Jason M. Duke, CFP®
Executive Director, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(239) 432-5275(239) 432-5275
Calusa Wealth Management at Morgan Stanley
Jason M. Duke, CFP®Bill C. ValentiLaurie G. Moore, CFP®Amanda Pflanz, CFP®William P. duPontSean Toggweiler
Direct:
(239) 432-1300(239) 432-1300
Toll-Free:
(800) 326-8389(800) 326-8389
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
NAVIGATING THE COMPLEXITIES OF SIGNIFICANT WEALTH
As you become more successful and your financial world becomes more complex, careful planning and tailored advice become even more important to achieving your life goals.
We, the Calusa Wealth Management Group, take a caring and consultative approach to simplifying your financial life. We provide the experience, vision and execution needed to help grow and preserve your wealth, while inspiring a level of confidence that allows you to spend less time worrying about your finances and more time pursuing the activities you enjoy.
EXPERIENCE
Our team offers the knowledge, wisdom and skills achieved from decades of working with affluent families. We invite you to visit the next tab on our website to see the broad array of services we offer, as well as the team members who are dedicated to each area of concentration.
VISION
We leverage our years of experience and our market insights to deliver solutions that address the complexities of significant wealth. To help ensure we deliver "first-class business in a first-class way," we invest in our own professional development, earning advanced industry and firm credentials. This focus enables us to remain on the forefront of the most effective strategies, while continually striving to create a more impactful experience for our clients.
EXECUTION
We combine the vast resources of a global firm with the intimate relationship you expect from a wealth management boutique. As our client, you benefit from the best-in-class tools and analytics that drive all of our relationships. You will also enjoy the highest level of client service, enhanced by the personal attention of each team member.
We are proud of the bespoke solutions and premium service we deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
We, the Calusa Wealth Management Group, take a caring and consultative approach to simplifying your financial life. We provide the experience, vision and execution needed to help grow and preserve your wealth, while inspiring a level of confidence that allows you to spend less time worrying about your finances and more time pursuing the activities you enjoy.
EXPERIENCE
Our team offers the knowledge, wisdom and skills achieved from decades of working with affluent families. We invite you to visit the next tab on our website to see the broad array of services we offer, as well as the team members who are dedicated to each area of concentration.
VISION
We leverage our years of experience and our market insights to deliver solutions that address the complexities of significant wealth. To help ensure we deliver "first-class business in a first-class way," we invest in our own professional development, earning advanced industry and firm credentials. This focus enables us to remain on the forefront of the most effective strategies, while continually striving to create a more impactful experience for our clients.
EXECUTION
We combine the vast resources of a global firm with the intimate relationship you expect from a wealth management boutique. As our client, you benefit from the best-in-class tools and analytics that drive all of our relationships. You will also enjoy the highest level of client service, enhanced by the personal attention of each team member.
We are proud of the bespoke solutions and premium service we deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Planning
We believe financial planning is the science behind the art of investing. Our comprehensive approach begins and ends with you. We listen carefully to understand the connections across your personal life, your family, your career, and your legacy goals to develop an integrated plan that is uniquely yours. Our process emphasizes investor education, ongoing communication, and premium service. If your circumstances change – whether by chance or choice – we will be with you every step of the way.
Total Wealth View
As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.
Services
Goals you set today evolve over time. Our process is designed to evolve with them throughout the many changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals. We offer the highest quality of service designed to help you achieve your short-term and long-term goals by leveraging a sophisticated suite of analytical tools. With decades of industry experience, we are here to help you take charge of your financial future.
Comprehensive Financial Planning
Thorough and thoughtful financial planning analyzes where you are now and where you want to go. We believe it is the most important step in establishing a path to your goals. Whether you are purchasing a new home, planning for a comfortable retirement or supporting an organization near to your heart, we develop the strategies needed to achieve your goals on schedule and with limited risk.
