Lakeland, FL Office

Diana Wetherington is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2011. Additionally, she has been involved with Ak Adjusting since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Marcelo Tebet Filho is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his financial career, he has been involved with Florida Gulf Coast University since 2018. 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 programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Holly Dunbar is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and analysis methods.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. 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 programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Wade Harvey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes long tenures at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as nearly two decades at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and Corporate Financial Planning agreements.

Jeffrey Clements is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. 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 planning process supported by advanced modeling tools.

David Hooks is a Series 66-licensed financial advisor with Morgan Stanley in Lakeland, Florida, bringing 15 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member on the Finance Committee for the YMCA of West Central Florida. 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 programs centered on financial planning and investment management supported by structured planning tools and broad institutional resources.

Alicia Jones is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles since 2018, including Morgan Stanley Private Bank. Outside of her advisory work, she also works as a food delivery driver for Uber Eats during her personal time. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Angela Gauthier is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools.

Benjamin Crum is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 25 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 serves on the communication committee for Carillon Lakes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.