Our Team at Morgan Stanley Tampa Market

About Sean Farrell

Securities Agent: IA, CA, WY, ID, NM, NC, TX, VA, UT, KY, WI, RI, VT, PA, SD, KS, VI, SC, MD, ME, MI, OR, OK, MS, MT, MO, AL, NY, WV, NJ, WA, IN, MN, AR, CO, CT, TN, DE, FL, PR, IL, OH, GA, NV, NH, NE, ND, MA, LA, HI, DC, AZ, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

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 10 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. Most recently he covered the Southeast Region as the Regional Training Officer overseeing the Financial Advisor Associate program. Moving into the BDM role in 2022 he worked 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 our Financial Advisors and the Tampa Bay Market of Morgan Stanley.

Born and raised in New York, 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 Matthew Shore

Matthew Shore, First Vice President, serves as Market Business Service Officer for the Tampa Market. Matt has been a part of the Market Service Organization since 2014 and is responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. Together with his team, he executes the Firm’s key strategic initiatives, contributing to a strong market culture, employee development, ensuring a high level of client service, and general oversight of operational processes. Matt has maintained positions in trading, service and operations throughout his 24 yr. career in Financial Services and holds the FINRA Series 7, 9, 10, 63, 65. Matt currently resides Tampa, Florida with his wife Jonelle and their 3 children. He enjoys spending time with his family and going on family cruises.

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.

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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

Branch Manager

Jamie Juncosa
Phone:
(813) 227-2139(813) 227-2139

Branch Address

225 East Lemon St 1st
Fl
Lakeland, FL 33801
US
Branch:
(863) 687-6211(863) 687-6211
Toll-Free:
(800) 654-0081(800) 654-0081

Branch Manager

Michael Tamney
Phone:
(863) 687-6211(863) 687-6211

Branch Address

250 3rd Street NW,
Suite 100
Winter Haven, FL 33881
US
Branch:
(863) 401-9449(863) 401-9449

Branch Manager

John Scheck
Phone:
(863) 291-8306(863) 291-8306

Branch Address

18302 Highwoods Preserve Pkwy
Tampa, FL 33647
US
Branch:
(813) 903-3030(813) 903-3030

Branch Manager

Harold Astorquiza
Phone:
(813) 903-3034(813) 903-3034

Branch Address

4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Branch:
(813) 286-5600(813) 286-5600
Toll-Free:
(800) 326-4662(800) 326-4662

Branch Manager

Daniel Cedro
Phone:
(813) 286-5690(813) 286-5690

Branch Address

4114 Woodlands Parkway
Suite 200
Palm Harbor, FL 34685
US
Branch:
(727) 773-4600(727) 773-4600
Toll-Free:
(800) 473-7149(800) 473-7149

Branch Manager

Casey Cobb
Phone:
(813) 227-2189(813) 227-2189

Branch Address

100 N Tampa St
Ste 3000
Tampa, FL 33602
US
Branch:
(813) 228-9888(813) 228-9888

Branch Manager

Sean Farrell
Phone:
(813) 227-2010(813) 227-2010
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