Orlando, FL East Pine Street 11th Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,211

Across 1,020 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

201 East Pine Street 11th Floor

Orlando FL 32801

Advisors at this office

49

Advisors at this office

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Herbert M

Series 63, Series 65

Orlando, FL

Morgan Stanley

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

General estate planning guidance
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Gina M

Series 63, Series 66

Orlando, FL

Morgan Stanley

Gina Marmora is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and FMSBonds, Inc. Gina is based in Orlando, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

General estate planning guidance
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Ronald G

Series 66

Orlando, FL

Morgan Stanley

Ronald Garrison Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he owns a rental property in Clermont, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment and financial services through its extensive network of advisors.

General estate planning guidance
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William B

Series 66

Orlando, FL

Morgan Stanley

William Brewster is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 credential and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of finance, he is the registered owner of a screen-printed T-shirt business, TIME & CHANGE CLOTHIERS, which is currently inactive. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

General estate planning guidance
user avatar

Damon N

Series 66

Orlando, FL

Morgan Stanley

Damon Nicholson is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
user avatar

Evan J

Series 66

Orlando, FL

Morgan Stanley

Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He is also the president and sole owner of Joffe Enterprises, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad range of investment offerings, serving clients through both direct and employer-sponsored arrangements.

General estate planning guidance
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Frank G

Series 63, Series 65

Orlando, FL

Morgan Stanley

Frank Guerriero Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors. He serves on the advisory board and investment committee of Heart of Florida United Way in Orlando. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Nicholas B

Series 66

Orlando, FL

Morgan Stanley

Nicholas Busch is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at SeaWorld and Under Armour, as well as in the food service sector. Morgan Stanley Wealth Management is a 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 structured planning processes supported by advanced modeling tools.

General estate planning guidance
user avatar

Jason J

Series 63, Series 65

Orlando, FL

Morgan Stanley

Jason Johnson is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Johnson has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

General estate planning guidance
user avatar

Pablo C

Series 63, Series 65

Orlando, FL

Morgan Stanley

Pablo Casal Pereira is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Nichole G

Series 66

Orlando, FL

Morgan Stanley

Nichole Godwin is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 supported by proprietary tools and modeling techniques.

General estate planning guidance
user avatar

Linette B

Series 63, Series 66

Orlando, FL

Morgan Stanley

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. 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 structured discovery processes and advanced modeling tools.

General estate planning guidance
user avatar

David S

CFP®, Series 63, Series 65

Orlando, FL

Morgan Stanley

David Stella is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Orlando, FL. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a variety of investment strategies to support its clients.

General estate planning guidance
user avatar

Jacob B

Series 66

Orlando, FL

Morgan Stanley

Jacob Bennett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to his advisory role, he has experience in the food service industry and was a student from 2014 to 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 a range of advisory programs supported by structured planning tools and global investment insights.

General estate planning guidance
user avatar

Michael G

Series 66

Orlando, FL

Morgan Stanley

Michael Guerriero is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Cintas, Sysco, Whole Foods, and 4 Rivers before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial plans.

General estate planning guidance
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