Sarasota, FL North Tamiami Trail Office

Anthony Riker is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley since 2019, as well as earlier experience outside finance. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that emphasize advisory capacity without individual security recommendations.

Nicholas Urrutia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, and BMO Harris Bank. Outside of his advisory role, he is involved with Firedancer Coffee Consultants in a consulting capacity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Scott Tonnesen is a Certified Financial Planner™ at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014, with prior roles at Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, employing a structured financial planning process supported by firm-approved tools and a broad range of investment and planning services.

John Letourneau is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at CITY NATIONAL BANK and RBC Capital Markets. 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 emphasizes structured planning processes supported by firm-approved tools.

Adrienne Lambers is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at AXA Advisors, New York Life Insurance, and has been affiliated with Calvin College in various capacities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and proprietary planning tools, serving clients directly and through corporate financial planning agreements.

Jacob Reeves is a Series 66 licensed financial advisor with Morgan Stanley in Sarasota, FL, and has six years of industry experience. He has worked at Morgan Stanley since 2020, including a role with Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Amanda Evans is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird, UBS Financial Services, and Southwest Concrete and Masonry Systems. Outside of her advisory role, she is involved in property management as a partner in several real estate entities in Sarasota, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of investment advisory programs. The firm employs structured planning tools and offers comprehensive services supported by extensive client assets and diverse product offerings.

C Snyder III is a financial advisor with Morgan Stanley based in Sarasota, FL, holding Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he volunteers for the FINRA Continuing Education Content Committee and is involved with Common Sense Carry, providing training and instruction to students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers both retail and institutional investment solutions.

Skye Scott is a financial advisor with Morgan Stanley based in Sarasota, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining Morgan Stanley, Scott worked at Fisher Investments and returned to Morgan Stanley after earlier roles there and with Morgan Stanley Private Bank, N.A. Scott also has experience at the University of Tampa and Gregory Advisors. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving both retail and corporate clients with a range of investment and estate planning strategies.

Tanner Owens is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at UBS Securities LLC, Rotech, Stones River Country Club, and Middle Tennessee State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct and corporate financial planning agreements.

Mary Carr is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is involved in personal sales through Avon and sells nail products for Color Street. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Katherine Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011. 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 manages approximately $2.74 trillion in client assets.

Christine Levine is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Janney Montgomery Scott from 2013 to 2024 before joining Morgan Stanley Smith Barney LLC. Levine holds Series 63 and Series 66 credentials. 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 firm-approved tools.

Rylan Lanham is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he was with FDX Capital LLC and Global Financial Private Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Matthew Estrada is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at several firms, including Merrill, Raymond James & Associates, Keystone Management Group, and JPMorgan Chase. Outside of his advisory role, he volunteers as a DJ for Sarasota Christian School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.