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Brent B

Series 63, Series 66

Tampa, FL

Morgan Stanley

Brent Bassler is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
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Devon W

Series 66

Tampa, FL

Morgan Stanley

Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

General estate planning guidance
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Benjamin O

Series 65, Series 63

Tampa, FL

Morgan Stanley

Benjamin Onett is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 licenses with eight years of industry experience. He has been with Morgan Stanley since 2017, including three years with Morgan Stanley Services Group Inc. 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 tailored financial planning using a structured process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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Douglas D

Series 63, Series 66

Tampa, FL

Morgan Stanley

Douglas Doran is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2013. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process based on firm-approved tools and modeling techniques.

General estate planning guidance
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Brian G

Series 66

Tampa, FL

Morgan Stanley

Brian Garcia is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of 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 various structures, including Corporate Financial Planning agreements with employers.

General estate planning guidance
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Sam M

Series 66

Tampa, FL

Morgan Stanley

Sam Mangini is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley, he held roles in various sectors including retail and printing. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients in both direct and corporate financial planning arrangements.

General estate planning guidance
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Ryan G

Series 66

Tampa, FL

Morgan Stanley

Ryan Gaum is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior work history includes positions at Merrill, Citigroup, Fidelity Brokerage Services LLC, and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, with services that include tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-based financial planning agreements.

General estate planning guidance
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Michael C

Series 66

Tampa, FL

Morgan Stanley

Michael Crimmins is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through corporate financial planning agreements.

General estate planning guidance
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Steven K

Series 63, Series 65

Tampa, FL

Morgan Stanley

Steven Katzman is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Citigroup Global Markets since 1993 and has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

General estate planning guidance
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Tiffany M

Series 63, Series 65

Tampa, FL

Morgan Stanley

Tiffany Massay is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her career includes roles at JPMorgan Securities LLC and Regions Bank, as well as involvement with Dharma Southern Kitchen LLC. She also participated in the University of South Florida Student Government during her studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Erin B

Series 63, Series 66

Tampa, FL

Morgan Stanley

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

General estate planning guidance
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Mary E

Series 66

Tampa, FL

Morgan Stanley

Mary Ebert is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Cervidea NutraScience from 2019 to 2021. Outside of finance, she has operated Mary Ebert Photography since 2007. 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 firm-approved tools and analysis.

General estate planning guidance
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Carla W

Series 63, Series 65, Series 66

Tampa, FL

Morgan Stanley

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 its advisory services.

General estate planning guidance
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Eric P

Series 66

Tampa, FL

Morgan Stanley

Eric Parker is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Sean W

Series 66

Tampa, FL

Morgan Stanley

Sean Weber is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved in managing a rental property. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools but does not provide individual security recommendations in standalone plans.

General estate planning guidance
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Robert C

Series 66

Tampa, FL

Morgan Stanley

Robert Cecil is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. He has held roles within Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and briefly at Proforma. Cecil serves as a board member and secretary of the Save Your World Foundation, a local nonprofit focused on allocating funds to charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and a broad suite of products, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Sean F

Series 63, Series 66

Tampa, FL

Morgan Stanley

Sean Farrell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2017, following a one-year tenure at Ameriprise Financial Services. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas A

Series 66

Tampa, FL

Morgan Stanley

Nicholas Andress is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Ruth J

Series 66

Tampa, FL

Morgan Stanley

Ruth Jordan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment services alongside its financial planning offerings.

General estate planning guidance
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Donna E

Series 63, Series 66

Tampa, FL

Morgan Stanley

Donna Esposito is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, holding Series 63 and Series 66 licenses. Outside of her advisory role, she is a managing member of a credit card merchant services business owned by her husband, with limited involvement in daily operations. Morgan Stanley Wealth Management offers a wide 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 through various investment and planning platforms.

General estate planning guidance
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