The MCS Group | Tampa, FL | Morgan Stanley Wealth Management

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

Equity Solutions

Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

• Equity Administration and Financial Reporting
• Liquidity Events
• 409A Valuation Services and Cap Table Management

Retirement

For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

• Defined Contribution Consulting
• Solutions-Oriented Plans
• Fiduciary Investment Oversight

Deferred Compensation

Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

Services include:

Recordkeeping and Plan Design
Portfolio Construction
Wealth Management Services

Executive Services

Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

Equity Compensation Services
Equity Award Analysis
Specialized Solutions

Saving and Giving

Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

College Savings
Student Loan Repayment and Refinancing
Charitable Giving

Financial Wellness

We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

• Financial Education
• Digital Tools
• Financial Guidance

Location

4890 W Kennedy Blvd

Ste 700

Tampa

,

FL 33609

US

Direct:

(813) 286-5660(813) 286-5660

Toll-Free:

(800) 326-4662(800) 326-4662

Meet The MCS Group

Susannah M. Townsend, CFP®

Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Management Director

Phone:

(813) 286-5646(813) 286-5646

View My Bio

Scott F. Heyer, CEPA, CRPC®

Senior Vice President, Wealth Management, Financial Advisor, Executive Financial Services Director, Senior Portfolio Manager

Phone:

(813) 286-5623(813) 286-5623

View My Bio

Brian J. Malison, CRPS®, CRPC®, QPFC

First Vice President, Financial Advisor, Corporate Client Group Director

Phone:

(813) 286-5622(813) 286-5622

View My Bio

Brandon K. Bailey, QPFC, CRPC®

Financial Advisor, Financial Planning Specialist

Schedule Meeting

Phone:

(813) 286-5630(813) 286-5630

View My Bio

Sonia Figueroa

Registered Associate

Phone:

(813) 286-5611(813) 286-5611

John Guirguis, Financial Planning Specialist

Senior Registered Client Service Associate

Phone:

(813) 286-5621(813) 286-5621

About Susannah M. Townsend

Susannah is not just a financial advisor; she's a passionate advocate for her clients’ overall financial wellbeing. Her commitment is deeply rooted in her desire to serve as an active participant in their lives. Susannah guides families helping them envision their financial aspirations by gaining an understanding of the personal family dynamics along with their passions, concerns, and values. The goal is to respect these various aspects of their lives as well as their career goals and provide sound financial advice to guide them toward their goals.

Susannah's approach is all encompassing and could include budgeting, educational planning, setting retirement goals and reviewing estate plans and life insurance. Once she has the complete picture, she creates a comprehensive financial plan to help achieve these goals with the least amount of risk. Susannah diligently implements and regularly revisits the plan, adapting it as its circumstances change all while participating in her clients lives and treating each one uniquely.

Her upbringing exposed her to the financial industry at a young age, specifically she learned from her mother who was one of the first female advisors in the Tampa Bay Area. Her mother's influence and example were instrumental in shaping her career path and they worked for many years together until her mother retired. Susannah joined her mother after graduating from the University of Florida in 1992 with a Bachelor of Science in Business Administration. She furthered her education in the evenings after work earning her CFP designation in 1996 and obtaining her MBA in Finance, Marketing and International Business in 1998.

On a personal note, Susannah deeply cherishes her family and she enjoys hosting family gatherings. She has two daughters attending FSU and enjoys the playful family rivalry. Susannah is also a die-hard Tampa Bay Lightning fan. She rarely misses a home game and travels to see at least one game on the road each year. This is a passion she shares with her daughters. Beyond sports, Susannah’s other passions include fitness and training, cooking and eating out and exploring new cuisines, wine, kayaking and traveling.

Securities Agent: CT, CO, WI, TN, SD, IN, NJ, NH, MI, KY, KS, FL, AZ, WY, SC, MA, GA, DE, CA, NY, VA, PR, LA, VT, NC, TX, PA, MD, DC, AL, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1426084

About Scott F. Heyer

Scott started his financial services career after graduating from the University of Tampa in 1989. Prior to joining his colleagues in wealth management in 2003, Scott worked with asset management firms and raised over $2.5 billion in capital. As a Portfolio Manager he oversees portfolio construction and the implementation of risk-based investment strategies that align with our clients’ customized financial plans.

