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Brooke B

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Kimberly L

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Natasha C

Series 63, Series 66

Winter Park, FL

Morgan Stanley

Natasha Carse is a financial advisor with Morgan Stanley in Winter Park, Florida, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Morgan Stanley since 2015 and works with Morgan Stanley Private Bank, N.A. since 2019. Outside of financial advising, she is involved in music and video production through ownership and management roles in related LLCs and participates in professional organizing as an independent contractor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

General estate planning guidance
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Anna S

Series 66, Series 63

Winter Park, FL

Morgan Stanley

Anna Sime is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Schwab Private Client Investment Advisory, Wells Fargo, Citigroup, and HSBC. Outside of finance, she is involved in the dance industry as a partner in SM Dance Company and a vice president in SM Dance Syndicate, both based in Winter Park, Florida. Morgan Stanley Wealth Management serves individual 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 without providing individual security recommendations in standalone plans.

General estate planning guidance
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Caroline P

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Kent A

Series 63, Series 65

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Kate S

CFP®, Series 65, Series 63

Winter Park, FL

Morgan Stanley

Kate Sweeney is a financial advisor with Morgan Stanley in Winter Park, FL, holding CFP®, Series 65, and Series 63 designations and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Michael S

Series 66

Winter Park, FL

Morgan Stanley

Michael Scheid Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Level Equity Management, LLC. Scheid is also involved with KM Ventures, LLC, a real estate-related business based in Winter Park, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Gregory T

Series 63, Series 65

Winter Park, FL

Morgan Stanley

Gregory Thomas is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

General estate planning guidance
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Shelly W

Series 63, Series 65

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Jodi U

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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George E

Series 63, Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Christopher B

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Chyanne R

Series 66, Series 63

Winter Park, FL

Morgan Stanley

Chyanne Roman is a financial advisor at Morgan Stanley Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, she worked at Charles Schwab & Co., Inc. and has engaged in various other roles including self-employment and fashion-related social media activities. 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 a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Matthew S

Series 66

Winter Park, FL

Morgan Stanley

Matthew Scott is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. 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 and 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.

General estate planning guidance
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Andrew S

Series 63, Series 65

Winter Park, FL

Morgan Stanley

Andrew Sullivan is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm-approved planning tools, offering advisory services without providing individual security recommendations within standalone planning programs.

General estate planning guidance
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Andrew F

Series 63, Series 65

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Todd S

Series 63, Series 65

Winter Park, FL

Morgan Stanley

Todd Stevens is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 using proprietary tools and modeling techniques.

General estate planning guidance
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Richard W

Series 66

Winter Park, FL

Morgan Stanley

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.

General estate planning guidance
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Kristen B

Series 63, Series 65

Winter Park, FL

Morgan Stanley

Kristen Bellamy is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc for 12 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as Secretary and a board member for the Alaqua Lakes Community Association in Longwood, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual 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 a structured planning process supported by proprietary tools and the Global Investment Committee’s return estimates.

General estate planning guidance
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