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Sabrina C
Series 63, Series 65
Jacksonville, FL
Morgan Stanley
Sabrina Carter is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, she serves on the Advisory Board for Duval County Extension Services and is involved as an independent travel consultant and contracted personal shopper. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs 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 utilizing firm-approved tools and market simulations.
Christian D
Series 66
Jacksonville, FL
Morgan Stanley
Christian Douglas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in several entrepreneurial ventures focused on motorsports, automotive publishing, and intellectual property management. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.
Diane P
Series 63, Series 65
Jacksonville, FL
Morgan Stanley
Diane Pauly is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets INC since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.
J R
Series 63, Series 65
Jacksonville, FL
Morgan Stanley
J Robinson Jr. is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked within Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee in a trust based in Vero Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and offers structured planning supported by firm-approved tools and models.
Christina H
Series 66
Jacksonville, FL
Morgan Stanley
Christina Holland is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 license and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is an independent contractor with Beachbody LLC, serving as a fitness, nutrition, and wellness coach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
George P
Series 63, Series 66
Jacksonville, FL
Morgan Stanley
George Prattos is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Jacksonville, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through dedicated groups. The firm employs structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.
Parker B
Series 66
Jacksonville, FL
Morgan Stanley
Parker Barriball is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he serves on the Finance Committee as a board member for Riverside Avondale Preservation, an art and culture organization in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
Kathryn B
Series 63, Series 65
Jacksonville, FL
Morgan Stanley
Kathryn Brinkman is a financial advisor at Morgan Stanley with 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of her advisory work, she is involved in a recreational business called Centred On Yoga. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s research.
Matthew F
Series 66
Jacksonville, FL
Morgan Stanley
Matthew Friedl is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Maria G
Series 66
Jacksonville, FL
Morgan Stanley
Maria Galino Paez is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management (MSWM) provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.
Andrew B
Series 66
Jacksonville, FL
Morgan Stanley
Andrew Beh is a financial advisor at Morgan Stanley in Jacksonville, FL, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Beh is involved in community activities as an officer of Meninak Jacksonville and is a partial owner of Rockwood Steel, a company providing commercial support to small and medium railroad firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and a Global Investment Committee to help model financial outcomes.
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