About Us

Our team of Financial Advisors is dedicated to providing best in class service to meet your needs.  We will work with you to establish your goals and be there every step of the way on your path to success.  You will have access to our team, and the vast array of resources we provide to help you and your family have the opportunity to preserve and grow your wealth.As your Financial Advisors, we realize every client has a unique set of circumstances and goals.  As such we will deliver you a unique investment plan that is the most appropriate for how you invest and what you want to achieve.

Our clients come from all different walks of life. From retirees and their families to business owners, we have solutions to meet your specific needs. Our clients value the consistent contact and access they have with our team. No question is too small or trivial for our team to address in a timely manner. Our clients appreciate the fact that we welcome their friends and family to use us as a sounding board when they need help from a financial professional.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Annuities2
  • Asset Management3
  • Cash Management4
  • Estate Planning Strategies5
  • Financial Planning6
  • Life Insurance7
  • Long Term Care Insurance8
  • Retirement Planning9
  • Trust Accounts10
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
You can now view your accounts from other financial institutions on Morgan Stanley Online or the Morgan Stanley Mobile App. With Full visibility of your assets and liabilities in one place, you and your Financial Advisor will have a comprehensive view of your total wealth to help track your goals and plan for the future.

Events

Planning For Long-Term Care

Location

142 S Woodland Blvd
Ste 100
Deland, FL 32720
US
Direct:
(386) 740-2000(386) 740-2000
Toll-Free:
(800) 488-4930(800) 488-4930

Meet The Hoffman Sochar Group

About Me

With over 20 years in the investment industry, Karyn offers the skills necessary to design and implement an individualized investment program appropriate to your investment goals, with consistent monitoring of the progress on these goals.  Karyn and her team strive to provide excellent personalized service to their clients and to be responsive to each client’s individual financial needs.

Karyn graduated from the Florida Institute of Technology in Melbourne, FL with a Bachelor of Science degree in Psychology (With High Honor).  She served three years as a Peace Corps Volunteer in Benin, West Africa, learning how the power of defining long-terms goals and taking steps to achieve them can change a family’s future.  Upon returning home, she began her career in financial services. She strives to help clients define their goals with the desire to help people live more meaningfully, especially in retirement.

She believes a balanced life is important to her ability to serve clients.  As such, she enjoys physically challenging activities such as surfing, hiking and crossfit.  She served on the Board of the West Volusia Audubon Society for 6 years and enjoys the opportunity to help with fund-raising efforts of community organizations such as the Council On Aging.  A native Floridian, she lives in Ormond Beach with her husband, Thomas. 

You may contact Karyn directly by calling 386-740-2022 or by emailing Karyn.Hoffman@morganstanley.com
Securities Agent: TX, FL, WV, WI, VA, TN, SC, PA, OK, OH, NV, NJ, NH, MT, MI, MD, MA, KY, IN, IL, IA, GA, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1272717

About Me

Jeff is responsible for constructing and implementing state of the art comprehensive planning strategies with his clients, in order to help them meet financial goals.  Jeff’s investment experience is directed primarily towards high net worth individuals, and local businesses. His process involves investment management, retirement planning, trust and estate planning strategies, college education funding.

As a Financial Advisor with Morgan Stanley, Jeff is able to leverage the Morgan Stanley Global Investment Committee, which allows him access to some of the industry’s most highly regarded intellectual capital in the areas of asset management and research.  In addition, Morgan Stanley’s LifeView® tool allows Jeff to simplify highly complex financial situations into a format his client’s find easy to understand and manage.

Prior to joining Morgan Stanley, Jeff served as Director of Central and North Florida with Janus Capital.  In that role he was responsible for representing several investment managers, and successfully implementing their strategies into several types of client portfolios.  Jeff has over 14 years of financial experience.

Jeff graduated from Colorado State University, in Fort Collins, CO with a degree in finance.  Jeff was also a member of Sigma Phi Epsilon while attending college.

Jeff is a native of Colorado, and currently resides in Maitland, Florida with his wife Ashleigh.
In his spare time, Jeff has a passion for the outdoors, and can be seen frequently running, bicycling, and kayaking around Central Florida.

You may contact Jeff directly by calling (386) 740-2004, or by emailing jeff.Sochar@morganstanley.com



LifeView® is a registered service of Morgan Stanley & Company and used under license.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanley.com/ourcommitment/ or consult with your Financial Advisor to understand these differences.
Securities Agent: FL, WV, WI, VA, TX, TN, SC, PA, OK, OH, NV, NJ, NH, MT, MI, MD, MA, KY, IN, IL, IA, GA, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1475811

About Me

Kristy has worked in the financial services industry for more than 20 years and is fully licensed.  As a Portfolio Associate she coordinates the team’s overall day-to-day operations, ensuring a high level of service for her clients. 

Kristy moved to the Deland area with her husband, Corey, over 15 years ago.  They have 2 children together, Codey and Kylee.  Kristy is an active volunteer at her children’s school.  She also enjoys family time at the beach, local springs, theme parks, and traveling.

 
From Our Team

Global Investment Committee Weekly


Investment and Market Perspectives

Michael Wilson: Monthly Investment Perspectives Webcast

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

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Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
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Reserved | Living & Giving

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Sign Up for eDelivery

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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Hoffman Sochar Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 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

5Morgan 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.

6Morgan 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.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Morgan 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.

10Morgan 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.

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.


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