The Keys Bay Group at Morgan Stanley

With almost 30 years in the Industry, Jim is a seasoned professional who is competent to assist you in making life-changing financial decisions.
Jim started his college career at the University of Florida, then transferred to Florida State University where he received an ROTC scholarship. Upon graduation, he entered the Army Corp of Engineers. While on active duty and traveling abroad, he deepened his beliefs in valuing people and time. He graduated from the University of Southern California with a Master of Science in Systems Management. He comes from a long line of accountants, with his late Dad as comptroller of Exxon and Grandfather accounting Professor at Columbia University.
He began his career in the financial industry working with an Asset Manager in Southern California. With Morgan Stanley since 1990 and holds Series, 7, 31, 63, 65 and Insurance/Annuity Licenses.
Jim is an advocate for underprivileged children in the community and serves as a Guardian Ad Litem. He also volunteers in the Coast Guard Auxiliary which falls under Homeland Security.
Born in an oil camp in Lima, Peru, he mostly grew up in Aruba and Miami. In his spare time, he enjoys diving, fishing, cooking and traveling. He has four wonderful children and four grandchildren.

With over 15 years of financial services experience, Antoni has enjoyed establishing meaningful relationships with his clients while helping them navigate through a broad variety of financial situations. Through several market climates, he has remained resolute and has displayed sound judgement when recommending solutions in order to help his clients monitor and achieve their financial goals.
Antoni has extensive experience in financial planning, investment management, retirement and education planning. His passion lies with creating financial plans for families and business owners in order to illustrate how best to achieve their goals as well as to assist him in making the appropriate recommendations. In order to better serve his client’s financial planning needs, Antoni joined Morgan Stanley in March of 2014. Working with such a world class organization gives him access to a vast array of resources to utilize for the benefit of his clients.
Antoni earned his bachelor’s degree in finance from Florida State University. He also obtained his CERTIFIED FINANCIAL PLANNER ™ certification in 2021 and is Series 7, 66 and 63 registered.
Antoni is an active member of the community and has been involved with several meaningful organizations including: Habitat for Humanity, Feeding South Florida, and the Dolphins Cancer Challenge.
Antoni enjoys spending time with his family, playing golf and fishing. He lives in Miami with his wife Anais and his 2 children, Jack and Chloe. When they are not at home in Miami, they are enjoying their time on the water in the Florida Keys.

With over 10 years of Industry experience, Sabine is also a former trained clinical Psychologist working with Pediatrics and their families. She is a compassionate professional who is competent to assist you in making life changing financial decisions with understanding and concern.
Graduated with honors from Florida International University with a Master of Science in Psychological Studies, Sabine implements her knowledge and skills to delve deeper into what clients want from their Investing experience. In addition to completing her Executive Leadership Training from the University of Florida and obtaining her Financial Planning Specialist designation, she also holds Series, 7, 63, 66, and Insurance /Annuity Licenses.
Sabine is bi-lingual and originally from Bavaria. She enjoys reading, music, watching the Great British Baking Show and going on nature hikes with her English bulldog, Winston Churchill. In her spare time, she likes to volunteer at the local psychiatric hospital/hospice and various shelters. She is the proud Mum of two wonderful grown sons.

Tony is a registered Client Service Associate and manages the daily operational and administrative functions for the group. This includes the following: opening new accounts, updating client profiles and assuring that the accounts are in compliance with all regulatory and firm policies. He has been consistently recognized for providing exceptional client service.
With over 25 years of financial industry experience, he holds Series 7, 63 and 66 licenses. He received his Associates degree in Finance from CUNY Manhattan College in New York City.
Originally from New York, Tony currently lives in Miami, FL with his wife. He has twin daughters, enjoys a good whiskey, watching movies and spending time with family and friends.