Brian Strachan
With over 25 years of experience in the wealth management industry, Brian Strachan specializes in advising high net-worth families in developing and implementing both a comprehensive and holistic wealth management strategy. He is a Managing Director at Morgan Stanley Private Wealth Management, and previously a Managing Director at Merrill Lynch. Brian and his team focuses on all aspects of wealth planning including asset allocation, manager selection, legacy and trust planning, cash management, and philanthropic services. He is also an active member with Youth Enrichment Services.
Brian Strachan Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
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Managing Director
Academic History
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Bachelor of Science
- Financial Times Top 400 Financial Advisors 2013 - 2014
- Forbes Top 100 Financial Advisors 2019, 2020
- Forbes Best-In-State Wealth Advisors 2020
- Barron's Top 100 Financial Advisors 2008, 2009, 2014 - 2020
- Barron's Top 1,200 Financial Advisors State by State 2010 - 2020
- Featured in Worth Magazine, Research Magazine, and Dow Jones