The Las Olas Group at Morgan Stanley

As a Financial Advisor and a Senior Portfolio Management Director with Morgan Stanley Wealth Management as well as a published author, Trevor Fried, CERTIFIED FINANCIAL PLANNER™, is a passionate advocate and practitioner of financial planning and investment excellence. After earning his undergraduate degree in Economics from Clark University in 1995, Trevor moved to Florida where he pursued his passion for business and financial knowledge by earning M.B.A. and Doctorate of Business Administration degrees from Nova Southeastern University. In 2018, Trevor also earned the Certified Portfolio Manager (CPM^®) designation offered jointly by Columbia University’s School of Engineering and Applied Science and the Academy of Certified Portfolio Managers (ACPM^®). In 2023, Trevor was again recognized as one of the nation’s Top 1,200 Financial Advisors: State-by-State by Barron’s, a Dow Jones & Company publication and by Forbes with a #3 ranking of Best-in-State Wealth Advisors for South Florida and as one of America's Top 250 Wealth Advisors, a ranking that covers the entire country.

Trevor founded The Las Olas Group at Morgan Stanley in 2012 to provide a more comprehensive practice that focuses on the customized development of each client’s individual financial and investment plan with a focus on wealth accumulation, asset preservation and tax-efficient investment portfolio management. As a Managing Director and as a member of Morgan Stanley’s Chairman’s Club since 2019, an exclusive group of the firm’s top Financial Advisors, he is committed to being a strategic investment resource for clients and non-clients alike.

Believing that a balanced life is the essence of happiness, Trevor has spent the past two decades willingly and eagerly serving as an active member or board member to several civic and benevolent organizations in Broward County, Florida and since 2013 he has been a member of the Planned Giving Council of Broward. He recently served as the Board Chair at Gilda’s Club of South Florida and continues to serve there as an honorary board member. In 2019, Trevor was appointed as a 4-year trustee of the South Florida National Parks Trust, a support and project funding arm for the four South Florida parks that are protected and operated by the National Parks Service. In 2023, Trevor was appointed to serve on the independent Investment Committee of the Community Foundation of Broward, where he also serves on their Professional Advisors Council. He is also presently serving as a volunteer Guardian for Honor Flight South Florida, escorting our nation’s veterans of WWII, the Korean War, and the Vietnam War to Washington D.C. to visit and reflect at our nation’s memorials and monuments. Trevor is also a lifetime member of the American Philatelic Society and remains an active collector.

Trevor and his wife Margie live in Fort Lauderdale, Florida with two rescue mutts named Cha Cha and Hazel, and with their daughter Leila, who Trevor believes will someday prove to be his best long-term investment.


Disclosures:
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2019-2023. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award..

For over two decades, Bonnie has been one of only a modest number of women executives in the financial services industry.  After receiving an MBA in Finance from University of Rochester, she began her career as a Financial Advisor.  She was later recruited into management. During her career, Bonnie has held corporate positions with increasingly more responsibility and has successfully hired, coached, trained, and developed dozens of Financial Advisors.

In 2022, 2023, and 2024, Bonnie was recognized as a Forbes Best-In-State Women Wealth Advisor. Also in 2024, The Las Olas Group was part of Barron's List of the Top 250 Private Wealth Management Teams – national list.

As Executive Director at Morgan Stanley in the Fort Lauderdale area, Bonnie applies that knowledge and experience to manage the wealth of a select group of high net-worth individuals, businesses and non-profit organizations. 

In preserving and protecting wealth, whether it’s a company’s retirement plan or a personal portfolio, her clients often deal with complex financial questions far beyond the scope of most people’s concerns. These clients, and their attorney and accountant advisors, know that Bonnie understands how to navigate the vast resources of large brokerage firms, gaining access for clients to in-depth information available only from our best advisors. And, given her experience over the past two decades, they appreciate that there are very few financial challenges or wealth management issues that she hasn’t dealt with and solved before. Whether it’s someone losing a life partner, a career they enjoyed, or retiring after having spent many years building a successful business, Bonnie is familiar with the financial needs and fears that accompany life’s transitions. 

Bonnie comes from a family of business owners, and as a successful manager for over a decade, she is intimately aware of what it takes to empower people to build businesses that they are passionate about. She knows that not everyone has the experience or the time to do the necessary research to make informed investment decisions as well as address other corporate fiduciary responsibilities. Many of Bonnie’s client companies rely on her to broadly understand and provide guidance on their companies’ retirement plans and the investments within them.  She provides guidance and information to help clients meet all of their fiduciary responsibilities. 

