Jeffrey D. Reynolds "Jeff"

Senior Vice President, Wealth Advisor, Portfolio Management Director

Contact Me
Jeffrey D. Reynolds


Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

About Me

Jeff is a third generation Financial Advisor with over two decades of experience.  
His primary areas of focus are in the areas of Private Banking, Business/Personal Lending and Wealth Management.
The client centric approach focuses on client assets and liabilities for a select group of affluent families, endowments and corporations.
Jeff has earned Morgan Stanley’s certification of Wealth Advisor.
Jeff is also a member of Morgan Stanley’s  President’s Club and Masters Club.
Jeff earned his BA in Finance from the University of South Florida.
He currently is a board member of the USF’s Muma College of Business Dean’s Council and Boys Scouts of America.
Jeff is also a past president and board member of The Rotary Club of Brandon, USF Athletic Association,  Brandon Chamber of Commerce, Brandon Community Foundation and Hillsborough County Hospital Authority.
Jeff and his wife Patty live in Brandon, FL. They have been married for 28 years, and have one son (Jason), one daughter (Jessica), and their beloved dog Oreo.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Taft-Hartley Plans
  • Trust Accounts

Securities Agent: AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, NC, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1262321

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



Jeff is a third generation Financial Advisor with over two decades of experience.



  • Jeff earned his BA in Finance from the University of South Florida.

Client Service Team

Client Service Team

Nicole LeBaron

Registered Associate



  • Director's Club
  • Century Club Member


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

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


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


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

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 Jeffrey D. Reynolds "Jeff" today.

Dow    59.70


Nasdaq    -3.61


S&P 500    4.84

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