Thomas O'Brien
Planning Associate
Patrick Bransome
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(412) 434-8504(412) 434-8504
My Mission Statement
Experience, Empathy, and Excellence in the pursuit of personal and financial success.
My Story and Services
Patrick Bransome is committed to creating customized wealth management strategies for individuals, families, small businesses and business owners. His hands-on approach to asset management is tailored to the individual client, providing personalized strategies to help build and preserve wealth.
Patrick's full-service practice includes trusts and estate planning services, retirement planning, insurance planning and a wide-range of banking and lending strategies that are custom tailored for individuals, families and business owners. As a Senior Portfolio Manager, Patrick builds and manages customized investment strategies and implements proprietary model portfolios, as well as providing traditional advice and guidance.
Patrick's practice is rooted in transparency, ethics, and trust. He believes in upfront, full disclosure of all costs associated with managing assets, and educates clients on how he will help them achieve their current and long-term goals. He's committed to helping clients attain a level of security both financially and emotionally when it comes to their investments.
Patrick does not believe in a one-size-fits-all approach to his clients or their investment goals. His practice is based on the principle that "relationships determine results." He believes that communication with clients about their histories and previous investing experiences provides him with an advantage in future investment strategies.
Patrick's personal approach leads to collaborative, long-term client relationships. He provides constant communication, and the availability to discuss clients' investments or financial concerns seven days a week. Patrick's clients come via personal referrals from existing relationships, a testament to his success in exceeding his clients' expectations.
Patrick's full-service practice includes trusts and estate planning services, retirement planning, insurance planning and a wide-range of banking and lending strategies that are custom tailored for individuals, families and business owners. As a Senior Portfolio Manager, Patrick builds and manages customized investment strategies and implements proprietary model portfolios, as well as providing traditional advice and guidance.
Patrick's practice is rooted in transparency, ethics, and trust. He believes in upfront, full disclosure of all costs associated with managing assets, and educates clients on how he will help them achieve their current and long-term goals. He's committed to helping clients attain a level of security both financially and emotionally when it comes to their investments.
Patrick does not believe in a one-size-fits-all approach to his clients or their investment goals. His practice is based on the principle that "relationships determine results." He believes that communication with clients about their histories and previous investing experiences provides him with an advantage in future investment strategies.
Patrick's personal approach leads to collaborative, long-term client relationships. He provides constant communication, and the availability to discuss clients' investments or financial concerns seven days a week. Patrick's clients come via personal referrals from existing relationships, a testament to his success in exceeding his clients' expectations.
Securities Agent: WA, DE, NY, DC, OR, VA, CA, NV, NJ, FL, AZ, TN, PA, NC, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1088497
NMLS#: 1088497
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Stay Current on the Market
Stay up to date on what is going on in the world of finance and in the global financial marketplace.
GIC On the Markets
The latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
GIC On the Markets
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts on the Market Podcast
Tax Loss Harvesting
What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?
Tax Loss Harvesting and How It Can Impact You
Developing a Tax Smart Portfolio
Tax strategies can have a surprisingly large potential impact on lifetime wealth accumulation. A look at some of the techniques that could help you keep more money growing.
Tax Smart Portfolios and How They Can be UsedDIGITAL TOOLS & SECURITY
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our institutional and household clients.
Morgan Stanley Online
Seamlessly and securely keep up with and manage your investments in one location with MSO and the Morgan Stanley Mobile Application.
Learn About MSO
Total Wealth View
Using TWV can help integrate the overall financial picture. By linking account information, you will have access to more informed wealth planning, secure data, and secure convenient access/connectivity.
Learn About TWV
Goals Based Planning
A sound wealth strategy does not just focus on investment objectives. Rather, a sound wealth strategy incorporates personal life goals and priorities. Using Morgan Stanley's Digital Tools, we can work together to create a personal roadmap to help achieve and secure your goals.
Learn About GPS
Online Security Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Learn More About Online Security Center
Digital Vault
Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Learn More About Digital VaultAll files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered on Morgan Stanley Online may choose to enroll in eDelivery to print, send, and securely receive documents at any time.
