David Isaacson is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and having 32 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 a 15-year tenure at Citigroup Global Markets. Isaacson also serves as a trustee for a trust based in Ontario, Canada. 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 range of advisory programs, managing approximately $2.74 trillion in client assets.

Brooke Biddle is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Brooke worked at Grant Thornton, LLP for four years and operated an independent practice for six years. Outside of her advisory role, she is involved in buying and selling sports cards as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 offers services designed to fit both direct clients and those under corporate financial planning agreements.

Kimberly Lastowicka is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Manning and Napier, RBC Wealth Management, and Maggio CPAs. 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 strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Natasha Carse is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including seven years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in music and video production as well as movie production through her ownership and management of related LLCs. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools to support clients’ financial goals.

Anna Sime is a financial advisor with Morgan Stanley in Winter Park, Florida, holding Series 63 and Series 66 licenses and with 15 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Schwab Private Client Investment Advisory, Inc., Wells Fargo, CitiGroup, and other firms. Outside of finance, she is involved as a partner in SM Dance Company, a dance studio and festival organizer. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Kent Akins is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Akins serves as secretary and treasurer of a small law center and is the general partner managing a timber farm investment holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kate Sweeney is a Certified Financial Planner (CFP®) with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. She holds Series 63 and Series 65 licenses and is based in Winter Park, Florida. 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. 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.

Michael Scheid Jr. is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Level Equity Management, LLC from 2016 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2021. Outside of advising, he is involved with KM Ventures, LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Gregory Thomas is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Shelly Walton is a financial advisor at Morgan Stanley in Winter Park, FL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Outside of her advisory role, she has been involved with Golds Gym/Ponzio Fitness since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jodi Uhrick is a Series 66 licensed financial advisor with Morgan Stanley in Winter Park, FL, where she has worked since 2009. She has 24 years of industry experience. 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, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and scenario modeling.

George Edwards is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Pershing Advisor Solutions LLC. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Christopher Bridges is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 15 years of industry experience. He has been with Morgan Stanley in various capacities since 2010. Outside of his advisory role, he serves on the advisory board for UF Health Central Florida Community, focusing on business development and growth, and is a member of CBTM Aviation, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and wealth management services through its extensive network of financial advisors. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved analytical tools.

Chyanne Roman is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Related Companies. Outside of advising, she is involved in a social media business focused on fashion. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Scott is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including over 17 years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and investment modeling tools as part of its advisory approach.

Andrew Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Andrew Feinberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining detailed financial planning with access to extensive investment resources and innovative modeling tools.

Todd Stevens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. His career includes roles at Citigroup Global Markets from 1995 to 2009 and Morgan Stanley since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Richard Way is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2019 to 2022, and at Merrill and Bank of America from 2016 to 2019. Outside of his advisory role, he is a sole proprietor of Urban Unite, Inc., a retail and online store business, and serves as a professor at Florida Memorial University. 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 methodologies.