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Dustin W

Series 66

Naples, FL

Morgan Stanley

Dustin Wolff is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and also works with 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Charles W

Series 63, Series 65

Naples, FL

Morgan Stanley

Charles Weinrich 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 worked at Morgan Stanley and its affiliated Private Bank since 2016 and previously held positions with SunTrust Advisory Services and Suntrust Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research to guide its advisory services.

General estate planning guidance
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Gabriela S

Series 63, Series 66

Naples, FL

Morgan Stanley

Gabriela Sandoval is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Marilynn K

Series 63, Series 65

Naples, FL

Morgan Stanley

Marilynn Katatsky is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Katatsky serves as a board member of the South River Federation, a nonprofit organization focused on investment oversight. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning informed by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment-related activities.

General estate planning guidance
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Jeffrey B

Series 66

Naples, FL

Morgan Stanley

Jeffrey Brady is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Arthrex from 2013 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.

General estate planning guidance
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Edward M

Series 63, Series 65

Naples, FL

Morgan Stanley

Edward Mccormick Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney since 2021, and UBS Financial Services from 2001 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients, providing a 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 include both direct client engagements and corporate financial planning agreements.

General estate planning guidance
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Scott O

Series 63, Series 65

Naples, FL

Morgan Stanley

Scott O'dell is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, O'dell serves as a board member at large for the Terracina Homeowners Association and the Vineyards Radio Network in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael D

Series 63, Series 65

Naples, FL

Morgan Stanley

Michael Devries is a financial advisor at Morgan Stanley in Naples, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market estimates as part of its financial planning process.

General estate planning guidance
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Natalie V

Series 66

Naples, FL

Morgan Stanley

Natalie Vaughn is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, her professional background includes roles in veterinary clinics and fitness-related businesses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

General estate planning guidance
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Stephanie N

Series 63, Series 65

Naples, FL

Morgan Stanley

Stephanie Nilsen is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Remington B

Series 66

Naples, FL

Morgan Stanley

Remington Bartlett is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including scenario modeling by the Global Investment Committee, and generally acts in an advisory role without providing specific security recommendations.

General estate planning guidance
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Melanie K

Series 66

Naples, FL

Morgan Stanley

Melanie Kotsonis is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following prior roles at UBS Financial Services, Inc. and Success Strategies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored financial planning and a variety of advisory programs.

General estate planning guidance
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Brooke M

Series 63, Series 65

Naples, FL

Morgan Stanley

Brooke Mish is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Morgan Stanley since 2014. 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 that utilize structured discovery processes and firm-approved tools.

General estate planning guidance
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Beth K

Series 63, Series 66

Naples, FL

Morgan Stanley

Beth Kressman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank, N.A. since 2023, following over a decade at Morgan Stanley Smith Barney and a brief period at UBS Financial Services. Outside of her advisory role, she is the sole member of Paco Finds Her Forever Home LLC, an art and culture nonprofit focused on fundraising and sales/marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Christopher K

Series 63, Series 65

Naples, FL

Morgan Stanley

Christopher Kopp Jr. 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, National Association since 2015, in addition to Morgan Stanley Smith Barney since 2011. 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 offers financial plans utilizing structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Dominika D

Series 66

Naples, FL

Morgan Stanley

Dominika Dudziak Fry is a Series 66-licensed financial advisor with Morgan Stanley in Naples, FL, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works part-time as a server and bartender at an Italian restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning services to individuals and institutional clients using firm-approved tools and a structured planning process.

General estate planning guidance
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John G

Series 66

Naples, FL

Morgan Stanley

John Gogia is a Series 66-credentialed financial advisor with Morgan Stanley, based in Naples, FL, and has four years of industry experience. Before joining Morgan Stanley in 2024, he worked at Janney Montgomery Scott for two years and served in law enforcement for 27 years with the Collier County Sheriff's Office. He currently serves as an Auxiliary Deputy for the Collier County Sheriff's Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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James G

Series 63, Series 66

Naples, FL

Morgan Stanley

James Gullo is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent 10 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Brian F

Series 66

Naples, FL

Morgan Stanley

Brian Francis is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2024, previously holding roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that range from direct client advising to corporate financial planning arrangements.

General estate planning guidance
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Grant S

Series 66

Naples, FL

Morgan Stanley

Grant Scullin is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Scotlynn and operated a self-employed business. His background includes experience in various industries prior to entering financial advising. 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 a range of advisory programs supported by structured processes and firm-approved tools.

General estate planning guidance
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