401(k) Rollovers
Many workers are unsure about what to do with their assets after leaving a job. While rollovers can be a tedious process, effectively transferring assets can play a defining role in your financial well being in the long-term.
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person's death. Delivering an estate to the next generation or charity requires more attention than often realized.
529 Plans and Education
Establishing an effective plan to fund children's education is an important component of financial planning for most families. Proper and education planning can be key to ensuring success for the next generation.
Retirement Planning
Saving for retirement is a lifelong process that relies on defined financial planning strategies. Having enough income to comfortably cover all necessary expenses is a key to a successful retirement.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth ManagementLocation
7811 University Pointe Drive
Ft. Myers, FL 33907
US
Direct:
(239) 432-1300(239) 432-1300
Toll-Free:
(800) 326-8389(800) 326-8389
Meet Calusa Wealth Management
Bill C. Valenti
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(239) 432-1325(239) 432-1325
Laurie G. Moore, CFP®
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(239) 432-5262(239) 432-5262
Phone:
(239) 432-1310(239) 432-1310
Phone:
(239) 432-5283(239) 432-5283
Phone:
(239) 432-1304(239) 432-1304
Dalia Marshall, CFP®
Portfolio Associate, Financial Planning Associate
Phone:
(239) 432-5281(239) 432-5281
Carly Rainero
Phone:
(239) 432-1313(239) 432-1313
About Jason M. Duke
Jason is a Certified Financial Planner, and Family Wealth Director at Calusa Wealth Management Group. With a career dedicated to serving high-net-worth individuals and families, he has earned industry recognition, including being named to Forbes’ Best-in-State Advisors list in 2019. He was also a branch manager at Morgan Stanley from 2015-2020.
Jason grew up in Fort Lauderdale, developing an early interest in financial markets. After earning a B.S. in Accounting from Samford University, he began his career at Morgan Stanley in 2003. His focus is helping clients navigate complex financial decisions, making a lasting impact on their lives.
As a Certified Financial Planner and Family Wealth Director, Jason has access to specialized resources to manage the unique challenges of significant wealth, serving multigenerational families. He is also a Senior Portfolio Management Director and Workplace Advisor of Equity Compensation at Morgan Stanley.
A strong advocate for community service, Jason has held leadership roles with several organizations, including SWFL Children's Charities, Junior Achievement, and the Red Cross. He resides in Fort Myers with his wife, Ellen, and their three children. Outside of work, Jason is passionate about saltwater fishing and competes in prestigious tournaments in the Florida Keys.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Jason grew up in Fort Lauderdale, developing an early interest in financial markets. After earning a B.S. in Accounting from Samford University, he began his career at Morgan Stanley in 2003. His focus is helping clients navigate complex financial decisions, making a lasting impact on their lives.
As a Certified Financial Planner and Family Wealth Director, Jason has access to specialized resources to manage the unique challenges of significant wealth, serving multigenerational families. He is also a Senior Portfolio Management Director and Workplace Advisor of Equity Compensation at Morgan Stanley.
A strong advocate for community service, Jason has held leadership roles with several organizations, including SWFL Children's Charities, Junior Achievement, and the Red Cross. He resides in Fort Myers with his wife, Ellen, and their three children. Outside of work, Jason is passionate about saltwater fishing and competes in prestigious tournaments in the Florida Keys.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Securities Agent: CO, PA, NV, NM, KY, IA, WV, NJ, MS, MI, HI, GA, OH, NE, IN, AL, WI, SC, OK, MO, AR, UT, TN, ME, KS, AZ, WY, TX, DE, NH, VT, VA, MN, LA, DC, CA, RI, NY, IL, SD, ND, MD, ID, WA, OR, NC, MT, MA, FL, CT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295570
CA Insurance License #: 0K69663
NMLS#: 1295570
CA Insurance License #: 0K69663
About Bill C. Valenti
Bill Valenti is a Financial Advisor, Senior Portfolio Management Director, and Senior Vice President with over 28 years of experience in the financial services industry. His work combines two lifelong passions: delivering goal-focused financial guidance and cultivating enduring client relationships. Bill provides personalized, thoughtful advice tailored to each client’s personalized goals, values, and circumstances.
Originally from New York, Bill relocated to Florida in 1976 when his father became president of a community bank in Melbourne. This early exposure to finance and community service sparked a deep and lasting interest in both. He earned his Associate of Arts degree from Florida State University and a Bachelor of Arts degree from the University of Central Florida.
Bill began his career in banking and, in 2001, established the investment management division of a Fort Myers-based community bank. He joined Morgan Stanley in 2012, where he continues to serve clients with an emphasis on trust, experience, and highly personalized service.
Outside the office, Bill enjoys spending time with his wife, Lori, and daughter, Pippa. A lifelong athlete, he is passionate about endurance sports and has completed 10 Ironman® triathlons as well as several marathons, including the Boston Marathon®.
Originally from New York, Bill relocated to Florida in 1976 when his father became president of a community bank in Melbourne. This early exposure to finance and community service sparked a deep and lasting interest in both. He earned his Associate of Arts degree from Florida State University and a Bachelor of Arts degree from the University of Central Florida.
Bill began his career in banking and, in 2001, established the investment management division of a Fort Myers-based community bank. He joined Morgan Stanley in 2012, where he continues to serve clients with an emphasis on trust, experience, and highly personalized service.
Outside the office, Bill enjoys spending time with his wife, Lori, and daughter, Pippa. A lifelong athlete, he is passionate about endurance sports and has completed 10 Ironman® triathlons as well as several marathons, including the Boston Marathon®.
Securities Agent: IA, HI, DC, SD, ID, NH, KS, WV, OR, MD, FL, CT, AL, WA, OH, NV, KY, NJ, MO, MN, MA, IL, UT, CO, VA, DE, CA, TX, PA, NM, MT, WY, WI, MS, MI, IN, GA, VT, TN, SC, NY, NE, ME, LA, AZ, RI, OK, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1262017
NMLS#: 1262017
About Laurie G. Moore
Laurie is an experienced CERTIFIED FINANCIAL PLANNER™ (CFP®), and Senior Portfolio Manager at Calusa Wealth Management Group in Fort Myers. Guided by the principles of honesty, integrity, and hard work, she is dedicated to delivering results for her clients every day. In recognition of her early success and client-focused approach, Laurie was named to Morgan Stanley’s Pacesetter’s Club, which honors advisors who uphold the highest professional standards and first-class service.
A lifelong Fort Myers resident, Laurie earned both her Bachelor’s and Master of Accounting degrees from the University of Florida. She began her career as a Certified Public Accountant (non-practicing at Morgan Stanley) with international firm RSM in Naples, where she honed her analytical skills before realizing her true passion lay in working directly with people to solve complex financial challenges. This led her to wealth management, where she combines technical expertise with a personal commitment to helping families navigate their financial journeys.
Today, Laurie provides clients with customized portfolios, practical advice, and clear guidance that makes investing accessible and understandable. She finds deep fulfillment in helping families plan for financial independence while also contributing to her community through leadership roles in organizations such as Pace Center for Girls, the Junior League of Fort Myers, the Fort Myers Women’s Community Club, and the Edison Pageant of Light. Beyond her career and volunteer work, Laurie enjoys traveling, boating, cooking with her husband Ian, and spending time with their two children, Claire and Rhett, and their German Shepherd, Marshall.
A lifelong Fort Myers resident, Laurie earned both her Bachelor’s and Master of Accounting degrees from the University of Florida. She began her career as a Certified Public Accountant (non-practicing at Morgan Stanley) with international firm RSM in Naples, where she honed her analytical skills before realizing her true passion lay in working directly with people to solve complex financial challenges. This led her to wealth management, where she combines technical expertise with a personal commitment to helping families navigate their financial journeys.
