The Fetterman Wealth Management Group at Morgan Stanley

Sean Fetterman is a Managing Director and Financial Advisor with the Fetterman Wealth Management Group at Morgan Stanley. As one of the leaders and founders of the team, Sean has dedicated over 30 years to his clients and their families. His loyalty and perseverance through unpredictable markets are the foundation of what is now one of the most widely respected wealth management teams in the industry. Sean takes a hands-on approach to help ensure that clients’ portfolios are properly positioned, keeping them up to date on the markets and how they relate to them.

Today, Sean’s clients include ultra-high-net-worth individuals, families, entrepreneurs, and business owners all with a combined total of over 2 billion dollars of assets under management as of May 2023. In addition to his success and strong client relationships, Sean’s reputation is backed by earning Forbes Americas Top Wealth Advisors in 2023, Forbes Best-In-State Wealth Advisors in 2023 & 2024, Barron’s Top 1,200 Financial Advisors in the U.S. from 2014 to 2020 & 2023 to 2024 and has also been named a Financial Times Top 400 Financial Advisor for 2016, 2017, 2019, 2020.

“We know that our clients work hard for their money, and we take pride in not only helping them protect their principal, but we work diligently to help them realize appreciation of their portfolio assets,” Sean says. “We want our clients to be assured that they have a team of dedicated financial professionals watching over their investments. We offer personalized, discretionary investment management to our clients and help them maintain the discipline needed to guide them through the challenges that derail so many from achieving their financial goals.”

Outside of the office Sean spends time with his wife Kim, and 4 children - Joelie, Brandon, and twins Chloe & Emma. His only son, Brandon, is the newest member of The Fetterman group. Sean is a die-hard Miami Hurricanes fan which he makes known by ending every phone call and conversation with a ‘Go Canes’. He also regularly gives back to the community through his work with JAFCO, Pap Corps, Friends of the Israel Defense Forces and the University of Miami’s athletic department.

Award Disclosures:
2014, 2015, 2016, 2017, 2018, 2019, 2020, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State
(formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2014, 2015, 2016, 2017, 2018, 2019, 2020, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

2016, 2017, 2019, 2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15

Adam Fetterman is a Managing Director and Financial Advisor with The Fetterman Wealth Management Group at Morgan Stanley. As well as one of the founding members. He helped established the team with his older brother Sean Fetterman, who have both been serving investors since the 1980s. Adam’s unique perspective and loyalty to clients and their families has helped the team reach the status as one of the most highly respected teams in the wealth management industry.

Adam focuses on the preservation of wealth, legacy planning and retirement income, along with several other wealth management services that the team and Morgan Stanley believe are crucial to long term financial wellbeing. As a senior portfolio manager, Adam believes that managing client portfolios helps ensure that clients’ best interests are a top priority. His loyalty and dedication to his clients has earned Barron’s Top 1,200 Financial Advisors from 2014 to 2019, as well as Forbes Best-In-State Wealth Advisors 2023 & 2024.

“It’s easy to look smart when markets go up, but our clients know they can rely on us to give them sound and professional investment advice regardless of market direction. Investor behavior is not always rational, so our team brings discipline to help ensure our clients do not make poorly timed decisions based on emotions,” Adam says.

Outside of the office, Adam is a huge advocate for health and fitness and he enjoys sharing this passion with his wife Beth and two kids, Sarah and Dylan. He is also an active supporter of the American Cancer Society and JAFCO, among many other charities at his children’s school.

Award Disclosures:

2014, 2015, 2016, 2017, 2018, 2019 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2014, 2015, 2016, 2017, 2018, 2019). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

David Raphan is a Senior Vice President and Financial Advisor with The Fetterman Wealth Management Group at Morgan Stanley. In his practice, David focuses on active asset management, wealth preservation, generational wealth transfer, and income generation. David utilizes his specialized expertise in sophisticated options strategies, fixed income, and growth-oriented investments, including new issue preferreds and equity syndicate offerings.

A native of Boca Raton, FL, David has deep ties to his community. His passion for investing and wealth management was influenced upon learning that his great-grandfather worked at the NYSE over 100 years ago. This zeal ignited further interest in the stock market when he later in high school interned with Sean and Adam Fetterman, a pivotal experience that led him to pursue a major in Finance and a minor in Real Estate at the University of Central Florida. Upon graduating in 2007, he rejoined The Fetterman Wealth Management Group at just 22, quickly becoming an integral part of the team.

