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Alice G
CFP®, Series 63, Series 65
Southampton, NY
Morgan Stanley
Alice Guimarin is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.
Brad P
CFP®, Series 63, Series 65
Southampton, NY
Morgan Stanley
Brad Parpan is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Morgan Stanley since 2016, working with both Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
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