Our Team at Morgan Stanley St. Petersburg Branch

About Jamie Juncosa

Jamie Juncosa serves as First Vice President and Branch Manager in St. Petersburg, FL, bringing over 17 years of experience in the financial services industry, with the last 11 years dedicated to Morgan Stanley. In her current role, Jamie leverages her extensive expertise to lead the branch with a focus on excellence and growth. Previously, she served as Associate Market Manager, where she played a key role in retaining and recruiting top-tier Advisors across the Tampa Bay Market. Prior to that, she was Business Development Manager, collaborating closely with Advisors to drive their business growth by connecting them with the comprehensive suite of Morgan Stanley’s services. Before joining Morgan Stanley in 2013, Jamie gained valuable experience at Merrill Lynch, where she worked as a Client Associate supporting a high-producing team of Advisors.



Originally from Rochester, NY, Jamie had long envisioned making Florida her home, a goal she fulfilled when she joined the Tampa Bay Market in 2021. Since then, she has firmly established herself within the community. Jamie holds a bachelor’s degree in Marketing from the State University of New York at Oswego and is passionate about fostering connections and growth within her branch and beyond. She leads the Tampa Bay Women in Wealth Chapter and chairs the Diversity Council, both of which provide essential education and resources for advisors and their clients.



Jamie holds Series 7, 66, 9, and 10 licenses.



Outside of her professional responsibilities, Jamie is dedicated to making the most of her personal time. She enjoys traveling with family and friends, listening to thought-provoking podcasts, playing pickleball, and exploring new culinary experiences. Equally committed to giving back, Jamie actively volunteers with organizations such as Feeding Tampa Bay, the Alzheimer’s Association, and the Humane Society of Tampa Bay.

About Leslie Thornton

Leslie Thornton is a dedicated professional who brings a wealth of experience to her role as Risk Officer for the Tampa Bay market since 2016. With a career spanning over two decades in the financial services industry, Leslie’s journey began in 2003 when she embarked on her financial services career with Merrill Lynch in Annuity Operations.

In 2007, Leslie made a significant move to Los Angeles, where she took on the role of Resident Director Assistant for the 4th largest Associate office, demonstrating her commitment to growth and versatility in adapting to new challenges. Leslie’s leadership experience began in 2012 when she graduated from the Associate Management Program. Her dedication and expertise led her to the position of Administration Manager (now called Market Supervision Manager) in the Los Angeles market, where she continued to make a notable impact.

A proud graduate of the University of Florida with a Bachelor of Science in Business Administration. Leslie’s roots are firmly planted in Florida, and she current resides in South Tampa with her husband, two children and cat. Beyond her professional achievements, Leslie is a passionate fan of the Gators and all Tampa Bay Sports teams. She also enjoys spending quality time with family and friends, whether it’s soaking up the sun on the beach or planning exciting adventures.

About Dave Steffensen

Dave Steffensen has been with Morgan Stanley since October of 2020. Previous to that he spent 15 years with Fidelity Investments working in a variety of management roles ranging from individual retirement and high net worth services to equity compensation plans for large corporations. He graduated from Weber State University with a Business Economics degree. This is where he says his love and passion for the finance and investment world found its roots. Dave loves to travel, as much as possible, with his wife and 5 children to anywhere they can find an adventure awaiting. When not in the office or out exploring, you will find him and the family cheering each other on in their various sporting and social activities.

About Francine Macaluso

Francine, a native New Yorker, started her career at Morgan Stanley at its predecessor firm Smith Barney on Park Avenue in 1994. She has a BSBA, with a major in Finance from Manhattan College. Francine has acquired valuable experience over her career as a Client Service Associate, Service Associate and currently as Branch Administrator. Francine brings with her knowledge gained across 4 branch offices in New York and Florida. Francine is a culture carrier at the branch, striving for excellence daily, treating the branch and clients as her own family. When she is not at work in our St Petersburg branch, she enjoys time with her native Floridian husband Daryl, and adorable chocolate Labrador, Lucca Jasper.

About Doug Doran

Doug Doran is a Vice President and the Associate Market Manager in the Tampa Bay Market. He has 15 years of industry experience with 11 of them being at Morgan Stanley. Doug started as a Financial Advisor in 2013 and transitioned into leadership in 2018 as an FA Team Manager. Starting in 2020 he covered the Southeast Region as the Regional Training Officer overseeing the Financial Advisor Associate program. From there he moved into the Business Development Manager role in 2022 covering the Tampa Bay Market. Most recently Doug transitioned into the Associate Market Manager role where he works closely to help Financial Advisors grow their practice by delivering the full suite of solutions to their clients. Doug has a passion for contributing to the success of all employees within the Tampa Bay Market of Morgan Stanley.

Doug graduated with a bachelor’s degree in Marketing from the University of North Florida. He has a Series 7, 66, 9 & 10 licenses.

About Michael Johnson

NMLS ID: 982074

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Branch Address

150 2nd Avenue N
Suite 1400
St. Petersburg, FL 33701
US
Branch:
(727) 302-6300(727) 302-6300
Toll-Free:
(800) 237-2898(800) 237-2898
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.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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.

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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.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024