Alice Reagan
Registered Client Service Associate
Phone:
(321) 751-2016(321) 751-2016
Kamran Sarkarati
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(321) 751-2033(321) 751-2033
My Mission Statement
Working with you to preserve and grow wealth for your long-term goals
About Me
Your financial success is my first priority. I believe success in achieving important financial goals starts with a comprehensive wealth and investment strategy. I can help you define and meet your goals by delivering a vast array of resources to you in the way that is most appropriate for what you want to achieve whether you are concentrating on investing for retirement, for income, or wealth preservation. Morgan Stanley is one of the nation’s leading managers of personal wealth, as such, I have experience with the unique challenges, styles and strategies that distinguish investors while relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices. I believe in evaluating your near-term concerns and planning for long-term goals, to assist you in developing and executing a financial strategy that meets your needs.
Securities Agent: AL, RI, OR, TX, NJ, VA, SC, MA, FL, AR, NC, MI, ME, IL, LA, UT, PA, WA, KY, CO, NY, MD, GA, CT, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1316516
NMLS#: 1316516
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your Financial Advisor, your financial success is my first priority. Whether you want to comfortably retire, save for your children or grandchildren's college, maximize the legacy you leave your heirs, or desire corporate entity solutions, I believe success in achieving important financial goals begins with a comprehensive wealth and investment strategy. Morgan Stanley is one of the nation's leading managers of personal wealth so I will help you define and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve. I offer comprehensive financial planning services to help evaluate near-term concerns and plan for long-term goals.
About Me
As a licensed investment professional since 1999, I am firmly committed to long-term relationships through retirement planning strategies and investment selection. I develop and implement a customized strategy using a wide variety of financial instruments, specific investment needs of each client and provide ongoing performance monitoring, personalized guidance, and periodic reviews of each client’s progress to help ensure the client’s financial life is in order. I am dedicated to providing sound and reliable financial advice to clients. I listen carefully to my client’s objectives, values, aspirations, and concerns to help them achieve their financial goals. I am an alumnus of the University of Central Florida with a Bachelor of Science degree in Business Administration and a Master of Business Administration. In my free time, I enjoy spending time with my family and friends, golfing, playing volleyball, and shot-gun sports. I am also a member of Merritt Island Presbyterian Church and am the Chairman for the Brevard County Housing Finance Authority.
Location
8150 North Wickham Road
Melbourne, FL 32940
US
Direct:
(321) 751-2033(321) 751-2033
Meet My Team
Vicky Ji
Registered Client Service Associate
Phone:
(321) 751-2022(321) 751-2022
About Alice Reagan
Alice is a Registered Associate and has been in the industry for 28 years. She coordinates administrative and day to day operations with personal care and first-class service. Her expertise in the generational wealth transfers process makes her a valuable part of the team. Alice holds her Series 3, 7, 9, 10, 66, and 31. In her spare time you can find her gardening and spending time with her husband and grandson.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Kamran Sarkarati today.
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
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)
