Ponte Vedra, 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
Ponte Vedra FL
Advisors at this office
3
Advisors at this office
Mia G
Series 66
Ponte Vedra Beach, FL
Morgan Stanley
Mia Greenfield is a Series 66-licensed financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, and has one year of industry experience. She previously worked at LPL Enterprise LLC and Ameriprise, and has held roles outside of finance including at Carmines Pie House and the University of North Florida Fieldhouse. 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 employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-based agreements.
Richard G
Series 63, Series 65
Ponte Vedra, FL
Morgan Stanley
Richard Golod is a financial advisor with Morgan Stanley in Ponte Vedra, FL, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, following a brief period out of the industry. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of proprietary strategies and affiliated entities.
Brian W
Series 66
Ponte Vedra Beach, FL
Morgan Stanley
Brian Wainwright is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he is involved in a family lending business based in Columbus, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages a large asset base and provides a range of retail and institutional investment services.
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