Today, Laurie provides clients with customized portfolios, practical advice, and clear guidance that makes investing accessible and understandable. She finds deep fulfillment in helping families plan for financial independence while also contributing to her community through leadership roles in organizations such as Pace Center for Girls, the Junior League of Fort Myers, the Fort Myers Women’s Community Club, and the Edison Pageant of Light. Beyond her career and volunteer work, Laurie enjoys traveling, boating, cooking with her husband Ian, and spending time with their two children, Claire and Rhett, and their German Shepherd, Marshall.
Securities Agent: NM, MN, IA, DE, PA, MA, WA, FL, WY, TX, ND, KY, HI, VT, NE, MI, MD, AL, UT, NC, WV, SD, IN, ID, CA, NH, VA, OK, NV, LA, WI, RI, MT, MO, ME, IL, GA, CO, AZ, SC, NY, NJ, MS, KS, DC, CT, AR, TN, OR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1528204
NMLS#: 1528204
About Amanda Pflanz
Amanda Pflanz is a dedicated Financial Advisor at Morgan Stanley, where she passionately believes that a well-defined financial plan is the cornerstone of achieving her clients' aspirations. She began her finance career in 1998 as an analyst at Morningstar, Inc., honing her skills in investment research. Since joining Morgan Stanley in 2009, Amanda has brought with her a wealth of experience and an unwavering commitment to her clients' success.
Amanda's credentials as a Certified Financial Planner (CFP®) and a Financial Planning Specialist highlight her experience and dedication to her field. She helps to demystify complex financial concepts, empowering her clients to make informed and confident decisions about their wealth. Amanda takes a holistic approach to financial advising, striving to understand her clients' personal goals and aspirations beyond mere financial metrics. Her commitment to excellence and her genuine care for her clients' well-being continue to drive her success in the ever-evolving world of wealth management.
Residing in Cape Coral with her husband, Gregg McKee, and their two children, Sophie and Christopher, Amanda is deeply rooted in her surroundings. She participates in the SW Florida Women’s Business Council, is very active in her church, Christian Life Fellowship, and plays a vital role in the United Way as an allocations team member. Outside of her professional life, Amanda and her family are avid outdoor enthusiasts, enjoying activities such as fishing and boating.
Amanda's credentials as a Certified Financial Planner (CFP®) and a Financial Planning Specialist highlight her experience and dedication to her field. She helps to demystify complex financial concepts, empowering her clients to make informed and confident decisions about their wealth. Amanda takes a holistic approach to financial advising, striving to understand her clients' personal goals and aspirations beyond mere financial metrics. Her commitment to excellence and her genuine care for her clients' well-being continue to drive her success in the ever-evolving world of wealth management.
Residing in Cape Coral with her husband, Gregg McKee, and their two children, Sophie and Christopher, Amanda is deeply rooted in her surroundings. She participates in the SW Florida Women’s Business Council, is very active in her church, Christian Life Fellowship, and plays a vital role in the United Way as an allocations team member. Outside of her professional life, Amanda and her family are avid outdoor enthusiasts, enjoying activities such as fishing and boating.
Securities Agent: RI, ME, DC, CT, AL, NC, MS, KS, UT, VT, NY, MO, MN, MD, TN, OR, OH, KY, WI, VA, NM, MI, MA, CO, WA, TX, SD, PA, OK, ND, IN, DE, NV, NJ, NH, NE, IA, FL, AR, WV, SC, MT, LA, HI, GA, CA, AZ, IL, ID, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1891514
NMLS#: 1891514
About William P. duPont
William duPont is a Financial Advisor and Portfolio Manager with the Calusa Wealth Management Group at Morgan Stanley, where he provides customized wealth management strategies to help individuals, families, and businesses achieve their long-term financial goals. With deep roots in Southwest Florida, William brings a unique perspective to his clients, blending professional expertise with a strong commitment to the community he calls home. In recognition of his early success and client-focused approach, William was named to Morgan Stanley's Pacesetter's Club in 2021 and 2024, which honors advisors who uphold the highest professional standards and first-class service.
