Alvin Owens is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. 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. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize structured discovery and firm-approved tools to model financial outcomes.

John Few is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he serves as Finance Committee President Elect and Board Member for the Hillsborough County Bar Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning and investment services.

James Moroney is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and began his career at Citigroup Global Markets in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Webermeier is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Based in Tampa, FL, he provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning using structured discovery and planning tools, serving clients through both direct and corporate financial planning arrangements.

Jonathan Oliver is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including LPL Financial, Raymond James, USAA Financial Planning Services, and Citigroup. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning and tailored wealth management solutions.

Lexi Siracusa is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Palisociety, iRobot Incorporated, Orange Bank and Trust Company, and held roles at The University of Tampa and Aflac Insurance Corporation. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools that incorporate market simulations and return estimates, emphasizing client responsibility for plan implementation.

Julius Tamasy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Timothy Haugaard is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advising, he performs as a drummer in community theater and church music programs. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a wide range of investment programs through its extensive network of financial advisors.

Dana Thor is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and holds a Series 66 license. Based in Tampa, FL, Thor has spent the majority of his career with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and modeling techniques.

Matthew Luber is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Matthew Ward 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 held roles at the University of Oklahoma and InterWorks. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 engages in various investment and trading activities through affiliated entities.

Claire Cajthaml is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She previously worked at BuyLuxeGroup at Berkshire Hathaway Home Services and has experience in education and staffing roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and Scenario analysis as part of its advisory process.

James Fernandez is a financial advisor with Morgan Stanley Wealth Management in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. Outside of his advisory role, he serves as a trustee for a trust based in Tampa. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. 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.

Jake Rodriques is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley and its affiliate entities since 2017, following earlier roles at Network 1 Financial Securities and Alexander Capital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Robin Mason is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with 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 variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Rhonda Mcguire is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by approved tools and data from its Global Investment Committee.

Michael Johnson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2022 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based scenario modeling.

Callie Mitchell is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she completed her education at Florida State University and Gulf Breeze High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm’s financial planning emphasizes structured discovery and firm-approved tools, offering comprehensive services without individual security recommendations as part of standalone plans.