Ocala, FL Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
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
Location
2303 South East 17th Street, Suite 100
Ocala FL 34471
Advisors at this office
4
Advisors at this office
Russel D
Series 63, Series 65
Ocala, FL
Morgan Stanley
Russel Dingman is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, Dingman is the owner of Dingman Sanctuary LLC, a real estate-related business. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment services.
Jeffery S
Series 63, Series 66
Ocala, FL
Morgan Stanley
Jeffery Stewart is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes 12 years at Stifel before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.
Grace G
Series 66
Ocala, FL
Morgan Stanley
Grace Grifferty 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 and Morgan Stanley Private Bank since 2019. Prior to that, she held positions at Goldman Sachs, Jounce Therapeutics, and the Belfer Center for Applied Cancer Science. Outside of her advisory role, she is a partner at Alexandria Consulting Team, LLC, a consulting firm where she contributes on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.
Robert K
Series 66
Ocala, FL
Morgan Stanley
Robert Kennedy III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved with Alexandra Lozano Immigration Law PLLC in a non-investment capacity. 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 firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.
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