Tampa, FL North Tampa Street Office

Kathy Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates a variety of investment and planning strategies.

Leslie Thornton is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2016 and serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that utilizes firm-approved tools and strategies to support clients' financial goals.

Cheryl Ciccarello is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in estate-related investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various retail and institutional channels.

Tomas Gedminas is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 designations and has 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and a structured planning process.

Shannon Glor is a CFP® professional with over 32 years of experience in financial services. She has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is based in Tampa, FL, and holds Series 63 and Series 65 licenses. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Caroline Carpenter is a financial advisor at Morgan Stanley in Tampa, FL, with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial and Northwestern Mutual Life Insurance Company. Prior to her financial career, she was employed at Moe's Southwest Grill and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and investment modeling.

Theodore Loew is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2008 and currently works at Morgan Stanley Private Bank, N.A. His career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Patrick Mccarthy Jr. is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 63 designation with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 through both direct client relationships and corporate financial planning agreements.

Adam Palmer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 29 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Palmer serves on the board and finance and investment committees of the Tampa Metropolitan Area YMCA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Hunter Owens is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with approximately one year of industry experience. His prior work includes various roles at Morgan Stanley and the University of Florida. Outside of finance, he has engaged in social media activities, including earning passive income from a viral TikTok video. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Brandon Bowen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of his advisory work, he serves as the director of a technology company called Chronicles Anonymous. 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 and financial planning services, employing structured planning tools and investment models to support client goals.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.