Melbourne, FL Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

8150 North Wickham Road

Melbourne FL 32940

Advisors at this office

25

Advisors at this office

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David C

Series 63, Series 66

Melbourne, FL

Morgan Stanley

David Cohen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is involved with Stone Financial LLC, a company that provides loans to individuals with poor credit. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

General estate planning guidance
user avatar

Timothy H

Series 63, Series 65

Melbourne, FL

Morgan Stanley

Timothy Hester is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

General estate planning guidance
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Gladwyn K

Series 63, Series 65

Melbourne, FL

Morgan Stanley

Gladwyn Kurian is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 1995, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he worked at Citigroup Global Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and methodologies.

General estate planning guidance
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Angela C

Series 63, Series 65

Melbourne, FL

Morgan Stanley

Angela Coats is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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Edward S

Series 66

Melbourne, FL

Morgan Stanley

Edward Stahley Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Stahley is based in Melbourne, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 firm‑approved tools and methodologies.

General estate planning guidance
user avatar

Victoria B

Series 63, Series 66

Melbourne, FL

Morgan Stanley

Victoria Brewster is a financial advisor at Morgan Stanley with 32 years of industry experience. She has held her current position at Morgan Stanley Smith Barney since 2009. Brewster holds the Series 63 and Series 66 designations and is based in Melbourne, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients. The firm utilizes a structured financial planning process supported by proprietary tools and serves clients through both direct engagements and corporate financial planning agreements.

General estate planning guidance
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Irina C

Series 66

Melbourne, FL

Morgan Stanley

Irina Ceruti is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and four years of industry experience. Her previous roles include positions at Wells Fargo Bank, N.A., and Space Coast Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory services supported by structured processes and firm-approved tools.

General estate planning guidance
user avatar

Bernadette R

Series 66

Melbourne, FL

Morgan Stanley

Bernadette Rice is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2013 to 2022. Outside of her advisory role, she is involved in a construction and engineering business, JT Rice Plumbing LLC, based in Cocoa, Florida. 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 wide range of advisory programs supported by structured planning tools and a variety of investment services.

General estate planning guidance
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Michael T

Series 63, Series 66

Melbourne, FL

Morgan Stanley

Michael Tsarnas is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

General estate planning guidance
user avatar

Geri A

Series 66

Melbourne, FL

Morgan Stanley

Geri Alexander is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she owns and operates Evelyn Rose Vintage, an online vintage clothing business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage functions.

General estate planning guidance
user avatar

William H

Series 63, Series 65

Melbourne, FL

Morgan Stanley

William Harris is a financial advisor with Morgan Stanley in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves on the Endowment Management Committee and Finance Committee of Holy Trinity Episcopal Academy and is a board member of the Roy and Barbara Stevens Charitable Trust. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning offerings.

General estate planning guidance
user avatar

Amanda B

Series 66

Melbourne, FL

Morgan Stanley

Amanda Bixby is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has prior work experience at the University of Central Florida and Publix Super Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Teresa D

Series 66

Melbourne, FL

Morgan Stanley

Teresa Dingman is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is a partner in an LLC involved in lawn and landscaping services. 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 methodologies.

General estate planning guidance
user avatar

Christian K

Series 66

Melbourne, FL

Morgan Stanley

Christian Kurian is a financial advisor at Morgan Stanley in Melbourne, FL, with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2023. Prior to this, he was employed at the Florida Institute of Technology from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 firm-approved tools and methodologies.

General estate planning guidance
user avatar

Robert S

Series 66

Melbourne, FL

Morgan Stanley

Robert Schepperle is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 credential with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

General estate planning guidance
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