The Coral Ridge Group at Morgan Stanley

James is a true native of Florida, having been a resident of Fort Lauderdale his entire life.
He attended Stonehill College in Easton, MA, graduating with a B.S. in Business Administration.
James began his career in the financial industry in 1987 at the Chicago Mercantile Exchange for Northern Futures, a subsidiary of Northern Trust Bank. He then became a member of the Chicago Mercantile Exchange and traded in currency and financial futures.
He returned to Florida in 1992 as a Financial Advisor with Morgan Keegan and joined Morgan Stanley in 2004.
James is NASD Series 7, 63, 31, and Insurance licensed and holds the designation of Senior Vice President and Senior Portfolio Manager.

As a CERTIFIED FINANCIAL PLANNER™ professional, Fred adds considerable value to the team as well as to clients.
A graduate of the University of Florida, Fred earned his B.S. in Business Administration & Information Technology. In 2006, he returned to the University of Florida and earned his Masters in Business Administration.
Fred enjoyed a unique childhood, living in Thailand, Egypt, the Bahamas, and his family home in Maine. He travels frequently and has visited over 30 countries.
As well as being a CERTIFIED FINANCIAL PLANNER™, he holds the designations of Senior Vice President and Senior Portfolio Manager.

Charlie is a Financial Advisor, First Vice President and Senior Portfolio Manager for the Campbell Group at Morgan Stanley. Charlie has had an impressive career spanning over three decades. He earned his Bachelor’s Degree in Business from St Mary’s College in Winona, Minnesota in 1980.

Charlie grew up in International Falls, Minnesota, and currently resides in Fort Lauderdale, Florida. After completing his college education, he started his career at Thompson McKinnon Securities, where he worked for eight years until 1988. He then moved on to Prudential Securities, where he worked for 15 years before joining Wachovia Securities, where he worked for six years until 2009 when he joined Morgan Stanley.

Charlie is a proud father of four children and has five grandchildren. In his free time, he enjoys practicing the art of bonsai and has been a dedicated bonsai artist for over 25 years. Charlie also loves spending time in nature, particularly houseboating in the wilderness.

Throughout his career, Charlie has demonstrated a deep commitment to his clients and their financial well-being. His extensive experience in the financial industry have earned him a well-deserved reputation as a trusted and reliable advisor.

Richard brings a multigenerational component to the practice, helping demonstrate to high-net-worth families and individuals that a team member will continue to service not just existing clients but their children and grandchildren, as well.
While new to South Florida, Richard is actively involved in the community through leadership positions in various non-profit organizations. He was even honored by The Cystic Fibrosis Foundation as one of Fort Lauderdale's Finest. Honorees were selected based on their proven leadership, professional accomplishments and their dedication to the community.
In addition to staying active in his community, Richard's hobbies include skim boarding, boating, fishing, and playing golf.
A graduate of The Ohio State University, Richard earned a bachelor's degree in business administration with a concentration in finance.
He is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 7, Series 66 and Life, Health and Variable Annuity licenses.

Brandon has been with Morgan Stanley since 2020 and in the financial industry since 2017. He’s a descendent from Caribbean parents from Grenada, born in Los Angeles, CA, raised in South Florida majority of his life. He’s a graduate of Flagler College with a Bachelor’s degree in Business Administration. His hobbies include playing basketball, weight lifting, and traveling. He currently holds the Series 7, 63 & 65 licenses. Brandon’s role includes various day-to-day operations and interacting with clients.