Mark 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:
Clear Communication: You deserve to understand your financial life without confusion. We keep things straightforward, transparent and easy to follow.
Purposeful Value: We don't believe in busywork or unnecessary complexity. Every recommendation we make is intentional and designed to move you forward.
Guiding You Forward: Through market shifts and life changes, we're here to help you stay grounded, focused and confident in your decisions.
Our Process:
Clear Communication: You deserve to understand your financial life without confusion. We keep things straightforward, transparent and easy to follow.
Purposeful Value: We don't believe in busywork or unnecessary complexity. Every recommendation we make is intentional and designed to move you forward.
Guiding You Forward: Through market shifts and life changes, we're here to help you stay grounded, focused and confident in your decisions.
“An investment in knowledge pays the best interest.” – Benjamin Franklin.
Capital Plaza Group at Morgan Stanley is a seasoned team with decades of experience. Our role is to provide clients with investment strategies designed to meet their specific objectives. Over time, our experience has shown that complex client challenges often require a holistic approach to investing.
To support that approach, we collaborate with your CPAs and attorneys in order to maintain an up-to-date understanding of your goals, risk tolerances, and family dynamics. We believe that an informed, coordinated view across your advisory team helps ensure decisions remain aligned with your broader priorities.
By taking the time to understand your unique circumstances, we are able 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.
To support that approach, we collaborate with your CPAs and attorneys in order to maintain an up-to-date understanding of your goals, risk tolerances, and family dynamics. We believe that an informed, coordinated view across your advisory team helps ensure decisions remain aligned with your broader priorities.
By taking the time to understand your unique circumstances, we are able 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.
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 Management
Why Your Home Can Be a Retirement Asset
If you’re willing to consider drawing on your home’s equity—either by sel
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As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
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A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
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529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan StanleyTimely market commentary, thought leadership and Morgan Stanley tools to help guide your investment decisions.
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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
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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 Vault
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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.
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GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
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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.
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The Lessons in Leadership Virtual Event Series will continue throughout 2025.
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Planning for your family's financial needs
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
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Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
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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 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: WI, GA, CA, OR, NC, MA, KY, WA, NY, NH, IA, FL, MS, DC, VA, MO, MD, KS, TX, CO, AZ, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253146
NMLS#: 1253146
About Michael 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: MO, IA, WI, MD, KY, VA, FL, CA, OR, NC, MA, WA, NH, KS, DC, MS, CO, TX, NY, GA, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275602
NMLS#: 1275602
About Whitney Hawkins
Whitney Hawkins is a Financial Advisor with the Capital Plaza Group at Morgan Stanley, bringing over 20 years of experience across multiple areas of the financial services industry.
She began her career in the futures markets, trading commodities such as orange juice and coffee—an experience that built a strong foundation in market behavior, risk, and discipline. She later transitioned into private wealth management, where she works closely with individuals and families to develop thoughtful, long-term financial strategies.
Whitney’s approach is grounded in clarity, structure, and personalized guidance. She believes financial planning should feel organized and intentional—not overwhelming. By helping clients define what matters most, she builds tailored plans designed to support both their current lifestyle and long-term goals.
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 l children, discovering hidden culinary gems with her husband and playing with her boxer. Whitney also enjoys cycling on the West Orange Trail where she resides in Winter Garden.
She began her career in the futures markets, trading commodities such as orange juice and coffee—an experience that built a strong foundation in market behavior, risk, and discipline. She later transitioned into private wealth management, where she works closely with individuals and families to develop thoughtful, long-term financial strategies.
Whitney’s approach is grounded in clarity, structure, and personalized guidance. She believes financial planning should feel organized and intentional—not overwhelming. By helping clients define what matters most, she builds tailored plans designed to support both their current lifestyle and long-term goals.
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 l children, discovering hidden culinary gems with her husband and playing with her boxer. 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 Clancy
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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*.
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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.
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:
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
CRC 4665150 (8/2025)
