Experience, intellectual capital and dedicated personal service to help you meet your life goals
I am a Family Wealth Director, a certification earned by fewer than 3% of all Morgan Stanley advisors as of July 2021. I achieved this prestigious designation because I met stringent qualitative and quantitative requirements set by the firm and successfully completed a specialized, high-end professional development program, positioning me an alternative to a family office.
I was selected from among over 16,000 peers for my extensive knowledge and experience in a number of areas, including estate planning, investments, and risk and liquidity management. I was recognized for my commitment and sophisticated approach to helping clients meet complex wealth management requirements.
Brian Parcell - Morgan Stanley Salt Lake City address and phone