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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.
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.
Nicholas P
Series 63, Series 66
Tampa, FL
Morgan Stanley
Nicholas Peet is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked extensively with E*TRADE Capital Management LLC and E*Trade Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.
Adem T
Series 63, Series 65
Tampa, FL
Morgan Stanley
Adem Tekmen 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 roles include positions at Trinity Wealth Securities, LLC and Florida Financial Advisors, as well as experience in education and the automotive sector. Outside of finance, he is involved with Car Park LLC, an automotive and transportation business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized advisory and investment activities.
Mark H
Series 63, Series 66
Tampa, FL
Morgan Stanley
Mark Hershenson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He previously worked at Commonwealth Capital Securities Corp. for 18 years and spent brief periods at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and quantitative models, with a focus on advisory services rather than individual security recommendations.
Aino D
Series 66, Series 63
Tampa, FL
Morgan Stanley
Aino Dalencour 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, Dalencour has held roles at Career Source, Uber, and participated in a cybersecurity boot camp at the University of South Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of the standalone planning services.
Alexandra J
Series 66
Tampa, FL
Morgan Stanley
Alexandra Jara Martinez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with three years of industry experience. Her work history includes roles at Morgan Stanley since 2021 and prior experience at Regions Bank, Vans, and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning solutions.
Jose G
Series 66, Series 63
Tampa, FL
Morgan Stanley
Jose Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at The Cheesecake Factory and Applebee's, as well as teaching engagements at the University of South Florida Muma College of Business. Outside of advising, he serves as Vice President of Gonzalez Daughter and Son Transport Inc., an automotive and transportation business. 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 supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Seth R
Series 66
Tampa, FL
Morgan Stanley
Seth Ravenna Jr. Jr. is a financial advisor with Morgan Stanley in Tampa, FL. He holds the Series 66 designation and has been with Morgan Stanley since 2025. Prior to this role, his background includes positions in technology and media firms, as well as experience at the University of Tampa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.
Greggory W
Series 63, Series 66
Tampa, FL
Morgan Stanley
Greggory Woodcock is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a wide 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 serves clients through both direct relationships and Corporate Financial Planning agreements.
Rebecca W
Series 66
Tampa, FL
Morgan Stanley
Rebecca Whitley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 1 year of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through Corporate Financial Planning agreements with employers.
Stanley W
Series 66
Tampa, FL
Morgan Stanley
Stanley Woghiren is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He began his advisory career in 2024 at Morgan Stanley. Prior to this role, his work history includes positions in various industries such as retail and hospitality, as well as roles at the University of South Florida and Tampa Yacht and Country Club. 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 discovery processes and firm-approved planning tools.
Kaiden S
Series 66
Tampa, FL
Morgan Stanley
Kaiden Sulker is a Series 66 credentialed financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Cornucopia Wealth Management and Handle Delivery. 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, including tailored financial planning that utilizes firm-approved tools and methodologies.
Arsalan A
Series 63, Series 66
Tampa, FL
Morgan Stanley
Arsalan Arabani is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Park Avenue Securities, The Guardian Life Insurance Company of America, and Northwestern Mutual. Outside of finance, his background includes work in remodeling and office solutions as well as involvement with a lacrosse association. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a broad range of investment programs with specialized services such as estate planning.
Eileen D
Series 66
Tampa, FL
Morgan Stanley
Eileen Dillon is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Her previous roles include positions at Liberty Mutual, Willis Tower Watson Tranzact, and Cigna Healthcare. 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 integrates various investment and planning strategies without providing individual security recommendations in its standalone planning service.
Stephen O
Series 66
Tampa, FL
Morgan Stanley
Stephen Odunna 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 worked at the MS & Neuromuscular Center of Excellence and has held various positions including roles at FedEx and Fit Feet For Life. Outside of his advisory work, he has been involved as a contractor with Uber and DoorDash in customer service and labor roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.
Naiara H
Series 66
Tampa, FL
Morgan Stanley
Naiara Houck 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, she worked at Banco do Brasil Americas from 2022 to 2025 and held various roles in sectors including retail and legal support. 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 and a broad range of investment programs, managing approximately $2.74 trillion in client assets.
Kyle S
Series 66
Tampa, FL
Morgan Stanley
Kyle Sargent is a financial advisor at Morgan Stanley with Series 66 licensing and three years of industry experience. He previously worked at Morgan Stanley Private Bank and has a background that includes roles at Elon University and automotive services. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm employs structured planning tools and offers services supported by its Global Investment Committee, managing approximately $2.74 trillion in client assets.
William H
Series 66
Tampa, FL
Morgan Stanley
William Hancock is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, Florida, bringing five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Rubicon Software Ltd and Corinthian Partners, LLC, and held a role at PricewaterhouseCoopers. Outside of his advisory work, he is involved as a coach in the recreation and sporting sector and is a partner in an online retail business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides tailored wealth management solutions through its broad range of services.
Damien L
Series 66, Series 63
Tampa, FL
Morgan Stanley
Damien Lindsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with approximately one year of industry experience. Prior to his current role, he has held positions including cybersecurity student and CRE analyst. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.
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