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
Financial Planning Director, Vice President
About Tony Gist
Tony Gist is a Private Banker and Vice President serving Morgan Stanley Wealth Management offices in Pennsylvania.
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.
Tony began his career in financial services in 2011 and joined Morgan Stanley in 2021. Prior to joining the firm, he held various roles within the Retail Bank industry including Licensed Banker and Branch Manager.
Tony is a graduate of Fairmont State University, where he received a Bachelor of Science with a concentration in Criminal Justice, while also playing football for the Fairmont State Fighting Falcons. He and his family currently reside in York, Pennsylvania.
Outside of the office, he spends time with family whenever possible. He enjoys playing golf, skiing, fishing, watching sports, especially football, and listening to talented musicians across various genres.
NMLS#: 786299
About Brendan Fuller
Brendan Fuller is a Financial Planning Director, VP at Morgan Stanley. In that role, he works directly with Financial Advisors and their valued clients to customize and implement financial plans. Often, this takes the form of illustrating retirement income streams, advising on executive compensation considerations, and coordinating with a client’s team of outside professionals on matters of tax and estate planning. The result is a partnership that helps ensure clients receive the highest quality advice and guidance that Morgan Stanley has to offer.
Prior to his work as a Financial Planning Director, Brendan was the Business Development Manager at the Firm since 2021, where he worked with Financial Advisors to establish efficient business practices and deliver thoughtful care to their clients. Brendan began his career as a Financial Advisor in 2015 at another institution.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the additional designation of Chartered Retirement Planning Counselor℠.
Brendan earned his undergraduate degree from Rutgers University and his master’s degree in Personal Financial Planning from the College for Financial Planning. He and his wife live near Allentown, PA with their two children.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, 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 AGENCYImportant 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.