The Braun Elwell Group

With over 3 decades of experience in managing assets for wealthy individuals, Dean is regarded as one of the industry’s top wealth management professionals. In 2022 he was recognized by Barron’s as one of America’s Top 100 Financial Advisors and by Forbes as one of America’s Top Wealth Advisors.

Dean is a member of Morgan Stanley's Chairman’s Club, a distinction awarded to the firm’s top Financial Advisors and holds the title of Managing Director - awarded to a select group of Morgan Stanley’s premier wealth management advisors. Dean began his career at Drexel Burnham Lambert in Seattle and has been employed by Morgan Stanley and its predecessor Smith Barney since 1989. He received his undergraduate degree in Business at the University of Washington in Seattle.
He resides with his family in Medina, WA.

Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021

​Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22

Securities Agent: AK, AR, AZ, CA, FL, GA, HI, ID, IL, LA, MA, MT, NC, NV, NY, OR, PA, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1297927

Dana began her career at Morgan Stanley in 2005 and provides comprehensive financial advice to high net worth clients and family offices. She focuses on creating customized financial planning strategies for clients, thereby helping them meet their financial objectives and life goals. She plays an active role in quantitative and qualitative investment research and analysis.

Dana earned her Bachelor of Science degree in Finance with a Certified Financial Planning Option and a Minor in Accounting from the University of Idaho. She also is a Certified Financial Planner™.

Dana is a Family Wealth Director at Morgan Stanley. As a Family Wealth Director, she is committed to providing families with a truly differentiated experience. This designation is awarded to a select group of Morgan Stanley's premier wealth management advisors.
She has been recognized by Forbes as one of the Next Gen Best-in-State Wealth Advisors 2019, 2022, Forbes America's Next Gen Advisors 2022 and Forbes 2023 Top Women Wealth Advisors Best-In-State.

A former college athlete, Dana maintains her lifelong passion for soccer and enjoys traveling, hiking and spending time with her family.

Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.

Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2019, 2022 (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Securities Agent: AK, AZ, CA, DC, FL, GA, HI, ID, IL, KS, LA, MA, MT, NC, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1268439

Gretchen has been a member of our team since 1997 and is our primary client support liaison, handling administrative duties ranging from new accounts, funds disbursement (checks, wires, etc.), account transfers, gifting and other functions. She is also responsible for online services and administrative support for family offices. Gretchen graduated from Pacific Lutheran University with a Bachelor of Business Administration degree.

Michael joined Morgan Stanley in 2010. Michael's responsibilities include generating wealth planning data, investment results reporting and qualitative and quantitative investment product research. Michael earned his Bachelor of Business Administration degree in Finance from the University of Washington.

He's a loyal supporter of UW Husky Athletics and is an enthusiastic follower of the Seattle music scene.

Tim joined the team at Morgan Stanley in 2012. His responsibilities include marketing, online services, operations and account administration. Tim graduated Cum Laude from California State University Long Beach in 2010, where he earned a Bachelor of Science degree in Business Administration with an emphasis in Finance. He also holds a Master's degree in Business Administration from Seattle University.

Tim is an avid basketball fan and patiently awaits the return of the Supersonics.

Katherine joined the team at Morgan Stanley in 2016 after graduating Magna Cum Laude from Seattle University with a Bachelor of Arts in Business Administration with a Major in Finance and Minors in Philosophy and Economics. Her responsibilities on the team include portfolio analytics and financial planning and retirement planning.

Katherine enjoys working out, reading, traveling, and trying new foods to pair with Sriracha. Originally from Orange County, California, Katherine now resides in Seattle.

Hayley joined the team at Morgan Stanley in 2021. Prior to working at Morgan Stanley, Hayley spent the first five years of her career at TIAA, working as both a licensed retirement consultant and later a portfolio analyst for their Private Asset Management. Her responsibilities on the team include portfolio analytics and financial planning. She graduated from the University of Mississippi in 2016 with a Bachelors of Business Administration in Economics and a Bachelors of Arts in Mathematics.

Hayley loves to ski, paddle board, try new restaurants, and spend time in the park with her two French bulldogs. She has lived in Seattle, WA for the last three years.

Connor joined the team as a Client Service Associate in 2023 but started at Morgan Stanley in 2022 as a Wealth Management Operations Associate. Before joining Morgan Stanley, Connor was a Project Manger for a Seattle based startup. He graduated from Gonzaga University in 2018 with undergraduate degrees in History and Classical Civilizations. Connor currently attends the University of Washington where he is earning his MBA at the Foster School of Business Evening Program.

Outside of the office Connor enjoys reading, traveling, spending time with his cat, and exploring the Pacific Northwest with his beagle puppy.

Marissa joined Morgan Stanley in 2022 and our team in 2023. She is a fourth generation financial professional and comes to the team fully registered with previous operations experience at both New York Life and Northwestern Mutual. In her current capacity, she is responsible for client account administration including new accounts, trading, money movement, account transfers, and advisor strategy implementation. Marissa graduated in 2015 with a Bachelor of Arts in both Mathematics and Communication from the University of Washington.

Outside of the office, Marissa enjoys singing jazz, spending time with her family in Eastern Washington, and DIYing improvements to her 100-year-old home.