Karla Espegard Ransdell
Branch Manager, First Vice President
Phone:
(561) 620-5002(561) 620-5002
Morgan Stanley
Boca Raton - Military Trail Branch Office
You define success, we help you achieve it
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Branch:
(561) 620-5000(561) 620-5000
Toll-Free:
(800) 321-1034(800) 321-1034
Branch Manager
Karla Espegard RansdellPhone:
(561) 620-5002(561) 620-5002
About Morgan Stanley Boca Raton - Military Trail Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Boca Raton - Military Trail Branch
Adriana Agosto
Branch Administrator
Phone:
(561) 620-5054(561) 620-5054
Stacie Picow
Risk Officer, Assistant Vice President
Phone:
(561) 620-5056(561) 620-5056
Janet Smith
Risk Officer, Assistant Vice President
Phone:
(561) 620-5001(561) 620-5001
About Karla Espegard Ransdell
Karla Espegard Ransdell is the Branch Manager of the Boca Market Military Trail office for Morgan Stanley Wealth Management. She is currently leading and partnering with 40 financial advisors and their support professionals to help maximize business development, growth, and establishing an elite client experience bespoke to their practice.
Karla began her career in the financial industry in 1994 with Piper Jaffray as a Financial Advisor in North Dakota. After six months, Karla was recruited and joined Merrill Lynch where she graduated the Professional Development Program. Karla built her business on the foundation of planning, preserving and growing wealth and offering advice, guidance and education to her clients and their families. After six years as a Financial Advisor, Karla was offered the opportunity to expand into management with Merrill Lynch and in the years following held various leadership roles throughout the organization in Indianapolis, MN as the Midwest Division Planning Specialist and then to Miami/Boca Raton, FL where she was Southeast Division Sales Manager and later, a National Sales Performance Executive covering the Southeast, Midwest and Heartland regions where she worked with field leadership and financial advisors on the integration of clients and Bank of America. In 2016, Karla joined Raymond James in their Independent channel where she was the Chief Operating Officer of a RIA primarily responsible for recruiting and on boarding advisors and clients to the independent platform. In 2018, Karla joined Morgan Stanley as the Palm Beach Complex Business Development Manager covering the branches from Boca Raton to the Treasure Coast. In this role, she coached advisors on sales practices and solutions while connecting them to the vast resources in Morgan Stanley and with our external partners. It was during this time that Karla was asked to co-lead the Palm Beach Complex Diversity & Inclusion Council and continues to work with others on the council to foster meaningful change and awareness in the Palm Beach Complex and the communities that we live in.
Karla is a proud graduate of the University of North Dakota and most of her travel is spent with her son visiting family in North Dakota / Minnesota. Karla lives in Boca Raton and is an advocate of the arts community and in her spare time enjoys painting in several mediums
Karla began her career in the financial industry in 1994 with Piper Jaffray as a Financial Advisor in North Dakota. After six months, Karla was recruited and joined Merrill Lynch where she graduated the Professional Development Program. Karla built her business on the foundation of planning, preserving and growing wealth and offering advice, guidance and education to her clients and their families. After six years as a Financial Advisor, Karla was offered the opportunity to expand into management with Merrill Lynch and in the years following held various leadership roles throughout the organization in Indianapolis, MN as the Midwest Division Planning Specialist and then to Miami/Boca Raton, FL where she was Southeast Division Sales Manager and later, a National Sales Performance Executive covering the Southeast, Midwest and Heartland regions where she worked with field leadership and financial advisors on the integration of clients and Bank of America. In 2016, Karla joined Raymond James in their Independent channel where she was the Chief Operating Officer of a RIA primarily responsible for recruiting and on boarding advisors and clients to the independent platform. In 2018, Karla joined Morgan Stanley as the Palm Beach Complex Business Development Manager covering the branches from Boca Raton to the Treasure Coast. In this role, she coached advisors on sales practices and solutions while connecting them to the vast resources in Morgan Stanley and with our external partners. It was during this time that Karla was asked to co-lead the Palm Beach Complex Diversity & Inclusion Council and continues to work with others on the council to foster meaningful change and awareness in the Palm Beach Complex and the communities that we live in.
Karla is a proud graduate of the University of North Dakota and most of her travel is spent with her son visiting family in North Dakota / Minnesota. Karla lives in Boca Raton and is an advocate of the arts community and in her spare time enjoys painting in several mediums
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Branch Address
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Branch:
(561) 620-5000(561) 620-5000
Toll-Free:
(800) 321-1034(800) 321-1034
Fax:
(561) 620-5050(561) 620-5050
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024