Debbie Wilson
Portfolio Associate, Financial Planning Specialist*, *This role cannot solicit or provide investment advice
Phone:
(561) 776-4251(561) 776-4251
Preston Sizemore, CFP®
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director,
Family Wealth Advisor
Direct:
(561) 776-6494(561) 776-6494
Toll-Free:
(800) 327-6187(800) 327-6187
My Mission Statement
Guiding your financial journey with my wealth of experience and expertise, I am dedicated to crafting customized wealth planning solutions that align seamlessly with your unique life and legacy objectives.
About me
I was born and raised in the town of Winter Haven, FL, where my family has deep roots. My parents, both living in Winter Haven, include my retired dentist father and my mother. My older brother, who has become an interventional cardiologist in Thomasville, GA, is someone I share a strong bond with.
I pursued my education at Florida State University, earning a Bachelor of Science degree in Finance and Marketing. It was during this time that I began to realize the profound impact financial decisions can have on individuals and families. In 1999, I embarked on my career journey with Morgan Stanley in West Palm Beach, FL, driven by my genuine desire to help people discover deeper meaning in their lives through effective financial planning.
Understanding the significance of expertise in enabling financial empowerment, I dedicated myself to achieving the prestigious CERTIFIED FINANCIAL PLANNER™ designation. I firmly believe that a balanced life is the key to happiness and am incredibly grateful for the unwavering support of my loving family in Palm Beach Gardens, FL, who are at the center of my life.
My wife, Marie, is a dedicated trust and estates attorney, and together, we are blessed with two remarkable children, Emma and Jacob. During my leisure hours, I relish spending quality time with my family, pursuing my passion for golf, finding solace in fishing, and embarking on exciting travel adventures.
I pursued my education at Florida State University, earning a Bachelor of Science degree in Finance and Marketing. It was during this time that I began to realize the profound impact financial decisions can have on individuals and families. In 1999, I embarked on my career journey with Morgan Stanley in West Palm Beach, FL, driven by my genuine desire to help people discover deeper meaning in their lives through effective financial planning.
Understanding the significance of expertise in enabling financial empowerment, I dedicated myself to achieving the prestigious CERTIFIED FINANCIAL PLANNER™ designation. I firmly believe that a balanced life is the key to happiness and am incredibly grateful for the unwavering support of my loving family in Palm Beach Gardens, FL, who are at the center of my life.
My wife, Marie, is a dedicated trust and estates attorney, and together, we are blessed with two remarkable children, Emma and Jacob. During my leisure hours, I relish spending quality time with my family, pursuing my passion for golf, finding solace in fishing, and embarking on exciting travel adventures.
Services Include
Securities Agent: HI, CO, GA, PA, OR, IL, MD, CA, NC, MO, DE, NJ, SC, FL, CT, VA, RI, OH, MI, MA, WA, AL, TX, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339267
NMLS#: 1339267
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Designations & Awards
Certified Financial Planner™ (CFP®)
The CFP® designation recognizes advisors who specialize in Education, Investment, Tax, Retirement, Estate, and Insurance planning. To attain this designation, professionals must demonstrate years of experience in financial planning services and successfully pass a rigorous examination. Holding a CFP® requires a commitment to upholding stringent ethical standards, ensuring that all financial planning recommendations prioritize the best interests of their clients.
Working With You
My commitment lies in assisting families in comprehending the emerging challenges before them and providing effective strategies to overcome them.
Step 1: Understanding You
I initiate my process with an in-depth discussion designed to uncover your core priorities. In this conversation, I will pose a series of inquiries to gain a comprehensive understanding of your personal, career, and financial circumstances. Additionally, we will delve into your long-term investment objectives, your time horizon, and your comfort level with risk.
Step 2: Plan Creation
Through our continuous conversation, I will assess your current circumstances and commence the formulation of comprehensive strategies to guide you toward your objectives. This analysis will encompass various aspects, including income and retirement planning, as well as investment and risk management.
