Dean Braun

Top Wealth · rank 125 · Seattle, Washington · listed firm: Morgan Stanley Private Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/the-braun-elwell-group/about-me/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (high)
  • “Today, I lead a 10-person team within Morgan Stanley Private Wealth Management.” — firm_official
  • “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs,” — firm_official
• Firm type — wirehouse (high)
  • “Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.” — firm_official
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103"” — sec_finra_regulatory
• Team name — The Braun Elwell Group (high)
  • “The Braun Elwell Group was awarded Barron's Top 250 Private Wealth Management Teams” — firm_official
• Team size — 10 (high)
  • “Today, I lead a 10-person team within Morgan Stanley Private Wealth Management.” — firm_official
  • “Tim began his career as a Client Service Associate and advanced to Wealth Management Associate before assuming his current role as Vice President and Group Director on our ten-person team at Morgan Stanley Private Wealth” — firm_official
• CRD — 1501468 (high)
  • “"basicInformation": {"individualId": 1501468, "firstName": "DEAN", "middleName": "JOAQUIN", "lastName": "BRAUN", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "5/20/1987"}” — sec_finra_regulatory
• Years experience — 39 (high)
  • “"daysInIndustryCalculatedDate": "5/20/1987"” — sec_finra_regulatory
  • “With over 38 years of experience advising successful entrepreneurs, executives, private investors, family offices, and multi-generational families, I’ve earned national recognition as one of America’s top wealth advisors” — firm_official
• Designations — — (medium)
  • “Managing Director, Private Wealth Management, Private Wealth Advisor, Founders Specialist” — firm_official
  • “Securities Agent: MI, LA, HI, VA, MD, CA, WI, IL, AR, SC, FL, DE, WY, UT, TN, NV, AZ, AK, VT, OR, NY, NC, MN, WA, OH, NJ, MT, GA, CO, NM, MA, KS, CT, TX, ID, PA; General Securities Representative; Investment Advisor Repr” — firm_official

Book of business

• Team AUM ($M) — 7000 (high)
  • “Team Assets (Custodied): $7B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size for New Business: $10M” — forbes_shook
• Typical client net worth ($M) — 67.5 (high)
  • “Typical Net Worth of Relationships: $35-100M” — forbes_shook
• Client niche — entrepreneurs/founders, executives and multigenerational family offices; outsourced family office and CIO role (high)
  • “With over 38 years of experience advising successful entrepreneurs, executives, private investors, family offices, and multi-generational families, I’ve earned national recognition as one of America’s top wealth advisors” — firm_official
  • “We often function as a client’s outsourced family office and Chief Investment Officer.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
  • “Securities Agent: MI, LA, HI, VA, MD, CA, WI, IL, AR, SC, FL, DE, WY, UT, TN, NV, AZ, AK, VT, OR, NY, NC, MN, WA, OH, NJ, MT, GA, CO, NM, MA, KS, CT, TX, ID, PA; General Securities Representative; Investment Advisor Repr” — firm_official

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-braun-elwell-group (high)
  • “URL Source: https://advisor.morganstanley.com/the-braun-elwell-group” — firm_official
• Value proposition (verbatim) — We understand that great wealth can create complexity. Investment strategies become more sophisticated, estate planning and succession issues can loom large, and even philanthropic efforts can complicate your life. Our role is to provide access to the skills and resources required to help you meet the myriad of challenges which come with managing wealth, allowing our clients to enjoy the benefits wealth affords. (high)
  • “We understand that great wealth can create complexity. Investment strategies become more sophisticated, estate planning and succession issues can loom large, and even philanthropic efforts can complicate your life. Our r” — firm_official
• Differentiators — Functions as client's outsourced family office and Chief Investment Officer, Boutique-firm personalized service backed by Morgan Stanley's global resources, Multi-generational team with shared values and decades of collective experience, Integrates investment strategy, family dynamics, estate planning and philanthropy through major life transitions, Pre-liquidity, 10b5-1 and corporate stock plan expertise for founders and executives (high)
  • “By combining deep experience with an objective, consultative approach, we deliver the personalized service of a boutique firm while leveraging Morgan Stanley’s global breadth of resources and intellectual capital.” — firm_official
  • “Ours is a multi-generational team with shared values, diverse perspectives, and decades of collective experience. We listen intentionally, place ourselves at the center of our clients’ financial lives, and offer advice t” — firm_official
• Content marketing — none (medium)
  • “We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.” — firm_official
• Has podcast — no (high)
  • “[Listen | Shared Stories: The Foundation of Family Harmony Link Opens in New Tab](https://www.morganstanley.com/what-we-do/wealth-management/private-wealth-management/shared-stories-podcast?icid=whmtptwhmt-famc-pwmpodca-” — firm_official
• Books published — 0 (low)
  • “With over 38 years of experience advising successful entrepreneurs, executives, private investors, family offices, and multi-generational families, I’ve earned national recognition as one of America’s top wealth advisors” — firm_official
• Linkedin url — https://www.linkedin.com/in/dean-braun-02260/ (low)
  • “Dean Braun - Greater Seattle Area | Professional Profile | LinkedIn” — social_or_third_party_db
• Social presence — none (medium)
  • “* twitter

• linkedin
• youtube” — firm_official

• Press awards — Barron's Top 100 Financial Advisors (2021-2026), Barron's Top 1,200 Financial Advisors: State-by-State (2004-2026), Barron's Top 250 Private Wealth Management Teams (2021-2026, team), Morgan Stanley Chairman's Club, Financial Times top advisor recognition (high)
  • “2021-2026 Barron's Top 100 Financial Advisors Source: Barrons.com (Awarded 2021, 2022, 2023, 2024, 2025, 2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of th” — firm_official
  • “The Braun Elwell Group was awarded Barron's Top 250 Private Wealth Management Teams” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/the-braun-elwell-group/about-me/permanent-b0b701/assets/images/logo.85739d37.svg (medium)
  • “” — firm_official
• Visual brand notes — Standard Morgan Stanley advisor-site template: corporate navy/white with the firm wordmark, clean sans-serif type, formal 300x450 portrait headshots, and stock lifestyle imagery. No team-specific palette or mark. (high)
  • “” — firm_official
  • “” — firm_official

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