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John W

Series 66

Tampa, FL

Morgan Stanley

John Watt 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 Scotlynn USA and Orthomax, as well as experience in the hospitality industry with Bounce House Social Eats and Bonefish Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced planning tools and the firm’s Global Investment Committee insights.

General estate planning guidance
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Andrew H

Series 66

Tampa, FL

Morgan Stanley

Andrew Hereter is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America and various financial and service-related businesses. Outside of finance, he is involved with the Florida Cracker Fish Company, a restaurant and bar in Tampa. 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.

General estate planning guidance
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Nathan S

Series 66

Tampa, FL

Morgan Stanley

Nathan Saladino is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He began his career in financial services in 2026 after working eight years at Assurant Solutions and seven years at Tampa General Hospital. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

General estate planning guidance
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Javon E

Series 66, Series 63

Tampa, FL

Morgan Stanley

Javon Enzor is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments from 2023 to 2025. His background includes roles in education and community services, including positions at Hillsborough Community College and Hillsborough County Parks and Recreation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using proprietary tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael C

Series 66

Tampa, FL

Morgan Stanley

Michael Chmelir 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 Jacobson, Chmelir & Ferwerda at Law and various positions in education and hospitality. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional offerings with specialized investment and structured-product activities.

General estate planning guidance
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Debra S

Series 63, Series 66

Tampa, FL

Morgan Stanley

Debra Soler Wilson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses. She has 29 years of industry experience, including tenure at Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Jett D

Series 63, Series 66

Tampa, FL

Morgan Stanley

Jett Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 designations and has prior roles at E*Trade Securities and American Income Life Insurance Company. He also worked at the University of South Florida and DoorDash before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Miguel G

Series 66, Series 63

Tampa, FL

Morgan Stanley

Miguel Garcia is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. He previously worked at E*Trade Securities LLC and held roles at Verizon Connect and Verizon Wireless. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models in its advisory process.

General estate planning guidance
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Nicholas J

Series 66

Tampa, FL

Morgan Stanley

Nicholas Jenkins is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds a Series 66 designation and has prior experience at the Internal Revenue Service. Outside of finance, he has been involved with MHB Grill LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Thaddaeus M

Series 66

Tampa, FL

Morgan Stanley

Thaddaeus Money is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Investment Management Company and USAA Life Insurance Company. Outside of advising, he serves as a Precinct Supervisor for the Pasco County Supervisor of Elections. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a variety of investment products.

General estate planning guidance
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Charles M

Series 63, Series 65

Tampa, FL

Morgan Stanley

Charles Marchese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

General estate planning guidance
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Matthew F

Series 63, Series 66

Tampa, FL

Morgan Stanley

Matthew Frese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at E*Trade Securities LLC and Simm. Associates. 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 processes and advanced modeling tools.

General estate planning guidance
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Stephanie J

Series 66

Tampa, FL

Morgan Stanley

Stephanie Jones is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing eight years of industry experience. Her work history includes positions at Morgan Stanley Private Bank and Wells Fargo Clearing Services LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Jackson D

Series 66

Tampa, FL

Morgan Stanley

Jackson Del Valle is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and spent one year at Morgan Stanley Private Bank, N.A. Prior to his financial career, he has experience working at Casino Beach Bar and Grill and attended Florida State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model financial outcomes, primarily acting in an advisory capacity without providing individual security recommendations in standalone plans.

General estate planning guidance
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Jack B

Series 66

Tampa, FL

Morgan Stanley

Jack Bank is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Investable Solutions and PayDay Employer Solutions, and he attended the University of Arizona. 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 involves structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

General estate planning guidance
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Patrick S

Series 66

Tampa, FL

Morgan Stanley

Patrick Selhorn is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2024, with prior experience at Malibu Beach Club in 2022 and a background as a student from 2016 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

General estate planning guidance
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Eric B

Series 63, Series 66

Tampa, FL

Morgan Stanley

Eric Beachy is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked with E*TRADE Capital Management LLC and E*Trade Securities LLC. He has been involved with the First Baptist Church of Sarasota and Sarasota Health and Financial Services, Inc. for over two decades. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning and a structured discovery process supported by firm-approved tools and analysis.

General estate planning guidance
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Jake F

Series 66

Tampa, FL

Morgan Stanley

Jake Fuoco is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UBS and Principal Securities, Inc., as well as experience in the hospitality sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and models.

General estate planning guidance
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Luis R

Series 66

Tampa, FL

Morgan Stanley

Luis Ruah is a Series 66-registered financial advisor with Morgan Stanley in Tampa, FL. He joined the firm in 2025 and has prior work experience at Kuehne-Nagel Inc and the University of Central Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate comprehensive financial modeling and planning strategies.

General estate planning guidance
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Noah C

Series 63, Series 65

Tampa, FL

Morgan Stanley

Noah Collum is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Vanguard Group and several smaller financial firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning using firm-approved tools and structured processes.

General estate planning guidance
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