Ponte Vedra Beach, 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

50 A1 A North, Suite 112

Ponte Vedra Beach FL 32082

Advisors at this office

58

Advisors at this office

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Renee C

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Renee Couch is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Located in Jacksonville, FL, her career has been focused within this firm throughout the past 17 years. 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 that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

General estate planning guidance
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Morgan C

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Morgan Calton is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, Calton worked at Carnes Wealth Management and Raymond James Financial Services. His background includes a variety of roles across financial services and other industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs using structured discovery and firm-approved planning tools.

General estate planning guidance
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Ryan C

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Ryan Clemens is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Clemens is based in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael H

CFP®, ChFC®, Series 63, Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Michael Hayward is a CFP® and ChFC® with 18 years of industry experience. He is currently with Morgan Stanley in Jacksonville, FL, having previously worked at JP Morgan Securities LLC. Outside of his financial advisory role, he is also a photographer based in Saint Augustine, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools.

General estate planning guidance
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David G

Series 63, Series 65

Ponte Vedra Beach, FL

Morgan Stanley

David Green is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and Corporate Financial Planning agreements.

General estate planning guidance
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Racquel D

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Racquel Domingo is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and bringing 41 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions and services.

General estate planning guidance
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Ashiqul I

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Ashiqul Islam is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, UBS Financial Services, Bank of America, and Merrill. 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 tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and broader investment opportunities.

General estate planning guidance
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Charles A

Series 63, Series 65

Ponte Vedra Beach, FL

Morgan Stanley

Charles Albanese is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009. He also serves as an executor for an estate in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Meghan M

Series 63, Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Meghan Miller is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Fidelity Brokerage Services and St. Luke's School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Michael C

Series 63, Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Michael Cush is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. 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 models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Christopher A

Series 63, Series 65

Ponte Vedra Beach, FL

Morgan Stanley

Christopher Aitken is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. His prior experience includes roles at UBS Financial Services and Merrill. 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 supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning processes with broad retail and institutional investment options.

General estate planning guidance
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Viktoriya R

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Viktoriya Rudometkin is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized groups such as Estate Planning Strategies.

General estate planning guidance
user avatar

Thomas S

CFP®, Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Thomas Shaw is a financial advisor with Morgan Stanley in Jacksonville, FL, holding CFP® and Series 66 credentials and bringing 25 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 provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a wide range of investment programs and additional activities including relationships with investment companies and private funds.

General estate planning guidance
user avatar

Susan L

Series 63, Series 65

Ponte Vedra Beach, FL

Morgan Stanley

Susan Lemasters is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She holds the Series 63 and Series 65 designations. 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 supported by proprietary tools and research.

General estate planning guidance
user avatar

Pamela D

Series 63, Series 65

Ponte Vedra Beach, FL

Morgan Stanley

Pamela Davis is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment products.

General estate planning guidance
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