Our Team at Morgan Stanley Palm Beach Market

About Vincent Colucci

Vince Colucci is a Managing Director and Market Executive for the Palm Beach Market in South Florida. His market includes office locations in Boca Raton, West Palm Beach, Palm Beach, Palm Beach Gardens, Stuart, Vero Beach, Melbourne and Belle Glade.

Prior to his current role, Vince was the Complex Manager in Southwest Florida. Offices within that Complex included Bradenton, Fort Myers, Marco Island, Naples, Punta Gorda, Sarasota, Sebring and Venice. Before moving to Florida, Vince was Chief Operating Officer of the Northeast Region within Wealth Management at Morgan Stanley. He has held various roles at Morgan Stanley including Regional Business Development Manager, Branch Manager, Sales Manager and Financial Advisor.

Prior to Morgan Stanley, Vince spent 8 years at a large financial services firm where he held various roles including Financial Advisor.

About Michael Higgins

Michael Higgins is a Managing Director and Market Manager for the Boca Raton Market for Morgan Stanley Wealth Management. Michael leads the Boca East office and oversees our 2 additional branch offices in Boca - Military Trail and Technology Way. Michael manages and partners with nearly 150 Financial Advisors and plays a critical role in helping them reach their potential, increase their proficiency in practice management and helps them connect to the various resources of the Morgan Stanley platform.

Michael is originally from New York and moved to Boston in 1990 to begin his career in the financial services industry with Lehman Brothers as Financial Advisor. He then moved to Merrill Lynch in 1994 and spent 14 years there as a producing Branch manager in the Boston area.

In 2007 Michael was recruited and joined Morgan Stanley to take on the role as the New England District Sales Manager. The following year he was promoted to Complex Manager of the Palm Beaches and moved to Boca Raton. He has been in Boca Raton with Morgan Stanley for 16 years managing many different markets throughout Southeast Florida.

Michael graduated Cortland University with a degree in Management and Economics. Married for 28 years to his wife Jennifer and both his son and daughter are currently attending College.

About Frank Novello

Frank Novello is an accomplished and nationally recognized Branch Manager. In his previous role he was responsible for managing and leading the One Penn Plaza Office in New York City.

Combining professional leadership development and business strategy, Frank has worked with more than 90 Advisors in the Penn Plaza Office assisting them to deliver the full firm to their clients. He is a believer in planning and engages regularly in ongoing business planning with his Financial Advisors.
Frank has held various leadership roles at major Wall Street firms including PaineWebber, UBS Financial Services and Smith Barney. He began his career as Financial Advisor at Paine Webber and soon after became a Management Training Associate. His success as and MTA led to his promotion to Sales Manager in 2000 and to his subsequent recruitment to Morgan Stanley. Frank was soon thereafter was promoted to be the Branch Manager at Morgan Stanley’s 450 Lexington Avenue Office where he spent 10yrs leading that office. In 2013, Frank was asked to lead the One Penn Plaza office at Morgan Stanley. The Penn Plaza office is part of the Fifth Avenue Complex. In 2017, Frank was promoted to Executive Director.

Prior to his Wall Street career, Frank was a decorated law enforcement professional serving the City of New York for 10 years. He has a home in Palm Beach Gardens where he is currently residing.

About Peter Nardin

Peter Nardin is an Executive Director, Market Manager and PWM Regional Manager for Palm Beach. Peter is a seasoned leader with more than 20 years of financial services experience.

As a leader of the Private Wealth Management business, Peter is passionate about supporting his teams committed to delivering the extensive capabilities of Morgan Stanley. He helps advisors and clients navigate the challenges of significant wealth by providing both leverage and experience as well as more effective utilization of the vast resources available at Morgan Stanley.

Peter has been with Morgan Stanley for ten years in various leadership roles in New York, Connecticut and Jacksonville Florida. Prior to joining Morgan Stanley, Peter was with UBS Financial Services for nearly 7 years in various leadership roles within Wealth Management. Prior to UBS, Peter worked for Greenwich Associates, a global research and consulting firm, advising banks, broker-dealers and asset management firms on client coverage, product strategies, marketing, performance metrics and growth strategies.

Outside of work, Peter serves on the Board of Directors for the Ronald McDonald House Charities of Jacksonville. He is married to his wife, Johanna, and has two daughters, Ava and Ellie.

About Samantha Woggon

Samantha Woggon is currently Branch Manager of the Stuart, FL office for Morgan Stanley Wealth Management. She also oversees the Vero Beach and Melbourne branches. She is currently managing and partnering with nearly 45 Financial Advisors and plays a critical role in helping them reach their potential, increase their proficiency in practice management and helps them connect to the various resources of the Morgan Stanley platform.

Samantha joined the firm in 1998 as a Financial Advisor in Dallas, TX, building a business in a market in which she had very few ties. Samantha relied on a number of prospecting methods, including cold calling and networking and was eventually tapped by her Sales Manager to join forces. That partnership helped to catapult their businesses over the next three years. In 2001, Samantha moved to Illinois after accepting her first role in management as the Branch Administrative Manager for the Morgan Stanley branch in downtown Chicago. While there, Samantha supervised 25 Service and Operations Professionals and supported the growth of the third largest branch at Morgan Stanley at the time. In 2007, she moved to the Big Apple to help develop the Financial Advisor Training Program and was the Program Coordinator for over two years, playing an important role in training thousands of financial advisor trainees across the country. Samantha then switched gears to recruiting top talent to the firm and in 2009 she was named as Divisional Recruiting Manager. It was there that she flamed the fire to get back to the field and in 2012 Samantha moved to Boca Raton, FL as the Associate Complex Manager for the Palm Beaches. She focused on many priorities including the training, hiring and sourcing of Financial Advisor trainees, as well nurturing the current talent and creating a culture where the best of the best wanted to be. As a result of her efforts, Samantha was named as Branch Manager for the Treasure and Space Coast Markets and was most recently featured on the Morgan Stanley website during Women’s History Month: https://www.morganstanley.com/articles/celebrating-womens-history-month.

Samantha has worked in Financial Services ever since graduating Cum Laude in 1998 from Texas Tech University in Lubbock, TX. On the community service side, Samantha spends her time supporting The Treasure Coast Foodbank, The Humane Society of the Treasure Coast, and Nala’s, a wonderful local dog rescue organization. She is also a member of Impact 100 Martin County and has been very active with Tykes & Teens over the last 8 years, which helps provide mental health services to young adults and teens in the community. Samantha currently resides in Jensen Beach, FL with her husband, Cody Swann, and their Great Danes and rescue dogs: Fireball, Whisky, Snoopy, Captain, Franklin and Jameson.

About Charles Freeman

Chuck is Executive Director and Branch Manager for the Boca Raton, Florida Office. Chuck’s career spans 39 years in the industry holding varied leadership roles throughout the Wealth Management Business.

Prior to this Chuck served as the Northeast Regional Risk Officer. Responsible for the overall Risk assessment, supervision and implementation of the Firm’s supervisory procedures. Before leading the New York Regions Risk Team, Chuck served as Head of Pricing Administration, responsible for all Annual Account, Service and Transactions Fees, revenue optimization, internal and external competitive analysis, Pricing Households, tiered benefits and all the supporting programs. Additionally, Chuck served as Head the Client Advisory Center for Morgan Stanley Smith Barney. In this role he was responsible for integrating the former Smith Barney Myfi platform into Morgan Stanley and servicing MSSB’s Mass Affluent client Segments. Prior to these roles, Chuck served as Head of National Branch Services, responsible for all Branch Services and Operations, including Transition Management Services, Training and Communications, and National Branch Operations.

Chuck joined Morgan Stanley from Merrill Lynch in July 2006 as the Business Manager for the Northeast Division of Morgan Stanley’s Global Wealth Management. Chuck has over 39 years industry experience, serving in various leadership roles in Branch Management and Home office. He is licensed Series 7, 66, 9, 10 & 31.

