Fort Myers, FL Office

Scott Hartman is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Jay Steinhilber is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is the sole proprietor of an agricultural farmland business in Maroa, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process that utilizes tools like Global Investment Committee estimates and Monte Carlo simulations to model outcomes.

David Osborn is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2021, he spent 10 years at Bank of America and 25 years at Merrill. He serves as a director on the investment committee of the Allentown Symphony Association, a charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

James Lillie is a financial advisor with Morgan Stanley in Fort Myers, FL, holding CFP®, Series 63, and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He currently serves clients through Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services, including estate planning and employer-based financial planning agreements.