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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 one year of industry experience. His work history includes multiple engagements at Morgan Stanley and the University of 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 through structured planning tools and a broad range of retail and institutional offerings.

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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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 63, Series 65

Tampa, FL

Morgan Stanley

Michael Valle is a financial advisor based in Tampa, FL, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at E*Trade Securities and Comerica Bank, as well as experience outside finance at Le Pain Quotidien. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers planning services that focus on structured discovery and outcome modeling.

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 63, Series 66

Tampa, FL

Morgan Stanley

Robert Lobello is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes part-time work with DoorDash and roles in various service and student positions prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning supported by the firm’s structured discovery process and planning tools.

General estate planning guidance
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Gonzalo E

Series 63, Series 65

Tampa, FL

Morgan Stanley

Gonzalo Espinoza is a financial advisor with Morgan Stanley in Tampa, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Mantis Funding LLC, Magen Wealth Management, and Sabadell Bank. Morgan Stanley Wealth Management is a large, SEC-registered 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 research.

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. His prior work includes caregiving and estate management roles before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and models to support client goals.

General estate planning guidance
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Cooper C

Series 63, Series 65

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. His prior work includes roles in sports and education sectors, including positions at the University of Georgia Athletics and the Country Club of the South. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range 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 using firm-approved tools and market modeling techniques.

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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Jacob L

Series 66

Tampa, FL

Morgan Stanley

Jacob Lopez 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 Morgan Stanley Smith Barney LLC, Morgan Stanley Services Group, Inc., and E*Trade Securities LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

General estate planning guidance
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Isabel H

Series 66

Tampa, FL

Morgan Stanley

Isabel Huapilla Rafael is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked with Premium Audit Consultants and Paragon One x PwC. Isabel has also been involved in roles at the University of South Florida and St. Petersburg College. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes 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.

General estate planning guidance
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