Brad Parpan, CFP®, CIMA®, CPWA®
Executive Director, Wealth Management, Financial Advisor, Alternative Investments Director, International Client Advisor
Phone:
(561) 650-7562(561) 650-7562
The APEX Group at Morgan Stanley
Direct:
(516) 336-0773(516) 336-0773
Toll-Free:
(800) 488-4083(800) 488-4083
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
Our Story
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(516) 336-0773(516) 336-0773
Toll-Free:
(800) 488-4083(800) 488-4083
1200 Franklin Avenue
2nd Floor
Garden City, NY 11530
US
Direct:
(516) 227-5653(516) 227-5653
Meet The APEX Group
Brian Goldberg
Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(516) 227-5653(516) 227-5653
Owens Smith
Financial Advisor
Phone:
(516) 227-2826(516) 227-2826
Angela Cordovano
Client Service Associate
About Brad Parpan
Brad N Parpan is an Executive Director, a 2022 Century Club Member and founder of the APEX Group at Morgan Stanley. Since becoming a Financial Advisor in 1997 Brad’s focus has been on helping individuals, businesses, foundations and endowments better understand and become more comfortable with their investments.
Always looking to enhance his ability to advise Brad has attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. Brad holds the CPWA® designation, awarded by the Investments & Wealth Institute™ (formerly IMCA®), Certified Investment Management Analyst® (CIMA®) designation, also awarded by the Investments & Wealth Institute™ (formerly IMCA®) and the Certified Financial Planner® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, INC. The knowledge attained by these designations form the foundation of the APEX Group’s financial planning practice.
Prior to Brad’s financial planning career he was a student athlete at Villanova University where he was the quarterback for the Wildcat football team from 1990-1994. After graduating from Villanova Brad played football professionally for the Rhein Fire (Germany) of NFL Europe. To be successful in football, as with being a financial advisor, requires teamwork. This enjoyment of working together is what drove Brad to the financial planning profession.
Brad splits his time between his homes in Southampton NY and West Palm Beach FL. An avid golfer Brad is a member of the Southampton Golf Club and Dutchman's Pipe Club. After living in Europe for 3 years Brad is fortunate to return as often as possible fulfilling his joy of travel.
Always looking to enhance his ability to advise Brad has attended executive education programs at The University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. Brad holds the CPWA® designation, awarded by the Investments & Wealth Institute™ (formerly IMCA®), Certified Investment Management Analyst® (CIMA®) designation, also awarded by the Investments & Wealth Institute™ (formerly IMCA®) and the Certified Financial Planner® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, INC. The knowledge attained by these designations form the foundation of the APEX Group’s financial planning practice.
Prior to Brad’s financial planning career he was a student athlete at Villanova University where he was the quarterback for the Wildcat football team from 1990-1994. After graduating from Villanova Brad played football professionally for the Rhein Fire (Germany) of NFL Europe. To be successful in football, as with being a financial advisor, requires teamwork. This enjoyment of working together is what drove Brad to the financial planning profession.
Brad splits his time between his homes in Southampton NY and West Palm Beach FL. An avid golfer Brad is a member of the Southampton Golf Club and Dutchman's Pipe Club. After living in Europe for 3 years Brad is fortunate to return as often as possible fulfilling his joy of travel.
Securities Agent: ID, SC, NH, CO, IL, CT, AZ, CA, OR, OH, MA, VA, UT, NJ, ME, DE, PA, FL, TX, VT, TN, NY, NV, MD, GA, WA, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2576996
NMLS#: 2576996
About Brian Goldberg
Brian Goldberg draws on his 15+ years of experience in the financial services industry to provide his clients with a unique and comprehensive approach to wealth management. Brian takes the time to truly understand each client’s goals and values allowing him to provide solutions tailored to their specific needs. Since joining Morgan Stanley in 2016 Brian has also become a Workplace Advisor for Equity Compensation. This designation allows Brian to assist corporate executives in understanding the intricacies of their company stock plan. Once this understanding is established Brian uses his expertise to implement an equity award optimization strategy allowing The APEX Group to devise a plan that incorporates an individual’s company stock and stock options into their overall financial picture.
