Philip Stein, CFP®
Managing Director, Wealth Management,
Financial Advisor,
Senior Investment Management Consultant
Direct:
(813) 286-5606(813) 286-5606
My Story and Services
Philip is a Managing Director, Certified Financial Planner (CFP®), and founding partner of The Quaternion Group at Morgan Stanley. He has been providing financial advice to executives, business owners, and generational families in the Tampa area and around the country for more than 35 years. He is committed to helping clients successfully navigate the financial complexities they face through comprehensive financial planning and investment management. For Phillip, professional achievement is measured in terms of client well-being and goal achievement.
Originally from Oceanside, New York, Philip attended the State University of New York at Albany, earning his B.S. degree in Economics. An avid student of finance, Philip continued his studies, achieving his M.B.A. in Finance and Banking at Hofstra University in 1990. He began his career as a management consultant at Arthur Young and later worked with Salomon Brothers, where he managed various trade support departments. Prior to joining Morgan Stanley in 2007, Philip worked at UBS and Raymond James and Associates as an Investment Advisor, honing his financial planning skills and philosophy that have become the foundation of his practice today.
Throughout his career, Philip has remained committed to professional development, earning important designations at Morgan Stanley, including Executive Director and Senior Investment Management Consultant. He has also undertaken various advanced courses of study, earning his Certified Financial Planner™ (CFP®) designation in 1998. These credentials demonstrate Philip’s unrelenting commitment to a world-class client experience. He draws upon his deep knowledge and insights to provide clients with tailored advice, with a specific focus on families, corporate executives, and business
owners.
Philip’s desire to help others is equaled only by his dedication to his community and family. He is a mentor in the Taking Stock in Children program at the Hillsborough County Education Foundation. He currently lives in Tampa with his wife, Lisa, and enjoys spending time with his two sons, Daniel and Andrew. Outside of the office, Philip likes to play pickleball and travel.
Originally from Oceanside, New York, Philip attended the State University of New York at Albany, earning his B.S. degree in Economics. An avid student of finance, Philip continued his studies, achieving his M.B.A. in Finance and Banking at Hofstra University in 1990. He began his career as a management consultant at Arthur Young and later worked with Salomon Brothers, where he managed various trade support departments. Prior to joining Morgan Stanley in 2007, Philip worked at UBS and Raymond James and Associates as an Investment Advisor, honing his financial planning skills and philosophy that have become the foundation of his practice today.
Throughout his career, Philip has remained committed to professional development, earning important designations at Morgan Stanley, including Executive Director and Senior Investment Management Consultant. He has also undertaken various advanced courses of study, earning his Certified Financial Planner™ (CFP®) designation in 1998. These credentials demonstrate Philip’s unrelenting commitment to a world-class client experience. He draws upon his deep knowledge and insights to provide clients with tailored advice, with a specific focus on families, corporate executives, and business
owners.
Philip’s desire to help others is equaled only by his dedication to his community and family. He is a mentor in the Taking Stock in Children program at the Hillsborough County Education Foundation. He currently lives in Tampa with his wife, Lisa, and enjoys spending time with his two sons, Daniel and Andrew. Outside of the office, Philip likes to play pickleball and travel.
Securities Agent: UT, PA, WI, WA, OH, TN, DC, TX, MT, NE, MS, MI, OR, SC, KS, FL, ID, MD, IN, MO, NM, GA, MA, IL, DE, NC, NY, VA, CO, AZ, CA, NJ, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288083
NMLS#: 1288083
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards
Forbes Best In State 2018-2023
2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Location
4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Direct:
(813) 286-5606(813) 286-5606
Fax:
(813) 286-4322(813) 286-4322
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Philip Stein today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