Her clients tell her that they value the quality of the advice to them. She is a voracious reader and is committed to staying current with changes in the market or the law that may affect her clients. As a Financial Advisor, Bonnie’s forte is in matching wealthy clients and businesses with the very best resources available to fit the complex financial issues that are unique to their situations. She is able to draw on her unique experience in providing clients with custom resources and financial solutions to preserve and protect their wealth. Contact Bonnie to find out how she may be able to assist.

Award Disclosures:
Barron's Top 250 Private Wealth Management Teams
Source: Barron's (Awarded May 2024). Data compiled by Barron's based on time period from Jan 2023-Dec 2023. https://mgstn.ly/3WD0yje)

Forbes Best-In-State Women Wealth Advisors 2022, 2023 & 2024
Source: Forbes.com (Awarded 2022, 2023 & 2024) Data compiled by SHOOK Research LLC
Based on12-month period concluding in September of year prior to issuance of the award. Awards Disclosures

Since joining Morgan Stanley in 2008, Lessette has been instrumental in building and maintaining strong relationships and helping clients set a confident course for their financial futures. With her warm demeanor, infectious laugh and extensive knowledge of the many facets of wealth management, Lessette delivers a unique combination of empathy and experience which inspires confidence and welcomes clients into our financial family.

Lessette is a CERTIFIED FINANCIAL PLANNER (CFP^®), the recognized standard of excellence for competent and ethical personal financial planning. The multi-year CFP^® certification program covers the full spectrum of wealth planning needs, from financial planning, risk management and investments to tax, retirement and estate planning. As a CFP^®, Lessette is committed to operating with integrity and delivering a service model that prioritizes our clients' best interests and individual needs.

Lessette earned both her Bachelor's Degree in Psychology and her Master's Degree in Business Administration (M.B.A) from Nova Southeastern University. She credits her educational background in psychology for her ability to understand and address our clients' most pressing concerns. Lessette is a fully licensed Registered Representative in NYSE and FINRA and an Associated Person of the National Futures Association. She also holds her Life, Health and Variable Annuities Insurance license.

Outside of work, her greatest joys are spending time with her family and traveling. She is married with two young daughters and lives in Pembroke Pines. Lessette hopes to raise two independent and financially savvy women.

Becoming a Financial Advisor has turned out to be a terrific second career for Steve, who in 1985 began working with Kidder, Peabody & Co. After a merger in 1989 with Merrill Lynch, Steve continually was recognized for superior performance as a member of their Chairman’s Club. 

Moving his practice in 2008 to Morgan Stanley*, Steve’s mission is to continue to provide professional wealth management services to a select group of families where he can build lifelong multi-generational relationships.  The discipline and ability to work well as part of a team that Steve acquired from being a professional athlete and a member of the SUPER BOWL XVII MIAMI DOLPHINS team has translated well to his role as financial advisor and partner in THE COASTAL GROUP.  Having earned the designations of Vice President and CERTIFIED FINANCIAL PLANNER practitioner, his areas of focus are Wealth Continuation and Portfolio Management.

A native of Erie, Pennsylvania, Steve earned his Bachelor of Arts degree from the University of Virginia's McIntire School of Commerce.  Since 1980, he has called South Florida home.  When not in the office, Steve enjoys the outdoors by playing golf or hunting.  As an active member of the NFL Alumni Association, he gives back to his community by helping organize and participating in non-profit charitable events for the American Heart Association, the March of Dimes, Joe DiMaggio Children’s Hospital, Kids in Distress and Safari Club International.

Will joined our team in 2021 and has been working in the financial services industry since 2012. Will helps our clients create comprehensive financial plans based on what they care most about, allowing each client to live their best life and to achieve their vision of the future. Prior to joining our team, Will worked for Castino Financial Wealth Management and Northern Trust in Chicago, IL. With Will’s experience in Wealth Management and Institutional Asset Servicing, he has a well-rounded background to serve our complex clients.

Will is a CERTIFIED FINANCIAL PLANNER (CFP^®), the recognized standard of excellence for competent and ethical personal financial planning. The multi-year CFP^® certification program covers the full spectrum of wealth planning needs, from financial planning, risk management and investments to tax, retirement and estate planning. As a CFP^®, Will is committed to operating with integrity and delivering a level of care that prioritizes our clients' best interests and individual needs. Will is a Chartered Life Underwriter (CLU^®), a Qualified Plan Financial Consultant (QPFC), and a licensed Registered Representative with FINRA holding his Series 7 and 66 Licenses, plus he holds his Life, Health and Variable Annuities Insurance license. He earned his Bachelor's Degree in Finance from The University of Alabama.

