Judith Schwartzbaum is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Christine Hicks is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 a structured planning process supported by firm-approved tools and analyses.

Laura Blackman is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney 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, 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 planning process using firm-approved tools and modeling techniques.

Constantine Tsonas is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for two investment-related trusts based in Sarasota. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured methodologies and various investment products.

Mary Schoff is a financial advisor at Morgan Stanley with 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Patrick Kilbane is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering comprehensive financial planning and advisory programs alongside a broad array of investment products and services.

Alan Cicora is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Elizabeth Oldham Grissom is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association from 2017 to 2018. Grissom is also involved in a trust and investment-related business based in Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Martell is a Series 66-licensed financial advisor with Morgan Stanley in Sarasota, FL, having eight years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2018 and has prior experience with Florida State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, 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 models without providing individual security recommendations as part of its standalone planning services.

Ashley Wilks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Kathy Francoletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved with Francoletti Homes, Inc., a private company engaged in the construction and sale of residential homes. 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 that uses firm-approved tools and modeling techniques.

Tracie Manning is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Manning is also involved as an owner in a separate investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using standardized tools and engages in various investment and trading activities through its affiliated entities.

Jeffrey Burgess is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 a broad range of retail and institutional investment services.

Christopher Guido is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and NutraElite, LLC. He is also a partner in a real estate investment venture, LWM REIT LLC. Morgan Stanley Wealth Management serves 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 planning process supported by firm-approved tools and market analysis.

Michael Matash is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is employed with Cirrus Aviation, where he provides general aviation flight training in small aircraft. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Dawn Newland is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley and UBS Financial Services, holding credentials including Series 63 and Series 65. Outside of her advisory role, she owns and operates a residential pool cleaning service in Venice, Florida. Morgan Stanley Wealth Management serves 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 structured planning tools alongside broader investment offerings.

Jillien Fry is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and has experience with Habitat for Humanity Mississippi Capital Area. 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 uses structured discovery and firm-approved tools to model financial outcomes, while clients are responsible for implementing and maintaining their plans.

Robin Bauer is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 models.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array 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 offers services that combine structured planning tools with broad investment and financial product offerings.

Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL. She holds Series 63 and Series 65 designations and has 27 years of industry experience. Since 2012, she has worked with Morgan Stanley, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 utilizing structured discovery conversations and firm-approved tools.