The Abelson Group at Morgan Stanley

Contact Us
The Abelson Group


Our mission is to improve and protect the overall well-being of our clients by deeply understanding their needs and providing a clearly guided path forward that meets or exceeds their financial goals.

Our Story and Services


We service our clients, both, locally and nationwide. We can meet you at any of our 8 Morgan Stanley Tampa Bay area office locations. We also have the capability to meet you at one of our many offices that span 76 cities across the United States.

At The Abelson Group of Morgan Stanley, we seek to improve and protect the well-being of our clients. As a father-son team, we value getting to know your family tree before your finances. Over the years we have discovered that family circumstances dictate financial decisions. With 67 years of cumulative experience, our wealth management team is here to provide proactive service for all of your calls, questions and needs.

When working with us, you can expect a personal approach as we get to know you, your family and what matters most in your lives. We use these goals and values to create a plan that is uniquely yours. Your unique plan will be executed with particular care and will contain hand-selected strategies developed to advance your goals.  

Development and execution of your plan requires education. David holds his MBA from Columbia University, the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and the Certified Investment Management Analyst®TM (CIMA®) designation. Adam acquired his attention to detail, numbers and analysis while achieving his Bachelor of Science degree in biology from Duke University. Our combined education creates a unique blend of thinking, planning and strategizing for your financial plan. 

The foundation our team’s client service is our accessibility. We pride ourselves on diligent communication and availability to provide you with advice. We strive to ensure that you will speak with one of our familiar team members each time you reach out. Take comfort knowing that you have year-round access to our wealth management team.  

Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Municipal Bonds
  • Financial Planning
  • 401(k) Rollovers
  • Cash Management
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Fixed Income
  • Lending Products
  • Life Insurance
  • 529 Plans
  • Philanthropic Services

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 4114 Woodlands Parkway
  • Suite 200
  • Palm Harbor, FL 34685

    Meet The Abelson Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact The Abelson Group today.

    Dow    336.25


    Nasdaq    72.77


    S&P 500    34.75

    Market Information Delayed 20 Minutes

    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: 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.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *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.

    CRC 1369093   12/15

    Awards Disclosures