Having begun his career in 2006 in the insurance industry another area of Brian’s focus for the APEX Group’s comprehensive wealth management team is liability management. By taking the time to truly understand each individual’s objectives Brian draws on his experience to advise on life & health insurance, long term care insurance, annuities and various forms of personal lending such as traditional mortgages, asset backed lending and more sophisticated hybrid lending.
Brian resides In North Babylon, NY with his wife and 3 daughters. He enjoys spending time with his family, coaching softball, and is an avid sports enthusiast.
Having begun his career in 2006 in the insurance industry another area of Brian’s focus for the APEX Group’s comprehensive wealth management team is liability management. By taking the time to truly understand each individual’s objectives Brian draws on his experience to advise on life & health insurance, long term care insurance, annuities and various forms of personal lending such as traditional mortgages, asset backed lending and more sophisticated hybrid lending.
Brian resides In North Babylon, NY with his wife and 3 daughters. He enjoys spending time with his family, coaching softball, and is an avid sports enthusiast.
Securities Agent: ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, IL, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 580088
NMLS#: 580088
About Owens Smith
Upon completing the Morgan Stanley Wealth Advisor Associate program Owens has become the financial planning specialist for the APEX Group. Owens’ focus is helping investors clearly define their long term wants & needs then he creates a written plan that acts as a road map to help individuals accomplish their goals. Owens’ expertise lies in working with clients to bridge their current financial position to what they hope to achieve in the future.
Additionally, Owens is a Workplace Advisor for Equity Compensation. Owens has attained a high level of training to help corporate executives understand the intricacies of their company stock plan. Once this understanding is established Owens uses his expertise to implement an equity award optimization program allowing The APEX Group to devise a plan that incorporates an individual’s company stock into their overall financial picture.
In his personal time Owens enjoys staying active playing sports and spending time with his Daughter.
Additionally, Owens is a Workplace Advisor for Equity Compensation. Owens has attained a high level of training to help corporate executives understand the intricacies of their company stock plan. Once this understanding is established Owens uses his expertise to implement an equity award optimization program allowing The APEX Group to devise a plan that incorporates an individual’s company stock into their overall financial picture.
In his personal time Owens enjoys staying active playing sports and spending time with his Daughter.
Securities Agent: WY, WI, WA, VT, VI, VA, TN, UT, SD, RI, PR, PA, WV, OH, NY, NV, NM, NJ, NH, MT, MS, MO, MN, NC, MI, ME, MD, NE, MA, LA, KY, KS, IN, ND, IL, ID, GA, OK, OR, CA, DC, CT, SC, CO, HI, TX, FL, AZ, AR, IA, AL, AK, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1467784
NMLS#: 1467784
About Angela Cordovano
Angela Cordovano has over 26 years of experience in the investment industry. She has been an integral member of The APEX Group for the past 15 years working as a Client Service Associate.
She began her career at PaineWebber/UBS in 1996 and had various roles including Assistant Operations Manager. Angela has a deep understanding of many aspects of the wealth management business. Some of her main areas of focus within the team are helping to maintain strong client relationships and process administrative items so the day to day runs smoothly
Angela is deeply rooted in family and resides in Massapequa, NY with her husband Tom and their 5 children.
She began her career at PaineWebber/UBS in 1996 and had various roles including Assistant Operations Manager. Angela has a deep understanding of many aspects of the wealth management business. Some of her main areas of focus within the team are helping to maintain strong client relationships and process administrative items so the day to day runs smoothly
Angela is deeply rooted in family and resides in Massapequa, NY with her husband Tom and their 5 children.
Contact Brad Parpan
Contact Brian Goldberg
Contact Owens Smith
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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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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 The APEX Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
