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Casey E

Series 66

Tampa, FL

Morgan Stanley

Casey Einecker is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to joining Morgan Stanley, he held roles with Cinnebistro, Ferg’s Live, the Village of Algonquin, and the University of Tampa. 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 structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Rothschild D

Series 66

Tampa, FL

Morgan Stanley

Rothschild Dort is a financial advisor at Morgan Stanley with a Series 66 designation. He has held positions at firms including Blind Tiger and Wise, with experience spanning various industries prior to joining Morgan Stanley. 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 supported by firm-approved tools and investment research.

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 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at E*TRADE Securities, E*TRADE Capital Management, and Wells Fargo Clearing. Outside of his advisory work, Anderson owns an internet-based retail company specializing in wood crafting supplies. 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 structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Addison L

Series 63, Series 65

Tampa, FL

Morgan Stanley

Addison Linn is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley, Addison worked at Fisher Investments and several other firms during the early stages of their career. Addison’s background also includes roles outside financial services, such as work with Humanitas Incorporated and educational experience at Salisbury University and South Carroll High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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 63, Series 66

Tampa, FL

Morgan Stanley

Brian Garton 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 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, including customized financial planning and access to various investment strategies.

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 at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 13 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, including tailored financial planning supported by structured discovery conversations and firm-approved 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 14 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at T. Rowe Price Advisory Services and Aspire Financial Services. Outside of her advisory role, she operates The Purposed Professional LLC, providing career consulting and resume writing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

General estate planning guidance
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O'savion B

Series 63, Series 66

Tampa, FL

Morgan Stanley

O'savion Buckner is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the Tampa Metropolitan YMCA and in automotive repair, among other positions. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning that utilize firm-approved tools and investment modeling techniques.

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 at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at E*Trade Securities, Bank of America, RaceTrac, Amazon, and GNC. Outside of his advisory work, he is employed in customer service at Uber. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and employer-sponsored financial planning agreements.

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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Warren H

Series 66

Tampa, FL

Morgan Stanley

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

General estate planning guidance
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Joshua D

Series 63, Series 66

Tampa, FL

Morgan Stanley

Joshua Davis is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, CUNA Brokerage Services, Suncoast Credit Union, and T. Rowe Price Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and systematic planning processes.

General estate planning guidance
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