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Selin T
Series 66
Ormond Beach, FL
Morgan Stanley
Selin Timur is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 license and five years of industry experience. Prior to joining Morgan Stanley in 2021, Timur worked at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Outside of advising, Timur is a partner in Niles Technology Inc., a wholesale and distribution business based in Lake Mary, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.
Adam K
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Adam Kearney is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2010. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, with services including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through corporate agreements.
Suzan H
Series 63, Series 66
Ormond Beach, FL
Morgan Stanley
Suzan Harrington is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include nearly a decade at Merrill and over four decades at Bank of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling techniques, serving clients directly and through corporate financial planning agreements.
Alonia H
Series 63, Series 66
Ormond Beach, FL
Morgan Stanley
Alonia Holmes is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Fidelity Investments and Enhanced Resource Center. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, using a structured financial planning process supported by firm-approved tools and investment models.
Adam K
CFP®, Series 63
Ormond Beach, FL
Morgan Stanley
Adam Kennedy is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He has been with Morgan Stanley since 2009, currently serving in their Private Bank since 2015. Kennedy is based in Ormond Beach, Florida. Outside of his advisory role, he is involved in managing several rental properties, with his wife handling day-to-day operations. Morgan Stanley Wealth Management provides a broad range of advisory programs, serving both individual and institutional clients with financial planning and investment management services. The firm employs a structured planning process supported by firm-approved tools and offers diversified investment strategies.
Chad J
Series 66
Ormond Beach, FL
Morgan Stanley
Chad Johnson is a financial advisor with Morgan Stanley in Ormond Beach, Florida, holding a Series 66 credential and 22 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, he serves on the executive committee of the Larry and Marianne Williams Family Foundation and is a council member of the Florida State University Institute for Public Affairs in the UK. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes supported by proprietary tools and serves clients through both direct relationships and corporate agreements.
Sabrina K
Series 63, Series 66
Ormond Beach, FL
Morgan Stanley
Sabrina Kelly is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she works as an independent contractor for Market Force Information, conducting mystery shopper assignments. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.
Marc N
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Marc Nilsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 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 supported by structured discovery and sophisticated modeling tools, while managing approximately $2.74 trillion in client assets.
Catherine R
Series 66
Ormond Beach, FL
Morgan Stanley
Catherine Reilly is a Series 66-licensed financial advisor with Morgan Stanley in Ormond Beach, FL, and has 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for over a decade. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Kenneth M
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Kenneth Mcafee is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Mcafee is currently based in Ormond Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.
Tonya L
Series 63
Ormond Beach, FL
Morgan Stanley
Tonya Lankford is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Stuart S
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Stuart Sixma is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He is involved in a family real estate investment business outside of his advisory work. 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.
Jennifer R
Series 63, Series 66
Ormond Beach, FL
Morgan Stanley
Jennifer Richardson is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. Her office is located in Ormond Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to help clients evaluate financial outcomes.
Patricia C
Series 63, Series 66
Ormond Beach, FL
Morgan Stanley
Patricia Cabral is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.
Paul N
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Paul Nachtigal is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Nachtigal serves as a trustee and co-trustee on multiple investment-related trusts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and research from its Global Investment Committee.
Lauren B
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Lauren Burkhalter is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2004 to 2009. Based in Ormond Beach, FL, she has been with Morgan Stanley in various roles for over 17 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range 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 its Global Investment Committee’s analyses and firm-approved tools.
Jayne M
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Jayne Mills is a financial advisor with Morgan Stanley in Ormond Beach, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009 and previously worked at Merrill for 24 years. Outside of her advisory role, she is involved with She Writes Press, a publishing company that is set to publish a novel she authored. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.
Susan F
Series 66
Ormond Beach, FL
Morgan Stanley
Susan Frazier is a financial advisor at Morgan Stanley in Ormond Beach, FL, holding a Series 66 designation with four years of industry experience. She previously worked for Southern Title Holding Company for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.
Katie M
Series 63, Series 65
Ormond Beach, FL
Morgan Stanley
Katie Meyering is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services directly as well as through corporate agreements.
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