OUR MISSION STATEMENT
Working with you to help preserve and grow wealth for your long-term goals
Working with you to help preserve and grow wealth for your long-term goals
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
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Wade, Senior Vice President and Financial Advisor, joined Smith Barney (now Morgan Stanley) in 1990. Wade grew up in Lakeland and attended Florida Southern College where he graduated with a Bachelor of Science degree in Business Administration. He holds Series 7, 24, 63, and 65 licenses as well as a Life, Health, and Variable Annuities license.
Wade takes an active role in his church, First United Methodist of Lakeland, formerly serving on the Finance Committee. He is a boating and fishing enthusiast who enjoys experiencing Florida’s great outdoors. Wade and his wife Beth have two adult children, Kurt, who works at Morgan Stanley and Tori who works at Vanderbilt Medical Center in Nashville, TN.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI; General Securities Principal; General Securities Representative; Investment Advisor Representative
Kurt was born and raised in Lakeland, FL. After graduating as Valedictorian from Lakeland High School in 2008, Kurt went on to earn a Finance degree from the University of Florida. After graduating from UF, Kurt began his career in the Financial Services industry working as a Financial Representative at Fidelity Investments in Jacksonville, FL. He joined the Heritage Group at Morgan Stanley in the spring of 2013. In his spare time Kurt enjoys fishing, hunting, and hiking.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Kevin was born at Fort Benning Georgia and grew up in Northern Virginia. He graduated from the University of Florida as a distinguished ROTC Cadet with a degree in Business Administration in 1985. As a Distinguished Military Cadet, Kevin was appointed a Regular Army Commission and served in the United States Army (82nd Airborne Division) until 1989. Shortly thereafter, he began his career with Smith Barney (now Morgan Stanley) in Lakeland, FL and was named Branch Manager in 1999. Kevin is a CERTIFIED FINANCIAL PLANNER (1994), as well as a CHARTERED RETIREMENT PLANNING COUNSELOR (2009).
In his spare time, Kevin enjoys community involvement, specifically the Leadership Lakeland Alumni and the Lakeland Chamber of Commerce Chairman’s Club. Kevin is a past chairman and board member of the Lakeland Regional Medical Center Foundation. He enjoys golfing and fishing in addition to spending time with his wife Bobbi, and two sons Joshua and Steven.
BM/Supervisor; Securities Agent: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MS, MT, NC, NH, NJ, NY, OH, RI, SC, TN, TX, VA, VT, WI; General Securities Representative; Investment Advisor Representative
Hamilton was born and raised in Lakeland, FL. After graduating from Lakeland High School in 2001, he attended the University of Florida where he graduated in 2006 with a Bachelor of Arts degree. Hamilton achieved a Master of Business Administration with a specialization in Finance from the University of South Florida in 2010. Shortly after graduation he began working for Morgan Stanley Smith Barney (now Morgan Stanley) in the Tampa, FL office. In 2012, after working as a Financial Advisor for two years, Hamilton joined the Heritage Group as a Wealth Management Associate. Hamilton is involved in Leadership Lakeland, the Downtown Lakeland Rotary Club, and the Lakeland chapter of Emerge. In his free time, he enjoys playing tennis and golf as well as traveling.
Securities Agent: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Hollis was born and raised in Lakeland, FL and graduated from Mercer University in Macon, GA. Following graduation he spent two years in Washington, DC, as an aide to then US Senator Lawton Chiles from Florida. He joined Smith Barney, Harris Upham and Co. in Lakeland in 1980 and is currently a Wealth Management Associate in what has evolved over the years through numerous mergers and name changes into Morgan Stanley.
Community involvement has been a hallmark of Hollis’ career and an important aspect of his life in Lakeland and Polk County. He was elected to the Polk County School Board where he also served as chairman. He has served on the Board of Directors and Chairman of the Lakeland Regional Medical Center, Polk State College, Lakeland Regional Medical Center Foundation, Leadership Lakeland Alumni, the Polk Education Foundation, and the Achievement Academy. He is a past recipient of the Jere Annis Award given by the Leadership Lakeland Alumni Association in recognition of his volunteer service to the Lakeland community.
In his spare time Hollis enjoys golf and spending time with his wife Debbie, children Emily and Hamilton, and granddaughter, Kate.
Angela was raised in Walker, LA. She graduated from Louisiana State University, earning a Bachelor of Science degree in Business Administration with a concentration in Marketing. Angela then went on to earn a Master of Business Administration degree from Southeastern Louisiana University. After finishing her education in 2007, she began working as Client Service Associate for Smith Barney (now Morgan Stanley) where she received her Securities License and Registration. In 2008 she and her husband Brandon relocated to Florida, transferring to the Lakeland office where she began working for the Heritage Group. She is responsible for the team’s administrative functions, and contributing to the day to day operations.
Angela enjoys spending time with her family, her husband Brandon and son Baylen. She also enjoys traveling, photography, and reading.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Creating customized financial strategies for the challenges that today's families face.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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