David Rapport, CFP®
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(727) 507-5763(727) 507-5763
Toll-Free:
(800) 237-5232(800) 237-5232
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
David began his career in investment and financial planning in 2001 after graduating from the University of Akron with a Bachelor’s degree in Finance. David takes a planning-based approach to the investment process. Through the process of drafting a financial plan, resources are identified, goals are set, and action steps are defined. An investment strategy tailored to each individual financial plan is then started. Each client’s financial plan and portfolio is reviewed regularly and is adjusted as personal circumstances change and as the financial markets change. Communication is a key part of this process. David’s focus is financial planning, estate planning, retirement planning, and wealth transfer.
David is a CERTIFIED FINANCIAL PLANNER™ and holds FINRA Series 3, 4, 7, 24, 31, 53, 63, and 66 licenses as well as the state of Florida Life, Health, and Variable Products Insurance license. Prior to joining Morgan Stanley in 2011 David spent seven years at Raymond James in sales management and supervision. During this time, he worked with financial advisors to bring intuitive solutions to clients, while also working with these advisors to grow their business with exceptional ideas.
David has lived in the Tampa Bay area for over 20 years and enjoys spending his free time with his wife, Katie, and their two children, Meyer and Rose. He enjoys travelling, running, and reading and is an avid hockey and soccer fan. David regularly volunteers for Pinellas County Schools and is a supporter of the World Wildlife Fund.
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
David is a CERTIFIED FINANCIAL PLANNER™ and holds FINRA Series 3, 4, 7, 24, 31, 53, 63, and 66 licenses as well as the state of Florida Life, Health, and Variable Products Insurance license. Prior to joining Morgan Stanley in 2011 David spent seven years at Raymond James in sales management and supervision. During this time, he worked with financial advisors to bring intuitive solutions to clients, while also working with these advisors to grow their business with exceptional ideas.
David has lived in the Tampa Bay area for over 20 years and enjoys spending his free time with his wife, Katie, and their two children, Meyer and Rose. He enjoys travelling, running, and reading and is an avid hockey and soccer fan. David regularly volunteers for Pinellas County Schools and is a supporter of the World Wildlife Fund.
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: DE, HI, TN, NC, MD, FL, NY, MT, VT, NV, IL, GA, CT, WY, SC, PA, WA, OH, NH, AZ, WI, TX, NJ, MA, KY, CA, AR, AL, MO, IN, MN, WV, ME, LA, KS, CO, VA, PR, OR, MI; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1605668
CA Insurance License #: 0M79893
NMLS#: 1605668
CA Insurance License #: 0M79893
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Resources for You
Our personalized wealth management process is designed to create a roadmap for your financial future. Through leveraging our vast resources, your personalized wealth strategy will be created to help achieve and protect your goals, with the ability to be adapted properly with the forever changing circumstances. Here are a few examples of the many Modern Wealth Management resources that are offered to our clients.
Total Wealth View
Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App. The ability to view all of your assets together provides the opportunity to advise on your accounts with your entire financial picture in mind
Learn more about Total Wealth View
Morgan Stanley Online
Morgan Stanley Online (MSO) offers a suite of features and services that allow you to manage your everyday finances from one place. Everything accessible under one platform to assist staying on top of all your financial accounts.
Learn more about Morgan Stanley Online
Goals-Based Planning
Our goals-based planning system (GPS) is built on intellectual capital and capabilities to provide our clients with a comprehensive solution for their unique goals. GPS is an intuitive and efficient platform to ensure clients will have a successful financial plan.
Learn more about Goals-Based PlanningOur Five-Step Process
Our tailored approach to manage your wealth revolves around working together to achieve your financial dreams. We will build a lasting relationship meant to help navigate unique financial challenges, helping you make informed decisions about building wealth.
1. Introductory Call
We value getting to know our clients on a personal level. Our first call is to introduce ourselves and understand your unique personal background. After presenting the value we'll add, we can schedule a follow up meeting to get to understand your entire financial background.
2. Understanding You Meeting
During this meeting we will get to understand your current situation financially, as well as your objectives. The goal of this conversation is to dive deeper into your unique circumstance for us to define the following steps to help you achieve your goals.
3. Analysis & Plan Development
This is our time to utilize the information you have provided and our modern wealth management tools to develop a unique strategy. Our strategies are always personalized to provide recommendations to help you grow, preserve, and transfer your wealth.
4. Presentation & Implementation
For this step, we will present the personalized plans that are designed to work towards the objectives we had set. Once you understand and approve the strategy, we will take the necessary steps to open accounts with Morgan Stanley and start to implement our investment plan.
5. Continued Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to implement each strategy we also want to continue to provide top tier attention to stay on top of those financial objectives and maintain a strong relationship with you.
REDEFINING WEALTH IN THE 21ST CENTURY
As your life and career evolve, so do your goals. We help you answer critical financial questions, adapting your strategy to reflect new priorities in your life and any significant changes in the marketplace. Here are just some of the questions we help our clients answer every day.
Financial Planning
Life is constantly changing and I have so many things I want to do with my life. How does my approach with one of them impact all of them?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I’ll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Estate Planning
How do I balancing leaving a lasting legacy with providing help for those who are important to me now?
Professional Portfolio Management
I have a portfolio with many investments that I don't understand. How can one investment strategy balance them all?
Managing Your Risk
Life’s risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life’s unknowns?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Monthly Outlooks & Updates
We strive to simplify complex financial ideas into a digestible format so that our clients can truly understand the work which goes into planning for their financial future and livelihood. We are firm believers in providing our clients with as many resources as possible so that they may stay informed on the latest market trends, analyses, and outlooks. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
Global Investment Committee on the Markets Monthly Report
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition below:
Read the monthly report here
Elder Estate Planning
Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents’ plan.
Read more hereLocation
150 2nd Avenue N
Suite 1400
St. Petersburg, FL 33701
US
Direct:
(727) 507-5763(727) 507-5763
Toll-Free:
(800) 237-5232(800) 237-5232
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact David Rapport 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)
