Bill Valenti
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(239) 432-1325(239) 432-1325
The Florida Gulf Group at Morgan Stanley
Direct:
(239) 432-5281(239) 432-5281
Toll-Free:
(800) 326-8389(800) 326-8389
Our Mission Statement
We are dedicated to making life and wealth work together for each client's unique needs. By leveraging the resources of a global firm, we provide personalized service designed to meet our client's short-term and long-term goals.
About Us
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Goals Planning System | GPS
It's never been more important to create a plan that can help secure your future and guide you to your goals. As your Financial Advisor I make it my priority to work with you to discover what matters most to you and your family. Whether that be building security for your family, buying a home, sending your children to college, or being ready for unexpected health care expenses. At Morgan Stanley, our integrated platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley to help you prioritize and prepare.
Total Wealth View
As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.
Services
Goals you set today evolve over time. Our process is designed to evolve with them throughout the many changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals. We offer the highest quality of service designed to help you achieve your short-term and long-term goals by leveraging a sophisticated suite of analytical tools. With decades of industry experience, we are here to help you take charge of your financial future.
Comprehensive Financial Planning
Thorough and thoughtful financial planning analyzes where you are now and where you want to go. We believe it is the most important step in establishing a path to your goals. Whether you are purchasing a new home, planning for a comfortable retirement or supporting an organization near to your heart, we develop the strategies needed to achieve your goals on schedule and with limited risk.
401(k) Rollovers
Many workers are unsure about what to do with their assets after leaving a job. While rollovers can be a tedious process, effectively transferring assets can play a defining role in your financial well being in the long-term.
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person's death. Delivering an estate to the next generation or charity requires more attention than often realized.
529 Plans and Education
Establishing an effective plan to fund children's education is an important component of financial planning for most families. Proper and education planning can be key to ensuring success for the next generation.
Retirement Planning
Saving for retirement is a lifelong process that relies on defined financial planning strategies. Having enough income to comfortably cover all necessary expenses is a key to a successful retirement.
Location
7811 University Pointe Drive
Ft. Myers, FL 33907
US
Direct:
(239) 432-5281(239) 432-5281
Toll-Free:
(800) 326-8389(800) 326-8389
Meet The Florida Gulf Group
Phone:
(239) 432-1310(239) 432-1310
Phone:
(239) 432-1304(239) 432-1304
Dalia Marshall, CFP®
Portfolio Associate, Financial Planning Associate
Phone:
(239) 432-5281(239) 432-5281
About Bill Valenti
Bill Valenti, Financial Advisor, Senior Portfolio Management Director and Senior Vice President has worked in the financial services industry for over twenty-five years. It has afforded him the opportunity to combine two of his passions: providing goal-oriented advice and building lasting relationships. Bill holds FINRA series 6, 7, 63 and 66 licenses. He provides personalized, thoughtful guidance tailored to each client’s unique situation. The value that he brings to his clients is based on experience, dedication to personal service and an emphasis on regular communication. Bill is committed to helping clients achieve their goals by navigating complex financial markets while staying focused on the individual.
Outside of his professional life, he is fortunate to share his journey with his wife, Lori, and daughter Pippa. Family is at the heart of his core beliefs and his passion for achieving financial security stems from his desire to create a lasting legacy for those he cares most about. Bill enjoys hiking, running, cycling, swimming and is passionate about training and competing in long-distance triathlon events.
Outside of his professional life, he is fortunate to share his journey with his wife, Lori, and daughter Pippa. Family is at the heart of his core beliefs and his passion for achieving financial security stems from his desire to create a lasting legacy for those he cares most about. Bill enjoys hiking, running, cycling, swimming and is passionate about training and competing in long-distance triathlon events.
Securities Agent: IA, HI, DC, SD, ID, NH, KS, WV, OR, MD, FL, CT, AL, WA, OH, NV, KY, NJ, MO, MN, MA, IL, UT, CO, VA, DE, CA, TX, PA, NM, MT, WY, WI, MS, MI, IN, GA, VT, TN, SC, NY, NE, ME, LA, AZ, RI, OK, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1262017
NMLS#: 1262017
About Amanda Pflanz
In her role as a Financial Advisor, Amanda Pflanz is guided by the belief that developing a clear plan for clients to attain their goals is essential. Amanda has always been passionate about financial markets. She began her career as an analyst, providing investment research at Morningstar, Inc. in 1998 before joining Morgan Stanley Wealth Management in 2009. She is a graduate of Saint Mary’s College, Notre Dame with a degree in Finance and International Business. She is a Certified Financial Planner (CFP®) and is also a Financial Planning Specialist. Amanda enjoys helping clients understand the details of their finances, so they can make informed and confident decisions about their wealth. She strives to understand who the clients are and what they like to achieve in life beyond the numbers.
Amanda resides in Cape Coral with her husband, Gregg McKee, and their two children, Sophie and Christopher. She is a member of the SW Florida Women’s Business Council, and a United Way allocations member. Her family is very active in the outdoors, enjoying fishing and boating.
Amanda resides in Cape Coral with her husband, Gregg McKee, and their two children, Sophie and Christopher. She is a member of the SW Florida Women’s Business Council, and a United Way allocations member. Her family is very active in the outdoors, enjoying fishing and boating.
Securities Agent: RI, ME, DC, CT, AL, NC, MS, KS, UT, VT, NY, MO, MN, MD, TN, OR, OH, KY, WI, VA, NM, MI, MA, CO, WA, TX, SD, PA, OK, ND, IN, DE, NV, NJ, NH, NE, IA, FL, AR, WV, SC, MT, LA, HI, GA, CA, AZ, IL, ID, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1891514
NMLS#: 1891514
About Sean Toggweiler
Sean Toggweiler, Financial Advisor, is a second-generation wealth advisor in SWFL and a member of the Florida Gulf 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 succeed.
Outside of his role as a Financial Advisor, Sean enjoys spending his time enjoying fishing, boating, golfing, and all things SWFL.
Outside of his role as a Financial Advisor, Sean enjoys spending his time enjoying fishing, boating, golfing, and all things SWFL.
Securities Agent: MD, KY, HI, FL, GA, OR, NM, NC, CO, NJ, NE, PA, MA, AZ, AR, WI, NH, MI, IN, VT, VA, UT, OH, KS, CA, TX, NV, LA, IA, MS, AL, WA, CT, WV, TN, SC, MT, MN, IL, WY, RI, NY, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2605346
NMLS#: 2605346
About Dalia Marshall
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.
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.
Contact Bill Valenti
Contact Amanda Pflanz
Contact Sean Toggweiler
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
A Simple Six-Step Retirement Checkup
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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
Ready to start a conversation? Contact The Florida Gulf 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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Investors 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.
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Investors 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.
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)
