Scott Giorgi
Managing Director, Wealth Advisor, International Wealth Management, Portfolio Management Director, International Client Advisor
Phone:
(941) 364-7485(941) 364-7485
Scott Giorgi
Managing Director, Wealth Management,
Wealth Advisor,
International Client Advisor
Direct:
(941) 364-7485(941) 364-7485
Toll-Free:
(800) 759-6205(800) 759-6205
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
Welcome to The Giorgi Wealth Management Group at Morgan Stanley.
At the Giorgi Group at Morgan Stanley, we believe the heart of any wealth management program is an investment portfolio that reflects your specific and unique financial goals. By maximizing your benefits (pensions, 401k, incentive stock) and diversifying your assets, our Group was created to deliver an unsurpassed experience to individuals, their families, foundations, and businesses. From helping Individuals reach Financial Freedom and helping families allocate their assets to create generational wealth to assisting corporate executives to preserve and grow their wealth, we are open to working with anyone across the financial spectrum.
Drawing on our own experience and the vast global resources of our firm, we are intimately familiar with the complex structures used by domestic and international investors. As your financial advisor, our team will utilize an extensive network of resources and professionals to help you take advantage of a full spectrum of investment choices.
In the end, what will matter is what we created. Built on a foundation of trust and open communication, we will work together to translate your goals into an optimization and preservation of your legacy.
At the Giorgi Group at Morgan Stanley, we believe the heart of any wealth management program is an investment portfolio that reflects your specific and unique financial goals. By maximizing your benefits (pensions, 401k, incentive stock) and diversifying your assets, our Group was created to deliver an unsurpassed experience to individuals, their families, foundations, and businesses. From helping Individuals reach Financial Freedom and helping families allocate their assets to create generational wealth to assisting corporate executives to preserve and grow their wealth, we are open to working with anyone across the financial spectrum.
Drawing on our own experience and the vast global resources of our firm, we are intimately familiar with the complex structures used by domestic and international investors. As your financial advisor, our team will utilize an extensive network of resources and professionals to help you take advantage of a full spectrum of investment choices.
In the end, what will matter is what we created. Built on a foundation of trust and open communication, we will work together to translate your goals into an optimization and preservation of your legacy.
Securities Agent: ND, AK, UT, OK, CA, NJ, MD, DE, AL, OR, NC, FL, AR, WY, WI, NY, KS, DC, CT, IN, WA, PA, NV, MT, CO, VT, TX, SC, OH, MO, AZ, MS, ME, VA, TN, RI, NM, NH, MI, IL, GA, MA, LA, KY, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1289318
NMLS#: 1289318
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Engineering a Financial Blueprint Tailored to You
As your Financial Advisor, I will work with you to provide ongoing, comprehensive planning and advice to help you succeed.
Discovery Process
Investing the time to learn about you and your family, your assets and liabilities, and the risk exposures enable us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust, and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities, and taxation across multiple entities while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our comprehensive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Digital Wealth Management Tools
Our comprehensive suite of digital tools are designed to enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances, from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More About Our Mobile App
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there, you will have resources of MSO on the go.
Learn More About Our Mobile App
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a complete financial picture.
Learn More About Total Wealth View
Portfolio Risk Platform
Our proprietary Portfolio Risk Platform leverages state-of-the-art analytics to help identify various risk elements in client portfolios, down to the security level, and model the potential impact of adjustments before portfolio changes are made.
Learn More About Our Portfolio Risk Platform
eDelivery
eDelivery allows you to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Digital Vault
Quickly and conveniently manage and share life’s most important documents, such as wills, deeds, estate plans, financial statements, and tax filings. Digital Vault allows easy document sharing, convenient access, and encrypted files.
Access Digital Vault
Spending and Budgeting Tool
Morgan Stanley provides a Spending and Budgeting Tool, which can automatically categorize your spending and analyze your cash flow to help you easily manage where your money is going across all your accounts – both at Morgan Stanley and externally to make it easy for you and your Financial Advisor to see your complete financial picture.
