Francisco D D'Oliveira, CFP®, CRPC®
First Vice President, Branch Manager, International Client Advisor
Phone:
(251) 990-2938(251) 990-2938
Morgan Stanley
Fairhope Branch Office
You define success, we help you achieve it
7530 Parker Road
Fairhope, AL 36532
US
Branch:
(251) 990-2930(251) 990-2930
Toll-Free:
(866) 253-7980(866) 253-7980
Branch Manager
Francisco D. D'OliveiraPhone:
(251) 990-2938(251) 990-2938
About Morgan Stanley Fairhope Branch
The Fairhope branch has a strong dedication to giving back to make a difference in the lives of our clients and our community.
We are committed to earning the trust of individuals, families, and institutions and delivering an elevated client experience. With exceptional ideas, a full suite of services, and a high standard of care, our objective is to utilize the resources that can best accomplish each client’s unique goals.
Our Financial Advisors possess the discipline and knowledge to help you get through the world of changes and our challenging environment and take full advantage of the opportunities they present.
We look forward to engaging with you and your family to learn more about your individual needs.
We are committed to earning the trust of individuals, families, and institutions and delivering an elevated client experience. With exceptional ideas, a full suite of services, and a high standard of care, our objective is to utilize the resources that can best accomplish each client’s unique goals.
Our Financial Advisors possess the discipline and knowledge to help you get through the world of changes and our challenging environment and take full advantage of the opportunities they present.
We look forward to engaging with you and your family to learn more about your individual needs.
Services Provided
- Retirement PlanningFootnote1
- Traditional Investments
- Alternative InvestmentsFootnote2
- Legacy PlanningFootnote3
- Succession PlanningFootnote4
- Cash Management SolutionsFootnote5
- Lending SolutionsFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Investing with ImpactFootnote8
- Next Generation EducationFootnote9
- Saving for CollegeFootnote10
- Insurance ServicesFootnote11
- Family Mission Statements
Our Team at Morgan Stanley Fairhope Branch
Jill Jenik
Executive Director, Market Manager (Southeast Region)
About Francisco D D'Oliveira
An experienced Financial Advisor since 2001, Francisco began his career in the financial services industry at Merrill Lynch. In 2010, Francisco, along with The DFD Group, joined Morgan Stanley to take full advantage of the highly-ranked global research and breadth of resources available within the firm. An integral member of the DFD Group, Francisco creates, implements, and maintains retirement plans for businesses, and develops customized tax and estate strategies for his team’s retirees. In order to better serve his clients and stay at the leading edge of the financial industry, Francisco holds the designations of Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Planner (CFP®).
In addition to developing and deepening relationships with his clients, Francisco runs operations for the DFD Group, drives the cash management services, supports and implements Morgan Stanley’s expansive digital offerings, and now acts as the Branch Manager of Morgan Stanley’s Mobile and Fairhope Branches, where he encourages and oversees the branch's Financial Advisors and their support teams.
Though born in Brazil, Francisco grew up in Mobile, AL and graduated from The University of Georgia with a Bachelor’s Degree in Banking and Finance. A dual citizen of US and Brazil, Francisco embodies a more global view of investing and financial planning – a unique perspective in the industry. He now lives in Fairhope, AL with his wife, Amanda, and their son, Sergey.
Series 66, Series 7, Series 9, Series 10, Series 31, Wealth Management, Retirement Planning, Asset allocation, Cash Management and Lending Solutions
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
In addition to developing and deepening relationships with his clients, Francisco runs operations for the DFD Group, drives the cash management services, supports and implements Morgan Stanley’s expansive digital offerings, and now acts as the Branch Manager of Morgan Stanley’s Mobile and Fairhope Branches, where he encourages and oversees the branch's Financial Advisors and their support teams.
Though born in Brazil, Francisco grew up in Mobile, AL and graduated from The University of Georgia with a Bachelor’s Degree in Banking and Finance. A dual citizen of US and Brazil, Francisco embodies a more global view of investing and financial planning – a unique perspective in the industry. He now lives in Fairhope, AL with his wife, Amanda, and their son, Sergey.
Series 66, Series 7, Series 9, Series 10, Series 31, Wealth Management, Retirement Planning, Asset allocation, Cash Management and Lending Solutions
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: LA, FL, DE, WY, SC, MA, KY, AR, MI, ID, GA, AZ, WA, VI, PA, NV, IN, CO, WV, VA, PR, OR, OH, MT, CT, CA, AK, VT, NJ, NE, KS, IL, DC, OK, WI, UT, TX, TN, SD, NY, NM, NH, NC, MO, MN, MD, IA, HI, AL, RI, ND, MS, ME; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255431
NMLS#: 1255431
About Jill Jenik
Jill Jenik is a Private Banking Group (PBG) Market Manager serving Morgan Stanley’s Wealth Management offices in the Mid America Region. Private Banking Group (PBG) Market Managers provide comprehensive training, awareness, and advice to Financial Advisors / Private Wealth Advisors (collectively “Advisors”) and clients on lending, deposits and cash management products and services.
Jill began her career in financial services in 1989 and joined Morgan Stanley in 2013. Prior to being promoted to her current role, Jill was a Private Banker serving offices in Illinois and a Loan Portfolio Manager covering the Great Lakes Region. Before joining the firm, Jill was a Vice President and Sales Manager at a local community bank. She was also a Vice President and Senior Private Banking Advisor at MB Financial Bank, a Senior Vice President and Managing Director at Oakbrook Bank’s Chicago Private Bank Division, and a Vice President in the Wealth Management Mortgage Division at LaSalle Bank.
Jill is a graduate of Northeastern Illinois University, where she received a Bachelor of Arts in the Humanities with a minor in Psychology. She lives in Deerfield, Illinois, with her family. Outside of the office, Jill enjoys kayaking, fishing, and cooking.
Jill began her career in financial services in 1989 and joined Morgan Stanley in 2013. Prior to being promoted to her current role, Jill was a Private Banker serving offices in Illinois and a Loan Portfolio Manager covering the Great Lakes Region. Before joining the firm, Jill was a Vice President and Sales Manager at a local community bank. She was also a Vice President and Senior Private Banking Advisor at MB Financial Bank, a Senior Vice President and Managing Director at Oakbrook Bank’s Chicago Private Bank Division, and a Vice President in the Wealth Management Mortgage Division at LaSalle Bank.
Jill is a graduate of Northeastern Illinois University, where she received a Bachelor of Arts in the Humanities with a minor in Psychology. She lives in Deerfield, Illinois, with her family. Outside of the office, Jill enjoys kayaking, fishing, and cooking.
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Branch Address
7530 Parker Road
Fairhope, AL 36532
US
Branch:
(251) 990-2930(251) 990-2930
Toll-Free:
(866) 253-7980(866) 253-7980
Fax:
(251) 990-2960(251) 990-2960
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
4Morgan 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.
5Morgan 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
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8The 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.
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.
10Tax 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.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
4Morgan 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.
5Morgan 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
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8The 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.
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.
10Tax 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.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)