Pensacola, FL South Palafox Street Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

34

Of 23,190 advisors across 1,023 offices

Location

850 South Palafox Street, Suite 200

Pensacola FL 32502

Advisors at this office

34

Advisors at this office

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Benjamin E

Series 66

Pensacola, FL

Morgan Stanley

Benjamin East is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Abeka Services, Inc. for 17 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs 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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Paul S

Series 63, Series 65

Pensacola, FL

Morgan Stanley

Paul Snider is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2010. He serves on the Baptist Healthcare Investment Subcommittee in Pensacola as a board member. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning that utilizes firm-approved tools and models to assist clients in making informed decisions.

General estate planning guidance
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Cover B

Series 66

Pensacola, FL

Morgan Stanley

Cover Brooks is a financial advisor at Morgan Stanley with five years of industry experience. Prior to joining Morgan Stanley in 2020, Brooks worked for 14 years at International Paper. Brooks serves as Treasurer and board member of the Pensacola Womens Alliance, a local civic organization. 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 investment management through various programs and affiliated entities.

General estate planning guidance
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Kyle F

Series 63, Series 65

Pensacola, FL

Morgan Stanley

Kyle Fortman is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His previous roles include positions at Fidelity Investments, Fidelity Brokerage Services LLC, Aflac, and New York Life. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Emory W

Series 63, Series 65

Pensacola, FL

Morgan Stanley

Emory Wilkinson is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

General estate planning guidance
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Michael B

Series 63, Series 65

Pensacola, FL

Morgan Stanley

Michael Baggett is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long tenures at Merrill and Bank of America, prior to joining Morgan Stanley. He is also a member of Angel Investor Management Group LLC, which provides access to investments in early-stage companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad array of advisory programs and 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 utilizing firm-approved tools and market modeling techniques.

General estate planning guidance
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Staci C

Series 66

Pensacola, FL

Morgan Stanley

Staci Corley is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2015, with a brief tenure at PNC Investments LLC from 2023 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a wide range of advisory programs, including financial planning that uses structured discovery and firm-approved tools to model outcomes for clients.

General estate planning guidance
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Steven C

Series 63, Series 65

Pensacola, FL

Morgan Stanley

Steven Clay is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he coaches a high school volleyball team in Gulf Breeze, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its advisory process.

General estate planning guidance
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Ryan O

Series 66

Pensacola, FL

Morgan Stanley

Ryan Osborn is a Series 66-licensed financial advisor with Morgan Stanley in Pensacola, FL, bringing 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including comprehensive financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Jeffrey B

Series 66

Pensacola, FL

Morgan Stanley

Jeffrey Brooks is a Series 66-licensed financial advisor with Morgan Stanley in Pensacola, FL, bringing five years of industry experience. Prior to joining Morgan Stanley in 2020, he spent 14 years at International Paper Company. Brooks currently works within Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market outlook models.

General estate planning guidance
user avatar

Petya H

Series 66

Pensacola, FL

Morgan Stanley

Petya Hamilton is a Series 66-licensed financial advisor with Morgan Stanley, based in Pensacola, FL, and has six years of industry experience. Prior to joining Morgan Stanley in 2019, Petya worked at SunTrust Bank and The Bank of New York Mellon. She also has experience outside the financial sector, having been involved with Fosko Coffee Barre in 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer corporate financial planning agreements.

General estate planning guidance
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William V

Series 63, Series 65

Pensacola, FL

Morgan Stanley

William Van Voorhis is a financial advisor with Morgan Stanley in Pensacola, FL. He holds Series 63 and Series 65 designations and has one year of experience as an advisor. His prior work includes roles at DoorDash and Sterling Wealth Advisors, as well as involvement with Liberty University’s Center for Financial Literacy. 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 financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar

De Shana W

Series 63, Series 66

Pensacola, FL

Morgan Stanley

De Shana Williams Harbaugh is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. Her prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and via Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Kelly G

Series 66

Pensacola, FL

Morgan Stanley

Kelly Goodson is a Series 66-licensed financial advisor with 19 years of experience, currently with Morgan Stanley in Pensacola, FL. Her prior roles include positions at ThirtyOne Wealth and Private Client Services, along with a 16-year tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John H

Series 63, Series 65

Pensacola, FL

Morgan Stanley

John Huber is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank 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 range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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