Harold Astorquiza
Executive Director, Wealth Management, Branch Manager
Phone:
(813) 903-3034(813) 903-3034
Morgan Stanley
New Tampa Branch Office
You define success, we help you achieve it
18302 Highwoods Preserve Pkwy
Tampa, FL 33647
US
Branch:
(813) 903-3030(813) 903-3030
Branch Manager
Harold AstorquizaPhone:
(813) 903-3034(813) 903-3034
About Morgan Stanley New Tampa Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Business Strategies
- Maintaining Cash Flow
- Long-term Healthcare
- Traditional Investments
- Alternative InvestmentsFootnote3
- Insurance ServicesFootnote4
- Investing with ImpactFootnote5
- Legacy PlanningFootnote6
- Succession PlanningFootnote7
- Family Wealth Summary
- Family Mission Statements
- Next Generation EducationFootnote8
- Lending SolutionsFootnote9
- Home Loan Solutions
- Cash Management SolutionsFootnote10
Our Team at Morgan Stanley New Tampa Branch
Jorge Lacott
Vice President, Wealth Management
Phone:
(813) 286-5616(813) 286-5616
Rebecca Leary
Vice President, Wealth Management, Risk Officer
Phone:
(813) 286-5689(813) 286-5689
Jamie Juncosa
First Vice President, Wealth Management, Associate Market Manager
Phone:
(813) 227-2139(813) 227-2139
Doug Doran
Vice President, Wealth Management
Phone:
(813) 227-2072(813) 227-2072
Chris Musino
Vice President, Private Banker
Phone:
(813) 227-2143(813) 227-2143
Eric Carroll, CFP®, CLTC®
Vice President, Wealth Management, Financial Planning Director
Phone:
(727) 803-8843(727) 803-8843
About Jorge Lacott
Jorge began his career in the financial services industry in 1989 with Dean Witter. He then joined Morgan Stanley after their merger in the early 90’s. Jorge is fluent in Spanish and attended the University of Alaska-Anchorage. He holds the series 7, 63, 66, 31, 9, 10, and insurance licenses. Jorge is very passionate about contributing to the community by helping feed the homeless. His contributions to his church have aided thousands around the world during times of natural disasters. Jorge is a devoted family man and in his free time he enjoys fishing, dancing, and playing with his dogs.
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.
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 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.
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 Chris Musino
Christopher Musino is a Private Banker serving Morgan Stanley’s Wealth Management offices in Florida. Christopher began his career in financial services in 2006 and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, Christopher was a Relationship Manager Associate with Citigold Private Client. He was also a Financial Advisor at Raymond James & Associates and Wells Fargo.
Christopher received his Bachelor of Arts degree in Finance from Florida International University and Master of Business Administration from the University of Miami. He and his wife, Stephany, reside in Tampa, Florida. Outside of the office, Chris enjoys cooking, reading, and various outdoor activities.
NMLS ID: 1114238
Christopher received his Bachelor of Arts degree in Finance from Florida International University and Master of Business Administration from the University of Miami. He and his wife, Stephany, reside in Tampa, Florida. Outside of the office, Chris enjoys cooking, reading, and various outdoor activities.
NMLS ID: 1114238
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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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Alternative 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5The 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.
6Morgan 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.
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.
8Tax 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.
9Morgan 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
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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Alternative 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5The 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.
6Morgan 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.
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.
8Tax 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.
9Morgan 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
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
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