Brian Sullivan - Financial Advisor at Morgan Stanley

Brian Sullivan - Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Success in achieving important financial goals starts with a comprehensive wealth strategy. NMLS #: 1278577

As a CERTIFIED FINANCIAL PLANNER(TM) practitioner and a Certified Investment Management Analyst®, I help individual and institutional clients make decisions to build, manage and preserve wealth through a personalized and disciplined process. This helps us define what is most important to you so we can formulate strategies that are appropriate for your needs- whether you are accumulating wealth, investing for growth and income, or solidifying your retirement spending plan that helps meet your lifestyle and legacy goals.

© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/brian.sullivan. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch.
07/30/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch.

morganstanley.com

Great to see resilience in consumer demand and smart capital flows into tech and lending — a balanced, forward-looking m...
07/16/2026

Great to see resilience in consumer demand and smart capital flows into tech and lending — a balanced, forward-looking market narrative.

morganstanley.com

A quick reminder that a few minutes of account maintenance today can make a meaningful difference tomorrow. Take time to...
07/09/2026

A quick reminder that a few minutes of account maintenance today can make a meaningful difference tomorrow.
Take time to:
• Review and update your beneficiaries
• Confirm your contact details and account preferences are current
Keeping everything up to date helps ensure your wishes are reflected and your accounts stay aligned with your goals.

Wishing everyone a safe and meaningful Fourth of July as we celebrate the ideals of independence, opportunity, and commu...
07/04/2026

Wishing everyone a safe and meaningful Fourth of July as we celebrate the ideals of independence, opportunity, and community. Grateful for the chance to reflect on the people and partnerships that strengthen our country—and wishing you time to recharge and enjoy the holiday with family and friends.

Did you change jobs this year? Before you move an old 401(k), pause and compare.A rollover can be a smart step—but it's ...
06/25/2026

Did you change jobs this year? Before you move an old 401(k), pause and compare.
A rollover can be a smart step—but it's worth taking a moment to review:
• Your investment choices and costs
• Any plan features you may be giving up (like loan options or unique protections)
• Convenience of consolidating accounts vs. keeping them separate
• Potential tax considerations and timing
If you'd like, I'm happy to help you compare your options and decide what fits your goals.

06/25/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/_VlgD

Travel should feel simple and enjoyable. I like to set clear spending boundaries upfront so I'm not thinking about money...
06/12/2026

Travel should feel simple and enjoyable. I like to set clear spending boundaries upfront so I'm not thinking about money throughout the trip—establishing a comfortable total range, a steady day-to-day pace, and a few "worth it" moments I'm happy to spend more on. That way, I can spend with intention, stay on track, and focus on the experience.

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4600 Carillon Point
Kirkland, WA
98033

Telephone

+14254558061

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