David Raphan and Brandon Fetterman
Wealth Management
As Financial Advisors focused on serving ultra-high-net-worth families, David Raphan and Brandon Fetterman bring a modern perspective to the family business of wealth management. They are proud to be the next generation of advisors on a team that has built its reputation on decades of experience, personal relationships and a strong foundation in legacy planning.
The team — led by Brandon’s father, Sean Fetterman, and uncle, Adam Fetterman, who bring over 60 years of combined experience — along with David Raphan, who has been with the team for more than 18 years, has guided families and businesses through a wide range of complex financial landscapes. Their approach has always emphasized more than just growing wealth — it’s been about protecting it, sustaining it and preparing it to serve future generations. David and Brandon are committed to continuing the legacy of their team while shaping its future.
As the next generation of advisors, they are not only continuing this mission — they’re evolving it. They bring fresh insights and new tools for helping clients define and achieve their long-term goals. In an effort to consistently grow the tools for their clients in a fast changing environment, David and Brandon have expanded the team’s focus into global sports and entertainment. With this, the team has the ability to cater to athletes, creators and entertainers via the specialized Morgan Stanley Global Sports & Entertainment Division offering industry experience and the vast intellectual capital of Morgan Stanley to deliver personalized guidance for career growth and legacy planning.
“For many of our clients, that means navigating succession planning, generational wealth transfer, philanthropic giving and establishing enduring family governance structures. We have a tried-and-true, long-standing process that has served our community for decades — guiding multiple generations of clients with care, consistency and trust,” says David Raphan, Financial Advisor and Senior Vice President.
“Just as we help our clients prepare their families for the future, our team mirrors that same mindset — ensuring continuity and stability. Legacy isn’t just what our clients leave behind; it’s something they actively shape today. And we’re here to guide that process every step of the way,” adds Brandon Fetterman, Financial Advisor and Vice President.
Brandon, having grown up immersed in financial markets, was naturally drawn to the family business, while David, inspired by his great-grandfather’s connection to the NYSE, developed a passion for investing early on. Both were mentored by the senior Fetterman brothers, gaining invaluable knowledge that has shaped them into the respected advisors they are today.
Together, David and Brandon represent the next generation of the team, seamlessly integrating time-tested principles with innovative strategies tailored to the evolving needs of their clients. Their approach combines deep-rooted industry experience with a forward-thinking mindset, ensuring that families and their businesses continue to build and protect their wealth for generations to come.
Fetterman Wealth Management Group At Morgan Stanley, 1801 N. Military Trail, Ste. 300, Boca Raton, 561-620-5071, advisor.morganstanley.com/fetterman
The Fetterman Wealth Management Group at Morgan Stanley has engaged The Boca Raton Observer to feature this content.
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2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
For more information on award methodology and criteria: https://www.morganstanley.com/disclosures/awards-disclosure.html
Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor. For more details on our team members please visit our website.
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