The Ogden / Szewczyk/ Estes Group at Morgan Stanley

Palmer Ogden is a Financial Advisor and First Vice President with 17 years of industry experience, and is a founding partner of the Ogden/Szewczyk/Estes Group at Morgan Stanley in Tampa, Florida. Combined, the team has over 40 years of industry experience and focuses on delivering a comprehensive wealth management service model to the clients they serve. In addition to comprehensive cash management and lending solutions, the group focuses on estate planning strategy, cash flow forecasting-based financial plans, and broad-based guidance that covers both sides of a client’s personal balance sheet, with a focus on tax minimization and risk mitigation. They devise and manage customized investment strategies that are designed to enhance the client’s ability to meet their long-term financial goals.

Within Morgan Stanley, Palmer is a qualified Portfolio Manager who applies the knowledge he has gained from nearly two decades of integrated wealth management. His experience with asset allocation modeling, alternative investments, and portfolio diversification help him to pursue a client’s investment goals with insight and steady resolve. As a disciplined portfolio manager, he closely tracks the impact of macro-economic movements on investment returns, refining strategies and tactics in light of changing market themes. In addition to providing traditional advice and guidance, Palmer can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks, bonds and options, or Morgan Stanley model portfolios and third-party investment strategies.

Palmer earned his Bachelor’s degree, with a dual major in finance and marketing while attending Honors College classes at the University of South Florida. He grew up in the area and now lives with his wife and two daughters in South Tampa.



The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

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Kimberleigh Szewczyk is a Financial Advisor with the Ogden/Szewczyk/Estes Group at Morgan Stanley based in Tampa, Florida. Combined, they have over 40 years’ experience as Financial Advisors. Kimberleigh and her partners understand difficult markets and tough economic times. They help their clients manage their investments and savings with strategies that aim to reduce volatility. Their focus is on holistic wealth management and creating an investment strategy tailored to each client’s objectives and goals. Kimberleigh and her team have helped families, retirees, high net worth clients and business owners create and manage their own personalized cash flow analysis. Their process affords clients the ability to gain the confidence of achieving and maintaining their financial goals with a concierge style service model – incorporating all advisors in the client’s circle. After working as a high school English teacher for several years, Kimberleigh transitioned to the financial services industry starting as a financial advisor with Bank of America/Merrill Lynch. She and her partners later joined Morgan Stanley Wealth Management to serve the sophisticated needs of their clients. Kimberleigh takes pride in always placing the client’s interests first. She holds the title of Vice President at Morgan Stanley and is Series 7 and 66 licensed as well maintaining her Health, Life, Insurance and Annuities license. She is a graduate of the University of South Florida with a Bachelors of Arts in English.

Kimberleigh resides in Lutz, Florida with her husband and four children. She enjoys spending time with her family - bike riding, visiting museums, traveling, cooking, reading and creating. Kimberleigh is an avid supporter of women and finance with a focus on educating women on navigating the financial world predominantly controlled by men.

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Scott Estes is a Financial Advisor with the Ogden/Szewczyk/Estes Group at Morgan Stanley based in Tampa, Florida. Combined, they have over 40 years’ experience as Financial Advisors. Scott understands financial markets and how to position your portfolio to reflect his client’s changing goals. He implements strategies that are designed to help reduce risk and volatility in a portfolio. The team’s focus is on holistic wealth management and creating an investment strategy tailored to each client’s unique objectives and goals, always putting the needs of his clients first.

Scott graduated from Baylor University in Waco, Texas, with a BBA in Economics. He is Series 7 and 66 licensed and holds a Chartered Retirement Plan Counselor designation (CRPC). He focuses on Retirement Planning, helping his clients prepare for and create an income strategy throughout retirement. His 25 years of experience in the industry has given him the knowledge to navigate the ups and downs of any market. Scott is married and lives in Tampa, Florida. He enjoys cooking, gardening and spending time at the beach.

Christopher Slaven is a Financial Advisor at Morgan Stanley in Tampa, Florida. He has over 12 years of experience in the financial services industry, and focuses on helping clients with retirement planning, cash flow modeling, estate planning strategy, and investment management.

Chris is a trusted advisor to his clients and takes the time to understand their individual needs and goals. He is experienced in a variety of investment management strategies which are designed to reduce risk, generate income, and preserve capital.

Chris is also committed to providing his clients with ongoing financial education and support. He is a strong advocate for financial literacy, and he believes that everyone he serves should have access to the information they need to make sound financial decisions.

In his free time, Chris enjoys spending time with his two daughters, being outdoors, and staying active. As an avid competitor he is regularly in training for some kind of race or physical competition.

Omar Hasan is a registered client service associate with the Ogden/Szewczyk/Estes Group at Morgan Stanley. He began his financial services career with Morgan Stanley in 2018. He provides the team with fundamental support in all phases including high end client services, relationship building, and banking.

Omar was born and raised in Tampa. He attended the University of South Florida where he received a bachelor’s in Finance. He enjoys traveling, playing sports, attending sporting events, and spending time with friends and family.