Harrison Pierce Brady
Financial Advisor
Direct:
(918) 746-4813(918) 746-4813
My Mission Statement
My mission is to help clients with their life and legacy by providing comprehensive financial planning and wealth preservation.
About Me
People seek out financial guidance for many reasons. Some need complex estate planning and wealth management solutions, while others need advice about how much to spend on their first home. My passion is working with every kind of client to develop unique, highly customized strategies that help solve the financial dilemmas they face. My goal is to be the first person my clients call when making significant life decisions for themselves and their families. Working collaboratively, we can develop creative portfolio solutions to make the dreams that drive you a concrete reality.
Having grown up in Oklahoma, I know this area, its people, and its culture better than most. I know the values of this community, and I work hard every day to incorporate those values into what I do as a Financial Advisor when meeting with clients in-state and across the country. I work with individuals from a diverse set of backgrounds and careers, from executives to recent graduates looking to organize their finances. After getting to know each client on a personal level, I put together a comprehensive financial plan that takes all goals, assets, and investments into consideration. Working with Morgan Stanley’s robust suite of tools, I keep track of each client’s progress and make any necessary changes along the way. During this process we work as a team, and I am a firm believer that keeping my clients informed and up to date is the first step towards a successful relationship. My clients know that I am here for them, and I can be contacted to discuss options when the stock market is soaring, just as easily as when times get tough.
I understand that an entire financial picture isn’t exclusive to investments in a portfolio. That is why I work in tandem with estate planning attorneys, accountants, and banking professionals to ensure your goals are the priority when faced with any financial decision. With Morgan Stanley tools like Total Wealth View my clients can see all their finances, assets, and investments in one place, enabling them to identify areas to focus on and opportunities for action. By developing deep connections with my clients, I seek to understand what really drives them. With that perspective I create a plan that keeps you and your goals at the forefront. Reach out to me here or on LinkedIn to set up a time to meet.
Having grown up in Oklahoma, I know this area, its people, and its culture better than most. I know the values of this community, and I work hard every day to incorporate those values into what I do as a Financial Advisor when meeting with clients in-state and across the country. I work with individuals from a diverse set of backgrounds and careers, from executives to recent graduates looking to organize their finances. After getting to know each client on a personal level, I put together a comprehensive financial plan that takes all goals, assets, and investments into consideration. Working with Morgan Stanley’s robust suite of tools, I keep track of each client’s progress and make any necessary changes along the way. During this process we work as a team, and I am a firm believer that keeping my clients informed and up to date is the first step towards a successful relationship. My clients know that I am here for them, and I can be contacted to discuss options when the stock market is soaring, just as easily as when times get tough.
I understand that an entire financial picture isn’t exclusive to investments in a portfolio. That is why I work in tandem with estate planning attorneys, accountants, and banking professionals to ensure your goals are the priority when faced with any financial decision. With Morgan Stanley tools like Total Wealth View my clients can see all their finances, assets, and investments in one place, enabling them to identify areas to focus on and opportunities for action. By developing deep connections with my clients, I seek to understand what really drives them. With that perspective I create a plan that keeps you and your goals at the forefront. Reach out to me here or on LinkedIn to set up a time to meet.
Securities Agent: UT, GA, FL, AR, VA, MD, OH, MN, DC, CT, OR, NM, NC, IA, CA, TX, TN, PA, IL, OK, CO, MO, NY, NJ, MT, SC, NH, ME, AL, NE, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 2350183
NMLS#: 2350183
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Your Financial Journey
Financial planning isn’t reserved only for those with established wealth. Having a financial advisor in your corner through all of life’s significant moments will provide the guidance and peace of mind to know you’re on the right track. I work with professionals and legacy clients of all ages, starting from their first job and working with them through each stage of their career and family life. From student loans and 401(K)s, to finding the right mortgage for your first home, I have the expertise and backing of Morgan Stanley’s suite of options to help you through these important decisions.
Home Mortgage
Pulling the trigger on your first home is a momentous decision. It requires careful consideration, planning, and analysis within the broader context of your financial picture. With mortgage rates on the rise, it can be challenging to know where to look and how to access the best options. Together with Morgan Stanley’s residential mortgage team, I can help you through every step of this complicated process.
