Silvana Nandin, QPFC
Senior Vice President,
Wealth Advisor,
Financial Advisor
Direct:
(941) 363-8505(941) 363-8505
Toll-Free:
(800) 347-9656(800) 347-9656
My Mission Statement
To be of service to our clients through the process of defining their goals and presenting strategies and resources to create customized solutions to achieve their financial objectives.
My Story and Services
Silvana Nandin, a veteran with more than 25 years of experience in all aspects of investment management. Recognized for her experience in fixed income and has particularly distinguished herself in handling municipal bonds. She began her financial management career as a portfolio manager for Helmsley Enterprises, Inc. As Vice President, she managed the family portfolio as well as a billion-dollar corporate portfolio. After a distinguished career spanning 17 years, she ventured into the financial advisory. With the vast resources, expertise, and comprehensive array of financial services that are available at Morgan Stanley* we can provide clients, with outstanding service and support. A client's financial profile in terms of investment style and risk aversion determines how clients can be positioned to better achieve their goals. The goal of diversification is to help reduce the risk in a portfolio by investing in different asset classes such as stocks, bonds, real estate and etc., that have a low degree of correlation with each other. With proper diversification, volatility can be reduced. "It is important to me that each client receive personal service that is timely and thorough. I integrate client's unique financial needs into customized, long-term investment strategies."
Qualified Plan Financial Consultant - QPFC
Years Registered: 19
Years At Morgan Stanley*: 10
Director's Club
Community Involvement:
Meals on Wheels
All Faith Food Bank
St. Jude Children Research Hospital
Qualified Plan Financial Consultant - QPFC
Years Registered: 19
Years At Morgan Stanley*: 10
Director's Club
Community Involvement:
Meals on Wheels
All Faith Food Bank
St. Jude Children Research Hospital
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1285078
NMLS#: 1285078
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
- Develop a thorough understanding of your financial goals and objectives
- Review and analyze your current financial situation
- Identify and tailor solutions that can help you meet your individual needs
- Implement your customized strategy, including personalized services and benefits
- Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
- Personal
- Highly individualized and committed to helping you achieve financial success
- Flexible
- Responsive to changes in your life and in your priorities over time
- Comprehensive
- Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
- Review and analyze your current financial situation
- Identify and tailor solutions that can help you meet your individual needs
- Implement your customized strategy, including personalized services and benefits
- Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
- Personal
- Highly individualized and committed to helping you achieve financial success
- Flexible
- Responsive to changes in your life and in your priorities over time
- Comprehensive
- Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
- Financial Planning and Financial Goal Analysis
- Retirement Planning
- Education Planning
- Estate Planning
- Personal Trust
- Financial Planning and Financial Goal Analysis
- Retirement Planning
- Education Planning
- Estate Planning
- Personal Trust
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
- Equities
- Fixed Income
- Mutual Funds
- Closed-End Funds
- IRAs
- 529 Plans
- Credit and Lending Services
- Business Cash Management Services
- Structured Investments
- Managed Futures (for qualified investors)
- Hedge Funds (for qualified investors)
- Real Estate / Real Assets (for qualified investors)
- Private Equity (for qualified investors)
- Equities
- Fixed Income
- Mutual Funds
- Closed-End Funds
- IRAs
- 529 Plans
- Credit and Lending Services
- Business Cash Management Services
- Structured Investments
- Managed Futures (for qualified investors)
- Hedge Funds (for qualified investors)
- Real Estate / Real Assets (for qualified investors)
- Private Equity (for qualified investors)
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
- Separately Managed Account Programs
- Unified Managed Account Program
- Mutual Fund Advisory Program
- Financial Advisor-Directed Programs
- Separately Managed Account Programs
- Unified Managed Account Program
- Mutual Fund Advisory Program
- Financial Advisor-Directed Programs
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
- Traditional, Roth, Inherited IRAs
- IRA Rollovers
- Roth Conversions
- Traditional, Roth, Inherited IRAs
- IRA Rollovers
- Roth Conversions
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
- 401(k) Plans
- 403(b) / 457(b) Plans
- Nonqualified Deferred Compensation Plans
- Defined Benefit Plans (10b5-1 Plans)
- SEP, SIMPLE and SAR-SEP Plans
- Business Cash Management and Lending
- 401(k) Plans
- 403(b) / 457(b) Plans
- Nonqualified Deferred Compensation Plans
- Defined Benefit Plans (10b5-1 Plans)
- SEP, SIMPLE and SAR-SEP Plans
- Business Cash Management and Lending
Client Service Team
Kristen Kohler - Portfolio Associate
Licenses: Series 7, 63, and 66
Responsibilities: All Administrative Duties
Length of Service: 18 Years Experience
Responsibilities: All Administrative Duties
Length of Service: 18 Years Experience
Location
2 North Tamiami Trail
Ste 1100
Sarasota, FL 34236
US
Direct:
(941) 363-8505(941) 363-8505
Toll-Free:
(800) 347-9656(800) 347-9656
Fax:
(941) 951-2513(941) 951-2513
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 Silvana Nandin, QPFC today.
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
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)
