Payne Speicher is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Delta Sonic Car Wash, Rochester Institute of Technology, and Lockheed Martin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved planning tools without offering individual security recommendations as part of standalone plans.

Julie Maurizi is a financial advisor at Morgan Stanley in Naples, FL, with 11 years at the firm and two years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anna Mckinnon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Daniel Mendoza is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling without offering individual security recommendations in standalone financial plans.

Paola Luque is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with two years of industry experience. Her prior work history includes roles at Merrill and RBC Capital Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jason Zapalski is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the American Cancer Society. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment analysis methods to support its financial planning process.

Sawyer Sutter is a financial advisor with Morgan Stanley in Naples, FL, holding Series 65 and Series 66 licenses and bringing four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked in the education sector from 2005 to 2022. 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 and financial planning services supported by structured processes and firm-approved tools.

Dmitriy Stepanov is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. He serves individuals, families, and businesses, guiding clients to achieve financial objectives across various areas including investment management, multi-generational wealth planning, life insurance analysis, asset preservation, and philanthropic planning. Since beginning his career in wealth management in 2012, Dmitriy joined Merrill in 2019 and has significant experience advising on family wealth strategies, endowments, foundations, nonprofit services, retirement planning, tax minimization, socially responsible investing, and retirement income solutions. Dmitriy earned his Bachelor's Degree in International Affairs from Northern Arizona University and attended the University of Alaska Southeast. He holds the Personal Investment Advisor (PIA) designation and is fluent in Russian and English. He adheres to Merrill’s tradition of community involvement and volunteers with organizations locally. Dmitriy lives in Naples with his wife and three children and enjoys a range of personal interests including philanthropy, traveling, fishing, hiking, hockey, mixed martial arts, chess, gardening, ice hockey, music, reading, scuba diving, tennis, and volleyball.

Prinya Sommala is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at J.P. Morgan Securities from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 a structured financial planning process using firm-approved tools and models.

Elizabeth Kinder is a financial advisor with Morgan Stanley in Naples, Florida, holding a Series 66 designation and having 10 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2019 and previously worked at Bank of America and Merrill from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Kevin Johnson is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual 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 a structured financial planning process supported by firm-approved tools and analysis methods.

Peter Maloney is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes over a decade at UBS Financial Services and various roles within Morgan Stanley entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and structured processes.

David Scharf is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, with plans utilizing various modeling techniques to project outcomes.

Ana Munro is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior work includes over a decade at Fifth Third Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she manages several rental properties in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs backed by structured planning tools and the Global Investment Committee’s analyses.

Brian Strachan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 38 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide 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 such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Andrew Devito is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through dedicated advisors and specialized estate planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Jason Chambeau is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and methodologies.

Keith Philippi is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously worked at Fifth Third Securities and Fifth Third from 2010 to 2021. Outside of his financial advisory work, he is a co-owner of Brooks Burgers, a restaurant in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Jennifer Gebeau is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2023, following nine years at JPMorgan Chase Bank and J.P. Morgan Securities. Earlier in her career, she spent a year at Veritable LP. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Angela Wright is a Series 66 licensed financial advisor with Morgan Stanley in Naples, FL, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 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 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.