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John G
Series 66
Tampa, FL
Morgan Stanley
John Guirguis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. His prior work includes roles at E*Trade Securities and JPMorgan Chase & Co., as well as positions outside finance with companies such as DoorDash and Nike. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Mark D
Series 63, Series 65
Tampa, FL
Morgan Stanley
Mark Delmar is a financial advisor with Morgan Stanley in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and firm-approved tools.
Daniel C
Series 63, Series 66
Tampa, FL
Morgan Stanley
Daniel Cedro is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Cameron S
Series 66
Tampa, FL
Morgan Stanley
Cameron Sode is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Ameriprise, and service in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, and managing approximately $2.74 trillion in client assets.
Cameron M
Series 66
Tampa, FL
Morgan Stanley
Cameron Marcatos is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, he was employed at Florida Atlantic University and Clearwater Central Catholic. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its planning process.
Palmer O
Series 66
Tampa, FL
Morgan Stanley
Palmer Ogden III is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. His current roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ogden also serves as Power of Attorney on his spouse’s IRA. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored programs and a structured planning process.
Alice M
Series 66
Tampa, FL
Morgan Stanley
Alice Mitchell is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and bringing 17 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2022. Outside of her advisory role, she serves as secretary and board member of the Clearwater Blue Foundation, a community organization based in Florida. 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 advisory programs, managing approximately $2.74 trillion in client assets.
Thomas C
Series 63, Series 65
Tampa, FL
Morgan Stanley
Thomas Caruso is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, and previously at RBC Capital Markets Corporation from 2009 to 2017. He holds the Series 63 and Series 65 designations and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.
Carl J
Series 63, Series 65
Tampa, FL
Morgan Stanley
Carl Jensen is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Carl pursues freelance photography. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Philip S
Series 63, Series 65
Tampa, FL
Morgan Stanley
Philip Stein is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines institutional resources with various investment and advisory services.
Matthew C
Series 63, Series 65
Tampa, FL
Morgan Stanley
Matthew Corcoran is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley affiliates since 2016. Outside of his advisory role, he performs as a guitarist in a local rock and roll band called The Conflicts. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning using firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services that include estate planning and investment strategies.
Simon W
Series 63, Series 65
Tampa, FL
Morgan Stanley
Simon Wheeldon is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He holds Series 63 and Series 65 designations. 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 serves clients both directly and through corporate financial planning agreements.
Carissa B
Series 63, Series 66
Tampa, FL
Morgan Stanley
Carissa Barney is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2015. Outside of her advisory role, she is a property owner in St. Petersburg, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market simulations as part of its process.
Michelle M
Series 66
Tampa, FL
Morgan Stanley
Michelle Marcatos is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. She previously worked at UBS Financial Services for one year and has been with Morgan Stanley since 2022. Outside of her advisory role, she is the sole proprietor of Rickid Holdings LLC, a restaurant and nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools combined with advisory services.
Eric M
Series 66
Tampa, FL
Morgan Stanley
Eric Memminger is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Alan C. Young & Associates P.C. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, serving clients directly and through corporate financial planning agreements.
Anna B
Series 66
Tampa, FL
Morgan Stanley
Anna Bozhilova is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and having 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Outside of her advisory role, she teaches weekly cycling classes at fitness centers in Florida. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.
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