Brandon Slater in

Brandon Slater

Doer · DISC type sd
First Vice President, Financial Advisor at Morgan Stanley
📍 Detroit Metropolitan Area, United States

Brandon M. Slater is a First Vice President and Senior Portfolio Manager at Morgan Stanley, specializing in multi-generational wealth planning, asset allocation, and risk management for high-net-worth clients. A graduate of Michigan State University, his expertise has been repeatedly recognized on a national level.

A native of Novi, Brandons passion for finance was instilled by his father, a seasoned Financial Advisor with over 30 years of experience. This background provides him with a unique, first-hand understanding of the importance of building and preserving a financial legacy for families and individuals.

He has been named to the Forbes "Best-in-State Wealth Advisors" and "Best-in-State Next-Gen Wealth Advisors" lists multiple times.

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Experience
18 Years
Current Role
First Vice President, Financial Advisor
Job Level
Senior
Location
Detroit Metropolitan Area, United States
Personality Overview

How Brandon shows up

Fast-paced
Strategic Planner
Risk-Accepting

They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Brandon cares about

Wealth Planning
He focuses on multi-generational wealth planning, asset allocation, and risk management for high-net-worth individuals and business owners.
Next-Gen Advisors
Recognized by Forbes as a top "Best-In-State Next-Gen Wealth Advisor, " highlighting his leadership among the next generation of financial professionals.
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Career

Work history

5-2007
First Vice President, Financial Advisor
Morgan Stanley
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2007
Bachelor's
Michigan State University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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