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Travis L

Series 66, Series 63

Tampa, FL

Morgan Stanley

Travis Lesko is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and has experience in several other roles including time at Eden Landscape Enterprise and Maclay School. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals 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 planning process utilizing firm-approved tools and market-based modeling to support clients’ financial goals.

General estate planning guidance
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Gunnar G

Series 63, Series 65

Tampa, FL

Morgan Stanley

Gunnar Greathouse is a financial advisor at Morgan Stanley in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including E*TRADE Securities LLC and Northwestern Mutual. Outside of finance, he has experience with companies such as DoorDash and Uber. 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 manages approximately $2.74 trillion in client assets, utilizing structured planning tools and the guidance of a Global Investment Committee.

General estate planning guidance
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John S

Series 66

Tampa, FL

Morgan Stanley

John Saigh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience in various industries such as logistics, hospitality, and manufacturing, with roles at companies including Uber and Endress & Hauser Inc. He has also been involved with several food and beverage businesses. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Ian H

Series 63, Series 66

Tampa, FL

Morgan Stanley

Ian Harrison is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 services both directly and through corporate financial planning agreements.

General estate planning guidance
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Tj B

Series 63, Series 65, Series 66

Tampa, FL

Morgan Stanley

Tj Belcher is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C. and TD Ameritrade Inc. Outside of his advisory role, he is a sole proprietor involved in rental property ownership. 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.

General estate planning guidance
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Junior C

Series 66

Tampa, FL

Morgan Stanley

Junior Charley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at JP Morgan & Chase for three years and has held various roles including at the University of South Florida and Hays. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and structured processes.

General estate planning guidance
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Melvin N

Series 65, Series 63

Tampa, FL

Morgan Stanley

Melvin Nnabuife is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Northwestern Mutual, and Eckman Wealth Management. Melvin is the owner of Afro Elite Enterprise LLC, a community engagement organization that supports minority businesses and promotes African culture through event organization. He is also the founder of ApexVisionary Consulting, providing small business consulting services. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and economic scenario modeling.

General estate planning guidance
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Blake H

Series 66

Tampa, FL

Morgan Stanley

Blake Heyer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Kappa Alpha Theta and Wolf Hospitality. He attended Florida State University and has experience in athletic club and educational environments. Morgan Stanley Wealth Management provides financial planning and investment advisory services to individuals and institutional clients. The firm employs a structured planning process using advanced modeling tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Aidan S

Series 63, Series 65

Tampa, FL

Morgan Stanley

Aidan Shaw is a financial advisor with Morgan Stanley in Tampa, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Instacart and Florida Financial Advisors and spent several years in full-time education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Anthony S

Series 66, Series 63

Tampa, FL

Morgan Stanley

Anthony Sanville Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Claremont Savings Bank and the University of New Hampshire. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Zeyad E

Series 63, Series 66

Tampa, FL

Morgan Stanley

Zeyad El Shami is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations with one year of industry experience. His prior work includes positions at Sunwater Capital and Aeronautical Systems Inc., as well as a four-year period at The University of Edinburgh. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.

General estate planning guidance
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Nicholas L

Series 66

Tampa, FL

Morgan Stanley

Nicholas Lizzio is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a 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 modeling techniques.

General estate planning guidance
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Kayla M

Series 66

Tampa, FL

Morgan Stanley

Kayla Mc Kee is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with six years of industry experience. Her previous roles include positions at E*Trade Securities and a brief tenure at Ole Style Deli. She also worked at the University of Tampa for three years. 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 that employs firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse services encompassing retail and institutional investment options.

General estate planning guidance
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Grant W

Series 66

Tampa, FL

Morgan Stanley

Grant Wilhelm is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked with Coding Campus DBA V School for five years and served in the United States Air Force from 2015 to 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured discovery conversations and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Daniel G

Series 63, Series 66

Tampa, FL

Morgan Stanley

Daniel Gordon is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities LLC and a position with Gigi Fernandez Tennis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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