Stephanie A Petrosini | Naples, FL | Morgan Stanley Wealth Management

Welcome

Stephanie A Petrosini, Vice President, Financial Advisor, began her career with Morgan Stanley immediately after graduating Summa Cum Laude from LIM College, where she received a Bachelor's of Marketing. Her passion and success has resulted in her being awarded the Five Star Wealth Manager Award years 2013-2026, highlighting her dedicated work as a goal based advisor.

Her career as a Financial Advisor began from an experience that created a strong desire to help families achieve their desired lifestyle as stress free as possible. She considers clients to be family and is rewarded by the friendships that develop.

Stephanie believes in working closely with clients to structure a personal, tailored strategy to manage not only their assets but also their liabilities. She continually monitors and adjusts the plan as the relationship and client goals evolve over time. This dynamic process is structured to help maximize return and minimize risk.

Priding herself on explaining the advantages and disadvantages of investments Stephanie recommends, she is equally as candid in regard to the risks associated and any fees involved.

Stephanie is deeply passionate about helping others in both her personal and professional life. She volunteers for causes close to her heart, such as Youth Haven, the Alzheimer's Association, and Veterans through America's Corporate Partners, where she is a mentor. Stephanie also enjoys keeping fit, playing the piano, mentoring others, playing pickleball and caring for her home in Naples with her little Maltese puppy, Milo.

2013-2026 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2013-2026) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Services Include

Securities Agent: FL, UT, NM, AZ, SC, VA, TN, OR, NH, DE, CA, NC, ID, WY, VT, MD, MA, KY, TX, NY, GA, WA, IL, CO, PA, NJ, MN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252909
CA Insurance License #: 0126537

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

You Are Invited

Stay connected and informed through our upcoming events designed to support your personal, financial and professional growth. From educational workshops and market outlook sessions to special presentations and community-focused gatherings, our events offer valuable insights and meaningful opportunities to learn, engage and take action. Whether you're looking to deepen your financial knowledge, explore timely topics, or simply stay up to date with what's happening, this is your hub for all upcoming sessions and resources. Check back often to see what's new and discover vents that can help you make more confident and informed decisions.

Wealth Management Virtual Events

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Awards

2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2013-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Listed below are the organizations I am proud to be a part of

Alzheimer's Association

The Alzheimer's Association provides education and support to all those facing Alzheimer’s and other dementias throughout the community, including those living with the disease, caregivers, health care professionals and families. The Alzheimer's Association is also committed to advocating for the needs and rights of those facing Alzheimer’s disease and advancing critical research toward methods of treatment, prevention and, ultimately, a cure.

Youth Haven

Youth Haven was established to fulfill an immediate need for emergency shelter for children who have been removed suddenly from a traumatic home situation. A group of caring local individuals worked together with law enforcement and community partners to create a safe space for each of these children in need.

Geriatric Advisory Council

The Geriatric Advisory Council is a professional organization comprised of dedicated local businesses and non-profit organizations that are focused on eldercare and senior related issues.

America's Corporate Partners Mentorship Program

ACP’s Mentoring Program connects post-9/11 veterans, active duty spouses and eligible military spouses (Protégés) with corporate professionals (Mentors) for customized mentorships. ACP assists veterans and eligible spouses on their path towards fulfilling, long-term careers, whether the veteran is job searching or newly employed.

LIM College Alumni

Sigma Beta Delta

Holmdel High School Alumni Association

Client Service Team

Nicole Marron

Phone:

(239) 449-7873(239) 449-7873

Email:Nicole.DeVolder@morganstanley.com

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

Equity Solutions

Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

• Equity Administration and Financial Reporting
• Liquidity Events
• 409A Valuation Services and Cap Table Management

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Retirement

For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

• Defined Contribution Consulting
• Solutions-Oriented Plans
• Fiduciary Investment Oversight

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Deferred Compensation

Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

Services include:

Recordkeeping and Plan Design
Portfolio Construction
Wealth Management Services

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Executive Services

Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

Equity Compensation Services
Equity Award Analysis
Specialized Solutions

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Saving and Giving

Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

College Savings
Student Loan Repayment and Refinancing
Charitable Giving

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Financial Wellness

We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

• Financial Education
• Digital Tools
• Financial Guidance

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Location

8889 Pelican Bay Blvd

Ste 300

Naples

FL 34108

Direct:

(239) 449-7885(239) 449-7885

Toll-Free:

(800) 726-6971(800) 726-6971

Fax:

(732) 936-3470(732) 936-3470

Hear From My Clients

Stephanie is a pleasure to work with, She is smart and thoughtful in how she approaches her management of my retirement assets and also communicates change in the market very well so I am not left wondering its impact on my portfolio. I have recommended her to many friends and clients and will continue to recommend her because I have been pleased with the results.

Paul

Verified Client

January 1, 2026

Stephanie is pleasant, knowledgeable, and responsive to our questions and requests. We have worked with her to create short-term financial plans, and she has offered to help us create long-range ones. She has outlined the information we must compile to discuss key life goals, and we look forward to continuing our relationship with her as we move toward retirement.

Bill

Verified Client

January 1, 2026

For the past 7 years, I have been a client of Stephanie's. I was impressed with how quickly she was able to grasp my late in life, special need financial circumstances. She is knowledgeable, thorough, prompt, and treats me as if I were her biggest client. You are lucky to have her as part of your team

Don

Verified Client

January 1, 2026

Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

3846129 9/24

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

Stacey Herring

Private Banker

View My Bio

About Stacey Herring

Stacey Herring is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.

Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy, dedication, and commitment to children’s causes.

NMLS#: 434321

Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

Morgan 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

Wealth Management

From My Desk

To Manage Risks, You Have to See Them First

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Wealth Management

Global Investment Office

Portfolio Insights

Read "On the Markets"

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

Vesting events
Option expirations
Restricted stock units
Tax implications

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

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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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

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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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

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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.

Succession Planning
Business Planning
Qualified Retirement Plans

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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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

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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:

Reduce employee stress,
Improve retention and engagement, and
Set themselves apart by offering comprehensive financial wellness benefits.

Learn More

The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.

Ready to start a conversation? Contact Stephanie A Petrosini today.

Market Information Delayed 20 Minutes

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.

¹Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

²Alternative 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.

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

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 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

⁶When 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.

⁷When 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.

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 and other legal matters.

⁹Morgan 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.

¹⁰Morgan 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.

¹¹Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

¹²Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

¹³Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.

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:
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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), 4763067 (9/2025)

Stephanie A Petrosini, CRPC®, CFP®, CLTC®, QPFC

My Mission Statement

Welcome

You Are Invited

Awards

Client Service Team

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Location

Hear From My Clients

The Power of Partnerships

Stacey Herring

About Stacey Herring

To Manage Risks, You Have to See Them First

Portfolio Insights

Equity Compensation

Retirement

A Simple Six-Step Retirement Checkup

Investing

Iran Conflict: Seven Takeaways for Investors

Family

529 Plans: A Powerful Tool to Save for Education

Business Planning

Financial Planning for Life After Selling a Business

Philanthropy

Donor Advised Funds: A Smart Way to Manage Your Giving

Financial Wellness

The Business Case for a Financially Resilient Workforce