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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.
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.
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.
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.
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.
Vladyslav V
Series 66, Series 63
Tampa, FL
Morgan Stanley
Vladyslav Vershov is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at The Associated: Jewish Federation of Baltimore and Maryland Healthcare Clinics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.
Kenneth V
Series 66, Series 63
Tampa, FL
Morgan Stanley
Kenneth Vaughn 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 Nineteen61, Ecoshield, and experience 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 firm-approved tools and analyses, with approximately $2.74 trillion in client assets under management.
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.
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.
David C
Series 66, Series 63
Tampa, FL
Morgan Stanley
David Cooney is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Thomson Brock Luger & Company and operated 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 range of advisory programs and financial planning services supported by structured tools and modeling techniques.
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.
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.
Max C
Series 66, Series 63
Tampa, FL
Morgan Stanley
Max Consoni is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at 401k Generation and held positions outside the financial services industry, including roles at the University of Central Florida and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to help clients model financial outcomes.
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.
Alexander H
Series 66
Tampa, FL
Morgan Stanley
Alexander Hanrahan is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He has previous work experience at BayCare and the YMCA of the Suncoast. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
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.
Patrizio T
Series 66, Series 63
Tampa, FL
Morgan Stanley
Patrizio Trippetti is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sokoh LLC and has held roles in educational institutions including Florida International University and Belen Jesuit Preparatory School. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 delivers services both directly and through Corporate Financial Planning agreements with employers.
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.
Daniel P
Series 66
Tampa, FL
Morgan Stanley
Daniel Pava is a financial advisor at Morgan Stanley with the Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022 and concurrently serves in the U.S. Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.
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.
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