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David W

Series 63, Series 66

Tampa, FL

Morgan Stanley

David Walker is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and PNC Financial Services. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Alyssa L

Series 66

Tampa, FL

Morgan Stanley

Alyssa Linn is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and three years of industry experience. She previously worked at Fidelity Investments and Indigo Octopus, and has experience that includes roles at Morgan Stanley Private Bank and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs and financial planning services. 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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Noelia J

Series 63, Series 66

Tampa, FL

Morgan Stanley

Noelia Jadav is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Chain Store Guide LLC and Buena Vida Homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Vladyslav V

Series 63, Series 66

Tampa, FL

Morgan Stanley

Vladyslav Vershov is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at The Associated: Jewish Federation of Baltimore and held roles in healthcare and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs for individuals 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 planning services both directly and through corporate agreements.

General estate planning guidance
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Kenneth V

Series 63, Series 66

Tampa, FL

Morgan Stanley

Kenneth Vaughn is a financial advisor at Morgan Stanley in Tampa, FL, with credentials including Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Nineteen61 and Ecoshield, along with prior positions in education at Florida State University and George Jenkins High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Morgan J

Series 66

Tampa, FL

Morgan Stanley

Morgan Jones is a Series 66–licensed financial advisor with Morgan Stanley in Tampa, FL, where he has worked since 2025. Prior to his advisory role, Jones held various positions including roles at The University of Tampa and Schulte Hospitality. Outside of financial services, he is employed as a waitress at Hotel Tampa Riverwalk, a restaurant and nightclub in Tampa. 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 comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.

General estate planning guidance
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Fabienne B

Series 66

Tampa, FL

Morgan Stanley

Fabienne Bagwandeen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at E*Trade Securities and several educational organizations such as Charter Schools USA and the Pasco County School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Aidan K

Series 63, Series 66

Tampa, FL

Morgan Stanley

Aidan Kluge is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Safe Harbor Management Group and various ventures in hospitality and education. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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David C

Series 63, Series 66

Tampa, FL

Morgan Stanley

David Cooney is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thomson Brock Luger & Company and Cooney Financial. Outside of finance, he has been involved with Reel BBQ since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and analytic tools to support client goals.

General estate planning guidance
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Adam B

Series 63, Series 66

Tampa, FL

Morgan Stanley

Adam Berger is a financial advisor at Morgan Stanley in Tampa, FL, with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked in the fitness and hospitality sectors and was also affiliated with the University of Florida. 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 processes and firm-approved tools.

General estate planning guidance
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Debra M

Series 66

Tampa, FL

Morgan Stanley

Debra Meier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and six years of industry experience. She previously worked at Smith, Moore & Co. for six years and Ann Taylor for three years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations to assist clients in financial planning.

General estate planning guidance
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Max C

Series 63, Series 66

Tampa, FL

Morgan Stanley

Max Consoni is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he worked at 401k Generation and held various roles including at the University of Central Florida and DoorDash. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Marci M

Series 63, Series 65

Tampa, FL

Morgan Stanley

Marci Mustachio is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Alexander H

Series 66

Tampa, FL

Morgan Stanley

Alexander Hanrahan is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he had roles at BayCare and the YMCA of the Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Turner M

Series 66

Tampa, FL

Morgan Stanley

Turner Meek is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at Liberty National Globe Life and has experience in hospitality management at several country clubs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Patrizio T

Series 63, Series 66

Tampa, FL

Morgan Stanley

Patrizio Trippetti is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Sokoh LLC and Florida International University. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to guide its financial advisory process.

General estate planning guidance
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Ryan T

Series 63, Series 66

Tampa, FL

Morgan Stanley

Ryan Tillema is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at GWFS Equities, Inc. in 2022 and has experience outside finance, including roles at Aldi US and Palm Harbor Chick-Fil-A. He also works as a contractor for Instacart. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Daniel P

Series 66

Tampa, FL

Morgan Stanley

Daniel Pava is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has also served in the U.S. Army since 2018. His previous work includes roles at Morgan Stanley Private Bank and various positions at the University of South Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Trevor S

Series 63, Series 66

Tampa, FL

Morgan Stanley

Trevor Schnell is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and 66 designations and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Equitable Advisors, and Franklin Templeton Investments. Outside of finance, he was involved with Quixotes Bar & Grill for three years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and a variety of investment offerings.

General estate planning guidance
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Trey P

Series 66

Tampa, FL

Morgan Stanley

Trey Perez is a Series 66 licensed financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He previously worked at Fisher Investments and Fidelity Investments before joining Morgan Stanley Smith Barney LLC and currently Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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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