platform
- Hedging Strategies
- Risk Management
- Family Governance & Wealth Education
- 10b5-(1) Programs
- Pre-Liquidity Planning
- Asset AllocationFootnote1
- Proprietary Investment Opportunities
- Comprehensive Wealth Planning
- Philanthropy Management
- Cash Management and Lending ProductsFootnote2
- Tailored LendingFootnote3
NMLS#: 2619650
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Clients
I have had the opportunity to work with an elite global clientele of highly sophisticated institutions, ultra high net worth families and their family offices. They often face complex challenges that call for sophisticated solutions that span both sides of their balance sheets and require the close coordination of their advisory teams.
My clients have included:
- Entrepreneurs and Business Owners
- Senior Executives
- Ultra High Net Worth Families
- Family Offices
- Endowments and Foundations
- Financial Institutions
- Real Estate Investors and Developers
- Qualified Settlement Funds
- Captive Insurance Companies
Biography
Brandon Buchmayr, CFA®
Executive Director
Private Wealth Advisor
Drawing on 14 years of professional investing, wealth planning and credit experience, Brandon Buchmayr brings a sophisticated institutional perspective to the service of his clients. Brandon focuses on the needs of ultra high net worth families and individuals, crafting solutions that span both sides of their balance sheet and support the pursuit of their personal, professional and philanthropic objectives. In these efforts, Brandon leverages the full breadth of the Morgan Stanley's resources, navigating across strategies, platforms and divisions to deliver the full ecosystem to his clients.
Prior to joining Morgan Stanley, Brandon was a Director and Senior Private Banker for Deutsche Bank Wealth Management, advising sophisticated institutions and families. He earlier served as a Portfolio Manager within Deutsche Bank's Investment Management Division, focusing on the design and management of taxable and tax-exempt fixed income portfolios for UHNW individuals and institutional investors. He was also a voting member of the U.S. Fixed Income Investment Committee. Brandon started his career in the Private Bank at Deutsche Bank, working within a team advising some of the firm's largest clients on complex credit transactions, as well as investment and hedging solutions.
Brandon earned his B.A. in economics and history from Bucknell University. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of New York.
An avid outdoor sportsman, Brandon enjoys salt and fresh water fishing, grouse hunting, sporting clays, skiing, as well as various racquet sports.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Insights and Outcomes
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
2Morgan 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
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures