Winter Park, FL Office

Michele Finley is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2012 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by firm-approved planning tools and advanced modeling techniques.

Amber Schrader is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017. Prior to her current role, she worked at CB&I and in medical billing and pediatrics-related positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range 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 services through both direct client relationships and corporate financial planning agreements.

Michael Mccausland is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as an eight-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Lori Murphy is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Steven Schelling is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Schelling serves as a volunteer committee member for the Investment Committee of the Boy Scouts of America's endowment. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jordan Scott is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Sebela Pharmaceuticals Inc. and Tourico Holidays, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Mark Boersma is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his financial advisory work, he is involved in children's entertainment through ownership of Party Princess Productions and Mascots and Superheroes of Miami. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling.

Debra Ebert is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2018, following prior roles at Center Street Securities, Inc. and Pinnacle Financial Wealth Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Richard Sanfilippo is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates structured discovery conversations and firm-approved tools to model financial outcomes.

Christopher Pashley is a CFP® with 30 years of industry experience, currently serving at Morgan Stanley since 2021. His prior roles include positions at Bank of America and Merrill from 2011 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Douglas Jarrard is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling.

Maria Mujica is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, Bank of America, Merrill, and other firms. Outside of her advisory role, she is a sole proprietor of a rental property business in Saint Cloud, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Robert Kerns is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following prior roles at SunTrust Investment Services and SunTrust Bank. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Alexander Maisuradze is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2014. 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 utilizes structured discovery processes and firm-approved tools in its planning services.

Sam Bellamy is a CFP® with 27 years of industry experience, currently affiliated with Morgan Stanley in Winter Park, FL. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, with services that include but do not extend to individual security recommendations.