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    Brad Willis

    Associate Vice President / Financial Advisor at Morgan Stanley

    Brad Willis is an Associate Vice President and Financial Advisor at Morgan Stanley Wealth Management, based in San Diego, California.1 He specializes in helping clients achieve their financial goals, focusing on areas such as retirement planning, asset allocation, and tax management strategies.2

    As a Financial Advisor, Willis offers a range of services including:

    • Retirement planning (401(k) rollovers, IRA plans, retirement income strategies)
    • Investing (asset management, wealth planning, traditional and alternative investments)
    • Family financial planning (estate planning, education savings, long-term care insurance)
    • Business planning (succession planning, qualified retirement plans)1

    Willis holds several professional licenses and designations, including:

    • Securities Agent in multiple states
    • General Securities Representative
    • Investment Advisor Representative
    • Transactional Futures/Commodities
    • Managed Futures
    • NMLS#: 1253131
    • CA Insurance License #: 0A511341

    He works with a client service team, including Mayra Karimi as a Client Services Associate, to provide comprehensive wealth management services.1 Willis's office is located at 16644 West Bernardo Dr, Suite 400, San Diego, CA 92127.1

    Highlights

    Feb 5 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    Bradford Willis | San Diego, CA | Morgan Stanley Wealth Management
    Bradford Willis | San Diego, CA | Morgan Stanley Wealth Management
    Oct 6 · aligroup.com
    Ali Group North America Appoints Brad Willis As Chief Financial ...
    Ali Group North America Appoints Brad Willis As Chief Financial ...

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    Brad Willis
    Brad Willis, photo 1
    Brad Willis, photo 2
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    Location

    San Diego County, California, United States