Ferdinand Roccanti
Senior Vice President, Wealth Advisor
Phone:
(407) 418-1034(407) 418-1034
The Roccanti Group at Morgan Stanley
Direct:
(407) 418-1034(407) 418-1034
Toll-Free:
(800) 869-0007(800) 869-0007
Our Mission Statement
I take pride in providing experience, dedicated personal service and the resources of a world-class firm to help you meet your life goals.
Welcome
As your Financial Advisors I partner with you to help preserve and grow your wealth. I can assist you in clearly defining your goals and can assess which resources are appropriate to achieve them, both from the vast array available at Morgan Stanley and from our partners. I can offer you access to award-winning platforms, a full suite of financial products, and services and some of the world’s most seasoned and respected investment professionals.
Services Include
- 401(k) Rollovers
- 529 PlansFootnote1
- Alternative InvestmentsFootnote2
- AnnuitiesFootnote3
- Asset Management
- Corporate BondsFootnote4
- Exchange Traded FundsFootnote5
- Financial PlanningFootnote6
- Fixed IncomeFootnote7
- Lending Products
- Long Term Care InsuranceFootnote8
- Municipal BondsFootnote9
- Wealth ManagementFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We help our clients plan for their retirement years and leave a legacy for the future. By working with them to define their priorities and goals and, using the tools and resources at our disposal as a part of a world-class firm, we develop custom solutions to help them safeguard their wealth and track their progress.
WHO WE HELP:
Retirees
Developing a plan for retirement is essential. Working with an experienced advisor can help you define and meet your personal retirement goals. Retirement planning on your own can be stressful...we strive to make the process as easy as possible.
Multi-Generational Families
Our financial planning process for multi-generational families takes into account your lifestyle, portfolio objectives and legacy goals. We strive to educate the next generation on handling the responsibilities of inheriting wealth.
WHAT WE DO:
Financial Planning
Goals are personal…your financial plan should be, too. We will work with you to identify your goals, manage risk and build a customized plan to navigate your course.
Taxes & Estate Planning
It's not just about growing your investments, it's about what you are able to protect and pass on as a legacy. This requires careful structuring of your portfolio and your estate. We can work with your tax and estate professionals to design the plan that takes these needs into consideration.
Unique Portfolio Construction
We know that every client is different. We take that into account and have access to the array of firm resources when developing a portfolio that aligns with your financial plans.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Resources for your Convenience
We've gathered together some of the most popular digital tools and resources to help you manage your Morgan Stanley accounts and financial plans. Please take advantage of the various ways to access your financial information.
- Reporting Tools
- Cash Management Solutions
- Investment Research
- conveniently and securely upload copies of account documents
- mobile check deposit
- send money through Zelle
DIGITAL TOOLS
Morgan Stanley Online (MSO)
Morgan Stanley Online (MS0 ) allows you to conveniently and securely manage your account online. It is the key to accessing additional digital tools available to save you time and help you organize your finances:
Morgan Stanley Mobile App
Easily access your account information on the go with Morgan Stanley's mobile app. Learn how to get the app and more about the mobile capabilities such as:
eSign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number. Learn how to sign up.
eAuthoriztion
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request. Watch the video to learn how it works.
eDelivery
E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption. Watch the video to learn how it works.
Total Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
FINANCIAL PLANNING TOOLS
Goals Planning System
GPS helps you define what you want out of life, and then creates a financial framework to bring these goals to life. View the video to learn more.
Lifeview
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a strategy that integrates the various aspects of your financial life, including investments and cash management needs.View the Sample Report to see what it looks like.
Location
832 Lake Sumter Landing
The Villages, FL 32162
US
Direct:
(407) 418-1034(407) 418-1034
Toll-Free:
(800) 869-0007(800) 869-0007
Meet The Roccanti Group
Carly Slupecki
Registered Service Associate
About Ferdinand Roccanti
With 34 years of experience as a financial advisor, Fred carries licenses as a General Securities Representative (Series 7), Manager (Series 9 and 10), Managed Futures (Series 31) and insurance and annuities representative. Fred offers experience in creating custom portfolios tailored to each phase of a client’s financial life. He successfully implements strategies incorporating equities, bonds, preferred and hybrid instruments, ETFs, mutual funds, options and annuity products. His practice provides a proactive approach to investing and exceptional client service.
