Michael A Crimmins, CFP®
Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager
Phone:
(813) 227-2129(813) 227-2129
The Crimmins Wealth Management Group at Morgan Stanley
Direct:
(813) 228-9888(813) 228-9888
Toll-Free:
(800) 282-0655(800) 282-0655
Our Mission Statement
Our mission is to have a positive impact on the lives of our clients by helping them achieve their financial goals through wealth accumulation, protection, and preservation. Through thoughtful planning and constant evaluation, we can define how today’s resources can fulfill tomorrows wants and needs, while navigating and adjusting to the challenges that define your life.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Five-Step Process
Our wealth management approach focuses on you, your family, and your career - where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
2. Get To Know You Meeting
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
3. Analysis and Plan Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve, and transfer your wealth.
4. Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.
5. Ongoing Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we'll set up tools so you have immediate access to your account information. Markets and personal needs evolve over time, so we will set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
MODERN WEALTH TOOLS
Morgan Stanley Online (MSO)
Manage your account and access the firm's array of digital tools while on the go using Morgan Stanley Online (MSO). Sign up to access your account details 24/7, no matter where you are.
Total Wealth View
Giving your advisor a holistic picture of your financial profile will benefit you through more comprehensive financial planning. Easily link your external accounts by signing into Morgan Stanley Online or downloading the Morgan Stanley Mobile App.
Digital Vault
Keeping your information safe is our priority. Digital Vault uses encryption to help you to exchange documents and maintain a secure file library. Access Digital Vault through Morgan Stanley Online or the Morgan Stanley Mobile App.
Cybersecurity Resources
You play a role in protecting yourself and your loved ones from hacking and scams that occur on the web. Explore our cybersecurity resources for best practices on how to safeguard your assets and identity.
Location
100 N Tampa St
Ste 3000
Tampa, FL 33602
US
Direct:
(813) 228-9888(813) 228-9888
Toll-Free:
(800) 282-0655(800) 282-0655
Meet The Crimmins Wealth Management Group
Jennifer Lucier-Crimmins
Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager
Phone:
(813) 227-2168(813) 227-2168
Caroline Carpenter, CFP®
Phone:
(813) 227-2199(813) 227-2199
Sam Mangini
Client Service Associate
Phone:
(813) 227-2029(813) 227-2029
About Michael A Crimmins
Michael Crimmins is a Financial Advisor in The Crimmins Wealth Management Group with 27 years of experience in the Wealth Management industry. His career in financial services began in 1997 as a Client Service Associate at Merrill Lynch, and he joined Morgan Stanley in 2016. He has worked with a range of executives, business owners, and High Net Worth individuals. Michael recognizes that each client's financial journey is different and takes a highly individualized approach to assist clients in reaching their goals. He seeks to incorporate flexibility and create plans that adapt as a client's priorities or circumstances evolve.
Michael holds the Certified Financial Planner (CFP®) certification, which is the highest standard in the financial planning profession. He is also a certified Portfolio Manager and Wealth Advisor.
Michael is a graduate of the University of Scranton and enjoys playing golf in his free time.
Michael holds the Certified Financial Planner (CFP®) certification, which is the highest standard in the financial planning profession. He is also a certified Portfolio Manager and Wealth Advisor.
Michael is a graduate of the University of Scranton and enjoys playing golf in his free time.
Securities Agent: IL, CO, NY, PA, FL, NH, VA, TX, ME, MA, GA, CA, NC, CT, NJ, MI, DC, NV, MD, SC, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1638815
NMLS#: 1638815
About Jennifer Lucier-Crimmins
Jennifer Crimmins is a Financial Advisor with The Crimmins Wealth Management Group, and has over 30 years of experience in the financial services industry. Her career began in 1991, and she enjoyed 25 years working for Merrill Lynch and UBS in New York City. In 2013, Jennifer relocated to Tampa, Florida and joined Morgan Stanley in 2016. She currently serves as a Senior Vice President and holds Senior Portfolio Manager designation.
Securities Agent: VA, MI, CA, NY, NV, NC, MA, TX, ME, MD, LA, FL, DC, NJ, PA, GA, CT, CO, NH, SC, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1638814
NMLS#: 1638814
About Caroline Carpenter
Caroline is qualified to deliver a high quality planning experience to Morgan Stanley clients and prospects. Caroline's dedication to obtain the CFP®️ certification is a reflection of her commitment to professional development and a valuable investment in her future. Caroline is passionate about helping others achieve their financial goals. After studying finance at the University of South Florida located here in Tampa, she learned about the importance of financial education and looks forward to helping client regarding their financial decisions and investing.
Caroline began working in the financial industry in 2019 and joined Morgan Stanley in September of 2022. Outside of work, she enjoys traveling and spending time with her daughter.
Caroline began working in the financial industry in 2019 and joined Morgan Stanley in September of 2022. Outside of work, she enjoys traveling and spending time with her daughter.
About Sam Mangini
As a dedicated Client Service Associate at Morgan Stanley, Sam prides himself on providing exceptional financial service to our clients and prospects. He holds a bachelor’s degree in finance with honors from The University of Tampa, which has equipped him with a solid foundation in financial principles and practices. Additionally, he is fluent and proficient in Spanish.
Sam’s professional path began as an intern at Morgan Stanley while he was pursuing his degree. In his current role, he leverages his educational background and internship experience to foster long-lasting relationships with clients, helping ensure their financial goals are met with the utmost professionalism and care. Sam is passionate about contributing to the success of our clients and the continued excellence of Morgan Stanley in the financial services landscape.
Sam grew up in Tappan, New York before moving down to Tampa. Outside of work he likes to stay busy volunteering at Jesuit Highschool and Christ the King Church in addition to spending time with family.
Sam’s professional path began as an intern at Morgan Stanley while he was pursuing his degree. In his current role, he leverages his educational background and internship experience to foster long-lasting relationships with clients, helping ensure their financial goals are met with the utmost professionalism and care. Sam is passionate about contributing to the success of our clients and the continued excellence of Morgan Stanley in the financial services landscape.
Sam grew up in Tappan, New York before moving down to Tampa. Outside of work he likes to stay busy volunteering at Jesuit Highschool and Christ the King Church in addition to spending time with family.
Contact Michael A Crimmins
Contact Jennifer Lucier-Crimmins
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Crimmins Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
