Paul Alexander is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Bank of America and Merrill from 2010 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Margaret Strausser is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a successor co-trustee in a trust based in Sarasota, Florida. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and market simulations to support client decision-making.

Nicklaus Van Vleet is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at IDS Real Estate Group and The Spirit Network, as well as entrepreneurial experience with Van Vleet Meat Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Ernie Garcia is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the 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 variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Carretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Susan Knight is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 37 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 that serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Jared Hermann is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and bringing 24 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Yamen Elsaid is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan in various roles since 2009. Outside of his advisory work, he is involved in real estate through his ownership and partnership in real estate investment entities based in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and secular return estimates to support client decision-making.

Richard Williams III is a financial advisor at Morgan Stanley with 33 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 Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is the absentee owner of Flagship Automotive Center, LLC, a towing business he inherited through a family trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Susan Kelly is a Series 66-registered financial advisor with Morgan Stanley in Sarasota, Florida, bringing 16 years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent seven years at Robert Baird & Co. Outside of her advisory role, she is a fitness instructor teaching spin classes at the YMCA of Southwest Florida. Morgan Stanley Wealth Management serves individual 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 both direct and employer-based financial planning services.

Taylor Chadsey III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Shawn Mc Gill is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. He serves as a board member for the Boston College Alumni Association Sarasota Chapter. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in a musical band through his sole proprietorship, Something In Between, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Morgan Stanley entities since 2006. Outside of her advisory role, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. 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, and manages approximately $2.74 trillion in client assets.

Connor Harrington is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and four years of industry experience. His prior work includes roles outside finance such as positions at Barnes and Noble and several hospitality establishments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes and a variety of investment tools while managing approximately $2.74 trillion in client assets.

Jill Bruenning is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following roles at Citigroup Global Markets, Morgan Stanley DW Inc., and Wells Fargo Clearing. Outside of her advisory work, she is involved in selling essential oils through doTerra. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Matthew Giresi is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and having 20 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety 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 services through direct individual plans and Corporate Financial Planning agreements.

Rebecca Bolletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. Its planning process incorporates structured discovery conversations and firm-approved tools, employing quantitative models such as Monte Carlo simulations.

Jean Pierre Gobic is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Gobic also has a long-standing teaching role at Fordham University, dating back to 1996. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a variety of advisory programs. The firm’s approach includes the use of structured discovery conversations and proprietary planning tools to support clients’ financial goals.

Ryan Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process utilizing firm-approved tools and market simulations.