Brittany Rakoz
Client Service Associate
Phone:
(503) 221-7605(503) 221-7605
Josh Bratt, CIMA®
Senior Vice President,
Wealth Advisor,
Portfolio Management Director,
Alternative Investments Director,
Lending Specialist
Direct:
(503) 552-3368(503) 552-3368
My Mission Statement
Our mission is simple: Through a holistic, up-to-date understanding of each clients unique circumstances and objectives, we empower them to help grow, preserve, and simplify their complex wealth.
Our Team Is Built To Serve You
We delight in listening to your goals, values, and vision for the future with the experience to help align your priorities with your financial world.
Collectively, we bring over 100 years of financial services industry experience to provide our select clientele with a bespoke plan and comprehensive wealth management and investment planning strategies designed to help simplify financial complexity in an effort to achieve clarity and control. As seasoned professionals, we combine our knowledge, experience and talents with the expansive resources and global reach of Morgan Stanley to help address sophisticated client situations and tailor strategies designed to help address each client's unique short and long-term goals.
Collectively, we bring over 100 years of financial services industry experience to provide our select clientele with a bespoke plan and comprehensive wealth management and investment planning strategies designed to help simplify financial complexity in an effort to achieve clarity and control. As seasoned professionals, we combine our knowledge, experience and talents with the expansive resources and global reach of Morgan Stanley to help address sophisticated client situations and tailor strategies designed to help address each client's unique short and long-term goals.
Securities Agent: WY, IL, UT, NY, NC, CA, NJ, MI, MD, TX, OR, ID, OK, NV, GA, CO, AZ, SC, MN, IN, WA, TN, OH, HI, FL, KS, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279625
NMLS#: 1279625
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Disciplined Process Focused On You
We believe creating a path towards financial confidence begins with understanding your values, priorities and aspirations. Together, we work to define what is most important to you and your family, then develop a personalized strategy to help you get there. Through each step in our process, we provide objective advice to construct a plan that best suits you.
Step 1: Get To Know Each Other
• Listen carefully to understand what is important to you, your family and your legacy
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
Step 2: Assess Your Finances
• Gather important data, documents and financial statements
• Review the information collected to help ensure data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to help ensure data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan, utilizing proprietary tools and insights from Morgan Stanley
• Incorporate Strategies
• Present our recommendations along with key action steps
• Incorporate Strategies
• Present our recommendations along with key action steps
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to discuss progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Digital technology is centered on how people communicate, consume, transact and travel. Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice, allowing for a more in-depth view of a client's financial life to be taken.
Morgan Stanley Online (MSO)
Morgan Stanley Online allows you to conveniently and securely manage your account online or on your mobile device.
Total Wealth View
With Total Wealth View, we have the ability to view all of your assets together, linking your information from accounts at other financial institutions directly to Morgan Stanley Online, which gives us the ability to advise with your entire financial picture in mind.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the most important things you can do. The Digital Vault allows you to build a central and shared document library where all documents are stored using encryption.
eSign
eSign is an alternative to the traditional means of obtaining signatures from clients. To utilize eSign, all you need is a valid email address and phone number.
Morgan Stanley Research and Publications
Morgan Stanley helps to make complex financial ideas more digestible so that our clients understand what is being done on their behalf for their financial future and why. The links below provide material on topics that are affecting the world of business.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On the Markets
Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
How to Handle Volatility
The markets have experienced increased volatility lately. Learn more about why investors should focus on the long game.
Location
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 552-3368(503) 552-3368
Meet My Team
John Donnelly
Registered Client Service Associate
Phone:
(503) 221-7609(503) 221-7609
Judy Wilson
Client Service Associate
Phone:
(503) 276-7404(503) 276-7404
Brady Suddendorf
Registered Client Service Associate
About Brittany Rakoz
Brittany Rakoz
Client Service Associate
Since joining Morgan Stanley in 2014, Brittany has focused on delivering exceptional client service. She enjoys variety and challenges, and is committed to getting things done accurately and efficiently.
Prior to joining Morgan Stanley, Brittany served as Project Manager for a Portland-based nonprofit. Her responsibilities there included event coordination and cultivation of relationships with major donors and clients. A graduate of Portland State University, Brittany resides in Vancouver, Washington.