Sign Up for eDeliveryFinancial Planning With Patrick
Patrick is a firm believer that every client should have a financial plan in place. As a Financial Advisor who specializes in tailoring custom portfolio management solutions to clients, Patrick has seen how having a financial plan in place can set clients up for financial success. In an unpredictable market environment, establishing a Morgan Stanley LifeView plan with Patrick can help clients stay on top of their goals.
LifeView
LifeView is a Morgan Stanley tool which allows clients to see how their money is working for them. Having a solid financial plan in place can be paramount to financial success, and LifeView is designed to help you stay on top of all your financial goals in working with Patrick.
Learn More about LifeView
Portfolio Risk Platform-Powered by Aladdin
PRP-Powered by Aladdin, is a risk management tool that provides comprehensive risk estimates and reports across a diverse set of security types and asset classes. The PRP provides a holistic view to aid in effective risk management and monitoring.
Learn More about the Portfolio Risk Platform
Morgan Stanley Online (MSO) and Total Wealth View (TWV)
Total Wealth View and Morgan Stanley Online can help enhance the Morgan Stanley experience by providing clients with technology that allows them to understand their finances in greater depth.
Learn More about MSO and TWVCPM
Patrick custom tailors investment solutions to fit the needs of his clients. No two clients are the same, and Patrick utilizes a Custom Portfolio Management (CPM) approach designed to set his clients up for financial success. Patrick's practice focuses on the use of equities and fixed income products to help adjust to market unpredictability and risk.
Portfolio Management Capabilities
Patrick sees each client as an individual with different goals and circumstances. Through the utilization of a customized portfolio management approach, Patrick may be able to help clients better accomplish their goals, personal and financial.
Client Service Team
Deborah Hickox - Client Service Associate
Phone:
(412) 434-8506(412) 434-8506
Email:deborah.hickox@morganstanley.com
Deborah started in the Financial Industry in May of 1979 with Merrill Lynch and was with the Company for the past 42 years prior to joining Morgan Stanley in March of 2022 as a Senior Client Service Associate.
Deborah started her career in the Operations Department at Merrill Lynch where she obtained vast experience. Working in the New Accounts, Cashiering, Bookkeeping, Billing, Corrections, and Wire and Order Departments. Deborah then moved on to become the Operations Department Supervisor both in the Pittsburgh and Ft. Lauderdale, Florida offices.
After her supervisor position, Deborah then moved into the Service Manager position managing the Operations Department along with the Client Associates in the Rochester New York office.
Deborah then moved back to Pittsburgh to be with her family and moved into the Client Associate role in the Pittsburgh Office. In this role Deborah handled all Administrative and Compliance issues. Interacting with clients and servicing all their administrative and financial needs.
Client relationships have always been at the forefront and Deborah’s knowledge in each position has assisted her in building, earning, and acquiring many trusting and long- lasting client relationships.
When Deborah is away from the office, she enjoys the outdoors and spending time with her husband, Richard and toy poodle, LB.
Deborah started her career in the Operations Department at Merrill Lynch where she obtained vast experience. Working in the New Accounts, Cashiering, Bookkeeping, Billing, Corrections, and Wire and Order Departments. Deborah then moved on to become the Operations Department Supervisor both in the Pittsburgh and Ft. Lauderdale, Florida offices.
After her supervisor position, Deborah then moved into the Service Manager position managing the Operations Department along with the Client Associates in the Rochester New York office.
Deborah then moved back to Pittsburgh to be with her family and moved into the Client Associate role in the Pittsburgh Office. In this role Deborah handled all Administrative and Compliance issues. Interacting with clients and servicing all their administrative and financial needs.
Client relationships have always been at the forefront and Deborah’s knowledge in each position has assisted her in building, earning, and acquiring many trusting and long- lasting client relationships.
When Deborah is away from the office, she enjoys the outdoors and spending time with her husband, Richard and toy poodle, LB.
Location
One Ppg Place
Ste 1300
Pittsburgh, PA 15222
US
Direct:
(412) 434-8504(412) 434-8504
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
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
About Thomas O'Brien
Thomas O’Brien 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 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. Thomas 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 Binghamton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Thomas is originally from Lynbrook, NY and currently resides in Lynbrook, NY.
He earned his undergraduate degree from Binghamton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Thomas is originally from Lynbrook, NY and currently resides in Lynbrook, NY.
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
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 Patrick Bransome today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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
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)
