Bradenton, FL Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

Across 1,020 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

Bradenton FL

Advisors at this office

10

Advisors at this office

user avatar

Dennis W

Series 63, Series 65

Bradenton, FL

Morgan Stanley

Dennis Williams is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools, while clients are responsible for implementing and updating their plans.

General estate planning guidance
user avatar

Michael F

Series 63, Series 65

Bradenton, FL

Morgan Stanley

Michael Fay Jr. is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Vice President of the Red Cedar West Homeowners Association in Leesburg, Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside specialized estate planning services.

General estate planning guidance
user avatar

Murray S

Series 63

Bradenton, FL

Morgan Stanley

Murray Snow III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

General estate planning guidance
user avatar

Jonathan S

CFP®, Series 63, Series 65

Bradenton, FL

Morgan Stanley

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

General estate planning guidance
user avatar

David P

Series 63, Series 65

Bradenton, FL

Morgan Stanley

David Piano is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 25 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 broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment committee insights while offering a variety of retail and institutional investment services.

General estate planning guidance
user avatar

Gary L

Series 63, Series 65, Series 66

Bradenton, FL

Morgan Stanley

Gary Liebel is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63, 65, and 66 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC from 2011 through the present. Outside of his advisory role, he is involved in several private businesses, including serving as vice president of Presque Isle Boat Tours Inc. and owning a restaurant called Woodys BARge and Grill. 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. Their planning process incorporates firm-approved tools and models but generally does not include individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Richard E

Series 63, Series 65

Bradenton, FL

Morgan Stanley

Richard Eaton is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He 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. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

General estate planning guidance
user avatar

John J

Series 63, Series 66

Bradenton, FL

Morgan Stanley

John Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Cambridge Investment Research, TD Waterhouse Investor Services, and Ameritrade. Outside of his advisory work, he is involved in a labor and service business focused on outside cleaning in Holmes Beach, Florida. 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 planning tools and analysis as part of its process.

General estate planning guidance
user avatar

Shawn K

CFP®, Series 63, Series 65

Bradenton, FL

Morgan Stanley

Shawn Kelly is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He is based in Bradenton, FL. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

James M

Series 63, Series 65, Series 66

Bradenton, FL

Morgan Stanley

James Molinaro is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with various Morgan Stanley entities since 2002. He is based in Bradenton, Florida. Morgan Stanley Wealth Management provides a range of 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 utilizes structured planning tools and models to support its financial planning process.

General estate planning guidance
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