Brianna O’Keefe

Brianna O’Keefe

Treasurer

As a lifelong Sonoma County resident, Brianna values the importance of giving back to the community. As a voracious supporter of Verity over the last 10 years and a financial services professional, she is happy to dedicate her time as Treasurer on Verity’s Board of Directors.

In her role at Morgan Stanley, Brianna focuses on looking at both short- and long-term goals to facilitate Advanced Planning strategies for her clients. Brianna leads her business by following her values which are honesty, hard work, and a commitment to helping her clients achieve success. In her free time, she enjoys spending time outdoors with her partner and two sons. 

She hopes to share her extensive knowledge and empathy with the organization. Her hope is to drive the growth needed to support and expand the services that Sonoma County residents need and deserve.

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