Brannan Vaughan, CRPS®
Managing Director, Wealth Management,
Wealth Advisor,
Corporate Client Group Director
Direct:
(650) 234-5988(650) 234-5988
Toll-Free:
(800) 456-0914(800) 456-0914
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
A Morgan Stanley veteran of over 30 years, Brannan Vaughan crafts comprehensive wealth management strategies for both individual and corporate investors. A designated Senior Portfolio Management Director, Brannan focuses on portfolio evaluation and asset allocation and serves as the point of contact for retirement planning for corporations and affluent families. In his role as Corporate Stock Plan Director and Corporate Client Group Director, he also advises on 401(k) retirement plans, deferred compensation programs, corporate cash management and restricted securities.
Brannan graduated from the University of Californian at Davis with a B.S. in managerial economics in 1992, while captaining the university’s Ski team. He has pursued opportunities to expand his financial expertise ever since, earning designations as an Executive Financial Services Director, Chartered Retirement Plan Specialist C(k)P, and Certified 401(k) Professional. Brannan was recognized by Financial Times as one of their Top 401 Retirement Advisors in 2015 and 2016, and he is currently celebrating his 20th year as a member of Morgan Stanley’s exclusive President’s Club.
Committed to his community and his industry, Brannan was a founding lecturer of the UCLA Anderson School of Management Executive Education’s Retirement Advisor University™. He is active in the National Ski Patrol as a senior-level patroller and instructor and currently is on the Board of Directors for the Silicon Valley International School in Menlo Park & Palo Alto.
Brannan lives in Atherton, California with his wife, Laura, and their three sons. An avid traveler, Brannan has visited over 90 countries. His other interests include cooking, golf, tennis, skiing, history and archaeology.
2015, 2016 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 12/31/13 - 12/31/15
Awarded 2015; data 9/30/13 -9/30/14
Brannan graduated from the University of Californian at Davis with a B.S. in managerial economics in 1992, while captaining the university’s Ski team. He has pursued opportunities to expand his financial expertise ever since, earning designations as an Executive Financial Services Director, Chartered Retirement Plan Specialist C(k)P, and Certified 401(k) Professional. Brannan was recognized by Financial Times as one of their Top 401 Retirement Advisors in 2015 and 2016, and he is currently celebrating his 20th year as a member of Morgan Stanley’s exclusive President’s Club.
Committed to his community and his industry, Brannan was a founding lecturer of the UCLA Anderson School of Management Executive Education’s Retirement Advisor University™. He is active in the National Ski Patrol as a senior-level patroller and instructor and currently is on the Board of Directors for the Silicon Valley International School in Menlo Park & Palo Alto.
Brannan lives in Atherton, California with his wife, Laura, and their three sons. An avid traveler, Brannan has visited over 90 countries. His other interests include cooking, golf, tennis, skiing, history and archaeology.
2015, 2016 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 12/31/13 - 12/31/15
Awarded 2015; data 9/30/13 -9/30/14
Securities Agent: MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, IN, IL, ID, MO, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, KS, KY, LA, MA, MD, ME, MI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270061
CA Insurance License #: 0B80003
NMLS#: 1270061
CA Insurance License #: 0B80003
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Olivia Bowles-Kymer - Senior Registered Associate
Phone:
(650) 234-5993(650) 234-5993
Email:Olivia.Bowles@morganstanley.com
CA Insurance License #: 0I39614
Location
2882 Sand Hill Rd
Ste 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5988(650) 234-5988
Toll-Free:
(800) 456-0914(800) 456-0914
Fax:
(650) 234-5969(650) 234-5969
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?
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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
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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
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Brannan Vaughan 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)
