Brandon Marsh, CPWA®
Financial Planning Director, Vice President
Thomas Adent II
Executive Director,
Financial Advisor
Direct:
(251) 990-2955(251) 990-2955
My Mission Statement
Striving to help you approach the next chapter in your financial life with greater clarity and confidence
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you seek to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: VI, NV, VT, WA, NC, WY, WV, WI, RI, OH, VA, OK, TN, NY, OR, PR, PA, TX, SC, NH, NM, MI, LA, NE, ND, KS, SD, NJ, MN, MD, ME, MA, ID, CO, IN, IL, MT, IA, HI, AR, GA, AK, DE, AL, AZ, DC, KY, CA, UT, CT, MO, MS, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How we will work together
Communication is the backbone of our practice. We ask questions about your goals, your time horizon, and your risk tolerance. Then, we listen. This is an ongoing process that helps us get to know you and your situation to allow us to work towards all of your most important goals, short and-long term.
Step 1 - Discovery
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discuss details about your financial wealth and health to help you take precautions that seek to maintain credit and preserve assets. This is when we work together to establish a set of objectives based on your financial goals, time horizon, liquidity needs, and risk tolerance.
LifeView® Goal Analysis Client Questionnaire
Step 2 - Creation
We will develop a tailored road map to begin to help you rebuild your wealth and work towards achieving the outcomes you seek. We’ll identify the strategies to help you plan for your goals such as retirement planning, insurance planning needs for yourself and your family and finalizing your estate planning strategy.
The strategies within your road map will be supported by a customized investment strategy intended to help work towards your goals while considering the appropriate level of risk.
The strategies within your road map will be supported by a customized investment strategy intended to help work towards your goals while considering the appropriate level of risk.
Step 3 - Act
We help you implement the strategies that we have formulated thus far, taking into account special circumstances such as divorce, inheritance, purchase or sale of a business or home, and the potential associated tax consequences.
Step 4 - Adjust
Achieving your goals requires vigilance and flexibility. We will monitor your portfolio to track its performance relative to your stated objectives and make adjustments as your life evolves, as the markets and tax laws shift, and as your priorities change. We will leverage a vast array of resources at Morgan Stanley depending on your needs and connect with your CPA, attorney, and other relevant contacts in your financial life.
Equity Compensation Overview
For most of our clients, wealth building begins at work. Helping you make the most of your compensation and the benefits you receive through your employer may help you reach your financial goals more quickly. We can help you make what might be the most monumental financial decision of your lifetime. We think it's important to consider and discuss the following:
Equity Compensation Helps You Meet Your Goals
Helping you understand how your equity compensation works can allow us to more effectively integrate your equity award into your broader financial plan and use it to help meet your goals.
Diversifying Company Equity Holdings
Equity compensation can be a powerful tool for building wealth, but be careful not to put all your eggs in one basket. Learn more.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Tax Considerations with Equity Compensation
If you're hoping to use your workplace equity compensation to help you achieve your financial goals, it's important to make sure that you have a strategy to manage your tax obligation as well.
Understanding RSUs and PSUs
Understanding your RSUs and PSUs are critical when implementing a plan.
The Basics Of Stock Options
Stock options can be an important part of your overall financial picture. Understanding what they are can help you make the most of the benefits they may provide.
Timely Topics & Tools
Morgan Stanley Online
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Total Wealth View
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
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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.
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There’s more to charitable giving than you may realize. Here’s one method that may be tax-efficient and can help maximize your impact.
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Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
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Alternative Investments
Alternatives are the investments that go beyond traditional stocks and bonds. Learn more
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Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
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Family Office Resources
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to help enhance your life and legacy.
Family Office Resources>Valuable Investor Resources
The below resources are meant to transform complex financial analysis and research into concise and easily digestible content.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
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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.
Check Out The Latest EpisodeLocation
7530 Parker Road
Fairhope, AL 36532
US
Direct:
(251) 990-2955(251) 990-2955
3500 Colonnade Parkway
Birmingham, AL 35243
US
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
Sam Gaitan
Planning Associate
About Brandon Marsh
Brandon Marsh, CPWA® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Alabama, Arkansas, and the Florida Panhandle. Brandon is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Brandon began his career in financial services as a financial analyst upon graduating from college and joined Morgan Stanley in 2014. His career in the financial services industry spans more than 21 years, during which time he has held roles in various aspects of the industry, including fixed income, asset liability, portfolio management, and derivative experience. Brandon’s scope of experience lends delivering guidance and skilled focus to clients on a variety of areas of financial planning concerns.
Brandon holds an undergraduate degree in Business Administration. As a FINRA registered representative, he holds Series 7, 63, and 65 licenses. Brandon has earned a CPWA (Certified Private Wealth Advisor) designation, awarded by the Investments & Wealth Institute. Brandon lives in Birmingham, Alabama with his wife Hayley and two sons Paul and Walton. He enjoys time spent with family, fishing with his boys, coaching sports teams, and scouts.
Brandon began his career in financial services as a financial analyst upon graduating from college and joined Morgan Stanley in 2014. His career in the financial services industry spans more than 21 years, during which time he has held roles in various aspects of the industry, including fixed income, asset liability, portfolio management, and derivative experience. Brandon’s scope of experience lends delivering guidance and skilled focus to clients on a variety of areas of financial planning concerns.
Brandon holds an undergraduate degree in Business Administration. As a FINRA registered representative, he holds Series 7, 63, and 65 licenses. Brandon has earned a CPWA (Certified Private Wealth Advisor) designation, awarded by the Investments & Wealth Institute. Brandon lives in Birmingham, Alabama with his wife Hayley and two sons Paul and Walton. He enjoys time spent with family, fishing with his boys, coaching sports teams, and scouts.
About Sam Gaitan
Sam Gaitan 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. Sam 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 Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Sam is originally from Forest Hills, Queens New York and currently resides in Queens, New York.
He earned his undergraduate degree from Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Sam is originally from Forest Hills, Queens New York and currently resides in Queens, New York.
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Ready to start a conversation? Contact Thomas Adent II 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 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
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)