A lifelong resident of Fort Myers, William is a proud native Floridian. He earned his Bachelor of Arts from the University of Florida’s College of Liberal Arts and Sciences and went on to receive a Master of Science from the Hough Graduate School of Business. During his time at UF, he was actively involved in campus life as a member of Sigma Chi Fraternity, an experience that fostered leadership, service, and lifelong connections.
Dedicated to giving back, William is actively involved with several local organizations, including the Sanibel Captiva Kiwanis Club, Saint Michael’s and All Angels Episcopal Church, United Way Allocation Committee, the University of Florida Alumni Association and the Lee Building Industry Association.
Outside of his professional and volunteer work, William enjoys taking advantage of Southwest Florida’s natural beauty with his wife Michelle and their cherished dog Nala. Whether golfing, boating, or spending time at the beach, he values time with friends and family and the coastal lifestyle that has shaped his life and career.
Morgan Stanley Wealth Management Pacesetter’s Club members
must meet a number of criteria including performance, conduct and
compliance standards, revenue, length of experience and assets under
supervision. Club membership is no guarantee of future performance.
A lifelong resident of Fort Myers, William is a proud native Floridian. He earned his Bachelor of Arts from the University of Florida’s College of Liberal Arts and Sciences and went on to receive a Master of Science from the Hough Graduate School of Business. During his time at UF, he was actively involved in campus life as a member of Sigma Chi Fraternity, an experience that fostered leadership, service, and lifelong connections.
Dedicated to giving back, William is actively involved with several local organizations, including the Sanibel Captiva Kiwanis Club, Saint Michael’s and All Angels Episcopal Church, United Way Allocation Committee, the University of Florida Alumni Association and the Lee Building Industry Association.
Outside of his professional and volunteer work, William enjoys taking advantage of Southwest Florida’s natural beauty with his wife Michelle and their cherished dog Nala. Whether golfing, boating, or spending time at the beach, he values time with friends and family and the coastal lifestyle that has shaped his life and career.
Morgan Stanley Wealth Management Pacesetter’s Club members
must meet a number of criteria including performance, conduct and
compliance standards, revenue, length of experience and assets under
supervision. Club membership is no guarantee of future performance.
Securities Agent: NV, NM, NH, MO, ID, DE, SC, ME, KS, IN, HI, TN, NJ, MS, FL, NY, MT, MN, MD, WY, WV, PA, NE, GA, DC, CO, MI, AK, WI, WA, VA, OR, OK, IA, CT, AR, VT, UT, TX, MA, IL, SD, AZ, AL, OH, ND, NC, LA, KY, CA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1508311
NMLS#: 1508311
About Sean Toggweiler
Sean Toggweiler, Financial Advisor, is a second-generation wealth advisor in Southwest Florida and a member of the Calusa Wealth Management Group at Morgan Stanley. Sean is committed to empowering clients to achieve their long-term aspirations with a focus on strategic planning and personalized guidance. He works closely with families and individuals to develop robust financial roadmaps. His approach is centered on understanding your specific objectives – from wealth accumulation and retirement planning to estate considerations – and implementing tailored wealth strategies designed to help you reach your financial goals
Sean grew up in Fort Myers, FL and attended Bishop Verot Catholic High School. His interest in finance and the markets began at an early age discussing the markets with his father who began as a financial advisor in the 1980s. He continued his passion for learning about financial markets while at college receiving a degree in Finance from Florida State University. Sean holds FINRA series 7 and 66 licenses and Health and Variable Annuities licenses.
Outside of his role as a Financial Advisor, Sean enjoys spending time with his family, fishing, boating, golfing, and all things Southwest Florida has to offer.
