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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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Samantha B

Series 63, Series 66

Tampa, FL

Morgan Stanley

Samantha Bussiere is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at E*Trade Securities, HarborOne, Santander Securities, and Santander Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 its services directly to individuals as well as through Corporate Financial Planning agreements.

General estate planning guidance
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Joseph S

Series 66

Tampa, FL

Morgan Stanley

Joseph Snider is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with under one year of industry experience. His work history includes multiple roles at Morgan Stanley interspersed with positions and studies at the University of Florida, as well as employment at Downtown Fats, The Grand Marlin, and teaching roles at Gulf Breeze High School and Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning services and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

General estate planning guidance
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John S

Series 66

Tampa, FL

Morgan Stanley

John Stauffer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior roles include positions at The Edison and Vip Rips, as well as experience in education at Florida State University and T.R. Robinson High School IB. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.

General estate planning guidance
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Martyn B

Series 66

Tampa, FL

Morgan Stanley

Martyn Ballestero II is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at New York Life Insurance Co, HD Vest Insurance Agency, HD Vest Advisory Services, and Investment Professionals, Inc. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Timothy H

Series 63, Series 66

Tampa, FL

Morgan Stanley

Timothy Harris is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at T Rowe Price Investment Services, Inc. from 2007 to 2019 and a period as a self-employed advisor before joining Morgan Stanley in 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, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brittany P

Series 66

Tampa, FL

Morgan Stanley

Brittany Patrick is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Tech Data from 2014 to 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Bryce P

Series 66

Tampa, FL

Morgan Stanley

Bryce Poole is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Florida Financial Advisors, Trinity Wealth Securities, and First Citizens Bank, among others. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering tailored solutions without individual security recommendations as part of standalone planning.

General estate planning guidance
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Grace A

Series 66

Tampa, FL

Morgan Stanley

Grace Abramson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, following a one-year tenure at E*TRADE Securities. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

General estate planning guidance
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Langston B

Series 66

Tampa, FL

Morgan Stanley

Langston Bacchus is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked at Raymond James and held various roles outside the financial industry, including positions at Paramount Construction, Macy’s, and Sunshine Valet. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate advanced modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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Michael V

Series 65, Series 63

Tampa, FL

Morgan Stanley

Michael Valle is a financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at E*Trade Securities, Comerica Bank, and Le Pain Quotidien. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies. 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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Pierce B

Series 66

Tampa, FL

Morgan Stanley

Pierce Baur 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 2025, he worked at Onward Reserve and had various roles including operating Tiki Lees Dock Bar and Beef Brothers Deli. He also has experience in education through Clemson University and Howard County Public Schools. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed around structured planning conversations, acting principally in an advisory capacity.

General estate planning guidance
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Robert L

Series 66, Series 63

Tampa, FL

Morgan Stanley

Robert Lobello is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 registrations with one year of industry experience. Prior to joining Morgan Stanley, his background includes part-time work with DoorDash and roles in various industries while completing his studies at Saint Joseph's University and the University of Tampa. Morgan Stanley Wealth Management offers advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and advanced modeling techniques.

General estate planning guidance
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Gonzalo E

Series 65, Series 63

Tampa, FL

Morgan Stanley

Gonzalo Espinoza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Mantis Funding LLC and Magen Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

General estate planning guidance
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Genevieve S

Series 66

Tampa, FL

Morgan Stanley

Genevieve Shoats is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at Raymond James Financial and Esports Entertainment Group Inc., along with various teaching appointments at the University of South Florida and local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Oleksandra D

Series 63, Series 66

Tampa, FL

Morgan Stanley

Oleksandra Droval is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Cardinal Financial and Bay to Bay Lending. Outside of her advisory role, she is also involved as a real estate broker in Tampa, Florida. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and analysis methods.

General estate planning guidance
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Enio Q

Series 66

Tampa, FL

Morgan Stanley

Enio Qirko is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Albanian Ministry of Infrastructure and Energy, AK - Invest (MoneyGram), and American Bank of Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Keith C

Series 66

Tampa, FL

Morgan Stanley

Keith Cox is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked as a caregiver and executor of his father’s estate. 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 focused on tailored financial planning supported by structured discovery conversations and proprietary planning tools.

General estate planning guidance
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Cooper C

Series 65, Series 63

Tampa, FL

Morgan Stanley

Cooper Contardo 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 2024, his work history includes roles at the Country Club of the South, University of Georgia Athletics, and Sports Warehouse, Inc. He also has a background in full-time education spanning several years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and corporate financial planning arrangements.

General estate planning guidance
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Robert H

Series 66

Tampa, FL

Morgan Stanley

Robert Hohmann is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. He previously worked at E*Trade Securities LLC and Scott Marxer's State Farm. Outside of advising, he serves as an administrative assistant for Rasmussen Technologies LLC, a telecommunications contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by a structured discovery process and proprietary modeling tools.

General estate planning guidance
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