He is a Certified Exit Planning Advisor (CEPA) and works with entrepreneurs and business owners of privately held companies. Services focus on transition / exit planning strategies for liquidity events through both strategic and financial buyers.

He is recognized as an Executive Financial Services (EFS) Director with Morgan Stanley’s Corporate Client Group and works with corporate executives and board members on employee stock plans.

Scott has volunteered with many community organizations including Feeding America and Big Brothers Big Sisters of Tampa Bay. He resides in south Tampa and has 3 kids. He is a member of Tampa Yacht & Country Club, and Ye Mystic Krewe of Gasparilla. He enjoys running, playing tennis, and traveling.

Securities Agent: NC, KS, NH, MA, TN, PR, NJ, IN, DE, CA, GA, AL, SD, LA, WY, WI, MI, DC, CO, MD, FL, PA, OH, CT, AZ, VA, TX, SC, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1270105

About Brian J. Malison

In addition to helping individuals and families with financial planning and investments, Brian focuses on qualified and non-qualified retirement plans for public and private companies. He assists with all aspects of plan design and management, including provider searches, investment policy statements, due diligence, and participant education. He coordinates corporate retirement plan services with third party administrators, attorneys, and tax advisors. He specializes in designing retirement plans aimed to maximize benefits for the owners and key executives of public and private companies.

Brian earned the Chartered Retirement Plans Specialist (CRPS) designation and is recognized as a Corporate Retirement Director by Morgan Stanley’s Corporate Client Group. Brian has the qualifications and credentials to help plan sponsors navigate the complexities of today’s regulatory environment. Brian earned his finance degree from the University of Tampa in 1994.

Brian has supported various foundations and philanthropic organizations in the community. He lives in St. Petersburg with his wife and two daughters. He is an avid boater and enjoys scuba diving and offshore fishing.

Securities Agent: WY, IL, SD, OH, NJ, NC, MA, CA, NY, CT, TX, PA, MI, VA, MD, LA, DE, IN, GA, FL, KS, WI, DC, AL, PR, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1411237

About Brandon K. Bailey

Brandon Bailey is a Financial Advisor with the MCS Group at Morgan Stanley in Tampa, FL. After graduating from Pepperdine University, he returned home to become the next generation of the team’s wealth management practice. Bringing a fresh perspective and innovative approach, he provides a comprehensive range of holistic planning and strategic investment strategies tailored to each client’s unique goals and circumstances.

As a Financial Planning Specialist, Brandon combines the vast resources of a global financial services firm with the individualized service of a boutique like investment practice to construct personalized strategies that help families and individuals manage the multiple facets and legacy of their wealth.

Outside of the office, Brandon lives on Davis Islands in Tampa, and he supports various charitable organizations that seek to expand the availability and enhance the quality of education throughout the community. He also enjoys boating, playing tennis, and Tampa Bay Lighting games.

Securities Agent: MD, WI, WY, VA, LA, NJ, FL, PR, CT, AL, MI, DC, TX, IN, DE, KS, CA, OH, NC, SD, NY, MA, GA, PA, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2540418

Wealth Management

Global Investment Office

Portfolio Insights

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

Vesting events
Option expirations
Restricted stock units
Tax implications

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

Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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

The Adaptive Family Office: A Framework for Alignment Amid Change

A modern family office is often described as a set of functions-investments, governance, operations, risk management and family priorities-managed in parallel. In practice, it behaves more like a single, interdependent system. When one element moves,

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:

Reduce employee stress,
Improve retention and engagement, and
Set themselves apart by offering comprehensive financial wellness benefits.

State of the Workplace 2025 With SHRM's Johnny C. Taylor, Jr.

Listen as host Rodney Bolden speaks with SHRM's Johnny C. Taylor, Jr. about recruiting new talent, developing strong leaders and integrating new technology.

Ready to start a conversation? Contact The MCS Group today.

Market Information Delayed 20 Minutes

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

²When 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.

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.

⁴When 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.

⁵Morgan 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.

⁶Morgan 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.

⁷Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

⁸Morgan 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.

⁹Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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, charitable giving, philanthropic planning and other legal matters.

¹¹Morgan 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.

¹²When 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.

¹³Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.