Kelly Bomar is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the CFP®, Series 63, and Series 66 designations and has worked at Morgan Stanley Private Bank and 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. The firm offers a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools.

Rochelle Bullen is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 designations with 28 years of industry experience. She worked at Janney Montgomery Scott for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide 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 utilizes structured planning tools and scenario modeling in its financial planning process.

Taylor Mccullers is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 designation and having eight years of industry experience. Prior to his current role, he worked at Bank of America and Merrill Lynch, among other firms. He has also worked with the Universal Cheerleaders Association and the University of North Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Kyle Bickham is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 25 years of industry experience. He 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 broad 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 models.

Kim Sage is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2025. Kim 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 wide range of advisory programs, including tailored financial planning and asset management, supported by firm-approved planning tools and research.

Steven Corrao is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Bank of America, Merrill, Citigroup, and Fidelity Investments, as well as prior experience with JWB Real Estate Companies and DAT Bootcamp. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with 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 both directly and through corporate financial planning agreements.

Elizabeth Bailey is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has experience in various roles across firms such as Newcomb & Boyd, LLP and Vaco, and has also been involved with The Virtual HR Director, LLC. Bailey is based in Ponte Vedra Beach, FL, and began her career in financial advising in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes financial planning through structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

John Francis is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in real estate investment and management through ownership and partnership in multiple real estate LLCs and property management ventures. 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 supported by structured discovery processes and firm-approved planning tools.

David De Luca is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Merrill and nine years at Bank of America. He is also a general partner at DUCA Fund LLC, where he makes private investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients both directly and through corporate financial planning agreements.

Krista Collver is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent four years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Neil Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Powell holds a Series 66 designation. He is a member of the advisory board for Palmer Catholic Academy in Ponte Vedra Beach, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process and offers a range of investment programs supported by its Global Investment Committee.

Karen Rademeyer is a Certified Financial Planner (CFP®) with 11 years of industry experience. She is currently affiliated with Morgan Stanley in Jacksonville, FL, where she has worked since 2020, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to joining Morgan Stanley, she worked at Bank of America and Merrill. Outside of her advisory role, she is involved as a partner in an automotive and transportation business as a Turo host. 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 firm-approved planning tools and extensive client asset management.

Brian Stokes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and 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 serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client planning needs.

Heather Hayes is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2024, she worked at UBS Financial Services Inc. from 2011 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 utilizes structured planning tools and proprietary investment models as part of its advisory services.

Marsha Vaughan is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She joined Morgan Stanley in 2020 after four years at Raymond James. Vaughan is also the owner of a network marketing business, Arbonne, which she has operated since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using its Global Investment Committee’s estimates, managing approximately $2.74 trillion in client assets.

William Davis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Bank of America, Citigroup, and Fidelity Brokerage Services. Outside of his advisory role, he has worked as an independent contractor driver for Uber. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Tyler Hartman is a financial advisor at Morgan Stanley with two years of industry experience. He has worked previously at Trinity Wealth Securities, LLC and Florida Financial Advisors. His background includes roles outside finance, such as a position at Walt Disney World Golf. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Leigh Peak is a financial advisor at Morgan Stanley in Jacksonville, FL, holding a Series 66 license with 11 years of industry experience. He has been with Morgan Stanley since 2011. 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. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment research.

Dennis Rosa is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He is based in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Claudia Glynn is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC, Keller Williams St Johns Florida, and Alpha Wealth Management Consulting, as well as a brief period at Tiffany & Co. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.