In The Villages, Fred holds a leadership position with The Villages Camaro Club and enjoys playing Men’s Divisional Softball and golf. He was active in his South Florida community as a past president of the Fort Lauderdale Beach Kiwanis Club and the Westminster Academy Booster Club, parish member and lecture, as well as a volunteer high school basketball coach. Spending time with family and friends is a leisure activity he enjoys.
Fred is a Massachusetts native and the oldest of three siblings. His family moved to Fort Lauderdale in 1970 where Fred grew up working in the family’s automobile business. He is the father of four adult children and six grandchildren.
In The Villages, Fred holds a leadership position with The Villages Camaro Club and enjoys playing Men’s Divisional Softball and golf. He was active in his South Florida community as a past president of the Fort Lauderdale Beach Kiwanis Club and the Westminster Academy Booster Club, parish member and lecture, as well as a volunteer high school basketball coach. Spending time with family and friends is a leisure activity he enjoys.
Fred is a Massachusetts native and the oldest of three siblings. His family moved to Fort Lauderdale in 1970 where Fred grew up working in the family’s automobile business. He is the father of four adult children and six grandchildren.
Securities Agent: TN, OH, LA, MT, FL, TX, PA, MA, OR, WA, VA, GA, AZ, VT, SC, NJ, IN, NY, MI, CO, CA, AL, WI, NC, MD, IL, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1435733
NMLS#: 1435733
About Carly Slupecki
Carly has worked at Morgan Stanley for 5 years in both operational and service capacities. As a Client Service Associate, she enjoys developing relationships with clients and assisting them in achieving their goals.
Carly is a native Floridian, raised in Tallahassee Florida, where she attended Chiles High School. She was the Florida High School Class 3A Cross Country State Champion. She was a scholarship student-athlete at Florida State University on their cross country and track team. After graduation, she went to work at Chiles High School as a paraprofessional and coached the cross country and track teams for 3 years.
Carly and her husband Jacob have an English Cocker Spaniel named Teal. On the weekends you will find them boating and spearfishing at St. Marks. They enjoy traveling together and are avid cruisers.
Carly is a native Floridian, raised in Tallahassee Florida, where she attended Chiles High School. She was the Florida High School Class 3A Cross Country State Champion. She was a scholarship student-athlete at Florida State University on their cross country and track team. After graduation, she went to work at Chiles High School as a paraprofessional and coached the cross country and track teams for 3 years.
Carly and her husband Jacob have an English Cocker Spaniel named Teal. On the weekends you will find them boating and spearfishing at St. Marks. They enjoy traveling together and are avid cruisers.
Contact Ferdinand Roccanti
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Rachael Crapsi, CFP®
Financial Planning Director, Vice President
Brian Kerns
Lead Private Banker
About Rachael Crapsi
Rachael Crapsi, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2021. Prior to her current position, she has worked as a Financial Advisor at J.P. Morgan and Fifth Third Private Bank serving affluent families by developing authentic, lasting relationships while helping to build, preserve and transfer wealth.
Rachael graduated from The Ohio State University earning degrees in both Finance and International Business with a focus in Mandarin and holds her Certified Financial Planner® designation. Rachael is from Buffalo, New York, but now resides in Jacksonville, Florida. Outside of work Rachael enjoys playing soccer, traveling and cooking.
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2021. Prior to her current position, she has worked as a Financial Advisor at J.P. Morgan and Fifth Third Private Bank serving affluent families by developing authentic, lasting relationships while helping to build, preserve and transfer wealth.
Rachael graduated from The Ohio State University earning degrees in both Finance and International Business with a focus in Mandarin and holds her Certified Financial Planner® designation. Rachael is from Buffalo, New York, but now resides in Jacksonville, Florida. Outside of work Rachael enjoys playing soccer, traveling and cooking.
About Brian Kerns
Brian Kerns is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Brian began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at SunTrust. He also served as a Wealth Management Banker at the Merrill Lynch.
Brian is a graduate of the University of North Florida, where he received a Bachelor of Business Administration in Business Management. Brian resides in Lake Mary, Florida with his wife and children. Outside of the office, he enjoys playing golf and coaching his son T-ball team.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Brian began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at SunTrust. He also served as a Wealth Management Banker at the Merrill Lynch.
Brian is a graduate of the University of North Florida, where he received a Bachelor of Business Administration in Business Management. Brian resides in Lake Mary, Florida with his wife and children. Outside of the office, he enjoys playing golf and coaching his son T-ball team.
NMLS#: 663185
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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.
Ready to start a conversation? Contact The Roccanti Group today.
1Investors 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.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
