Calusa Wealth Management at Morgan Stanley

A Certified Financial Planner, Family Wealth Director, and founding partner of Calusa Wealth Management Group, Jason has dedicated his career to serving the specialized needs of individuals and families who have accumulated a higher level of wealth. His disciplined approach has earned him industry and firm recognition. Jason was named to the Forbes Best-in-State Advisors list in 2019 and the Gulfshore Business “40 Under 40” list in 2020. He is also a member of Morgan Stanley’s Masters Club, an elite group composed of the firm’s top Financial Advisors and served as the Fort Myers Branch Manager from 2015-2020.

Growing up in Fort Lauderdale, Jason has always had an interest in the financial markets. After graduating from Samford University with a B.S. degree in Accounting, he began his career as a Financial Advisor at Morgan Stanley in 2003. Jason enjoys helping clients understand the intricate details of their finances, so they can make more informed and confident decisions about their wealth. He receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.

Throughout his career, Jason has remained committed to professional development. He is a Certified Financial Planner (CFP^®) and was recently named a Family Wealth Director at Morgan Stanley. This distinction – achieved by less than four percent of the firm’s advisors – provides Jason and his team with access to an exclusive set of resources that are designed to help families manage the multigenerational and more complex challenges of significant wealth. Jason is also a Senior Portfolio Management Director and Workplace Advisor of Equity Compensation at Morgan Stanley.

Jason’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. Over the years, he has held several board and leadership roles at organizations that focus on giving people the tools and information they need to make their lives better. These organizations include SWFL Children's Charities (trustee), Junior Achievement (past board member), Red Cross (past board chairperson), Horizon Foundation, Edison Awards and Captains for Clean Water.

Jason resides in Fort Myers with his wife, Ellen, and their three children, Miles, Teddy, and Lorelei. An avid saltwater fisherman, Jason competes in some of the most prestigious Tarpon and back country fly fishing tournaments in the world that are hosted every year in the Florida Keys.

​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.

Bill Valenti is a Financial Advisor, Senior Portfolio Management Director, and Senior Vice President with over 28 years of experience in the financial services industry. His work combines two lifelong passions: delivering goal-focused financial guidance and cultivating enduring client relationships. Bill provides personalized, thoughtful advice tailored to each client’s personalized goals, values, and circumstances.

Originally from New York, Bill relocated to Florida in 1976 when his father became president of a community bank in Melbourne. This early exposure to finance and community service sparked a deep and lasting interest in both. He earned his Associate of Arts degree from Florida State University and a Bachelor of Arts degree from the University of Central Florida.

Bill began his career in banking and, in 2001, established the investment management division of a Fort Myers-based community bank. He joined Morgan Stanley in 2012, where he continues to serve clients with an emphasis on trust, experience, and highly personalized service.

Outside the office, Bill enjoys spending time with his wife, Lori, and daughter, Pippa. A lifelong athlete, he is passionate about endurance sports and has completed 10 Ironman^® triathlons as well as several marathons, including the Boston Marathon^®.

Laurie is an experienced CERTIFIED FINANCIAL PLANNER (CFP^®), and Senior Portfolio Manager, at Calusa Wealth Management Group, a highly skilled wealth advisory team located in Fort Myers. She is guided by a belief that clients deserve honesty, integrity, and hard work from their advisory team and comes to work every day focused on delivering on these principles. Laurie’s results-driven approach has earned her firm recognition. In 2020, she was named to Morgan Stanley’s Pacesetter’s Club, a program that recognizes Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.

A lifelong resident of Ft. Myers, Laurie earned her Bachelor’s and Master of Accounting degrees from the University of Florida. Upon graduation, she began her career as a Certified Public Accountant (non-practicing at Morgan Stanley) at RSM, an international accounting firm located in Naples. It was during this experience that Laurie discovered her real interest was working more directly with people to help them solve complex problems. This inspired Laurie to shift her focus to a profession that would pair her analytical skills with her desire to make a real difference in people’s lives.

Today, Laurie draws upon her vast experiences to provide clients with customized investment portfolios and tailored advice. She enjoys solving problems for clients and sharing insights from others who have experienced similar challenges in life and in business. Above all, she excels at simplifying the complexities of investing, effectively explaining her strategies with simple and easy-to-understand language. Helping families develop and implement a financial plan gives her great satisfaction, knowing she is playing an important part in their personal journey towards financial independence.