401(k)
Most employers offer 401(k) options to their employees, but knowing how to invest the funds in your plan can make a world of difference by the time you get to retire. Together, we will develop a strategy to make the most of your 401(k) investments, revisiting that plan when switching jobs or getting closer to retirement age.
Student Loans
I work with doctors, lawyers, and other young professionals carrying the burden of student loans into their careers. By putting together a comprehensive plan for you and your goals, we can develop strategies that aim to reduce the stress associated with your student debt. By incorporating your liabilities into your broader financial plan, we can evaluate the best solutions for tackling your debt early on.
College Savings - 529 Plans
With college costs on the rise, saving and investing early can give your children an all-important head start. A 529 Plan can provide numerous tax benefits when investing in your children’s future, and I can help with plan selection, investment recommendations, and finding the best option for you.
Click Here to Learn MoreUnderstanding Your Goals
I take great pride in developing personal relationships with my clients. In an industry focused on maximizing returns, the bigger picture is too often ignored. When working together, I want to develop a deep understanding of the goals you have for your life, your career, and for your families. I then build a plan to get you closer to those objectives as soon as possible, and any changes are made with you and your focus as the priority.
Communication
Part of my job as your Financial Advisor is to keep you informed on your finances and ensure that you are financially on-track. I make communicating with my clients as seamless as possible by working with your schedule and preferred method of contact. Through prompt messaging, phone calls, and Zoom meetings, I am happy to stay in touch the way that works best for you.
Retirement
Whether you're saving for retirement, transitioning into it, or already enjoying it, it's essential to plan the next steps to ensure your money lasts and continues to support your goals. As your financial advisor, my role is to tailor a portfolio that aligns with your unique phase of life and financial needs. Morgan Stanley offers extensive resources to help you explore retirement strategies. Contact me to learn more about planning for your retirement.
Read more about retirement
Next Generation
During the historic bull market we’ve witnessed over the past decade, technology has taken center stage in the world of investing. Trending stock-trading apps, cryptocurrencies, and the rise of fintech have introduced investing to millennials, and gen-Z alike with new and exciting opportunities. Many of these developments been beneficial, but they have also shifted the focus away from comprehensive planning and the importance a goal-based strategy can play in molding your financial future. With the knowledge and awareness of these macro trends, I help position my clients to partake in market growth while limiting unnecessary risks.
Learn how getting started early can help build your wealth
LifeView Financial Planning
To build a robust financial plan, the tools we use should enhance the experience of our clients in every way. With LifeView, we can work together to identify your goals, establish a coordinated strategy, and keep track of your progress along the way. Creating a financial plan built to withstand market volatility, economic trends, and the latest global events will give you the confidence that your financial priorities remain in focus. LifeView allows you to keep tabs on the growth of your portfolio through your Morgan Stanley Online account, as we set your plan into motion. The earlier you start, the more your wealth can grow.
Check out this brochure to learn moreOur Insights
Working with a Morgan Stanley Advisor gives you access to unparalleled research from the industry's top thought leaders and experts. From monthly reports, to daily periodicals, podcasts, and deep-dive primers, our Global Investment Committee will keep you in the know as the market ebbs and flows. Here is some of the more popular content from our team.
On the Markets
In this monthly report, our Chief Investment Officer, Mike Wilson, and his team explore the latest market trends, detail their outlook, and highlight areas of opportunity. Come back each month to read the latest report.
Click here for the most recent report
GIC Weekly
Lisa Shalett and her team at the Global Investment Committee dive into the news and events that are driving the market each week. From foreign economics to macro trends, this report is full of valuable information for every type of investor.
Access the latest GIC Weekly
Thoughts On the Market
In this podcast, experts from Morgan Stanley's numerous departments go back-and-forth on trends, the latest market news, and global investment opportunities. New episodes are released every day, making it a great listen on your morning commute.
Listen to the latest episode here
Tax Efficient Strategies
The tax decisions you make today can help you save for years to come. Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you’ve earned. Consider Morgan Stanley's smart tax strategies for your financial plan.
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 746-4813(918) 746-4813
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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Ready to start a conversation? Contact Harrison Pierce Brady today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
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
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
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)
