Ft. Myers Branch Office

Lenny Katz is a Senior Vice President and Branch Manager for Morgan Stanley. He oversees the Fort Myers. Punta Gorda and Marco Island offices. His responsibilities include helping advisors deliver excellent client service. Lenny is instrumental in helping advisors deliver Morgan Stanley’s the vast resources to their clients while maintaining the intimacy of client advisor relationship. Daily, Lenny collaborates with the various departments that support the business which include Business Development, Recruiting, Service, Risk, Human Resources, and Legal.

Prior to his Branch Manager promotion in 2025, Lenny served as the Associate Market Manager and Business Development Manager for Southwest Florida, overseeing sales and asset growth for 8 branches across the west coast of Florida. Simultaneously, he led the Financial Advisor Associate and Wealth Advisor Associate sourcing, hiring, and development. Throughout his tenure as BDM, Lenny focused on raising the bar on financial acumen throughout the territory by emphasizing the importance of Financial Planning, Teaming, UHNW Solutions (FOR), and Alternative Investments.

Lenny started his career as a Financial Advisor in 1997 by joining Smith Barney. As a Financial Advisor Associate, Lenny achieved Blue Chip Status ranking him as a top tier associate nationally. In 2009, Lenny transitioned to Morgan Stanley from UBS.

When not in the office, Lenny enjoys giving back to his community. He has served on numerous non-profit and civic boards, including 26 years on the Boys and Girl Club of Lee County Board. During that time Lenny served a two year term as President of the Boys and Girls Club, where he was awarded the National Service to Youth Award. Lenny is currently the Chairman of the Aiming for Ability Sporting Clay’s event benefiting LARC of Lee County.

Lenny enjoys life in Cape Coral, Florida and the ability to get away in his new camper with his wife of 26 years, Angela. He also has three adult daughters Ashley, Taylor, Kinsey, and three grandsons Liam, Logan and Ledger. He holds a BS. in Finance from the University of Central Florida.

Nicole Majoras is our exceptional Branch Administrator. With over 17 years of experience at Morgan Stanley, Nicole has been a cornerstone of our team, consistently demonstrating her dedication and extensive experience.

Nicole is a Fort Myers native, which gives her a strong connection to our community. She holds both the SIE (Securities Industry Essentials) and FINRA Series 7 licenses, showcasing her commitment to professional excellence. Beyond her professional achievements, Nicole is passionate about organizing our volunteer efforts, helping us make a positive impact locally.

Outside of work, Nicole enjoys traveling, adventure hiking, and spending time at the beach and boating. She lives in Downtown Fort Myers with her husband, Bryan and their English Bulldog, Rocco. Her adventurous spirit and love for the outdoors brings a refreshing energy to our team.

With over 15 years of industry experience, Caroline focuses on building strong client relationships and providing superior service. Prior to her role as Business Service Officer, she served as a Portfolio Associate and Senior Registered Representative. She was often the first line of contact on a wide range of client questions and requests. Since stepping into a leadership role, Caroline hopes to be that support internally. She joined Morgan Stanley in 2020.

Growing up in Livonia, New York as the oldest of nine children, Caroline understands the importance of being organized and making a plan. She brings these strengths to her role in Leadership. A graduate of the University of South Florida, Caroline holds her FINRA Series 7, 9/10, 63 and 65 licenses. Prior to joining Morgan Stanley in 2020, Caroline worked at Charles Schwab for eleven years.

Today, Caroline calls Fort Myers her home, where she lives with her husband, Brett, and two stepdaughters. When she is not working, she enjoys spending time with family, traveling, photography, reading, and being on the water, whether at the beach or in a boat.

Brian is a Risk Officer for the Southwest Florida Market. Brian has been with Morgan Stanley since 2024 and in the financial services industry since 2012. Being a Massachusetts native originally, Brian moved to Florida with his wife in 2020. Prior to moving to Florida, he was also a Risk Officer in the Silicon Valley Market in California.

Brian received his degree in HR Management from the University of Massachusetts-Dartmouth and his MBA from Suffolk University. He holds his Series 7, 9, 10, 24, and 66 Licenses.

Brian lives in Estero, FL with his wife and is a big Boston sports fan, an avid traveler, a team trivia champion, and has been known to sing a karaoke song or two.