Brian Bernhardt Email & Phone Number
Vice President, Financial Advisor @ Morgan Stanley
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Brian Bernhardt Location
- Tampa, FL, US
Brian Bernhardt Work
- 2024 -now Vice President, Financial Advisor @
- 2019 -2025 Vice President @
- 2019 -2019 Vice President @
- 2014 -2019 Vice President- Wealth Management | Retirement Plan Consultant @
- 2004 -2014 Executive Financial Services Director @
Brian Bernhardt Education
- University of Tampa - John H. Sykes College of Business
MBA
2008-2010 - University of Tennessee-Knoxville
BA (Psychology/Business)
1992-1996
Brian Bernhardt Skills
- Wealth Management
- Portfolio Management
- Financial Modeling
- High Net Worth Individuals
- Investment Strategies
- Strategic Financial Planning
- Valuation
- Investments
- Asset Management
- Finance
- Currency
- Fixed Income
- Financial Analysis
- Financial Services
- Equities
Brian Bernhardt Summary
- Brian Bernhardt, based in Tampa, FL, US, is currently a Vice President, Financial Advisor at Morgan Stanley. Brian Bernhardt brings experience from previous roles at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., UBS Wealth Management and Morgan Stanley. Brian Bernhardt holds a 2008 - 2010 MBA @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Modeling, High Net Worth Individuals, Investment Strategies and more. Brian Bernhardt has 1 mobile phone numbers on RocketReach.
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