Sarasota Sub-Market Branch Office

Todd is an Executive Director and Sarasota Market Manager and part of The Southwest Florida Market Leadership Team and Southeast Region. Todd was previously based out of Shrewsbury, NJ and part of the New York Metro Region. The Southeast Region is comprised of Branch offices spanning ten states (Alabama, Arkansas, Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina, Virginia, Washington, D.C. and West Virginia) and includes a diverse business mix with highly skilled and talented Financial Advisors, Managers, and Support Professionals.

As a former Financial Advisor himself, Todd understands the importance of providing an exemplary level of knowledge, support and service to clients and strives to be a role model for everyone he has the pleasure of working with in his role.


Todd has 31 years of industry experience that, as mentioned, started as a Financial Advisor until he was asked to consider a role in Leadership. From there, Todd has had a succession of increasingly gratifying roles ranging from Branch Coach, M.T.A. (Management Training Associate) at the National Training Center, Sales Manager, Branch Manager and Complex Manager. Todd formerly chaired and provided strategic direction for the Southern NJ Diversity, Inclusion and Impact Council and looks forward to doing the same here in the Southwest Florida Market.

Todd has been named one of On Walls Street's Top Branch Managers consecutively from 2012 through 2018, which was its most recent list, and recognized as one of their Top 10 in 2016.

Todd and his wife Donna have been together for 31 years and are the proud parents of two adult children, Harley and Vanessa. Todd is also proud to say He, Harley and Vanessa all graduated from, the U Miami, and like him, bleed Orange and Green! In addition, they have both followed in their Father's footsteps in working in Financial Services.

Todd is originally from New Jersey, but always wanted the opportunity to get back to Florida. In his spare time, Todd enjoys being part of the local community staying involved with civic and charitable organizations as well as spending time with his family. playing an occasional round of tennis, day of fishing and attempting to golf.

Remy Bartlett is an Assistant Vice President and Business Service Officer with Morgan Stanley’s Southwest Florida Complex. He began his career in financial services as an intern while still in college. In the decade since, he has held a number of roles in Compliance, Supervision, and Management. He holds a B.S. in Finance from Florida State University, as well as the Series 7, 66, 9/10, 24, and 4 licenses.

Remy was born and raised in Bradenton, FL and attended Manatee High School. He currently lives in River Club with his wife Brittany and their dog, a German Short Haired Pointer named Tally. Outside of the office, he enjoys golfing, fishing, and watching baseball, football, and hockey.

Jill is an Assistant Vice President and Business Service Officer in the Sarasota, FL Sub-Complex. She has been in the industry for over 20 years. Jill started her career as a Client Service Associate and, in 2013, was promoted to the Business Service Officer role. Jill holds her Series 7, 66, 9 and 10 Licenses.

Originally from Wisconsin, Jill lives in Sarasota with her husband, Pat. She enjoys spending time with her 3 step-children and 6 grandchildren, traveling, reading, and the Green Bay Packers.

Alan is one of the Complex Risk Officers for the Southwest Florida Complex based in the Sarasota and holds series 7, 31, 63, 65, 9,10 and is also insurance licensed. Alan has been with Morgan Stanley since 2019 and in the financial services industry since 1999.

He obtained his CFP^® in 2005. Alan grew up in Sarasota and has been married to his wife Sue since 1989. He has two daughter’s Emili and Julie and 2 grandchildren. Alan enjoys watching sports, playing golf and spoiling his grand kids.

Brooke is Vice President, Business Service Officer of Sarasota, Florida and the Southwest Florida complex. Her career and accolades span over 25 years, dating back to Philadelphia based CoreStates Bank in 1997. Brooke joined Morgan Stanley in 2014 as a support professional and in 2017, relocated to Florida to further her career as a member of the Morgan Stanley leadership team.

Brooke holds series 7/63/65, 9/10 and is also insurance licensed. She graduated with honors from Albright College, Reading PA with a B.S. in business administration. Brooke is a Philadelphia sports super fan and a self-proclaimed foodie. She is a strong advocate for youth organizations, specifically Boys and Girls clubs of America.

Brooke and her husband Matt have been together for 20 years. They have one daughter, Giada who attends her high school collegiate program. In her spare time, Brooke enjoys trips to the beach, Disney World and spending time with family and friends.

Mary has been the Branch Administrator for the Sarasota branch and Sub-Complex for over 20 years. Prior to that Mary had roles in Operations prior to moving over to the Sales side of the business. Mary joined a legacy firm of Morgan Stanley (Smith Barney) in 2000. Mary began her career in the Financial Services Industry in 1982. She holds her Series 7, 9, 10, 31, 63 and 65 Licenses.

Mary resides in Sarasota with her husband Tom. In her free time, Mary enjoys spending time with Family and Friends, especially her Grandchildren.

Justine is a Private Banker serving Morgan Stanley’s Wealth Management offices in Florida.

Justine began her career in the financial industry in 1992 and joined Morgan Stanley in 2016. Prior to joining the firm, she spent 21 years at Merrill Lynch/Bank of America and held many positions including Wealth Management Banker, Premier Client Manager, and Branch Manager.

Justine earned her Bachelor of Arts in Business Administration, Business Management, and International Business from Florida International University where she graduated Magna Cum Laude.

She was born and raised in New York. Justine grew up in Garden City, New York and moved to South Florida in 1989. She has lived in Weston, Florida since 1997 and recently moved to the Sarasota area. Justine is married and has two children. When not in the office, Justine donates her time volunteering with different organizations. She also enjoys being active, spending time outdoors, entertaining at home and spending time with family and friends.

NMLS#: 641860

Ashley is one of the Complex Risk Officers for the Southwest Florida Complex based in the Sarasota Sub- Complex. Ashley has been with Morgan Stanley since 2004 and in the financial services industry since 1997. Being a Florida native originally, Ashley moved back to Florida with her husband in 2022 and joined the Sarasota team. Prior to moving, she was a Business Service Officer in the Alabama Complex.

Ashley received her degree in Marketing from Florida State University. She holds her Series 6, 7, 9, 10, and 66 Licenses.

Ashley lives in Parrish, FL with her husband and enjoys spending time with family, traveling, reading, watching sunsets, and playing trivia.

Tom is the Branch Manager of the Venice FL office. He began his career in the financial services industry in 1996 in the Great Neck, NY office of Dean Witter Reynolds, two months prior to the merger with Morgan Stanley.

Tom grew up in Long Island, NY and holds an MBA in Management from Dowling College. He relocated to Southwest Florida from New York City in 2016 and lives in Nokomis FL with his wife Kathy. They enjoy traveling, the beach, and spending time with family and friends. Tom holds Series 7, 63, 65, 31, 9, 10 licenses.