Stuart Branch Office

Samantha Woggon is currently Branch Manager of the Stuart, FL office for Morgan Stanley Wealth Management. She also oversees the Vero Beach and Melbourne branches. She is currently managing and partnering with nearly 45 Financial Advisors and plays a critical role in helping them reach their potential, increase their proficiency in practice management and helps them connect to the various resources of the Morgan Stanley platform.

Samantha joined the firm in 1998 as a Financial Advisor in Dallas, TX, building a business in a market in which she had very few ties. Samantha relied on a number of prospecting methods, including cold calling and networking and was eventually tapped by her Sales Manager to join forces. That partnership helped to catapult their businesses over the next three years. In 2001, Samantha moved to Illinois after accepting her first role in management as the Branch Administrative Manager for the Morgan Stanley branch in downtown Chicago. While there, Samantha supervised 25 Service and Operations Professionals and supported the growth of the third largest branch at Morgan Stanley at the time. In 2007, she moved to the Big Apple to help develop the Financial Advisor Training Program and was the Program Coordinator for over two years, playing an important role in training thousands of financial advisor trainees across the country. Samantha then switched gears to recruiting top talent to the firm and in 2009 she was named as Divisional Recruiting Manager. It was there that she flamed the fire to get back to the field and in 2012 Samantha moved to Boca Raton, FL as the Associate Complex Manager for the Palm Beaches. She focused on many priorities including the training, hiring and sourcing of Financial Advisor trainees, as well nurturing the current talent and creating a culture where the best of the best wanted to be. As a result of her efforts, Samantha was named as Branch Manager for the Treasure and Space Coast Markets and was most recently featured on the Morgan Stanley website during Women’s History Month: https://www.morganstanley.com/articles/celebrating-womens-history-month.

Samantha has worked in Financial Services ever since graduating Cum Laude in 1998 from Texas Tech University in Lubbock, TX. On the community service side, Samantha spends her time supporting The Treasure Coast Foodbank, The Humane Society of the Treasure Coast, and Nala’s, a wonderful local dog rescue organization. She is also a member of Impact 100 Martin County and has been very active with Tykes & Teens over the last 8 years, which helps provide mental health services to young adults and teens in the community. Samantha currently resides in Jensen Beach, FL with her husband, Cody Swann, and their Great Danes and rescue dogs: Fireball, Whisky, Snoopy, Captain, Franklin and Jameson.