Deland, FL Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

7

Of 23,178 advisors across 1,023 offices

Location

142 South Woodland Boulevard, Suite 100

Deland FL 32720

Advisors at this office

7

Advisors at this office

user avatar

Sidney T

Series 65, Series 63

Deland, FL

Morgan Stanley

Sidney Taylor II is a financial advisor with Morgan Stanley in Deland, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory role, Taylor serves as chairman of the investment committee for the Stetson Business School Foundation and advises St. Barnabas Church on endowment investments. He is also involved in small business consulting and holds minority ownership in a mobile dating app company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

David W

Series 63, Series 65

Deland, FL

Morgan Stanley

David Welsh is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 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. The firm offers a range of advisory services including tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Mia Y

Series 66

Deland, FL

Morgan Stanley

Mia Young is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Calhoun, Dreggors & Associates and has experience in education and supply sectors through roles at Stetson University and Sheffield Knifemaker's Supply. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory and brokerage capabilities.

General estate planning guidance
user avatar

Kristy S

Series 63, Series 66

Deland, FL

Morgan Stanley

Kristy Saunders is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Jeffrey S

Series 63, Series 66

Deland, FL

Morgan Stanley

Jeffrey Sochar is a financial advisor with Morgan Stanley in Deland, Florida, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Since 2015, he has worked with Morgan Stanley Private Bank, National Association, and has affiliations with Janus Management Holdings Corp and Janus Distributors LLC dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning and employs structured planning tools and proprietary investment models in its process.

General estate planning guidance
user avatar

Mathew J

Series 66

Deland, FL

Morgan Stanley

Mathew Jemison is a financial advisor with Morgan Stanley in Deland, Florida, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the board and finance committee of the Volusia/Flagler Family YMCA, engaging in community and youth-focused activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including customized financial planning supported by approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning agreements.

General estate planning guidance
user avatar

James H

Series 66

Deland, FL

Morgan Stanley

James Huster is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Outside of his advisory role, he serves as Assistant Rector at the Episcopal Church in St. Augustine, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models to assist clients in developing and managing their financial plans.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")