Sean grew up in Fort Myers, FL and attended Bishop Verot Catholic High School. His interest in finance and the markets began at an early age discussing the markets with his father who began as a financial advisor in the 1980s. He continued his passion for learning about financial markets while at college receiving a degree in Finance from Florida State University. Sean holds FINRA series 7 and 66 licenses and Health and Variable Annuities licenses.
Outside of his role as a Financial Advisor, Sean enjoys spending time with his family, fishing, boating, golfing, and all things Southwest Florida has to offer.
Securities Agent: MD, KY, HI, FL, GA, OR, NM, NC, CO, NJ, NE, PA, MA, AZ, AR, WI, NH, MI, IN, VT, VA, UT, OH, KS, CA, TX, NV, LA, IA, MS, AL, WA, CT, WV, TN, SC, MT, MN, IL, WY, RI, NY, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2605346
NMLS#: 2605346
About Dalia Marshall
Dalia Marshall, CFP®, Portfolio Associate and Financial Planning Associate has been in the financial services industry since 1992. She enjoys relationship management, customer service and financial planning. She is a Certified Financial Planner ® and she holds FINRA Series 6, 7, 63 and 65 as well as FL life and health insurance licenses. Her career encompassed working as a Private Banker, Branch Manager, Financial Advisor, and Relationship Manager of high-net-worth clients.
Dalia has been married since 1993 and lives in Naples FL with her husband and her cats. She enjoys travelling, reading, and music. She volunteers for the Humane Society of Naples.
Dalia has been married since 1993 and lives in Naples FL with her husband and her cats. She enjoys travelling, reading, and music. She volunteers for the Humane Society of Naples.
About Carly Rainero
Carly is a Portfolio Associate at Calusa Wealth Management Group with 15 years of industry experience. A results-driven professional, she is committed to cultivating deep relationships with clients so she can help them solve their financial challenges with ease and efficiency. Carly’s primary responsibilities include helping with all aspects of discovery process, onboarding new clients, as well as the implementation of each client’s financial plan. She enjoys helping clients understand and assemble the “big picture” of their finances, so they can focus on enjoying the wealth they’ve worked so hard to achieve.
Growing up in the South, Carly learned firsthand She earned her MBA and undergraduate degree from Florida State University and currently holds her FINRA Series 7, 63 and 65 licenses.
Carly began her career in the investment advisory business in 2006 as a Regional Director with a small independent advisory firm in Clearwater, where her father had his practice. She was also a marketing director and a representative for several large medical and information technology corporations.
Outside of the office, Carly loves to volunteer at both the Cultural Park Theatre and Melody Lane Performing Arts Center. She is a member of Pine Island United Methodist Church and is a former Board member and current sustaining member of the Junior League of Fort Myers. She and her husband, Guido, live in Cape Coral with their two daughters, Georgia and Reese, who keep them very busy. In her free time, Carly enjoys attending live concerts and theatre, supporting FSU sports, and leisure days at the beach.
Growing up in the South, Carly learned firsthand She earned her MBA and undergraduate degree from Florida State University and currently holds her FINRA Series 7, 63 and 65 licenses.
Carly began her career in the investment advisory business in 2006 as a Regional Director with a small independent advisory firm in Clearwater, where her father had his practice. She was also a marketing director and a representative for several large medical and information technology corporations.
Outside of the office, Carly loves to volunteer at both the Cultural Park Theatre and Melody Lane Performing Arts Center. She is a member of Pine Island United Methodist Church and is a former Board member and current sustaining member of the Junior League of Fort Myers. She and her husband, Guido, live in Cape Coral with their two daughters, Georgia and Reese, who keep them very busy. In her free time, Carly enjoys attending live concerts and theatre, supporting FSU sports, and leisure days at the beach.
Contact Jason M. Duke
Contact Bill C. Valenti
Contact Laurie G. Moore
Contact Amanda Pflanz
Contact William P. duPont
Contact Sean Toggweiler
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Calusa Wealth Management today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