Step 3: Plan Implementation
After you've had the chance to review and give your approval to the plan, we'll proceed with the implementation of these strategies. Throughout our collaboration, I'll play an active role in monitoring your portfolio's progress, ensuring it remains aligned with your financial objectives.
Step 4: Ongoing Assessment
We'll keep the dialogue ongoing as we manage your investment plan, aiming to maintain the right balance in your portfolio and ensure that the selected investment vehicles are meeting the benchmarks we've set.
Our Digital Offerings
The essence of digital technology revolves around the way individuals communicate, consume, conduct transactions, and travel. Our extensive range of digital tools is meticulously crafted to elevate all facets of your financial journey. Below, we present some of the technologies available to our valued clients.
Morgan Stanley Online
Morgan Stanley Online offers you a seamless and highly secure platform where you can conveniently oversee both your investments and daily financial matters from a single, integrated location. Take advantage of paying your bills online, sending money, transferring funds, and more!
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Total Wealth View
We're introducing a new feature that enables you to connect data from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App account. This capability allows you to consolidate all your assets in one place, providing you with a comprehensive view of your entire financial landscape, which in turn enables us to offer more informed guidance for your Morgan Stanley accounts.
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eSign
eSign streamlines the process of electronically signing documents. When you receive an email from 'Morgan Stanley via DocuSign,' you will be directed to securely verify your identity and sign the document. Once your signature is affixed, the document is securely sealed to prevent any unauthorized alterations.
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eAuthorization
eAuthorizations give you the ability to quickly grant electronic approval for both domestic and international transactions, whether they occur once or on a recurring basis, using Morgan Stanley Online and our Mobile App. This feature incorporates a strong multi-factor authentication system to verify your identity, greatly enhancing security and reducing potential risks.
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eDelivery
Morgan Stanley Online clients have the option to choose eDelivery, which provides electronic access to a range of documents including statements, trade confirmations, IRS-approved tax documents, prospectuses, syndicate offerings, shareholder communications, and portfolio reports. This option helps reduce the dependence on traditional paper-based versions.
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Digital Vault
Providing a secure and easily accessible repository for your essential financial documents is a valuable advantage for your loved ones. Utilizing Morgan Stanley Online and the Mobile App's Digital Vault, you gain the ability to organize and safeguard critical information. This ensures that, in times of emergencies or unforeseen circumstances, you can effortlessly share vital details with both your family and professional advisors, offering peace of mind for everyone involved.
Learn MoreResource Library
Morgan Stanley works to simplify complicated financial concepts so that our customers are aware of what is being done for them to prepare for their financial future. Included below are podcasts, webcasts, research reports, ideas, news, and our loyalty program.
Thoughts on the Market Podcast
Listen to our daily financial podcast, featuring perspectives from leaders within Morgan Stanley and their takes on the forces shaping markets today.
Learn More
Now, What's Next?
A podcast that explores the human stories behind the big, sometimes hidden economic forces that shape how we live, what we value and how we make choices.
Learn More
Monthly Market Monitor Report
Through simple yet effective visuals, this report gives a short overview of economic and asset class statistics. This publication acts as a useful instrument in connecting shifting market occurrences and consequences for investor portfolios by offering relevant information across a wide range of markets and investing themes.
Learn More
Ideas Hub
For a comprehensive look at what's influencing the world now and tomorrow, visit the Ideas database. Equities, fixed income, policy, and other subjects are included.
Learn More
Investor Relations
Learn how Morgan Stanley strives to deliver results for shareholders. Browse through earnings releases, financial statements, presentations and webcasts.
Learn More
Newsroom
Explore Morgan Stanley's dedicated press page for the latest press releases, thought leadership, awards, and recognitions.
Learn More
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn MoreLocation
3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(561) 776-6494(561) 776-6494
Toll-Free:
(800) 327-6187(800) 327-6187
Fax:
(561) 627-2858(561) 627-2858
Meet My Team
Wealth Management
From My Desk
Are You Prepared for Retired Life?
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
Article Image
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
Article Image
Ready to start a conversation? Contact Preston Sizemore 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan 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 and other legal matters.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan 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 and other legal matters.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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
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)
