Welcome

We service our clients, both, locally and nationwide. We can meet you at any of our 8 Morgan Stanley Tampa Bay area office locations. We also have the capability to meet you at one of our many offices that span 76 cities across the United States. At The Abelson Group of Morgan Stanley, we seek to improve and protect the well-being of our clients. As a father-son team, we value getting to know your family tree before your finances. Over the years we have discovered that family circumstances dictate financial decisions. With 67 years of cumulative experience, our wealth management team is here to provide proactive service for all of your calls, questions and needs.When working with us, you can expect a personal approach as we get to know you, your family and what matters most in your lives. We use these goals and values to create a plan that is uniquely yours. Your unique plan will be executed with particular care and will contain hand-selected strategies developed to advance your goals.  Development and execution of your plan requires education. David holds his MBA from Columbia University, the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and the Certified Investment Management Analyst®TM (CIMA®) designation. Adam acquired his attention to detail, numbers and analysis while achieving his Bachelor of Science degree in biology from Duke University. Our combined education creates a unique blend of thinking, planning and strategizing for your financial plan. The foundation our team’s client service is our accessibility. We pride ourselves on diligent communication and availability to provide you with advice. We strive to ensure that you will speak with one of our familiar team members each time you reach out. Take comfort knowing that you have year-round access to our wealth management team.
Services Include
  • Professional Portfolio Management1
  • Retirement Planning2
  • Wealth Management3
  • Municipal Bonds4
  • Financial Planning5
  • 401(k) Rollovers
  • Cash Management6
  • Estate Planning Strategies7
  • Executive Benefit Services8
  • Executive Financial Services9
  • Fixed Income10
  • Lending Products
  • Life Insurance11
  • 529 Plans12
  • Philanthropic Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

4114 Woodlands Parkway
Suite 200
Palm Harbor, FL 34685
US
Direct:
(727) 773-4626(727) 773-4626
Toll-Free:
(800) 473-7149(800) 473-7149

Meet The Abelson Group

Photo of Jill Matthews

Jill Matthews

Senior Registered Associate, Portfolio Associate

About Me

David received an M.B.A. degree from Columbia University with a dual major in International Business and Marketing.  He also has a B.A. degree from Syracuse University.  David has achieved two prestigious industry certifications: he is both a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst™ (CIMA®) from the Wharton School of Business at the University of Pennsylvania.  David focuses on the areas of Financial, Retirement, and Estate Planning, and is a Senior Portfolio Management Director.  David was nationally ranked in the Barron’s Top 1,200 Financial Advisors in 2018, 2017 and 2016.  David was also nationally ranked by Forbes as “Best in State Wealth Advisor” in 2018.  David has been in the financial industry since 1990.  He joined Morgan Stanley after beginning his career with Merrill Lynch.  David grew up in Kingston, Pennsylvania and has lived in the Clearwater area since 1989.  Along with his wife, Jeanie, they have three children, Alan, Adam and Amy Leigh.  David enjoys spending time with his family, exercising, snow skiing, bicycling, swimming, playing and watching sports and live theater.  He has coached youth baseball, soccer and football.  He is the current President of the Pinellas County Estate Planning Council and has been an active member since 1994.  He is an immediate past Board of Directors member of Ruth Eckerd Hall, as well as the immediate past Chairman of their Audit Committee.    He is a past Chairman of Gulf Coast Community Care, and is the past Chairman of the Kent Jewish Community Center, the past Chairman of the Jewish Federation of Pinellas County, and past Chairman of the North Area Council of the Clearwater Chamber of Commerce.  David was the recipient of the 2008 Humanitarian Award for Community Service.
Securities Agent: TX, FL, WA, VT, VA, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, GA, DE, DC, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1373234

About Me

Adam is a graduate of Duke University with a Bachelor of Science degree in Biology. His scientific background directly enhances his ability to conduct detailed analysis on fundamental company research, financial plans, retirement plans, portfolio allocation, risk exposure, and performance statistics. Adam joined the Abelson Group at Morgan Stanley in 2015.  He was named to the Firm’s Pacesetter’s Club in 2017, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service. He focuses on financial and retirement planning, equity portfolio construction, fixed-income portfolios, and fundamental equity research. He was born in Palm Harbor, Florida and attended Berkeley Preparatory School. Adam has a strong focus on supporting arts and education. He serves on the Investment Committee and the Development Committee of Ruth Eckerd Hall, which provides arts education for over 50,000 children each year in Pinellas County. He is an active member of the Pinellas County Estate Planning Council, and he is on the Board of the Menorah Manor Foundation for Senior Living. Furthering his mission to improve local education, Adam is on the Connections Board of Junior Achievement and volunteers to teach Tampa Bay students in elementary and middle school about personal finance. Adam has stayed connected to his upbringing in Tampa and is his class alumni representative at Berkeley Prep. Committed to having a global perspective, Adam has extensive experience travelling through Asia, Europe, and South America. He enjoys soccer, golf, skiing, hiking, and travel, and in his own studies, he stays up to date on international relations and politics, biomedical devices, innovative genomic solutions, and cutting-edge technologies.
Securities Agent: FL, WA, VT, VA, TX, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, GA, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1475839

About Me

Kristin is a Senior Registered Associate with the Abelson Group.  She has been in the financial services industry for over 19 years after spending a decade as a corporate executive secretary.  Her primary role is to manage all of the operational needs of the clients and regularly speaks with them to help address their financial questions and transaction requests.  She is often the first point of contact and coordinates all aspects of the client experience.  She is Series 7, 31, 63, and 66 registered, which means she can accept trades on your behalf.  

Kristin is a graduate of Heald Business College in Hayward, California, receiving an honor’s diploma in the Career Secretarial program with emphasis on software technology. Kristin has lived in Crystal Beach, Florida for 24 years with her husband Rick and their two dogs. 

 

About Me

Jill  has  been  in  the  financial industry since 1996.  She  began her career  at the  corporate  offices   of Raymond James Financial.  From there, she gained an understanding of the back office operations, but still wanted to experience more in a branch environment.  She transferred to a branch location and found her niche in client services.  She is committed to providing excellent service with a “Whatever It Takes” attitude.  Jill holds her Series 7, 63 and 65 licenses.  Jill is a native Floridian and lives in Oldsmar, Florida with her husband, Rich, and their two children.  In her free time, she enjoys spending time with her family, bicycling, kayaking, walking, gardening, cooking, reading - and anything and everything related to her children’s many extracurricular activities.
From Our Team

10 Things to Know about 529 Plans


Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Ready to start a conversation? Contact The Abelson Group today.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

2Morgan 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.

3Morgan 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.

4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

5Morgan 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.

6Morgan 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

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 and other legal matters.

8Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

9Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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

12Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.


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