Mark Lindblom is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2018. His prior work includes roles at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools that incorporate market simulations to assist clients in financial decision-making.

William Trainor is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in various roles at golf and banquet clubs. Outside of his advisory work, Trainor is involved with JET Industries, Inc., a manufacturing business where he holds a family-related position. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Steven Colamarino is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, Merrill, UBS Financial Services, and Credit Suisse Securities. He serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts in Palm Beach, organizing networking events related to the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and delivers both direct and corporate financial planning services.

Brian Maxted is a financial advisor at Morgan Stanley based in West Palm Beach, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank. Prior to that, he was with Charles Schwab and Charles Schwab Bank from 2014 to 2017. 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 utilizing structured discovery processes and approved planning tools.

David Lampert is a Series 66-registered financial advisor with Morgan Stanley in West Palm Beach, FL, and has 12 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 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 range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicole Williams is a financial advisor at Morgan Stanley in West Palm Beach, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Ast Investment Services, Inc., and Edward Jones. Williams has been with Morgan Stanley since 2019. 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 manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Sarah Marlow is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Goldman Sachs & Co during her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and a structured discovery process.

Jason Otis is a financial advisor with Morgan Stanley in West Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley, he worked at Bowdoin College and Saint Andrews School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it offers a broad range of investment services across retail and institutional markets.

Jorge Vasquez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a sole proprietor in a real estate business in Boynton Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop financial plans but generally acts in an advisory capacity without providing specific security recommendations within standalone planning services.

Nathaniel Frasier is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Thompson Creek Wealth Advisors, and Barcadia Baton Rouge. Frasier is involved with the Palm Beach United Way, serving on a committee focused on local business engagement and fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including comprehensive financial planning supported by firm-approved tools and resources.

Sean Flanagan is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he held positions at various organizations including Amazon, Goody Two Shoes, and a parking management company. 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 advisory programs supported by structured discovery processes and firm-approved planning tools.

Bruce Tanis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques to support client goals.

Robert Debbs is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves on the board and audit and membership committees of the Rehabilitation Center for Children and Adults and is involved with REDSNEAKER.ORG, a nonprofit supporting peanut allergy awareness in memory of his son. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations.

Diana Shuman is a CFP® professional with 11 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years at UBS Financial Services. She is based in West Palm Beach, FL, and holds the Series 66 designation. 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 that uses structured discovery processes and advanced modeling tools to assist clients in developing their financial plans.

Leslie Adams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Adams serves on the boards of the American Lung Association of Southeast Florida and the Executive Women of the Palm Beaches, and she is a board member and finance committee participant for the Legal Aid Society of Palm Beach County. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Fred Gober is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 35 years of industry experience. Prior to joining Morgan Stanley in 2014, he worked at Barclays Capital Inc. and AllianceBernstein L.P. He serves as a board member for Hearts and Homes, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured processes.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Secular Return Estimates and Monte Carlo simulations.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

David Jimenez is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.