Longboat Key, FL Office

Matthew Schmidt is a financial advisor with Morgan Stanley in Ormond Beach, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Mark Tobias is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. He is based in Long Boat Key, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 proprietary tools and market outlook models.

Fardin Nematollahi is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously spent 15 years with UBS Financial Services before joining Morgan Stanley in 2023. 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 advisory programs, managing approximately $2.74 trillion in client assets.

Mark Occhipinti is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2009 and at the Morgan Stanley Private Bank since 2015, totaling 27 years of industry experience. He is based in Longboat, Florida. Outside of his advisory role, he is a partner in an LLC that manages rental storage units in Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brian Kelly is a financial advisor at Morgan Stanley with 61 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, serving in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Longboat Key, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.