Welcome

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.
Services Include
  • Financial Planning1
  • Asset Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Qualified Retirement Plans4
  • Annuities5
  • Fixed Income6
  • Municipal Bonds7
  • Estate Planning Strategies8
  • Life Insurance9
  • Long Term Care Insurance10
  • Cash Management11
  • Lending Products
  • 529 Plans12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
    Click here to view full document.

    Location

    4114 Woodlands Parkway
    Suite 200
    Palm Harbor, FL 34685
    US
    Direct:
    (727) 773-4609(727) 773-4609
    Toll-Free:
    (800) 473-7149(800) 473-7149

    Meet The HarborView Group

    About Me

    Paul Manfrey is a First Vice President, Branch Manager, Financial Advisor and Co-Founder of the HarborView Group at Morgan Stanley. Paul has over 25 years of experience helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help clients structure balanced portfolios to address their specific financial goals.

    Paul earned his Bachelor of Arts in Economics from the University of South Florida. He began his career at a regional financial services firm, spent over 20 years at a national brokerage firm, and has also spent time as an independent branch owner.  

    Paul has also successfully completed the Chartered Financial Consultant® designation, awarded by The American College.

    Paul was a Premier Advisor at Wells Fargo, a distinction reserved for the firm’s top producers who have also demonstrated exceptional client service. He has received Tampa Bay Buccaneer’s Community Quarterback Award and The United Way Volunteer of the Year award. In 2010, while employed with Wells Fargo, he was named one of the top ten outstanding advisors by Registered Rep Magazine. Paul was also awarded an Honorable Mention for philanthropic excellence in the eighth annual Invest in Others Community Leadership Awards in 2014. Most recently, Paul was inducted into the Elite Council of Magnetic Men of 2014 in recognition for his dedication and service to his community. 

    He is also very active in working with PARC, a non-profit organization that provides opportunities for the developmentally disabled. He was elected to the board of directors and named their Philanthropist of the Year in 2011 and served as Chairman of the Board in 2013-2014. 

    Away from work Paul enjoys golfing, traveling and spending time with his family. He resides in Seminole with his wife, Jennifer and two daughters, Avery and Olivia.
    Securities Agent: FL, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MN, MI, MA, LA, KY, KS, IN, IL, GA, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative

    About Me

    Greg Bell is a Vice President, Financial Advisor, and Co-Founder of The HarborView Group. With over 40 years of experience as a financial advisor, Greg focuses on wealth management for multigenerational families, individuals, and business owners. He also provides retirement income planning and wealth transfer solutions for affluent families.

    Originally from Portsmouth, VA, Greg earned a Bachelor’s degree from the University of Florida. He started his career at a national brokerage firm, building client relationships, many of whom Greg can still proudly call clients today. Greg has also spent time as an independent branch owner of Raymond James Financial.

    Away from the office, Greg enjoys spending time with his family, traveling, and playing tennis. Greg lives in the Westchase area of Tampa with his wife Mary Jean.
    Securities Agent: TX, FL, WY, WV, WI, WA, VA, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NC, MS, MN, MI, MA, LA, KY, KS, IN, IL, IA, GA, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1408717

    About Me

    Colin Long is a Financial Advisor, Financial Planning Specialist, and Co-Founder of The HarborView Group at Morgan Stanley. Colin provides comprehensive wealth management for high net worth clients. He also focuses on the team’s equity and fund research and separately managed accounts. 

    Born in St. Petersburg, FL, Colin earned two Bachelor’s degrees in Finance and Economics from Florida State University. He began his career at an independent brokerage firm, developing retirement and financial planning solutions for the complex needs of affluent families.

    Committed to continuing education, Colin is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. This accreditation marks proficiency and continuing education in financial planning, risk management, investing, tax planning strategies, retirement and employee benefits, and estate planning strategies.

    As our financial planning specialist, Colin creates, updates, and monitors our client’s formal financial plans.
    Securities Agent: FL, WY, WV, WI, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NC, MS, MN, MI, MA, LA, KY, KS, IN, IL, GA, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative

    About Me

    Shannon earned her Bachelor of Science degree in Business Administration from Carson-Newman College in 1996. Upon graduation Shannon moved back to Florida and began work in the financial services industry.

    She worked at a major investment firm in the retirement department where she gained experience with compliance issues, regulations, asset allocation and retirement planning. In 2000, Shannon furthered her credentials by becoming series 7 and 65 licensed and worked with clients who left their employment and needed advice on their 401k accounts.

    Shannon and Paul have worked together since 2005, allowing her to develop an intricate knowledge of his business and clients. She has become a valuable resource to both our clients and our group with over 15 years of financial services industry experience.

    Shannon lives in Palm Harbor with her husband and their daughter. She is involved in volunteer activities through her church. In her leisure time she enjoys attending her daughter's events and activities, watching movies, crafting, reading and participating in her local mom group.

    About Me

    Judy is a Client Service Associate with The Harborview Group. She joins our group after spending several years as a medical staff sales contractor. Within our practice, Judy heads up our Marketing and Client Communication department - corresponding with our clients daily.

    Judy lives in Seminole and when away from the office, loves to spend time with her grandchildren.

    Investment and Market Perspectives

    On the Markets

    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.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
    Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    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.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    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.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The HarborView Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    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.

    4Tax 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.

    5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7Income 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.

    8Morgan 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.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    11Morgan 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

    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.

    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 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.


    CRC 2019752 10/2018