Mark A Clancy, CFP®
Executive Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(407) 740-4958(407) 740-4958
Capital Plaza Group at Morgan Stanley
Direct:
(407) 740-4900(407) 740-4900
Our Mission Statement
Capital Plaza Group
Our Process:
Communicate – The key to a successful working relationship is communication.
Provide Value - Our purpose is to provide clients value, this is our job.
Guidance - The market, just like life, has its ups and downs and part of our method is guiding clients through the investment decision making process. We are the Guide and our most successful tool is creating a financial plan.
Our Process:
Communicate – The key to a successful working relationship is communication.
Provide Value - Our purpose is to provide clients value, this is our job.
Guidance - The market, just like life, has its ups and downs and part of our method is guiding clients through the investment decision making process. We are the Guide and our most successful tool is creating a financial plan.
“An investment in knowledge pays the best interest.” – Benjamin Franklin.
Capital Plaza Group at Morgan Stanley is a seasoned team with decades of experience and our job is to provide clients investment strategies to meet their specific objectives. Our experience has taught us that complex client challenges need to have a holistic approach to investing. We collaborate with your CPAs and attorneys in order to maintain an up-to-date understanding of your goals, risk tolerances and family dynamics. Understanding your unique circumstances allows us to provide a tailored financial plan. Whether your focus is on retirement, wealth development or legacy planning our services include robust market analysis, financial planning and world class client service. Helping you achieve financial success is our first priority.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Individual plans for individuals like you
Goals you set today will evolve. The Capital Plaza Group's process is designed to evolve with them- and with the changing circumstances of your life. Holistic in its approach, our planning process encompass all the elements of your financial and personal life, making sure they align with current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future for you and your family's goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future for you and your family's goals.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs
Retirement
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
Are You Prepared for Retired Life?
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
How to Choose the Right Life Insurance for Your Needs
Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Your Guide to Tax-Efficient Planning
Education Planning
With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
Education Planning Center: 529 Plans and More
Business Planning
While creating a successful family business is an exceptional achievement on its own, many founders wish to help ensure future generations can build on this success and continue to generate wealth for their families.
Building a Family Enterprise That LastsTimely market commentary, thought leadership and Morgan Stanley tools to help guide your investment decisions.
Morgan Stanley Mobile App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone.
MSO Features
Digital Vault
The digital Vault on Morgan Stanley Online and the Mobile app allows you to build a central, shared document library where all documents are stored using encryption.
Digital VaultTotal Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Learn more about GPS
On The Markets
Morgan Stanley's Global Investment Committee provides monthly updates.
View the latest commentary
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
View the latest report
Thoughts on the Market
With perspectives on the forces sharping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episodeUpcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Planning for your family's financial needs
Private Wealth Management
With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth.
Realize Your Vision
Trust & Estate Planning
Having a conversation around one's estate and legacy is never easy. Our team will be with you every step of the way to analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Common Questions
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern your family foundation to maintain alignment with your goals.
What Philanthropic Approach is Right for You?Family Governance
Most families either never address their governance needs or wait until they are in the midst of a crisis - picking up the pieces afterwards - before they finally get serious about creating and implementing a robust family governance system.
What's Your Relationship with Wealth?Tax-Savvy Ways to Give
Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Consider These Strategies
Wealth Management
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Literacy for Any Stage of Your LifeLocation
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Direct:
(407) 740-4900(407) 740-4900
Meet Capital Plaza Group
Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor
Phone:
(407) 740-4959(407) 740-4959
Whitney Hawkins, CFP®
Assistant Vice President, Financial Advisor
Phone:
(407) 740-4962(407) 740-4962
Kimmy Lastowicka
Registered Associate
Phone:
(407) 740-4982(407) 740-4982
About Mark A Clancy
Mark Clancy is a Family Wealth Director with the Capital Plaza Group at Morgan Stanley. The Family Wealth Director designation is currently held by approximately 5% of financial advisors within the firm. A Family Wealth Director delivers the extensive range of resources needed to address the complex, multigenerational challenges of managing significant wealth. He has over 31 years in the financial services industry all with Morgan Stanley and its legacy offices. Mark was raised in Boston, MA, and graduated from the Wentworth Institute of Technology with a BS in Electrical Engineering. Following graduation, Mark served his country as a commissioned officer and Airborne Ranger in the United States Army.
Mark and his wife Debbie reside in Orlando, Florida. Mark hobbies are food and history, along with other things. He travels the States and the World in pursuit of epicurean experiences and visiting historical destinations.
Mark and his wife Debbie reside in Orlando, Florida. Mark hobbies are food and history, along with other things. He travels the States and the World in pursuit of epicurean experiences and visiting historical destinations.
