Ponte Vedra Beach, FL Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

58

Of 23,178 advisors across 1,024 offices

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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Wendy K

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Wendy Kennedy is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its advisory process.

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 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that integrate advanced investment modeling techniques.

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
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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
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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
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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
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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
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