With her continued passion to help others, Laurie is actively involved in many local organizations and holds several leadership roles. These groups include the Junior League of Fort Myers (former board member and sustainer); the Fort Myers Women’s Community Club (board of directors and member); Hope Hospice SHINE Committee (2019 and 2021 member) , and the Edison Pageant of Light (Board Member and Past Treasurer).

Outside of the office, Laurie’s life centers on a love for travel and new adventures. She and her husband, Ian, are high school sweethearts and have a daughter, Claire, a son, Rhett, and a German Shepherd named Marshall. They also love to entertain and spend time in the kitchen trying out new recipes. Boating and cheering on the Florida Gators are other fun activities they both enjoy with family and friends.

Amanda Pflanz is a dedicated Financial Advisor at Morgan Stanley, where she passionately believes that a well-defined financial plan is the cornerstone of achieving her clients' aspirations. She began her finance career in 1998 as an analyst at Morningstar, Inc., honing her skills in investment research. Since joining Morgan Stanley in 2009, Amanda has brought with her a wealth of experience and an unwavering commitment to her clients' success.
Amanda's credentials as a Certified Financial Planner (CFP^®) and a Financial Planning Specialist highlight her experience and dedication to her field. She helps to demystify complex financial concepts, empowering her clients to make informed and confident decisions about their wealth. Amanda takes a holistic approach to financial advising, striving to understand her clients' personal goals and aspirations beyond mere financial metrics. Her commitment to excellence and her genuine care for her clients' well-being continue to drive her success in the ever-evolving world of wealth management.
Residing in Cape Coral with her husband, Gregg McKee, and their two children, Sophie and Christopher, Amanda is deeply rooted in her surroundings. She participates in the SW Florida Women’s Business Council, is very active in her church, Christian Life Fellowship, and plays a vital role in the United Way as an allocations team member. Outside of her professional life, Amanda and her family are avid outdoor enthusiasts, enjoying activities such as fishing and boating.

William is committed to building long-term relationships focused on exceptional service and communication with his clients. William works with his clients to define and meet set goals by delivering a vast array of resources in the way that is most appropriate for how they invest and what they want to achieve. William has his FINRA Series 7, 66 and Life, Health and Variable Annuities licenses.

William attended the University of Florida in Gainesville, FL and obtained his B.A. degree from the College of Liberal Arts & Sciences and his M.S. degree from the Hough Graduate School of Business. During William’s time at UF he was actively involved in the Sigma Chi Fraternity and a variety of scholastic organizations.

William is a Florida native and was born and raised in Fort Myers, FL. During his free time, he enjoys boating, fishing, golfing, and spending time with family and friends. William is actively involved with the Sanibel Kiwanis Chapter, Saint Michael’s and All Angels Episcopal Church, the Builders Industry Association and the UF Alumni Association.

Sean Toggweiler, Financial Advisor, is a second-generation wealth advisor in Southwest Florida and a member of the Calusa Wealth Management Group at Morgan Stanley. Sean is committed to empowering clients to achieve their long-term aspirations with a focus on strategic planning and personalized guidance. He works closely with families and individuals to develop robust financial roadmaps. His approach is centered on understanding your specific objectives – from wealth accumulation and retirement planning to estate considerations – and implementing tailored wealth strategies designed to help you reach your financial goals

Sean grew up in Fort Myers, FL and attended Bishop Verot Catholic High School. His interest in finance and the markets began at an early age discussing the markets with his father who began as a financial advisor in the 1980s. He continued his passion for learning about financial markets while at college receiving a degree in Finance from Florida State University. Sean holds FINRA series 7 and 66 licenses and Health and Variable Annuities licenses.

Outside of his role as a Financial Advisor, Sean enjoys spending time with his family, fishing, boating, golfing, and all things Southwest Florida has to offer.

Dalia Marshall, CFP^®, Portfolio Associate and Financial Planning Associate has been in the financial services industry since 1992. She enjoys relationship management, customer service and financial planning. She is a Certified Financial Planner ^® and she holds FINRA Series 6, 7, 63 and 65 as well as FL life and health insurance licenses. Her career encompassed working as a Private Banker, Branch Manager, Financial Advisor, and Relationship Manager of high-net-worth clients.
Dalia has been married since 1993 and lives in Naples FL with her husband and her cats. She enjoys travelling, reading, and music. She volunteers for the Humane Society of Naples.