Chuck’s financial Services career began in 1984 at Merrill Lynch where he started in Operations as an Order Clerk / Wire operator, continuing his development in Cashiering, Bookkeeping and New Accounts. In 1987 Chuck became the Assistant Operations Manager in the Paramus NJ Complex, and promoted to Operations Manager for the Rochester New York Complex in 1989.

Subsequent roles at Merrill Lynch included the District Service Manager roles in the Stamford CT District, Soundview District, the Greater LOA District based out of Little Rock Arkansas and the Division Service Manager role for the Northeast Division.

Chuck was born in Queens, NY and raised just north of New York City in Rockland County NY. He is graduated from Saint Thomas Aquinas College, earning a Bachelor of Science in Business Administration and Marketing.

About Karla Ransdell

Karla Espegard Ransdell is the Branch Manager of the Boca Market Military Trail office for Morgan Stanley Wealth Management. She is currently leading and partnering with 40 financial advisors and their support professionals to help maximize business development, growth, and establishing an elite client experience bespoke to their practice.

Karla began her career in the financial industry in 1994 with Piper Jaffray as a Financial Advisor in North Dakota. After six months, Karla was recruited and joined Merrill Lynch where she graduated the Professional Development Program. Karla built her business on the foundation of planning, preserving and growing wealth and offering advice, guidance and education to her clients and their families. After six years as a Financial Advisor, Karla was offered the opportunity to expand into management with Merrill Lynch and in the years following held various leadership roles throughout the organization in Indianapolis, MN as the Midwest Division Planning Specialist and then to Miami/Boca Raton, FL where she was Southeast Division Sales Manager and later, a National Sales Performance Executive covering the Southeast, Midwest and Heartland regions where she worked with field leadership and financial advisors on the integration of clients and Bank of America. In 2016, Karla joined Raymond James in their Independent channel where she was the Chief Operating Officer of a RIA primarily responsible for recruiting and on boarding advisors and clients to the independent platform. In 2018, Karla joined Morgan Stanley as the Palm Beach Complex Business Development Manager covering the branches from Boca Raton to the Treasure Coast. In this role, she coached advisors on sales practices and solutions while connecting them to the vast resources in Morgan Stanley and with our external partners. It was during this time that Karla was asked to co-lead the Palm Beach Complex Diversity & Inclusion Council and continues to work with others on the council to foster meaningful change and awareness in the Palm Beach Complex and the communities that we live in.

Karla is a proud graduate of the University of North Dakota and most of her travel is spent with her son visiting family in North Dakota / Minnesota. Karla lives in Boca Raton and is an advocate of the arts community and in her spare time enjoys painting in several mediums

About Hannah Parr

Hannah (Kaitz) Parr began her career at Morgan Stanley in 2014 as part of the Analyst Program in Human Resources, based out of New York City. During her three years in HR, Hannah acted as a Generalist supporting the Private Banking Group, ISG Product Operations and lastly Wealth Management Operations.

In July of 2017, Hannah transitioned from Human Resources to the Partnering and Teaming Group in Wealth Management Home Office, overseeing the teams Diversity Strategic Initiatives. One year later in July of 2018, Hannah relocated from NYC to join the Southeast Region as the second Regional Practice Management Consultant, providing support to Financial Advisors by helping to drive teaming, strategic partnering, and practice management strategies that enhance growth, client engagement and client retention.

Most recently in May of 2022, Hannah pursued her next step in Field Management and is currently the Associate Market Manager for the Palm Beach Market. She is now living in Boca Raton, FL and enjoying the South Florida lifestyle with her husband.

Hannah graduated from Vanderbilt University with a Bachelor of Science degree in Human Organizational Development and a minor in Spanish.

About Abeba Cherinet

Abeba Cherinet joined Morgan Stanley in 2014 as an Intern in the WM Consulting Group. She then went on to join the WM Rotational Analyst Program, where she rotated through the COO team of the Investment Products and Services Division, the Tailored Lending Business Unit, and the Park Avenue Plaza Management Team to build her business acumen as it relates to financial products, analytics and sales. In 2017, Ms. Cherinet joined The Kolev Group, with a focus on driving strategic relationships throughout the firm to raise assets. Last May, Abeba joined the Palm Beach Market as Business Development Manager, leveraging her network and firm acumen to help Financial Advisors grow and scale their businesses. She is originally from Atlanta, GA and earned her B.A. in Business, Entrepreneurship and Organizational studies from Brown University.