Over the past 17 years, David has built a loyal clientele of high-net-worth individuals, entrepreneurs, and small-business owners. His commitment to helping and educating clients along with dedication to the team have been key to his growing success and strong reputation in the industry.

Beyond the office, David is passionate about health and fitness, with a particular love for tennis and yoga. He also enjoys exploring art exhibits and museums, deepening his appreciation for culture, art, and history. A devoted uncle to his sister’s three children and an avid Miami Heat fan, David is also actively involved in philanthropic efforts, supporting organizations such as the IDF, Hadassah, Pap Corps, the American Cancer Society, and the National Breast Cancer Foundation, aiming to make a lasting impact on his community for future generations.

Brandon Fetterman is a Vice President and Financial Advisor with The Fetterman Wealth Management Group at Morgan Stanley. He focuses primarily on generational wealth, wealth preservation, and retirement planning with experience in growth investments, syndicate offerings and preferred stock.

Brandon is a member of one of the most widely respected wealth management teams in the industry. The Fetterman Wealth Management Group moniker refers to Brandon’s father, Sean, and his uncle, Adam, both of whom started serving investors in the 1980s.

Through sharing their knowledge and experience, the senior Fetterman brothers have groomed Brandon to become an integral member of their team. In turn, Brandon takes great pride in helping clients achieve their investment goals and building long-lasting relationships.

Today, his clients primarily include high-net-worth individuals, entrepreneurs and small-business owners, and the children and grandchildren of the Group’s long-time clients.

“I have been fortunate,” Brandon says. “I grew up in a family where investing was a common topic at the dinner table. Even visiting my uncle’s family, conversations often focused on investing. When I finally started in the business, I had an opportunity to work in a different department of a securities firm - each department for a month at a time. The experience with my family and the different sectors of hands on education gave me an in-depth understanding of the business, which helped mold me into the reliant and successful Financial Advisor I am today.”


Outside of the office, Brandon enjoys donating his time alongside his mother to the Jewish Adoption and Foster Care (JAFCO) in Sunrise, Florida. In his free time he does enjoy building close knit relationships with clients and the next generations – one activity that is particularly of interest to him is accompanying clients to the annual art show in Miami - Art Basel. In addition, this Indiana University graduate enjoys skiing in Aspen, experiencing new vineyards, playing tennis & golf and practicing yoga & meditation.

With over 25 years of experience in the financial services industry, Leticia Buckley serves as the Group Director of The Fetterman Wealth Management Group, where she brings a wealth of knowledge and expertise to support the team’s advisors and their clients. Leticia holds an impressive array of certifications, including the Series 7, 66, 9, and 10 securities licenses, as well as the State of Florida Life, Health, and Annuities insurance licenses. Her extensive experience spans across multiple facets of wealth management, enabling her to provide comprehensive guidance and oversight within the group.

In her role, Leticia focuses on ensuring that advisors have the resources, strategies, and support they need to deliver exceptional service to their clients. She plays a critical role in enhancing client outcomes by working closely with the advisors to develop customized solutions tailored to the unique needs of each client. Her deep understanding of financial markets, combined with her regulatory expertise, allows her to effectively mentor and support advisors, ensuring that they remain compliant while pursuing the best interests of their clients. Leticia has a keen eye for detail, a strong grasp of risk management principles, and a proven ability to navigate the complexities of the financial services landscape.

Leticia’s exceptional leadership and expertise were recognized when she was handpicked to join Morgan Stanley’s Support Professional Advisory Council. As one of only 20 members across the entire firm, Leticia collaborates with her peers to share best practices and develop innovative strategies to enhance client experiences. The council’s work is instrumental in driving positive changes throughout the firm, reflecting Leticia’s commitment to excellence and continuous improvement in the financial services industry.

Known for her collaborative leadership style, Leticia is dedicated to fostering a culture of continuous learning and professional development within The Fetterman Wealth Management Group. Her dedication to excellence has earned her a reputation as a trusted leader and a valuable asset to the team.

Beyond her professional achievements, Leticia is passionate about empowering others in the industry, frequently participating in industry seminars and workshops. Leticia is actively involved in her community and supports various philanthropic initiatives. She is dedicated to giving back and making a positive impact on the lives of others, both professionally and personally.

Nicholas Barra is a Portfolio Associate for the Fetterman Wealth Management Group at Morgan Stanley, focusing primarily on trade and sales support as well as upholding the highest level of client service and is skilled in Mutual Funds, 529 Plans and Morgan Stanley Systems. Nicholas currently has 13 years of industry experience, with 10 of those years working for Morgan Stanley. Nicholas currently holds his Series 7 and Series 66 Licenses as well as passed the SIE Examination.

