Mark Boersma
Market Executive
Phone:
(954) 762-3023(954) 762-3023
Morgan Stanley
Central North Florida Market Office
You define success, we help you achieve it
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Market:
(407) 740-4900(407) 740-4900
Toll-Free:
(800) 829-5105(800) 829-5105
Market Executive
Mark BoersmaPhone:
(407) 740-4961(407) 740-4961
About Morgan Stanley Central North Florida Market
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 Central North Florida Market
Matthew Scott
Senior Vice President, Associate Market Manager
Tim Sutherland
Vice President, Regional Business Development Manager
Eliza Kwentus
Vice President, Senior Risk Officer
Ernie Albino
Vice President, Complex Business Service Officer
Alba W. Jaundoo
Business Service Officer
Vickie Burkhalter
Market Administrator
About Mark Boersma
Securities Agent: NM, NE, KS, GA, CT, AR, AK, VT, NJ, MA, IL, RI, NV, VI, TN, NY, MT, ME, DE, OR, OH, WA, SD, PR, NH, WY, VA, UT, SC, PA, ND, MS, MN, FL, AL, NC, LA, IA, CA, WV, TX, MO, MI, MD, KY, ID, HI, WI, OK, IN, DC, CO, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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Branch Address
201 E. Pine St
11th Fl
Orlando, FL 32801
US
Branch:
(407) 849-4700(407) 849-4700
Toll-Free:
(800) 869-0007(800) 869-0007
Fax:
(407) 849-4797(407) 849-4797
Branch Address
50 A1A North
Ste 112
Ponte Vedra Beach, FL 32082
US
Branch:
(904) 273-7560(904) 273-7560
Toll-Free:
(800) 366-1566(800) 366-1566
Fax:
(904) 273-7598(904) 273-7598
Branch Address
50 N. Laura St
Ste 2000
Jacksonville, FL 32202
US
Branch:
(904) 632-0200(904) 632-0200
Toll-Free:
(866) 673-9600(866) 673-9600
Fax:
(904) 632-0298(904) 632-0298
Branch Address
4705 S Apopka Vineland Rd
Ste 202
Orlando, FL 32819
US
Branch:
(407) 605-4380(407) 605-4380
Toll-Free:
(888) 204-3944(888) 204-3944
Fax:
(407) 605-4381(407) 605-4381
Branch Address
3520 Thomasville Rd
Ste 100
Tallahassee, FL 32309
US
Branch:
(850) 422-8700(850) 422-8700
Toll-Free:
(800) 755-7149(800) 755-7149
Fax:
(850) 422-8778(850) 422-8778
Albany Branch
Find a Financial AdvisorBranch Address
285 Clyde Morris Blvd
Ste 100
Ormond Beach, FL 32174
US
Branch:
(386) 673-9222(386) 673-9222
Toll-Free:
(800) 824-1391(800) 824-1391
Fax:
(386) 671-2350(386) 671-2350
Branch Address
50 N. Laura St
Ste 2000
Jacksonville, FL 32202
US
Branch:
(904) 632-0200(904) 632-0200
Fax:
(904) 632-0298(904) 632-0298
Branch Address
832 Lake Sumter Landing
The Villages, FL 32162
US
Branch:
(352) 753-6400(352) 753-6400
Fax:
(352) 753-8234(352) 753-8234
Branch Address
2303 SE 17th Street
Ste 101
Ocala, FL 34471
US
Branch:
(352) 401-3800(352) 401-3800
Fax:
(352) 401-3898(352) 401-3898
Branch Address
142 S Woodland Blvd
Ste 100
Deland, FL 32720
US
Branch:
(386) 740-2000(386) 740-2000
Toll-Free:
(800) 488-4930(800) 488-4930
Fax:
(386) 740-2058(386) 740-2058
Branch Address
8304 Champions Gate Blvd
Champions Gate, FL 33896
US
Branch:
(407) 566-4600(407) 566-4600
Toll-Free:
(866) 244-1985(866) 244-1985
Fax:
(407) 734-2702(407) 734-2702
Central North Florida Branch
Find a Financial AdvisorBranch Address
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Branch:
(407) 740-4900(407) 740-4900
Toll-Free:
(800) 829-5105(800) 829-5105
Fax:
(407) 740-4983(407) 740-4983
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