Tallahassee, FL Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 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

3520 Thomasville Road, Suite 100

Tallahassee FL 32309

Advisors at this office

5

Advisors at this office

user avatar

Federico G

Series 66

Tallahassee, FL

Morgan Stanley

Federico Gambineri is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and having 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. 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 estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Danny M

Series 63

Tallahassee, FL

Morgan Stanley

Danny Murphy is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held various roles within the Morgan Stanley organization since 2007, including positions at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Charles M

Series 63

Tallahassee, FL

Morgan Stanley

Charles Minter Jr. is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in youth lacrosse coaching and leadership, having established a youth lacrosse league and serving as a coach. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
user avatar

Kohlman M

Series 66

Tallahassee, FL

Morgan Stanley

Kohlman Minter is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and five years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of finance, Minter has been a partner in Stanish and Minter Oyster Company, an agricultural business, since 2017. 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’s financial planning approach uses structured discovery conversations and approved tools, offering planning without individual security recommendations as part of standalone programs.

General estate planning guidance
user avatar

Crystal M

Series 63

Tallahassee, FL

Morgan Stanley

Crystal Murphy is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she is a co-owner of inherited family land in Tallahassee, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 firm-approved tools and research.

General estate planning guidance
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