Ericka King is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Raymond James Financial Services, PWA Securities, and Provenance Wealth Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools supported by its Global Investment Committee’s analyses.

Barbara Jaffe is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 47 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a director for the Sidney & Lois Gefen Family Foundation and participates on the advisory board of the Eric Friedheim Family Foundation, both nonprofit organizations focused on charitable activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers diverse investment products and services across retail and institutional markets.

Jennifer Maas is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at UBS Financial Services for eight years. Outside of her advisory role, Maas serves as an Executive Cabinet Member for the American Heart Association's Go Red for Women campaign in Jacksonville, focusing on fundraising for women's health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Arthur Shad Jr. is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a board member of the Garden Club of Jacksonville. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

Matthew Monroe is a financial advisor at Morgan Stanley in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Fidelity Investments, as well as involvement with the High Tide Burrito Company and the Florida State University Art Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by proprietary tools and modeling techniques.

Peter O'Brien is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of finance, he is an officer of Avanti Travel Advisors, a travel agency based in Ponte Vedra Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Frank Yong is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2011 and also operates his own firm, Frank J Yong P.A., established in 2003. Outside of finance, Yong manages agricultural businesses focused on cattle ranching in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage offerings.

Paul Brown is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Dawn Buchholz is a financial advisor at Morgan Stanley with 31 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Grew is a financial advisor at Morgan Stanley in Jacksonville, FL, holding a Series 66 designation. He joined Morgan Stanley in 2026 after five years at The Home Depot and previous roles at the University of Florida and CHEP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Diana Fanning is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2022. Outside of her advisory role, she serves on the board of directors for Uptown Civitan Jacksonville, a local charity focused on volunteer activities and fundraising. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Elizabeth Cambareri is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Raquel Zisman is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Melissa Bailey is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Rebecca Bliss is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mitchelle Holland is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 63 designation and 34 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee and personal representative for trusts in Atlantic Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and approved planning tools.

John Genovese is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Timothy Sutherland is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Nathan Damron is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Rachael Crapsi is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior roles include positions at JP Morgan Chase and Fifth Third Securities, as well as multiple engagements with the Cincinnati Bengals, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process centered on structured discovery and firm-approved planning tools.