Nicholas Petriello is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent seven years at Sawgrass Asset Management LLC. Based in Jacksonville, FL, he is currently affiliated with Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 financial planning process supported by firm-approved tools and modeling techniques.

Peter Carr is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Andrew Baggs is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 license and having 25 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with multiple family investment entities and serves in leadership roles for several LLCs related to private investments. 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 supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexandria Johnson is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Philadelphia Insurance Companies and taught at Lighthouse Academy Palm Beach. 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 tailored financial planning supported by firm-approved tools and methodologies.

David Cooper is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley in various capacities since 2007, including roles at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Ly is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bank of America, and Merrill. He is based in Jacksonville, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations as part of its financial planning process.

Tyson Rising is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior experience includes 15 years at UBS Financial Services before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of offerings including Wealth Management, affiliated broker-dealer support, and specialized investment products.

Andrew Campbell is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked for Fidelity Brokerage Services, LLC from 2015 to 2025 before joining Morgan Stanley in 2025. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning processes and proprietary tools such as Monte Carlo simulations and Secular Return Estimates to support client financial plans.

Roy Tonning is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Merrill prior to joining Morgan Stanley. He is based in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Melissa Duke is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Montoya & Associates. 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 uses structured planning tools and modeling techniques to support client financial plans and offers a broad range of investment and advisory services.

William Dixon is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at 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 team captain for the Gator Bowl Committee. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers services through both direct client relationships and corporate agreements.

Samuel Rosa is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Fidelity Investments, and the College of Charleston. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Jared Policastro is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. He serves on the board of the Florida State University College of Business Student Investment Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tracey Kenney is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 tailored financial planning services. The firm’s planning process uses structured discovery and advanced modeling tools to support client financial goals, managing approximately $2.74 trillion in client assets.

Taylor Jones is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 license and six years of industry experience. Prior to joining Morgan Stanley in 2019, Jones worked briefly at Merrill and has held multiple roles at the University of North Florida and other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Douglas Cochrane is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. He has previously worked at JP Morgan Chase and has been with Morgan Stanley since 2019. Outside of his advisory role, Cochrane is involved with the Florida Association of Veteran Owned Businesses as a proposed chapter chair and serves as a student advisor for the Ponte Vedra High School Stock Market Game team. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Austin Parker is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. Outside of finance, he was involved with Strike Zone Fishing during his college years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and broad program options.

Raymond D'agostino is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 65 and Series 66 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and strategies.