Key Largo, FL Office

William Minsch III is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Minsch holds the Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 and modeling techniques.

Todd Doolan is a financial advisor with Morgan Stanley in Key Largo, Florida, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the advisory board of the Ocean Reef Club/Ocean Reef Community Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.