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Hanson P
Series 66
Vero Beach, FL
Morgan Stanley
Hanson Peirce is a financial advisor at Morgan Stanley in Vero Beach, FL, holding a Series 66 license with four years of industry experience. He has been with Morgan Stanley since 2021 and previously worked at East Coast Lumber & Supply Co. from 2018 to 2020. He also spent five years affiliated with the University of Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.
Leslie A
Series 63, Series 65
Vero Beach, FL
Morgan Stanley
Leslie Ash is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
Vincent C
Series 63
Vero Beach, FL
Morgan Stanley
Vincent Celano is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Based in Vero Beach, FL, he is part of a large advisory team within the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs including tailored financial planning, using structured discovery processes and planning tools, and manages approximately $2.74 trillion in client assets.
Lindsay Y
Series 66
Vero Beach, FL
Morgan Stanley
Lindsay Yencho is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. 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 employs a structured planning process supported by proprietary tools and analyses.
Michael C
Series 63, Series 66
Vero Beach, FL
Morgan Stanley
Michael Curley is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Outside of his advisory role, he is a partner in Lough & Links LLLP, a real estate investment venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.
James B
Series 66
Vero Beach, FL
Morgan Stanley
James Britt is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2010, including Morgan Stanley Private Bank, National Association since 2015. He is based in Vero Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.
Josue S
Series 66, Series 63
Vero Beach, FL
Morgan Stanley
Josue Suarez is a financial advisor at Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Charles Schwab & Co., Inc. for three years and has held positions at several financial institutions and companies since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, providing financial planning and advisory programs supported by structured planning tools and various investment strategies.
Christopher P
Series 63, Series 65
Vero Beach, FL
Morgan Stanley
Christopher Porter is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Vero Beach, FL. 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. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes incorporating firm-approved tools and market simulations.
Christy N
Series 66
Vero Beach, FL
Morgan Stanley
Christy Northfield is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. In addition to her advisory role, she is involved with Quail Valley Golf Club. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by advanced modeling tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.
Michelle D
Series 63, Series 65, Series 66
Vero Beach, FL
Morgan Stanley
Michelle Davis is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and she has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to 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 both direct and corporate financial planning services.
Richard G
Series 66, Series 63, Series 65
Vero Beach, FL
Morgan Stanley
Richard Garrity is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 66, Series 63, and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations to model client outcomes.
William J
Series 63, Series 65
Vero Beach, FL
Morgan Stanley
William Johnson is a financial advisor with Morgan Stanley in Vero Beach, Florida, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2013. Johnson serves on the boards of Women's Ski Jumping USA and Skullcandy and is a member of the National Advisory Council for Utah Valley University's Business School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in creating and updating personalized plans.
Selena C
Series 66
Vero Beach, FL
Morgan Stanley
Selena Carnohan is a financial advisor with Morgan Stanley Wealth Management in Vero Beach, FL, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Morgan Stanley Smith Barney LLC and has been involved in educational roles at the University of Central Florida. Outside of finance, she has experience working at the Orchid Island Golf and Beach Club in a labor and service capacity. 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 financial planning services, utilizing structured discovery processes and firm-approved planning tools.
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