Florence, AL 105 South Court Street Office

Joseph Agee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Keel Point and Morgan Stanley Private Bank. He is currently based in Florence, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

David Jeffery is a financial advisor with Morgan Stanley in Florence, Alabama, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009. Outside of his advisory role, he is involved with two real estate entities, DRJ Investments, LLC and Atreides LLC, serving as sole proprietor and partner, respectively. 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 customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional advisory services with various specialized investment activities.