Learn More About Our Spending & Budgeting Tool
eAuthorizations
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
Enroll in eAuthorizationsFinancial Insights & Planning Resoures
Morgan Stanley is dedicated to providing current and prospective clients with the resources, research, and financial analyses they need to improve their financial literacy, enhance their financial and social capital, and optimize and preserve their legacy. Utilizing a user-friendly platform and easily digestible content, the links below offer insight into the modern-day economic landscape.
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. Members can access exclusive partner offers, discounts, and leadership insight content to support them at home and beyond.
View Offers from Reserved Living & Giving
Global Investment Committee Weekly Report
The Global Investment Committee’s thought leader Lisa Shalett prepares a weekly detailed market commentary on global equities, fixed income, monetary policy, and more.
GIC Weekly Report
Thoughts on the Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends and perspectives on the forces shaping the financial marketplace.
Check Out The Latest Episode
Wealth Education
Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. In today’s ever-changing economic landscape, it is increasingly important to discuss family finances with adult children and educate ourselves on how to manage our assets properly. Each conversation is a crucial step in achieving generational financial freedom.
Financial Empowerment Across GenerationsLocation
2 North Tamiami Trail
Ste 1100
Sarasota, FL 34236
US
Direct:
(941) 364-7485(941) 364-7485
Toll-Free:
(800) 759-6205(800) 759-6205
Fax:
(315) 849-1619(315) 849-1619
Meet My Team
Mark Tobias
Managing Director, Wealth Advisor, International Wealth Management, Portfolio Management Director, International Client Advisor
Phone:
(732) 435-2225(732) 435-2225
Rhonda Lauria
Senior Client Service Associate
Phone:
(941) 364-7483(941) 364-7483
Anthony Riker
Financial Advisor
Phone:
(941) 364-7480(941) 364-7480
Gwendolyn Garibaldi
Wealth Management Associate
Phone:
(973) 993-5263(973) 993-5263
Nicklaus Van Vleet
Client Service Associate
Phone:
(941) 364-7488(941) 364-7488
About Scott Giorgi
Securities Agent: ND, AK, UT, OK, CA, NJ, MD, DE, AL, OR, NC, FL, AR, WY, WI, NY, KS, DC, CT, IN, WA, PA, NV, MT, CO, VT, TX, SC, OH, MO, AZ, MS, ME, VA, TN, RI, NM, NH, MI, IL, GA, MA, LA, KY, ID; General Securities Representative; Investment Advisor Representative
About Mark Tobias
2012 Barron's Top 1,000 Financial Advisors in the Country
2011 Barron's Top 1,000 Financial Advisors in the Country
2010 Barron's Top 1,000 Financial Advisors in the Country
Been in Financial Services Industry since 1982
Bachelor of Science
Business Administration
Tulane University
Director's Council Smith Barney
Series 7, 63, 65 & Insurance Licensed
Portfolio Management Program
Smith Barney
2010-2012 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2012). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2011 Barron's Top 1,000 Financial Advisors in the Country
2010 Barron's Top 1,000 Financial Advisors in the Country
Been in Financial Services Industry since 1982
Bachelor of Science
Business Administration
Tulane University
Director's Council Smith Barney
Series 7, 63, 65 & Insurance Licensed
Portfolio Management Program
Smith Barney
2010-2012 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2012). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
About Anthony Riker
Securities Agent: OH, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
About Nicklaus Van Vleet
Securities Agent: ND, CA, MS, MA, CT, CO, NV, ME, KS, HI, WY, RI, NJ, NE, NC, IA, AK, WV, MI, MD, IN, DE, AL, VT, VI, SD, OH, NY, MT, AZ, VA, SC, NM, MN, WI, OR, GA, TX, MO, WA, PR, PA, OK, NH, LA, KY, IL, FL, AR, UT, TN, ID, DC; General Securities Representative; Investment Advisor Representative
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact Scott Giorgi today.
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
4Morgan 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
5Morgan 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.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
4Morgan 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
5Morgan 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.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)