Client Service Associate
Since joining Morgan Stanley in 2014, Brittany has focused on delivering exceptional client service. She enjoys variety and challenges, and is committed to getting things done accurately and efficiently.
Prior to joining Morgan Stanley, Brittany served as Project Manager for a Portland-based nonprofit. Her responsibilities there included event coordination and cultivation of relationships with major donors and clients. A graduate of Portland State University, Brittany resides in Vancouver, Washington.
About John Donnelly
Prior to joining Morgan Stanley in 2025, John worked in Private Banking at First Republic and J.P. Morgan Chase. He has four years of experience in financial services.
John graduated from UCLA with a B.A. in Philosophy. He was a member of UCLA’s Men’s Rowing Team and competed across the state. His love for coaching led him to serve as a volunteer assistant coach at UCLA and later at the Lake Oswego Rowing Club.
His role at Morgan Stanley includes establishing and maintaining accounts, money movement and the multitude of critically important tasks associated with his role as Client Service Associate.
In his free time, John enjoys cooking, cycling, and spending time with his family (including two rambunctious cats).
John graduated from UCLA with a B.A. in Philosophy. He was a member of UCLA’s Men’s Rowing Team and competed across the state. His love for coaching led him to serve as a volunteer assistant coach at UCLA and later at the Lake Oswego Rowing Club.
His role at Morgan Stanley includes establishing and maintaining accounts, money movement and the multitude of critically important tasks associated with his role as Client Service Associate.
In his free time, John enjoys cooking, cycling, and spending time with his family (including two rambunctious cats).
About Judy Wilson
Judy joined Morgan Stanley (part time) in 2025. She currently also works part time as a supervisor at UPS where she has been for 5 years. Prior to joining UPS, Judy held leadership positions at Nordstrom in Anchorage and Portland where she worked for almost 7 years.
Judy’s role is to help keep us all on task and serve as a support utility player for the rest of the administrative team.
She was born and raised in Alaska where she attended the University of Alaska, Anchorage. Judy is fluent in Korean and her interests include fitness, cooking, spending time with family and friends and taking care of her puppy, Goose.
Judy’s role is to help keep us all on task and serve as a support utility player for the rest of the administrative team.
She was born and raised in Alaska where she attended the University of Alaska, Anchorage. Judy is fluent in Korean and her interests include fitness, cooking, spending time with family and friends and taking care of her puppy, Goose.
About Brady Suddendorf
Brady joined Morgan Stanley in 2022, bringing with him a strong background in client service and operational support.
As a Registered Client Service Associate, Brady plays a pivotal role in delivering a seamless client experience, assisting with trading, portfolio maintenance, client performance reports, and day-to-day account activities.
Brady is an Ohio native and received his Bachelor of Arts in Finance and Entrepreneurship, from the University of Cincinnati where he graduated cum laude.
Outside of work, Brady enjoys reading, playing sports, traveling, and spending quality time with his fiancé, friends and family.
As a Registered Client Service Associate, Brady plays a pivotal role in delivering a seamless client experience, assisting with trading, portfolio maintenance, client performance reports, and day-to-day account activities.
Brady is an Ohio native and received his Bachelor of Arts in Finance and Entrepreneurship, from the University of Cincinnati where he graduated cum laude.
Outside of work, Brady enjoys reading, playing sports, traveling, and spending quality time with his fiancé, friends and family.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Ian McCormick
Private Banker
Clark Davis
Planning Associate
About Ian McCormick
Ian McCormick is a Private Banker serving Morgan Stanley Wealth Management offices in Oregon.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
NMLS#: 845310
About Clark Davis
Clark K. Davis is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Clark provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Trinity College, CT and received the Financial Planning Specialist® designation from the College for Financial Planning. Clark is originally from Wyomissing, PA and currently resides in New York, NY.
He earned his undergraduate degree from Trinity College, CT and received the Financial Planning Specialist® designation from the College for Financial Planning. Clark is originally from Wyomissing, PA and currently resides in New York, NY.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Josh Bratt 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
