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    Jerrad Burford

    Financial Advisor at Morgan Stanley

    Jerrad Burford is a seasoned financial professional serving as a Senior Vice President and Financial Advisor at Morgan Stanley in Montecito, California. With over 30 years of experience, he has developed a robust investment practice focused on high-net-worth clients, offering tailored strategies that encompass both investment management and comprehensive financial planning.12

    Professional Background

    • Education: Burford holds a degree in Agricultural Business Management from California Polytechnic State University, San Luis Obispo.
    • Career Path: He began his career at Merrill Lynch, where he spent 17 years managing client relationships and overseeing the Financial Advisor training program. In 2008, he transitioned to Smith Barney, a predecessor firm of Morgan Stanley, following its acquisition by Bank of America.1

    Services Offered

    Burford's approach is characterized by:

    • Customized Wealth Management: He provides personalized services akin to a family office, collaborating closely with clients' estate attorneys and CPAs to navigate complex financial landscapes.
    • Holistic Financial Planning: His services extend beyond investments to include estate planning, retirement strategies, and risk management, ensuring a comprehensive view of clients' financial health.23

    Personal Insights

    A native Californian, Burford grew up on a ranch in central California, which informs his values and approach to client relationships. His mission emphasizes understanding clients' unique goals and aspirations to create effective financial strategies.12

    For more detailed insights into his professional journey and services, you can view his LinkedIn profile or visit his Morgan Stanley advisor page.

    Related Questions

    What are Jerrad Burford's specific investment strategies?
    How does Jerrad Burford tailor his financial advice to high net worth clients?
    What is Jerrad Burford's approach to retirement planning?
    How has Jerrad Burford's career evolved over the past 30 years?
    What services does The Burford Group offer beyond investment management?
    Jerrad Burford
    Jerrad Burford, photo 1
    Jerrad Burford, photo 2
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    Location

    Santa Barbara County, California, United States