Brandy J Ralston
Advisor at Morgan Stanley — Wilkes Barre, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Wilkes Barre, PA 18702
Morgan Stanley
Institution
Brandy Ralston is a financial advisor at Morgan Stanley in Wilkes Barre, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UGI Utilities, Johnson Controls, and Bank of America. Outside of her financial advisory role, she serves as an officer involved in fundraising and administrative activities at Bear Creek Community Charter School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Wilkes Barre, PA
Cross Creeke Pointe Suite 401, 1065 Highway 315
Wilkes Barre PA 18702
Advisors at this office
16
Pennsylvania · Texas
3 years of industry experience
Morgan Stanley
2022 - Present • 4 years
Wilkes Barre, PA
Ugi Utilities
2021 - 2022 • 1 year
Wilkes Barre, PA
UnEmployed
2020 - 2021 • 1 year
Wilkes Barre, PA
Johnson Controls
2017 - 2020 • 3 years
Wilkes Barre, PA
Bank Of America
2004 - 2017 • 13 years
Moosic, PA
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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