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Matthew C
Series 66
Tampa, FL
Morgan Stanley
Matthew Camillone is a Series 66 licensed advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. Before joining Morgan Stanley, he worked at Northwestern Mutual and has held various roles spanning education and business enterprises. Outside of financial services, he is involved with Brick House Tavern/Landray's. 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 structured discovery processes.
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 63, Series 66
Tampa, FL
Morgan Stanley
Aino Dalencour is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, Dalencour held positions at Career Source and Uber, and has experience in cyber security education at the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.
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 R
Series 66
Tampa, FL
Morgan Stanley
Jose Rodriguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He has recently transitioned into financial advising with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across the financial and technology sectors, including positions at Publicis Groupe and TD Ameritrade/Charles Schwab. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory services supported by firm-approved tools and a broad range of investment programs.
Jose G
Series 63, Series 66
Tampa, FL
Morgan Stanley
Jose Gonzalez is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in diverse roles including positions at The Cheesecake Factory and Applebee's. Outside of his advisory work, Gonzalez 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 that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes 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.
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 63, Series 66
Tampa, FL
Morgan Stanley
Damien Lindsey is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously held roles including cybersecurity student and commercial real estate analyst. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.
Travis L
Series 63, Series 66
Tampa, FL
Morgan Stanley
Travis Lesko is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and has diverse work experience including roles outside finance such as with Eden Landscape Enterprise Inc. and teaching at Maclay School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm‑approved tools but does not include individual security recommendations within standalone planning.
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