Phone:
(941) 363-8502(941) 363-8502
The Sarasota Bay Group at Morgan Stanley
Direct:
(941) 363-8502(941) 363-8502
Toll-Free:
(800) 347-9656(800) 347-9656
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals through collaboration and individualized strategy planning.
Welcome
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Planning with The Sarasota Bay Group
All members of The Sarasota Bay Group abide by the belief that every relationship should start with a comprehensive financial plan. Your wealth strategy doesn't solely consider your investment objectives. Rather, it is tailored to address the personal life goals you've identified and prioritized.
Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
LifeView® helps us:
Analyze your current investments, and financial situation
Review and prioritize your goals with you, such as Retirement
Plan for education funding
Navigate major purchases and philanthropic goals
Protect your goals
Develop wealth transfer strategies
Click the links below to access our LifeView® Client Profile and a sample LifeView® Analysis Report:
Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
LifeView® helps us:
Analyze your current investments, and financial situation
Review and prioritize your goals with you, such as Retirement
Plan for education funding
Navigate major purchases and philanthropic goals
Protect your goals
Develop wealth transfer strategies
Click the links below to access our LifeView® Client Profile and a sample LifeView® Analysis Report:
Morgan Stanley's Reserved Living & Giving Program
Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.
Reserved clients can take advantage of a wide range of offers, including:
Travel and cultural experiences from best-in-class planners
Special pricing from iconic beauty, retail and automotive brands
The latest fashion, wine and sweets from select emerging brands
Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
Ask us how you and your family can begin to take advantage of these wonderful offers.
Click the link below to see current offers:
Reserved clients can take advantage of a wide range of offers, including:
Travel and cultural experiences from best-in-class planners
Special pricing from iconic beauty, retail and automotive brands
The latest fashion, wine and sweets from select emerging brands
Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
Ask us how you and your family can begin to take advantage of these wonderful offers.
Click the link below to see current offers:
Location
1401 Manatee Ave West
Ste 1110
Bradenton, FL 34205
US
Direct:
(941) 363-8502(941) 363-8502
Toll-Free:
(800) 347-9656(800) 347-9656
Meet The Sarasota Bay Group
Vice President, Financial Advisor, Portfolio Manager, Alternative Investments Director
Phone:
(941) 364-3595(941) 364-3595
About Christine Ihrig Hicks
Christine began her Financial Services career in 2000 at Legacy PaineWebber which was acquired by UBS Financial Services. Prior to starting in the financial services industry, she managed a small business for many years.
She joined Morgan Stanley* in 2008 where she is a Vice President Financial Advisor. She focuses on helping clients define their goals, life expectations, cash flow needs and risk tolerance, and then helps them develop an investment strategy focused on their objectives.
Christine and their team The Sarasota Bay Group focus their practice not only on personal accounts but also corporate retirement plans, retirement IRA rollovers as well as wealth transfer, business legacy planning, life insurance and annuities.
Christine is a native of Sarasota, Florida and enjoys spending time with her husband Scott, their sons Brady and Brent and their families. She is a member of the Women’s Leadership Council of the Boys and Girls Clubs as well as an active member in the community. She currently holds her Series 7, 63, 31, Heath, Life & Variable Annuity licenses.
She joined Morgan Stanley* in 2008 where she is a Vice President Financial Advisor. She focuses on helping clients define their goals, life expectations, cash flow needs and risk tolerance, and then helps them develop an investment strategy focused on their objectives.
Christine and their team The Sarasota Bay Group focus their practice not only on personal accounts but also corporate retirement plans, retirement IRA rollovers as well as wealth transfer, business legacy planning, life insurance and annuities.
Christine is a native of Sarasota, Florida and enjoys spending time with her husband Scott, their sons Brady and Brent and their families. She is a member of the Women’s Leadership Council of the Boys and Girls Clubs as well as an active member in the community. She currently holds her Series 7, 63, 31, Heath, Life & Variable Annuity licenses.
Securities Agent: NY, AR, IN, LA, ME, WV, OR, NJ, DE, MI, WY, WA, NH, GA, TN, SC, MD, KY, FL, CT, CO, VT, MN, MA, IL, VA, CA, TX, PA, OH, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282959
CA Insurance License #: OD74672
NMLS#: 1282959
CA Insurance License #: OD74672
About Matthew C Giresi
Matthew started his Financial Services career in 2003 and has held positions ranging from Teller to Client Service and Risk Management. In 2012 his career path brought him to Morgan Stanley where he served as a Service Manager and Risk Officer for The Southwest Florida Market. Now, Matthew brings a regulatory and client focused insight, which is necessary in today’s environment, to the Sarasota Bay Group at Morgan Stanley.
Matthew and the Sarasota Bay Group at Morgan Stanley work together using a multi-faceted and in-depth approach to assist clients in reaching the goals they work together to set. Meeting these goals is more important than simply trying to outperform the market or a performance benchmark.
A former member of the Florida Army National Guard and native Floridian, Matthew is an avid football fan and Florida lifestyle enthusiast. When he is not working with the team or his clients; Matthew enjoys days boating with his wife Jennifer and his daughter Gwen or volunteering his time to charitable endeavors. Matthew currently holds FINRA Series 7, 66, 9, 10 and 3 licenses.
Matthew and the Sarasota Bay Group at Morgan Stanley work together using a multi-faceted and in-depth approach to assist clients in reaching the goals they work together to set. Meeting these goals is more important than simply trying to outperform the market or a performance benchmark.
A former member of the Florida Army National Guard and native Floridian, Matthew is an avid football fan and Florida lifestyle enthusiast. When he is not working with the team or his clients; Matthew enjoys days boating with his wife Jennifer and his daughter Gwen or volunteering his time to charitable endeavors. Matthew currently holds FINRA Series 7, 66, 9, 10 and 3 licenses.
Securities Agent: MD, PR, AZ, VT, PA, KS, OK, MO, LA, KY, CT, CO, CA, TN, ND, MT, ME, IN, IL, AL, WV, VA, SC, WY, MN, FL, DC, VI, TX, MS, GA, AK, WA, UT, NC, MI, DE, RI, NH, MA, SD, OR, NY, NM, NE, ID, IA, HI, AR, WI, OH, NV, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1636251
CA Insurance License #: 0M15525
NMLS#: 1636251
CA Insurance License #: 0M15525
Contact Christine Ihrig Hicks
Contact Matthew C Giresi
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
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
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
Ready to start a conversation? Contact The Sarasota Bay Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
4Morgan 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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
4Morgan 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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
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)
