About Patricia D Brewer
With over four decades of experience in the financial industry, Patti is deeply committed to providing personalized and thoughtful guidance to help clients achieve their lifelong goals. As a Senior Portfolio Manager and Financial Planning Specialist at Morgan Stanley, she takes pride in building meaningful relationships and crafting tailored strategies for both near term priorities and long-term aspirations. Leveraging Morgan Stanley’s comprehensive resources, private banking, and estate planning strategy, Patti helps ensure her clients feel confident and empowered at every step.
A graduate of the University of Illinois at Chicago, Patti holds Series 7, 63, and 65 securities licenses, along with insurance certifications, reflecting her dedication to professional excellence.
Outside the office, Patti actively supports her community through volunteer work with several charitable organizations, having previously served as president of her church board. In her free time, she enjoys gardening, cooking, and hosting gatherings with loved ones, alongside outdoor adventures like biking and swimming with her husband.
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
Securities Agent: TN, HI, TX, OK, NC, AK, MI, IN, DE, AZ, AL, VT, UT, OR, NV, NM, MA, LA, CA, RI, KS, FL, SC, OH, NE, IA, NJ, MD, DC, CO, ME, MN, WA, VA, NY, MT, KY, IL, ID, GA, NH, WY, PA, MO, CT, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1377896