Securities Agent: MO, CA, GA, IA, FL, WI, DC, TN, TX, CO, KY, WA, NY, NH, OR, NC, MA, MD, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253146
NMLS#: 1253146
About Michael W Harris
Michael Harris is a Financial Advisor with the Capital Plaza Group at Morgan Stanley. Mike joined Morgan Stanley over 15 years ago after a long stint in the information technology field. Mike graduated with a B.S. in Computer Science from The Citadel, and he spent over a decade at Lockheed Martin. Mike leverages his analytical background in the creation of sophisticated financial and investment plans that his team implements for their clients.
Mike has earned the Charter Retirement Plan Counselor (CRPC®) designation. The CRPC program covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
In his free time, Mike is an avid tennis player along with golf and surfing. Mike and his wife, Nichele, live in Longwood, Florida and have three grown sons.
Mike has earned the Charter Retirement Plan Counselor (CRPC®) designation. The CRPC program covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
In his free time, Mike is an avid tennis player along with golf and surfing. Mike and his wife, Nichele, live in Longwood, Florida and have three grown sons.
Securities Agent: TX, WA, NH, DC, NY, GA, TN, MO, IA, OR, NC, MA, CO, WI, MD, KY, VA, FL, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275602
NMLS#: 1275602
About Whitney Hawkins
Whitney Hawkins is a Financial Advisor who works with the Capital Plaza Group at Morgan Stanley. Whitney has worked at the firm for 15 years in various capacities. She started in the business trading in the futures commodity markets, specifically orange juice and coffee. Whitney later transitioned to work with a private wealth management team and finally spent some time as part of the complex management team.
Whitney has a passion for helping others and is able to use her industry experience and knowledge to help individuals identify their specific goals and help implement a financial plan to achieve those objectives. Whitney believes a successful financial foundation can help families and businesses thrive.
Whitney has completed both the General Securities Representative (Series 7) and the Uniformed State Law (Series 66) as required by FINRA. Additionally, she has completed the National Commodities Futures Examination (Series 3) and the General Securities Sales Supervisor (Series 9/10) Whitney also holds the designation of Certified Financial Planner (CFP®). The CFP® designation is awarded to planners who are committed to competent and ethical behavior when providing financial planning. Whitney holds a bachelor degree from Florida State University.
In her spare time, Whitney enjoys spending time with her two small children, discovering hidden culinary gems with her husband and playing with her boxer pup. Whitney also enjoys cycling on the West Orange Trail where she resides in Winter Garden.
Whitney has a passion for helping others and is able to use her industry experience and knowledge to help individuals identify their specific goals and help implement a financial plan to achieve those objectives. Whitney believes a successful financial foundation can help families and businesses thrive.
Whitney has completed both the General Securities Representative (Series 7) and the Uniformed State Law (Series 66) as required by FINRA. Additionally, she has completed the National Commodities Futures Examination (Series 3) and the General Securities Sales Supervisor (Series 9/10) Whitney also holds the designation of Certified Financial Planner (CFP®). The CFP® designation is awarded to planners who are committed to competent and ethical behavior when providing financial planning. Whitney holds a bachelor degree from Florida State University.
In her spare time, Whitney enjoys spending time with her two small children, discovering hidden culinary gems with her husband and playing with her boxer pup. Whitney also enjoys cycling on the West Orange Trail where she resides in Winter Garden.
Securities Agent: KS, KY, GA, DE, AL, NH, MA, IA, FL, TX, MO, WI, MS, CO, VA, CA, OH, NC, MD, DC, WA, TN, OR, NY, MI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Kimmy Lastowicka
Kimmy Lastowicka is a Registered Associate with the Capital Plaza Group at Morgan Stanley. She is a graduate of St John Fisher College in Rochester, NY and has worked at the firm for five years. Kimmy started her career at Morgan Stanley as an intern and went on to participate in the Branch Analyst program working with complex management on projects and assignments in the areas of Risk, Service and Operations and Business Development. She most recently worked as a Registered Associate on a financial advisor team in Skaneateles, NY.
In her current role as a Registered Associate, Kimmy is responsible for servicing the day to day financial needs of our clients including money movement, account transfers, trade support and ensuring key client documentation is up to date. Kimmy has passed the Series 7 General Securities licensing exam and the Series 66 Uniform Combined State Law Exam.
Kimmy resides in Winter Park and is an avid New York sports fan and enjoys attending live music events in her free time.
In her current role as a Registered Associate, Kimmy is responsible for servicing the day to day financial needs of our clients including money movement, account transfers, trade support and ensuring key client documentation is up to date. Kimmy has passed the Series 7 General Securities licensing exam and the Series 66 Uniform Combined State Law Exam.
Kimmy resides in Winter Park and is an avid New York sports fan and enjoys attending live music events in her free time.
Contact Mark A Clancy
Contact Michael W Harris
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Capital Plaza Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