Will and his wife, Chelsey, live in Fort Lauderdale, FL and have two young sons, Walter (Wally) and James (Jamie). Will and his family enjoy spending time on the water, playing golf and tennis.

Outside of work, Will is an active member of the Finance Committee at First Presbyterian Church of Fort Lauderdale, a part of the Board of Trustees & Advancement Board at Saint Mark’s Episcopal School where both of his sons are students, and a Director for Trenchard Farms, Inc., a corn and soybean farm in central Illinois.

Growing up in Fort Lauderdale, Kylie was always interested in a career in Finance. She attended the University of Florida, where she earned her B.S. degree in Finance. Upon graduation, Kylie started at Morgan Stanley in Chicago, Illinois in 2019. Currently, Kylie is a Financial Planning Analyst for The Las Olas Group. She focuses on developing strong relationships and creating customized financial plans for the clients the team proudly serves.

Kylie is a CERTIFIED FINANCIAL PLANNER (CFP^®), the recognized standard of excellence for competent and ethical personal financial planning. The multi-year CFP^® certification program covers the full spectrum of wealth planning needs, from financial planning, risk management and investments to tax, retirement and estate planning. As a CFP^®, Kylie is committed to operating with integrity and delivering a level of care that prioritizes our clients' best interests and individual needs. Kylie is a licensed Registered Representative with FINRA holding her Series 7 and 66 Licenses. She also holds her Life and Health Insurance license.

Today, Kylie and her husband, Nick, live in Fort Lauderdale. Outside the office, Kylie is an avid soccer player and loves traveling the world. During her college years, she studied one semester in London and has been to Germany, Italy, France, Switzerland, Belgium and Ireland.

With over 18 years of experience in the financial services industry, Julia is dedicated to providing tailored solutions, front-end support and exceptional personalized services to the clients in a way that reflects her commitment to creating a more sustainable future and fostering stronger relationships. Julia goes the extra mile to get things done right for clients and manages our client onboarding experience, cash management, lending solutions, digital engagement, cybersecurity and client inquiries.

Prior to joining Morgan Stanley in 2014, Julia served as a Registered Principal and Branch Office Manager at an independent Broker Dealer firm.

Julia earned her MBA in Finance from Concordia University of Wisconsin and is Series 7 and 66 licensed. Originally from Europe, Julia moved to Milwaukee, Wisconsin for college and now lives in Fort Lauderdale, Florida with her husband and two children.

Originally from Hewlett, Long Island, Nicole started in the business with Morgan Stanley predecessor firm Dean Witter in April 1997. The team’s operational Jedi, Nicole prides herself on her focus on details. She is also very proud of her past involvement with Big Brothers Big Sisters of Broward County. Nicole and her boyfriend Brian enjoy travel and happy hour.

Born in Havana, Cuba, Odalys grew up in South Florida’s Dade County city of Hialeah. “Ody”, as she’s known to her friends and colleagues, has been working in financial services for over 30 years and has worked at Morgan Stanley and its predecessor firms since 2003. Delivering superior customer service is always Ody’s goal in her role as one of the team’s Senior Registered Client Service Associates.

In addition to earning an Associate of Arts degree from Florida International University, Ody holds Series 7 and 63 licenses in addition to Series 9 and 10 supervisory licenses.

As loyal as they come, Ody has had the same six best friends for 30 years. Outside of the office, Ody loves her beach days, traveling, action packed and romantic movies, 80’s and 90’s music, dancing, and vino, though not necessarily in that order. Ody also has great love for her 3 cats, Nala, Salem, and Snowball. Her pride and joy though is her son Brad, a Senior Tax Associate in Coral Gables.

Nick is Originally from Weston, FL and graduated the University of Central Florida in 2017 with a Bachelor`s in Finance. He began with Morgan Stanley in Savannah, GA in April of 2019, and joined The Las Olas Group in July 2020 after acquiring his Series 7 and 66 Licenses. Nick has a strong work ethic and delivers top notch customer service and financial plans to clients. In his spare time Nick enjoys weightlifting, golfing and traveling to unique destinations.

Jackie is a Fort Lauderdale native. She grew up in Victoria Park along with her 5 siblings. She is a graduate of Queens University of Charlotte in North Carolina, with a degree in finance and also played on the women’s tennis team. She began her career in finance at Vanguard, holding positions in customer service, sales, and financial advising. After remaining in Charlotte for 10 years, she started her new journey with The Las Olas Group in early 2024. In her free time, you can find her on a tennis or pickleball court, hanging out with her friends and family or at the beach.