About Erica Zangrillo

Erica Zangrillo joined Morgan Stanley over 16 years ago as a Risk Officer in the Palm Beach Complex. In 2010, she was promoted to a Market Business Service Officer role and after four years decided to transition back to the Risk space as the Senior Risk Officer role. As the Senior Risk Officer, Erica is responsible for the oversight and support of our Financial Advisors and Service Professionals regarding sales practice conduct, customer account and general supervision.

In her spare time, Erica enjoys spending quality time with her family and loved ones and also volunteering at a local Special Needs Ministry.

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Branch Address

595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Branch:
(561) 393-2000(561) 393-2000
Toll-Free:
(800) 327-0144(800) 327-0144
Fax:
(561) 790-8534(561) 790-8534

Branch Manager

Michael Higgins
Phone:
(561) 393-2086(561) 393-2086

Branch Address

729 SW Federal Hwy
Suite 300
Stuart, FL 34994
US
Branch:
(772) 283-7170(772) 283-7170
Toll-Free:
(800) 325-0038(800) 325-0038
Fax:
(772) 286-6175(772) 286-6175

Branch Manager

Samantha Woggon
Phone:
(772) 223-3215(772) 223-3215

Vero Beach Branch

Find a Financial Advisor

Branch Address

3525 Ocean Drive
Vero Beach, FL 32963
US
Branch:
(772) 231-3800(772) 231-3800
Fax:
(772) 234-1858(772) 234-1858

Branch Manager

Vincent Celano
Phone:
(772) 234-1813(772) 234-1813

Branch Address

8150 North Wickham Road
Melbourne, FL 32940
US
Branch:
(321) 255-2400(321) 255-2400
Toll-Free:
(800) 949-2401(800) 949-2401
Fax:
(321) 751-2060(321) 751-2060

Branch Manager

Robert E. Hill
Phone:
(321) 751-2003(321) 751-2003

Branch Address

595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Branch:
(561) 393-2000(561) 393-2000
Toll-Free:
(800) 326-5331(800) 326-5331
Fax:
(561) 790-8534(561) 790-8534

Branch Manager

Michael Higgins
Phone:
(561) 393-2086(561) 393-2086

Branch Address

1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Branch:
(561) 620-5000(561) 620-5000
Toll-Free:
(800) 321-1034(800) 321-1034
Fax:
(561) 620-5050(561) 620-5050

Branch Manager

Karla Espegard Ransdell
Phone:
(561) 620-5002(561) 620-5002

Branch Address

450 Royal Palm Way
5th Fl
Palm Beach, FL 33480
US
Branch:
(561) 657-4920(561) 657-4920

Branch Manager

Peter Nardin
Phone:
(561) 657-4999(561) 657-4999

Branch Address

4855 Technology Way
Suite 600
Boca Raton, FL 33431
US
Branch:
(561) 391-8282(561) 391-8282
Toll-Free:
(800) 327-5890(800) 327-5890
Fax:
(561) 394-8337(561) 394-8337

Branch Manager

Charles Freeman
Phone:
(561) 393-1808(561) 393-1808

Branch Address

3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Branch:
(561) 694-7000(561) 694-7000
Toll-Free:
(800) 327-6187(800) 327-6187
Fax:
(561) 694-7073(561) 694-7073

Branch Manager

Frank M. Novello
Phone:
(561) 694-7070(561) 694-7070

Palm Beach Branch

Find a Financial Advisor

Branch Address

777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Branch:
(561) 650-7500(561) 650-7500
Toll-Free:
(800) 327-6322(800) 327-6322

Branch Manager

Vincent Colucci
Phone:
(561) 650-7501(561) 650-7501
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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12Morgan 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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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