Our Team at Morgan Stanley Lakeland Branch

About Jamie Juncosa

Jamie Juncosa is a First Vice President and the Associate Market Manager in the Tampa Bay Market. She has more than 15 years of experience in financial services, ten years with Morgan Stanley. Jamie has held several positions at the firm prior to this position. She was the Business Development Manager helping Financial Advisors grow their business delivering the full suite of firm solutions to their clients. She also worked as an Associate Private Banker delivering lending solutions to Financial Advisors. In her current role, Jamie works closely with Financial Advisors to fully understand what they want to accomplish and develops custom strategies to help them get to where they want to be.

Born and raised in New York, Jamie graduated with a bachelor’s degree in Marketing from the State University of New York at Oswego. She has a Series 7 , 66, 9 & 10 licenses.

About Donna Esposito

Donna Esposito joined Morgan Stanley in 2006 as a Risk Officer for the Tampa Complex. She has responsibility for a wide variety of Supervisory, Compliance and Risk functions. Donna is accountable for maintaining a controlled work environment through adherence to Morgan Stanley’s business ethics and practices as well as the Financial Industry’s regulatory policies. Born in New York, Donna has been a Florida resident for over 20 years. She started her financial career with Barnett Bank Trust Company where she remained with them throughout many mergers, eventually covering the Tampa Bay market as the Risk Manager for Banc of America Investment Services Inc. Donna holds ten security and supervisory licenses including the Florida Life, Health & Variable Annuity, Series 7, 63, 66, 24, 10, 53, 4 and the National Futures Association Series 3. Donna and her husband share their home in Tampa with their 3 pups and enjoy traveling and social time with family and friends.

Securities Agent: CO, FL, GA; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Doug Doran

Doug Doran is a Vice President and the Business Development Manager (BDM) in the Tampa Bay Market. He has 15 years of industry experience with 10 of them being at Morgan Stanley. Doug started as a Financial Advisor in 2013 and transitioned into leadership in 2018 as an FA Team Manager. Most recently he covered the Southeast Region as the Regional Training Officer overseeing the Financial Advisor Associate program. Moving into the BDM role in 2022 he works closely to help Financial Advisors grow their practice by delivering the full suite of solutions to their clients. Doug has a passion for contributing to the success of our Financial Advisors and the Tampa Bay Market of Morgan Stanley.

Born and raised in New York, Doug graduated with a bachelor’s degree in Marketing from the University of North Florida. He has a Series 7, 66, 9 & 10 licenses.

About Michael Johnson

NMLS ID: 982074

About Morgan Nobo

Morgan S. Nobo, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Tampa Bay team. She is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.

Morgan began her career in Financial Services in 2007 and joined Morgan Stanley in 2022. Prior to her current position, she worked at multiple Financial Services firms in North Carolina and Florida with various focuses from wealth management to retail banking, commercial banking, and financial literacy.

Morgan graduated from Agnes Scott College with a BA in Economics and Spanish. Later, she graduated from the William E. Simon School of Business with her Master of Business Administration. She holds her Certified Financial Planner® designation. Morgan lives in Tampa with her family, including two daughters. Outside of work, Morgan enjoys vacationing with her family, any outdoor activity, and volunteering with the Junior League of Tampa and Best Buddies of Tampa Bay.

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Branch Address

225 East Lemon St 1st
Fl
Lakeland, FL 33801
US
Branch:
(863) 687-6211(863) 687-6211
Toll-Free:
(800) 654-0081(800) 654-0081
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.

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2Tax 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.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative 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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The 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.

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7Morgan 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.

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8Morgan 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.

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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.

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10Morgan 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

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11Morgan 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

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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 the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024