Neda Hooks, CFP®, CRPC®
Executive Director, Wealth Management,
Financial Advisor,
Senior Portfolio Manager
Direct:
(813) 286-5604(813) 286-5604
Toll-Free:
(800) 654-0081(800) 654-0081
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As an Executive Director, Financial Advisor, Neda Hooks helps successful individuals, families, and business owners make confident financial decisions through thoughtful planning and disciplined investment strategies. She believes exceptional financial advice begins with understanding what matters most to each client and building a long-term plan designed to help them pursue their goals while navigating life’s inevitable changes.
Neda’s passion for financial planning is deeply personal. She immigrated to the United States from Iran with her family as a young child after her parents made the difficult decision to leave everything behind in pursuit of greater opportunity. Watching them rebuild their lives from the ground up taught her the importance of hard work, resilience, and preparing for the unexpected. Their commitment to planning for multiple scenarios, living below their means, investing for the future, and remaining steadfast through uncertainty shaped her own philosophy and ultimately inspired her career as a financial advisor. Today, she is passionate about helping clients build financial confidence, protect what they’ve worked so hard to create, and prepare for whatever the future may bring.
Neda began her career as a financial advisor in 2007 and joined Morgan Stanley in 2010. She earned her Bachelor of Science in Finance from the University of South Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation.
Outside of her practice, Neda is committed to serving her community. She serves on the Lakeland Regional Health Foundation Board, is Women in Philanthropy Committee Member, and serves as Vice President of the Parent Teacher Organization at her children’s school.
When she’s not working with clients, Neda enjoys traveling with her husband, Hamilton, and their two children, exploring new cultures, visiting art museums around the world, and discovering the local cuisine wherever they go. An avid runner, she appreciates the discipline, consistency, and perseverance that both running and financial planning require.
Neda believes that true wealth is about creating freedom, opportunity, and peace of mind—for today and for generations to come.
Neda’s passion for financial planning is deeply personal. She immigrated to the United States from Iran with her family as a young child after her parents made the difficult decision to leave everything behind in pursuit of greater opportunity. Watching them rebuild their lives from the ground up taught her the importance of hard work, resilience, and preparing for the unexpected. Their commitment to planning for multiple scenarios, living below their means, investing for the future, and remaining steadfast through uncertainty shaped her own philosophy and ultimately inspired her career as a financial advisor. Today, she is passionate about helping clients build financial confidence, protect what they’ve worked so hard to create, and prepare for whatever the future may bring.
Neda began her career as a financial advisor in 2007 and joined Morgan Stanley in 2010. She earned her Bachelor of Science in Finance from the University of South Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation.
Outside of her practice, Neda is committed to serving her community. She serves on the Lakeland Regional Health Foundation Board, is Women in Philanthropy Committee Member, and serves as Vice President of the Parent Teacher Organization at her children’s school.
When she’s not working with clients, Neda enjoys traveling with her husband, Hamilton, and their two children, exploring new cultures, visiting art museums around the world, and discovering the local cuisine wherever they go. An avid runner, she appreciates the discipline, consistency, and perseverance that both running and financial planning require.
Neda believes that true wealth is about creating freedom, opportunity, and peace of mind—for today and for generations to come.
Securities Agent: CO, MT, TN, NY, DE, NV, NJ, LA, AL, TX, MA, IL, FL, NC, MN, MI, DC, CA, PA, OK, NH, MO, ME, GA, CT, RI, VA, UT, OR, OH, MD, WV, SC, AZ, WI, WA, MS, IN, AR, VT, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1282482
CA Insurance License #: 0H78272
AR Insurance License #: 9471145
NMLS#: 1282482
CA Insurance License #: 0H78272
AR Insurance License #: 9471145
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As an Executive Director and Financial Advisor, Neda Hooks assists successful individuals, families, and business owners in making informed financial decisions through thoughtful planning and disciplined investment strategies. She believes that exceptional financial advice begins with understanding what matters most to each client and building a long-term plan designed to help them pursue their goals while navigating life’s inevitable changes.
Neda’s passion for financial planning is deeply personal. She immigrated to the United States from Iran with her family as a young child after her parents made the difficult decision to leave everything behind in pursuit of greater opportunity. Watching them rebuild their lives from the ground up taught her the importance of hard work, resilience, and preparing for the unexpected. Their commitment to planning for multiple scenarios, living below their means, investing for the future, and remaining steadfast through uncertainty shaped her own philosophy and ultimately inspired her career as a financial advisor. Today, she is dedicated to helping clients build financial confidence, protect what they’ve worked so hard to create, and prepare for whatever the future may bring.
Neda began her career as a financial advisor in 2007 and joined Morgan Stanley in 2010. She earned her Bachelor of Science in Finance from the University of South Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation.
Outside of her practice, Neda is committed to serving her community. She serves on the Lakeland Regional Health Foundation Board, is a Women in Philanthropy Committee Member, and serves as Vice President of the Parent Teacher Organization at her children’s school.
When she’s not working with clients, Neda enjoys traveling with her husband, Hamilton, and their two children, exploring new cultures, visiting art museums around the world, and discovering the local cuisine wherever they go. An avid runner, she appreciates the discipline, consistency, and perseverance that both running and financial planning require.
Neda believes that true wealth is about creating freedom, opportunity, and peace of mind—for today and for generations to come.
Neda’s passion for financial planning is deeply personal. She immigrated to the United States from Iran with her family as a young child after her parents made the difficult decision to leave everything behind in pursuit of greater opportunity. Watching them rebuild their lives from the ground up taught her the importance of hard work, resilience, and preparing for the unexpected. Their commitment to planning for multiple scenarios, living below their means, investing for the future, and remaining steadfast through uncertainty shaped her own philosophy and ultimately inspired her career as a financial advisor. Today, she is dedicated to helping clients build financial confidence, protect what they’ve worked so hard to create, and prepare for whatever the future may bring.
Neda began her career as a financial advisor in 2007 and joined Morgan Stanley in 2010. She earned her Bachelor of Science in Finance from the University of South Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation.
Outside of her practice, Neda is committed to serving her community. She serves on the Lakeland Regional Health Foundation Board, is a Women in Philanthropy Committee Member, and serves as Vice President of the Parent Teacher Organization at her children’s school.
When she’s not working with clients, Neda enjoys traveling with her husband, Hamilton, and their two children, exploring new cultures, visiting art museums around the world, and discovering the local cuisine wherever they go. An avid runner, she appreciates the discipline, consistency, and perseverance that both running and financial planning require.
Neda believes that true wealth is about creating freedom, opportunity, and peace of mind—for today and for generations to come.
Location
4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Direct:
(813) 286-5604(813) 286-5604
Toll-Free:
(800) 654-0081(800) 654-0081
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Neda Hooks today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
