Neda Hooks, CFP®, CRPC®
Executive Director, Wealth Management,
Financial Advisor
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
With her passion for the markets, Neda helps her clients address their most pressing financial concerns and achieve their most important personal goals. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Neda has an in-depth knowledge of each step of the retirement planning process and assists many of her clients in creating a roadmap to enjoying their retirement years.
Neda begins the advisory relationship by taking the time to get to know her clients on a personal level – who they are, what they value, and what they hope to accomplish. A believer in the value of taking a long-term view, she places emphasis on helping to manage risk appropriately according to each client’s unique situation and time horizon.
Neda regards herself as a friend, and delights in seeing them make progress towards their goals. She feels grateful for the trust clients place in her when they turn to her for guidance in making major life decisions or navigating transitions. Having immigrated from Iran to the U.S. with her family at a young age, Neda appreciates the substantial effort in pursuing the American dream and, as a result, the concept of financial responsibility has always been central to her life. This perspective enables her to empathize with her clients, whom have worked hard to achieve their wealth.
Starting her career as a financial advisor in 2007, Neda joined Morgan Stanley in 2010. In addition to her CFP® and CRPC® designations, she holds Series 7, 66, and Life, Health and Variable Annuity licenses. She earned her B.S. in Finance from University of South Florida.
Neda and her husband Hamilton have two children, a daughter and a son. They enjoy traveling, the arts in all forms, and hosting dinner parties in their home in Lakeland, Florida.
Neda begins the advisory relationship by taking the time to get to know her clients on a personal level – who they are, what they value, and what they hope to accomplish. A believer in the value of taking a long-term view, she places emphasis on helping to manage risk appropriately according to each client’s unique situation and time horizon.
Neda regards herself as a friend, and delights in seeing them make progress towards their goals. She feels grateful for the trust clients place in her when they turn to her for guidance in making major life decisions or navigating transitions. Having immigrated from Iran to the U.S. with her family at a young age, Neda appreciates the substantial effort in pursuing the American dream and, as a result, the concept of financial responsibility has always been central to her life. This perspective enables her to empathize with her clients, whom have worked hard to achieve their wealth.
Starting her career as a financial advisor in 2007, Neda joined Morgan Stanley in 2010. In addition to her CFP® and CRPC® designations, she holds Series 7, 66, and Life, Health and Variable Annuity licenses. She earned her B.S. in Finance from University of South Florida.
Neda and her husband Hamilton have two children, a daughter and a son. They enjoy traveling, the arts in all forms, and hosting dinner parties in their home in Lakeland, Florida.
Securities Agent: WI, WV, TX, VT, VA, OK, OR, RI, OH, SC, NY, GA, PA, UT, TN, MA, NM, MN, MI, NJ, LA, ME, NV, MO, IL, NC, WA, CA, AZ, MD, CT, IN, NH, CO, FL, DE, DC, AR, MT, AL; 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.*
With her passion for the markets, Neda helps her clients address their most pressing financial concerns and achieve their most important personal goals. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Neda has an in-depth knowledge of each step of the retirement planning process and assists many of her clients in creating a roadmap to enjoying their retirement years.
Neda begins the advisory relationship by taking the time to get to know her clients on a personal level – who they are, what they value, and what they hope to accomplish. A believer in the value of taking a long-term view, she places emphasis on helping to manage risk appropriately according to each client’s unique situation and time horizon.
Neda regards herself as a friend, and delights in seeing them make progress towards their goals. She feels grateful for the trust clients place in her when they turn to her for guidance in making major life decisions or navigating transitions. Having immigrated from Iran to the U.S. with her family at a young age, Neda appreciates the substantial effort in pursuing the American dream and, as a result, the concept of financial responsibility has always been central to her life. This perspective enables her to empathize with her clients, whom have worked hard to achieve their wealth.
Starting her career as a financial advisor in 2007, Neda joined Morgan Stanley in 2010. In addition to her CFP® and CRPC® designations, she holds Series 7, 66, and Life, Health and Variable Annuity licenses. She earned her B.S. in Finance from University of South Florida.
Neda and her husband Hamilton have two children, a daughter and a son. They enjoy traveling, the arts in all forms, and hosting dinner parties in their home in Lakeland, Florida.
Neda begins the advisory relationship by taking the time to get to know her clients on a personal level – who they are, what they value, and what they hope to accomplish. A believer in the value of taking a long-term view, she places emphasis on helping to manage risk appropriately according to each client’s unique situation and time horizon.
Neda regards herself as a friend, and delights in seeing them make progress towards their goals. She feels grateful for the trust clients place in her when they turn to her for guidance in making major life decisions or navigating transitions. Having immigrated from Iran to the U.S. with her family at a young age, Neda appreciates the substantial effort in pursuing the American dream and, as a result, the concept of financial responsibility has always been central to her life. This perspective enables her to empathize with her clients, whom have worked hard to achieve their wealth.
Starting her career as a financial advisor in 2007, Neda joined Morgan Stanley in 2010. In addition to her CFP® and CRPC® designations, she holds Series 7, 66, and Life, Health and Variable Annuity licenses. She earned her B.S. in Finance from University of South Florida.
Neda and her husband Hamilton have two children, a daughter and a son. They enjoy traveling, the arts in all forms, and hosting dinner parties in their home in Lakeland, Florida.
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
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
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Neda Hooks today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
