Coral Springs Branch Office

Jeffrey Cosby is a Branch Manager at Morgan Stanley, where he provides thoughtful leadership and stewardship to advisory teams delivering comprehensive wealth management solutions. He is dedicated to attracting, developing, and retaining top talent while fostering a culture of collaboration, accountability, and excellence. With a strong focus on long-term growth, client-centric outcomes, and risk-aware leadership, Jeffrey partners with advisors to build enduring practices and drive sustainable business performance.

Carmen is a distinguished professional in the realm of wealth management, with a robust career that has seen her excel in various high-profile financial institutions. Currently, she is a Business Service Officer at Morgan Stanley in Plantation, Florida, where she is responsible for supervising and managing support professionals and executing business and service functions within her branches. Her role involves leading a team of support professionals, promoting cross-training and development, and ensuring adherence to firm policies. Carmen's career has been marked by her ability to foster strong relationships with key partners and her commitment to delivering timely results in high-pressure environments.

Throughout her career, Carmen has held significant positions at Wells Fargo Advisors, International Planning Group, Citibank International Private Bank, BNP Paribas, and Bank of America. Her extensive experience includes managing high-net-worth clients, providing sales support, and coordinating operational and compliance functions. She is known for her superior client interaction and communication skills, both written and spoken, and her proactive approach to problem-solving. Carmen's educational background includes an MBA with a concentration in International Business and a BA in Psychology from Florida International University, both earned with honors. She is also fluent in English and Spanish and holds several financial licenses, including Series 7, 9, 10, 63, and 66.

Beyond her professional accomplishments, Carmen is actively involved in her community. She has served on the executive board of her children’s PTA, as well as volunteered at her church as a catechist and most recently a choir member. Her dedication to volunteer work reflects her commitment to making a positive impact beyond her professional sphere. Carmen's ability to balance a successful career with meaningful community involvement highlights her as a well-rounded and influential figure in her field. Her journey is a testament to her resilience, tenacity, and unwavering focus on achieving excellence in all her endeavors. Outside of work, Carmen enjoys spending quality family time with her husband and two young adult daughters as well as slowing down and taking time to garden and travel.

Aixa is a Risk Officer and Vice President for the Gold Cost Market, Fl. With over 25 years of experience in the securities industry, Aixa has built a remarkable career, beginning with Morgan Stanley Dean Witter and rejoining the firm in 2017. Her extensive background includes roles at several prominent financial services firms in Puerto Rico and Florida, such as Prudential, Barclays, and Wachovia.

Aixa specializes in the Wealth Management Sector working with both domestic and international business. Her expertise is further recognized through her membership in the Risk Officer Council. Aixa's academic credentials include a bachelor’s degree from the University of Puerto Rico and an MBA in Finance from the Interamerican University in Puerto Rico.

Outside of her professional commitments, Aixa enjoys boating, traveling, and spending quality time with her family. She resides in Broward, FL, with her husband, their son, and two dogs.

Kelly is the Branch Administrator of the Plantation, FLA Office of Morgan Stanley. With more than 10 years of experience in the securities industry, she has extensive experience in client relations, management, and operations. Graduating from Nova Southeastern University with a major in international business and marketing, Kelly started her career primarily in fixed income settlements. As years passed, she extended her experience in Treasury Operations then joining wealth management working with both domestic and LATAM business. The Executive Leadership programs she completed with Yale School of Management and Stanford University Graduate School of Business have helped her develop effective decision making and personal excellence leadership skills.

She credits herself as a key driver of operational excellence, compliance integrity, client experience, and advisor productivity directly contributing to the overall efficiency, growth, and reputation of her branch. Kelly who is fluent in Spanish serves as a communication and coordination hub helping with internal communication, supporting team morale and culture, and promotes a cohesive positive environment.

Outside of work, Kelly enjoys volunteering in her community especially with children and young adults. She understands the important of what it means to be a role model and the need to always give back. She also enjoys traveling and sightseeing with her family.