David Weidner
Wealth Advisor,
Family Wealth Advisor
Direct:
(813) 286-5640(813) 286-5640
My Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
My Story
Thank you for visiting my website – I hope you find this website helpful – I'd welcome the opportunity to get acquainted, hear your unique story and see how we may fit, how our team can be of help to you
I've always loved working hard and getting results for all involved - I'm assured that I'm on the right track, when I hear the feedback and appreciation from those benefiting - This is what inspires me
Perhaps it started when I became our neighborhood's morning paperboy - I loved hearing from my customers that they appreciated how reliable I was and how I always got their paper to them before they were up - When I became a CPA, Deloitte, Partner, I had many opportunities to work hard for my clients - I loved getting my client's feedback on how I contributed to their prosperity and well-being - Their feedback grounded me and enabled me to feel good about who I am and what I was accomplishing - As the CFO for several healthcare service companies, I learned much about the healthcare industry, also helpful in serving my healthcare client professionals in managing their finances
As a financial advisor with Morgan Stanley, I'm creating those same experiences here for my clients - I learn what is unique about your situation and what's important to you, figure out how our team can be of help to you and work hard, in your best interests, to get the results that you can appreciate
My client service model has these distinctive metrics: Goals-based financial planning; scheduled, periodic reviews, in person and on demand response; all documented for my client's files - I serve as a personal CFO for my clients
I am a part of a team, the Carter Westshore Group at Morgan Stanley - The talents of our team and the resources of Morgan Stanley are leveraged for your benefit
Together my wife, Linda, and I have what were once our 2 children, each now with children of their own, 4 grandchildren – I serve on the Boards of Cristo Rey Tampa High School and the AdventHealth Tampa Foundation and am a Knights of Columbus member, St Mark the Evangelist parish
Linda and I like to play golf, often together – I was an English major undergrad and still enjoy reading - Perhaps you can offer a recommendation from your reading interests
Thank you for visiting my website and I wish you continuing best for this year and way beyond
I've always loved working hard and getting results for all involved - I'm assured that I'm on the right track, when I hear the feedback and appreciation from those benefiting - This is what inspires me
Perhaps it started when I became our neighborhood's morning paperboy - I loved hearing from my customers that they appreciated how reliable I was and how I always got their paper to them before they were up - When I became a CPA, Deloitte, Partner, I had many opportunities to work hard for my clients - I loved getting my client's feedback on how I contributed to their prosperity and well-being - Their feedback grounded me and enabled me to feel good about who I am and what I was accomplishing - As the CFO for several healthcare service companies, I learned much about the healthcare industry, also helpful in serving my healthcare client professionals in managing their finances
As a financial advisor with Morgan Stanley, I'm creating those same experiences here for my clients - I learn what is unique about your situation and what's important to you, figure out how our team can be of help to you and work hard, in your best interests, to get the results that you can appreciate
My client service model has these distinctive metrics: Goals-based financial planning; scheduled, periodic reviews, in person and on demand response; all documented for my client's files - I serve as a personal CFO for my clients
I am a part of a team, the Carter Westshore Group at Morgan Stanley - The talents of our team and the resources of Morgan Stanley are leveraged for your benefit
Together my wife, Linda, and I have what were once our 2 children, each now with children of their own, 4 grandchildren – I serve on the Boards of Cristo Rey Tampa High School and the AdventHealth Tampa Foundation and am a Knights of Columbus member, St Mark the Evangelist parish
Linda and I like to play golf, often together – I was an English major undergrad and still enjoy reading - Perhaps you can offer a recommendation from your reading interests
Thank you for visiting my website and I wish you continuing best for this year and way beyond
Securities Agent: MD, PA, FL, MA, NC, CA, OR, OH, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1672130
NMLS#: 1672130
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
CFA _x0016_ Chartered Financial Analyst
David received his BA from John Hopkins University and his MBA from the University of Pittsburgh. After a career as a CPA and with C-suite responsibilities, David joined Morgan Stanley in 2015.
Working With You
How can I be of help to you? I'd like to hear your story, learn what's unique about your situation and what's important to you - Wealth advisory services fit best when they are personalized uniquely for you
Perhaps you're wondering how I do this - My process is simple - It starts with a goals-based financial plan, the plan puts your goals and finances in perspective - Developing the plan together also gives you a sense of the value I can create for you - The plan extends to all aspects of your family's situation - I analyze your present strategies and how aligned they are with your goals - I explain the options available and recommend the correct course of action to take - In this process, you begin to learn and experience the talents of our team (The Carter Westshore Group at Morgan Stanley) and the resources of Morgan Stanley that will be leveraged to your benefit
We focus on "What's Important to You?" - It's important to understand your family, core values, goals and dreams, as well as your concerns and fears - Understanding these often starts relatively simple and grows as our relationship with you grows - Serving as your personal CFO, I use a Personal Financial Organizer (PFO) to document our relationship - The PFO tool is invaluable for our mutual and clear understanding of what we are working on together
When we get together, our team goes through the process of analyzing, explaining and advising, and then, documenting our strategies and progress - We want to be certain that we are on the right path and getting to where you want to go
I joined this profession because I thought my background and experience, as well as my approach to client service - Listening to you, communicating openly with you, working diligently for you and in your best interests and having a distinctive client service process - are what you may be looking for in a financial advisor
I thank you for visiting my website and look forward to the opportunity to get together and see how we may fit, how our team can be of help to you
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at http://www.morganstanley.com/ourcommitment/.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Perhaps you're wondering how I do this - My process is simple - It starts with a goals-based financial plan, the plan puts your goals and finances in perspective - Developing the plan together also gives you a sense of the value I can create for you - The plan extends to all aspects of your family's situation - I analyze your present strategies and how aligned they are with your goals - I explain the options available and recommend the correct course of action to take - In this process, you begin to learn and experience the talents of our team (The Carter Westshore Group at Morgan Stanley) and the resources of Morgan Stanley that will be leveraged to your benefit
We focus on "What's Important to You?" - It's important to understand your family, core values, goals and dreams, as well as your concerns and fears - Understanding these often starts relatively simple and grows as our relationship with you grows - Serving as your personal CFO, I use a Personal Financial Organizer (PFO) to document our relationship - The PFO tool is invaluable for our mutual and clear understanding of what we are working on together
When we get together, our team goes through the process of analyzing, explaining and advising, and then, documenting our strategies and progress - We want to be certain that we are on the right path and getting to where you want to go
I joined this profession because I thought my background and experience, as well as my approach to client service - Listening to you, communicating openly with you, working diligently for you and in your best interests and having a distinctive client service process - are what you may be looking for in a financial advisor
I thank you for visiting my website and look forward to the opportunity to get together and see how we may fit, how our team can be of help to you
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at http://www.morganstanley.com/ourcommitment/.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Education
- BA, Johns Hopkins University
- MBA, University of Pittsburgh
Location
4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Direct:
(813) 286-5640(813) 286-5640
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact David Weidner today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5When 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.
6Alternative 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.
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
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5When 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.
6Alternative 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.
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)
