Geri Alexander
Branch Manager, First Vice President
Phone:
(321) 751-2003(321) 751-2003
Morgan Stanley
Suntree Branch Office
You define success, we help you achieve it
8150 North Wickham Road
Melbourne, FL 32940
US
Branch:
(321) 255-2400(321) 255-2400
Toll-Free:
(800) 949-2401(800) 949-2401
Branch Manager
Vincent ColucciPhone:
(561) 650-7501(561) 650-7501
About Morgan Stanley Suntree Branch
Welcome to the Morgan Stanley Wealth Management in Melbourne, Florida. We are honored to have you with us and are excited to embark on this financial journey together.
Our dedicated team of financial professionals on the Space Coast are committed to helping you achieve your financial goals with the utmost professionalism and care. As part of Morgan Stanley’s global network, we combine the strength and resources of a leading financial institution with personalized service tailored to your diverse needs. Whether you're planning for retirement, managing your investments, or looking to preserve your wealth for future generations, our experienced advisors are here to provide you with comprehensive strategies and insights.
At Morgan Stanley, we recognize that every client is unique, and we pride ourselves on delivering customized solutions that align with your financial aspirations. By leveraging cutting-edge technology and a wide array of investment products, we offer a holistic approach to wealth management. We invite you to explore our services and discover how we can partner with you to navigate the complexities of today's financial landscape.
Our commitment is to provide you with exceptional service and the highest standard of care. We look forward to building a lasting relationship and helping you achieve your financial goals.
Our dedicated team of financial professionals on the Space Coast are committed to helping you achieve your financial goals with the utmost professionalism and care. As part of Morgan Stanley’s global network, we combine the strength and resources of a leading financial institution with personalized service tailored to your diverse needs. Whether you're planning for retirement, managing your investments, or looking to preserve your wealth for future generations, our experienced advisors are here to provide you with comprehensive strategies and insights.
At Morgan Stanley, we recognize that every client is unique, and we pride ourselves on delivering customized solutions that align with your financial aspirations. By leveraging cutting-edge technology and a wide array of investment products, we offer a holistic approach to wealth management. We invite you to explore our services and discover how we can partner with you to navigate the complexities of today's financial landscape.
Our commitment is to provide you with exceptional service and the highest standard of care. We look forward to building a lasting relationship and helping you achieve your financial goals.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
- Philanthropic GoalsFootnote12
Our Team at Morgan Stanley Suntree Branch
Karin Burke
Branch Administrator
Brad Burton, CFA®, CFP®
Senior Financial Planning Director, First Vice President
About Geri Alexander
Geri brings more than 20 years of experience in the financial services industry with her to the Suntree Branch. After holding various management roles at Bank of America/Merrill Lynch, she joined Morgan Stanley in 2014 as a support professional. In 2017, she transitioned into the Business Service Officer role, and in 2022 she began supporting The Heartland Market as the Business Development Manager.
She earned her Bachelor’s degree in English from Oklahoma City University. She also completed an Associate’s degree in Fashion Design at the Art Institute of Dallas before returning to the University of Central Oklahoma, where she received her Master’s degree in English with an emphasis in writing.
Geri, her husband, and son are relocating from Oklahoma City to Florida. Outside of work, she enjoys fishing, treasure-hunting at flea markets, and cheering on her son at basketball games. She also loves to travel—most often to Walt Disney World or other Disney destinations.
She earned her Bachelor’s degree in English from Oklahoma City University. She also completed an Associate’s degree in Fashion Design at the Art Institute of Dallas before returning to the University of Central Oklahoma, where she received her Master’s degree in English with an emphasis in writing.
Geri, her husband, and son are relocating from Oklahoma City to Florida. Outside of work, she enjoys fishing, treasure-hunting at flea markets, and cheering on her son at basketball games. She also loves to travel—most often to Walt Disney World or other Disney destinations.
About Karin Burke
Karin is the Branch Administrator for our Stuart Market. She began her career with Morgan Stanley in October 2019 covering our Melbourne, Vero Beach, and Stuart offices. With over 20 years of dedicated service to the United States Air Force, Karin leverages her extensive experience and skills to provide the highest level of service to our clients and ensure a more effective and dynamic workplace.
Karin holds a Master’s degree in Management and Organizational Leadership and a Bachelor’s degree in Legal Studies. In her free time, she enjoys volunteering in the community and doing anything outdoors. She resides in Palm City, Fl with her 7-year-old dog, Marley.
Karin holds a Master’s degree in Management and Organizational Leadership and a Bachelor’s degree in Legal Studies. In her free time, she enjoys volunteering in the community and doing anything outdoors. She resides in Palm City, Fl with her 7-year-old dog, Marley.
About Brad Burton
Brad Burton is a First Vice President and Senior Financial Planning Director serving Morgan Stanley’s Palm Beach Market. He is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs. Brad began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current role, he has held Senior Investment and Planning positions with J.P. Morgan, Northwestern Mutual and TIAA, working closely with high-net-worth and ultra-high-net-worth families.
Brad earned his MBA in Finance and is currently in the process of completing his Master of Taxation. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNERTM Professional.
He currently resides in Weston, FL with his wife Marisa, three children, and their dog Wally. In their spare time they enjoy hiking, going to the beach and trying all the local restaurants.
Brad earned his MBA in Finance and is currently in the process of completing his Master of Taxation. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNERTM Professional.
He currently resides in Weston, FL with his wife Marisa, three children, and their dog Wally. In their spare time they enjoy hiking, going to the beach and trying all the local restaurants.
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Branch Address
8150 North Wickham Road
Melbourne, FL 32940
US
Branch:
(321) 255-2400(321) 255-2400
Toll-Free:
(800) 949-2401(800) 949-2401
Fax:
(321) 751-2060(321) 751-2060
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.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
12Morgan 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.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
12Morgan 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.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)