Nicholas attended NYU where he achieved a BA in Economics. Upon graduating NYU, Nicholas began working in the financial industry and has obtained numerous years of experience under his belt. Nicholas began working at a Boutique Prime Brokerage Firm on Wall Street for 3 years. Nicholas soon after worked for 9 years in Mutual Fund Operations in downtown New York, where he would finally then transition to the Fetterman Wealth Management Group at Morgan Stanley as a Registered CSA.

Throughout Nicholas’s career, showcasing his abilities as a valuable colleague was quite apparent. At Morgan Stanley, Nicholas plays an instrumental part in the development of the many proprietary operations software systems used by the firm. Nicholas also played a key part in his development and training of offshore teams for new Mutual Funds Operations Systems. Nicholas Barra’s list of achievements is vast and continues to grow over his professional career, as he works on the Fetterman Wealth Management Group’s 9-person team assisting the team manage assets.

Tenure at Morgan Stanley has provided a unique skillset with in-depth knowledge of all Mutual Fund types and Morgan Stanley’s proprietary systems, which he utilizes to provide service and solutions to high-net worth clients in the most efficient way possible.

Nicholas grew up in Long Island, New York with his family. Along with his parents, brother, and nephew the Barra family moved to Florida where they still reside today. Outside of work, Nicholas enjoys playing golf, tennis, and pickle ball as well as reading, restaurant touring and traveling. His favorite travel spots are in the NY Adirondack Mountains during summer where he enjoys hiking and being in nature with family and friends. Finally, Nicholas actively gives back to his community by volunteering with Boca Helping Hands.

Matthew serves as the Financial Planning Analyst and Financial Planning Specialist for the Fetterman Wealth Management Group at Morgan Stanley. As a Financial Planning Analyst, Matthew leverages his expertise to generate comprehensive financial plans using our advanced Wealth Planning Solutions.

Working closely with our Financial Advisors, he plays a crucial role in helping clients articulate and achieve their long-term financial goals. His responsibilities include building comprehensive financial Plans, monitoring and attaining client progress against their goals, and integrating sophisticated strategies into client financial portfolios. Additionally, he lends his expertise to the team's financial advisors in various areas including active portfolio management, estate planning, risk management, and client meetings.

Having joined the Fetterman Group in April 2022, he boasts five years of financial industry experience. Matthew commenced his career at Merrill Lynch in 2019 and successfully passed exams including SIE, Series 7, and Series 66. From his beginnings at Merrill Lynch in Jacksonville to his current role at Morgan Stanley, Matthew has achieved remarkable feats. He swiftly distinguished himself early on, ranking among the top 10 service associates company-wide.

With prior experience as a financial advisor at Merrill Lynch, Matthew possesses a keen grasp of markets and portfolio management's significance. His enthusiasm for financial planning shines through as he aids clients in feeling assured about their investments, opportunities, and aspirations.

A Florida State University graduate of Finance, Matthew was an active member of the Pi Kappa Alpha Fraternity. He also pursued Entrepreneurship & Innovation studies at the University of Tampa, simultaneously excelling in lacrosse with a third-place national finish and undefeated conference record in 2015-2016.

Beyond his professional commitments, Matthew maintains a strong interest in health and fitness. Golf, tennis, skiing, travel, and quality time with family and friends are among his hobbies. He's also an ardent baseball and football fan, dedicating his time to volunteer work with Boca Helping Hands.

Priscila Maldonado is a Senior Registered Client Service Associate for the Fetterman Wealth Management Group at Morgan Stanley. Priscila has many responsibilities on the team including delivering white glove service to the teams’ clients, supporting the advisors in the maintenance of accounts, as well as conducting trades, asset services and monitoring money movement. Priscila has 7 years total in the financial industry and is the most recent addition the Fetterman team.

Priscila received her BA in psychology from Florida International University and is also Series 7 and Series 66 Licensed. After school Priscila worked for 6 years in the retail banking space, as well as spent 1 year working at an investment brokerage. Priscila has a lot of experience in delivering exceptional client service but also loves to problem solve. She has life experience of having been a business owner, an organizer of events, and helping people to achieve their goals.

Priscila Enjoys an array of hobbies from lifting heavy weights, rock wall climbing, playing rhythm games, as well as board games. In my past life, I helped start a game store for collectible card games. Priscila and her boyfriend currently live in Boca Raton and have been there for the last 5 years. Priscila was born in Miami, and enjoys spending time with her family, lifting weights and 90’s alternative music.