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Marc W

Series 63, Series 65

Tampa, FL

Morgan Stanley

Marc Walters is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2011. Walters is based in Tampa, FL. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

General estate planning guidance
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Michael G

Series 66

Tampa, FL

Morgan Stanley

Michael Gordon is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services LLC for two years and served five years with the U.S. Army Corps of Engineers. He is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Marcos E

Series 63, Series 66

Tampa, FL

Morgan Stanley

Marcos Edmiston is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jennifer C

Series 66

Tampa, FL

Morgan Stanley

Jennifer Crimmins is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 33 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is the sole proprietor of several real estate entities in Tampa. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee, providing advisory services without offering individual security recommendations within standalone plans.

General estate planning guidance
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Christopher D

Series 66

Tampa, FL

Morgan Stanley

Christopher Duffy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Fidelity Information Services and Verizon Connect. Outside of advising, he owns a construction and engineering business in Land O Lakes, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

General estate planning guidance
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Cameron O

Series 66

Tampa, FL

Morgan Stanley

Cameron O'Neill is a financial advisor at Morgan Stanley in Tampa, FL, with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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James V

Series 63, Series 65

Tampa, FL

Morgan Stanley

James Valenti is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Ana D

Series 66

Tampa, FL

Morgan Stanley

Ana Dominguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2001. 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 investment modeling to support its financial advisory services.

General estate planning guidance
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Alec B

Series 66, Series 63

Tampa, FL

Morgan Stanley

Alec Bales 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 work includes roles at Fidelity Investments and The Vanguard Group. Before entering the financial industry, he held various positions in the restaurant and service sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, utilizing firm-approved tools and models to assist clients in planning without providing individual security recommendations.

General estate planning guidance
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Vanessa G

Series 66

Tampa, FL

Morgan Stanley

Vanessa Garl is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

General estate planning guidance
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Bart R

Series 63, Series 65

Tampa, FL

Morgan Stanley

Bart Riccardi is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 22 years before joining Morgan Stanley in 2019. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

General estate planning guidance
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Justin K

Series 66

Tampa, FL

Morgan Stanley

Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

General estate planning guidance
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Adam H

Series 66

Tampa, FL

Morgan Stanley

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

General estate planning guidance
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Dawn F

Series 63, Series 65

Tampa, FL

Morgan Stanley

Dawn Fawcett is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Emily N

Series 66

Tampa, FL

Morgan Stanley

Emily Najjar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. She is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

General estate planning guidance
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Susan C

Series 66

Tampa, FL

Morgan Stanley

Susan Craig is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a published author of a children's photo book on African animals available in seven languages and serves on the Board of Directors for The Vanguard School, a private boarding school for children ages 6 to 12. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and global market estimates in its services.

General estate planning guidance
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Matt S

Series 63, Series 66

Tampa, FL

Morgan Stanley

Matt Shore is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and market modeling techniques.

General estate planning guidance
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David B

Series 63, Series 65

Tampa, FL

Morgan Stanley

David Brand is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank from 2015 to the present, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Samantha M

Series 66

Tampa, FL

Morgan Stanley

Samantha Menard is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and nine years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at Edelman Financial Services, EF Legacy Securities, Charles Schwab, and was involved with Black Diesel Coffee in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and advanced modeling techniques.

General estate planning guidance
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Kelsey Z

Series 63, Series 66

Tampa, FL

Morgan Stanley

Kelsey Zyndorf is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 14 years 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 range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and the Global Investment Committee’s return estimates. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

General estate planning guidance
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