Andrew Martinez is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, with three years of industry experience. Prior to joining Morgan Stanley, he worked at Uber Technologies Inc. and has a background that includes time at Florida State University and St. Petersburg College. Outside of finance, he was involved with Uber Technologies in a non-investment capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include collaboration with employers through corporate financial planning agreements.

Olivia Caputo 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 in 2026, she worked for GreenBridge Wealth Management and held roles outside finance, including at Specialty Restaurants Corporation and Kirklands Inc. 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 supported by firm-approved tools and methodologies.

Tristan Kassel is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior work includes roles at Service Response Partners and Fitness 2 Go, as well as extended periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs centered on structured financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Stephen Collier is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and Discover Financial Services. Outside of finance, he serves as a general partner in Injection Plastics USA, a company specializing in small plastic parts injection molding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Marcelo Miano is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management LLC and TSM Solutions LLC. Outside of his advisory role, he serves as an officer for a charitable foundation supporting children with epilepsy and acts as treasurer for a local food catering business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial services across various client segments.

Matthew Tsokos is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Sponsler, Johnson, & Andrews, P.A. and teaching experience at Tampa Preparatory School and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kenneth Coggins is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including AXA Advisors, Prescott Financial, and National Securities Corporation. Since 2021, he has been with Morgan Stanley and currently serves in their Private Bank. 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, 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.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Mark Elder is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Intrepid Capital Management and Dallas Bull, as well as involvement with Tampa Palms Country Club. He also worked at the University of South Florida from 2022 to 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Isabella Walters is a Series 66-licensed financial advisor at Morgan Stanley in Tampa, FL, with less than one year of industry experience. Her prior work includes roles outside the financial sector, such as positions with the Tampa Bay Buccaneers and various service industry jobs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional offerings alongside specialized investment and trading activities.

Christopher Fuller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, Fuller was involved with Fresh Kitchen and played for the Lakeshore Chinooks. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Ryan Savitt is a financial advisor at Morgan Stanley in Tampa, FL, with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2024. Prior to his advisory role, his background includes experience at Exos and six years in college and high school settings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

David Garcia Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and White Rhino Products. Outside of his advisory role, he is involved in property management through a sole proprietorship. Morgan Stanley Wealth Management is a 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 strategies.

Jacob Schick is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, and has two years of industry experience. His prior work includes roles at Fresh Market, Liberty Mutual Insurance, Lowe's, and involvement with the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Nicole Minutello is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and having started her industry career in 2024. Prior to joining Morgan Stanley in 2025, she worked at SitusAMC from 2022 to 2024 and at NTC - A Covius Solution from 2016 to 2022. 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 supported by structured discovery conversations and firm-approved tools.

Robert Peterman is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes positions at Charles Schwab and multiple roles within USAA, spanning financial planning and investment management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through financial advisors and estate planning specialists.

George Currence is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations and with 23 years of industry experience. His prior firms include E*TRADE Capital Management and Raymond James Financial Services. He also serves as an arbitrator on FINRA arbitration panels. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed through a comprehensive process that includes planning but typically does not extend to individual security recommendations.

Joseph Fernandes is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at RSM US LLP and has experience in diverse roles including positions at Luke's New York Bagels and Stanley Chair Co., as well as academic involvement at the University of Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, including Monte Carlo simulations, to develop tailored financial plans.

James Verbel is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked extensively at E*TRADE Securities and E*TRADE Capital Management from 2006 to 2020 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning using structured discovery processes and firm-approved tools.