Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and methodologies.

Patricia Griffin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 employs a structured planning process using firm-approved tools and modeling techniques.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Joshua Schuette is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vigilant Distributors, PPB Advisors, Dynasty Securities, LLC, and Raymond James & Associates. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Alyssa Bui is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to her finance career, she worked at Beachwood BBQ and Brewing and at California State University, Long Beach. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and relationships with investment companies and private funds.

Rebecca Leary is a financial advisor at Morgan Stanley in Tampa, FL, with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following a two-year tenure at Invest Financial Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nelson Potter is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is noted as a co-owner of a rental home. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and methodologies.

Deborah Webster is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques into its planning process.

Jorge Lacott is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Randall Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley and its affiliated firms since 2009, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a sole proprietor involved in property management. 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 that utilize structured discovery processes and advanced modeling tools.

Nameer Hanna is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Oakland University. He is based in Tampa, FL. 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 with a financial planning process that uses structured discovery and firm-approved planning tools.

Sanjiv Saste is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at All Seasons Wealth and Raymond James Financial Services. Outside of his advisory role, he owns and operates SMS Consulting LLC, a technology business based in Tampa, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Patrick Shurdut is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Wealth Management since 2020, with prior experience at Equitable Advisors LLC. Before entering the financial industry, he spent several years at Bryant University and Scituate High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs, utilizing structured planning processes and advanced modeling tools to assist clients.

Eric Forsyth is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is an officer at KRED KORPORATION, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and supports comprehensive wealth management through various affiliated entities.

Kevin Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, he operates a woodworking business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Johnston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2003. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Zhuo Wang is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Andrew Sinclair is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Cambridge Investment Research Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients with tailored financial planning and a broad array of investment services.