Brandon Fraley

First Vice President, Financial Advisor, Branch Manager

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Brandon Fraley

MY MISSION STATEMENT

For Life’s Most Important Goals: I help individuals and families manage their financial assets so they can focus on the areas of their life that bring them joy, meaning and purpose.

My Story and Services

About Brandon

Brandon is dedicated to providing highly customized advice and risk-adjusted strategies to financially successful individuals, families and small business owners in the Tri-state area and across the country.  He focuses on wealth management services  for retirees, medical professionals and business owners, delivering a comprehensive approach that includes a thorough planning process and a commitment to outstanding service.

A graduate of Morehead State University with a B.B.A. degree in Marketing, Brandon began his career in the pharmaceutical industry, working for Merck & Co. and Sanofi-Aventis in a number of sales and leadership roles. In 2011, he made the decision to join Morgan Stanley as a Financial Advisor for the opportunity to work directly with individuals and families to make a real difference in the quality of their financial lives. After establishing himself as a highly respected financial advisor, his responsibilities were expanded to manage the firm’s Huntington, West Virginia branch.  He was later relocated to the Lexington, KY branch. In addition to serving the needs of his personal clients, Brandon works closely with financial advisors, providing them with the skills, tools and resources to take their business to the next level.

Access to Private Banking >

Services Include

  • Life Insurance
  • Long Term Care Insurance
  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning Strategies
  • Lending Products
  • Retirement Planning
  • Wealth Management

BM/Supervisor; Securities Agent: CT, DC, DE, FL, GA, KY, LA, MA, MD, MI, NC, NV, NY, OH, SC, VA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1440030


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Associations

Associations

  • Rotary International
  • "Relay For Life" American Cancer Society
  • Huntington Regional Chamber of Commerce
  • Grayson Area Chamber of Commerce
  • MSU School of Business Board of Advisors

Education

Education

  • Morehead State University - B.B.A, Marketing Option
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 9 - General Securities Sales Supervisor/Options
  • FINRA Series 10 - General Securities Sales Supervisor/General
  • FINRA Series 31 – Futures Managed Funds
  • FINRA Series 66 - Uniform Combined State Law
  • Life, Health & Variable Annuity Insurance Licensed

Client Service Team

Client Service Team

Kay Blunck

Registered Associate, Financial Planning Associate


Kay joined Morgan Stanley in April 2016 after graduating from UK with a BA in Economics. She spends her free time with her husband, Lyle, and their two dogs. She volunteers with Military Missions, sending care packages to deployed soldiers and veterans in the VA.

Location

Location

  • 444 East Main St Ste 111
  • Lexington, KY 40507


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Brandon Fraley today.

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