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Katie R

Series 66

Tampa, FL

Morgan Stanley

Katie Robertson is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Starbucks Coffee Company and the Walt Disney Company. Outside of her advisory work, she owns Mile 49 Media, a photography and videography business. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning programs.

General estate planning guidance
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Justin C

Series 63, Series 66

Tampa, FL

Morgan Stanley

Justin Curry is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he is involved with RCX Sports, which organizes sports camps and nonprofit events. 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, utilizing structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Angel F

Series 63, Series 66

Tampa, FL

Morgan Stanley

Angel Ferreira is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo, New York Life, and E*Trade Securities. Outside of his advisory work, he is the sole proprietor of I4 Trading Card Company, a retail and online business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs.

General estate planning guidance
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Casey E

Series 66

Tampa, FL

Morgan Stanley

Casey Einecker is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, and has seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he held roles at Cinnebistro, Ferg's Live, Village of Algonquin, and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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Mark S

Series 63, Series 66

Tampa, FL

Morgan Stanley

Mark Salem is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Hertz, as well as time spent at Florida Gulf Coast University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-linked financial planning services.

General estate planning guidance
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Kelly A

Series 63, Series 66

Tampa, FL

Morgan Stanley

Kelly Anderson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior roles include positions at E*Trade Securities, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of finance, she owns an internet-based retail company selling woodcraft supplies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models while providing advisory services across diverse financial products.

General estate planning guidance
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Addison L

Series 65, Series 63

Tampa, FL

Morgan Stanley

Addison Linn is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at Fisher Investments and several other financial firms. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

General estate planning guidance
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Jacob W

Series 63, Series 66

Tampa, FL

Morgan Stanley

Jacob Wilsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at UBS Financial, Sunrun, and Fisher and Wilsey. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Brian G

Series 66, Series 63

Tampa, FL

Morgan Stanley

Brian Garton is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at E*Trade Securities LLC and Total Quality Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.

General estate planning guidance
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Matthew K

Series 66

Tampa, FL

Morgan Stanley

Matthew King 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 2022, he worked in various retail and service roles including at Safeway and Chicken Salad Chick. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and the Global Investment Committee’s market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through direct and corporate financial planning arrangements.

General estate planning guidance
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Michelle R

Series 66

Tampa, FL

Morgan Stanley

Michelle Ruiz is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. 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 tailored financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Ethan D

Series 63, Series 65

Tampa, FL

Morgan Stanley

Ethan Denslow is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he was a financial consultant at Florida Financial Advisors. He also has experience in fixed insurance sales through a separate business activity. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Racquel S

Series 63, Series 65, Series 66

Tampa, FL

Morgan Stanley

Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2018, she worked at Aspire Financial Services from 2014 to 2017. Outside of her advisory role, Smith operates The Purposed Professional LLC, a career consulting business specializing in resume writing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

General estate planning guidance
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O'savion B

Series 66, Series 63

Tampa, FL

Morgan Stanley

O'savion Buckner is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 credentials with one year of industry experience. His prior work includes roles at Tampa Metropolitan YMCA and Trinity College of Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

General estate planning guidance
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Mathew M

Series 66

Tampa, FL

Morgan Stanley

Mathew Meyer 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 Merrill and the Archdiocese of Atlanta, along with several years in educational and community organizations. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and firm‑approved tools, serving clients through both direct and employer-sponsored financial planning arrangements.

General estate planning guidance
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Dalton G

Series 66

Tampa, FL

Morgan Stanley

Dalton Grados 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 Northwestern Mutual and other financial service firms. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, 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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Zachary S

Series 66

Tampa, FL

Morgan Stanley

Zachary Smith 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 time with Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without individual security recommendations as part of standalone plans.

General estate planning guidance
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Nickolaus D

Series 63, Series 66

Tampa, FL

Morgan Stanley

Nickolaus Dunegan 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 history includes roles at E*Trade Securities, Bank of America, Race Trac, Amazon, and GNC. Outside of advising, he is employed by Uber in a customer service capacity. 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 financial planning services.

General estate planning guidance
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Alexander H

Series 63, Series 66

Tampa, FL

Morgan Stanley

Alexander Harris is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at E*TRADE Securities LLC, as well as service in the United States Army. Outside of his advisory career, Harris owns a sole proprietorship involved in agriculture, art, culture, and retail/online stores. Morgan Stanley Wealth Management is a 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 uses structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Robert S

Series 66

Tampa, FL

Morgan Stanley

Robert Seehoffer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2017, including eight years at Morgan Stanley Private Bank, N.A., and previously worked at Royal Alliance Associates from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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