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Mia N Young

Advisor at Morgan Stanley — Deland, FL

Updated today

Credentials

Series 66

Experience

3 years

Location

Deland, FL 32720

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,178

Across 1,023 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Mia Young is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Calhoun, Dreggors & Associates and has experience in education and supply sectors through roles at Stetson University and Sheffield Knifemaker's Supply. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory and brokerage capabilities.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Deland, FL

142 South Woodland Boulevard, Suite 100

Deland FL 32720

Advisors at this office

7

Most active in

Florida · Texas

Work history

3 years of industry experience

Morgan Stanley

2021 - Present • 5 years

Deland, FL

Calhoun, Dreggors & Associates

2019 - 2021 • 2 years

Orlando, FL

Sheffield Knifemaker's Supply

2017 - 2020 • 3 years

Orange City, FL

Stetson University

2017 - 2017 • 1 year

Deland, FL

Stetson University

2016 - 2017 • 1 year

Deland, FL

Stetson University

2015 - 2018 • 3 years

Deland, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

General retirement planning Wealth management Passive / index investing Real estate investing
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Giovanni F

Series 66

Deland, FL

Fernandez Wealth Management

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Annuities
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Maurice L

Series 63, Series 66

Orange City, FL

Eagle's Crest Advisors, LLC

Maurice Linton is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 1997 to 2026. Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm develops client-specific investment strategies using fundamental analysis and a range of investment vehicles, managing portfolios primarily on a discretionary basis.

General estate planning guidance Wealth management Founder/Business Owner
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Keira E

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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Ellen L

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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