Naples, FL Office

Stephen Dauer is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Dauer holds a Series 66 designation. Outside of his advisory role, he is a member of an LLC involved in transferring ownership of a condominium unit. 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.

Dino Capitani is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he owns and manages farmland rental properties in Illinois. 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 supported by proprietary tools and analysis from its Global Investment Committee.

Gary Jbara is a financial advisor with Morgan Stanley in Naples, FL, holding Series 66, Series 63, and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves on the advisory board and investment committee of Irish Angels in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, offering tailored financial plans supported by broad retail and institutional investment capabilities.

Brian Pelkey is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and models within its advisory process.

Robert Ballard is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and models.

Daren Epley is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Shamblin is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 customized financial planning supported by structured discovery conversations and advanced modeling tools.

Paul Murray is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary research in its advisory process.

Marvin Mcintyre is a financial advisor at Morgan Stanley with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is an author who has written investment-related and non-investment-related books. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Jeffrey Walker is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is listed as an officer of a geological and geospatial services company, though he has no active involvement in the business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

Henry Gabelmann is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its services.

Kyle Chudom is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a director for Karma 4 Change, a foundation focused on making donations to nonprofit organizations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

William Rust is a financial advisor with Morgan Stanley in Naples, FL, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 10 years of industry experience, having worked at firms including Strategic Financial Services, Pioneer Investment Management USA Inc., and Edward Jones prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services broadly across retail and institutional markets.

John Nardone is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2007 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored plans that incorporate firm-approved tools and modeling techniques.