Welcome

The first and only Morgan Stanley Private Wealth Management team in Central Florida, we have over 50 years of combined experience1 serving high net worth and ultra-high net worth families like yours. This experience has taught us that a well-coordinated, multidisciplinary approach is needed to address the complex challenges your family may be facing. We stay in close contact with you, your accountants, attorney and other key advisors to maintain an up-to-date understanding of your family dynamics, goals and risk tolerances. We combine this deep insight into your financial situation with a robust understanding of the global financial markets resulting in a comprehensive plan that helps you manage your family’s financial life and legacy.1) Experience details, as of 2018: David Stella has 25 years in financial services and Theresa Williams has 31 years in financial services.

We consider a client’s complete financial situation – focusing on all aspects of their balance sheet, regardless of purpose, location or disposition – and then apply academically supported and empirical analysis, astute capital market strategy, and the appropriate blend of securities in a tax and fee efficient manner. Unlike centralized investment models, we create portfolios that are not overly diversified, giving our clients the transparency they seek, and a better opportunity to meet their targets. Our investment process is designed to help each client meet their investment objectives and income requirements over time, given acceptable parameters, tying performance to their overall plan.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Pre-Liquidity Planning
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Corporate Stock Plans
  • 10b5-(1) Programs
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Clients

    Location

    201 E Pine St
    11th Fl
    Orlando, FL 32801
    US
    Direct:
    (407) 849-4740(407) 849-4740

    Meet The Stella Williams Group

    About Me

    David focuses on constructing customized portfolios designed to meet the specific goals identified within our client’s financial plan.  He is uniquely qualified to advise a limited number of senior executives of public companies and privately held business owner/entrepreneurs as well as family offices.

    David holds an M.B.A. from the University of Notre Dame, Mendoza College of Business, and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of the University of Pennsylvania. He earned a B.S.B.A. in finance from the University of Central Florida and is CERTIFIED FINANCIAL PLANNER professional. In 2018, David obtained the specialized Family Wealth Director designation through Morgan Stanley. The Family Wealth Director designation is currently held by fewer than 3% of advisors within the firm. A Family Wealth Director delivers the extensive range of resources needed to address the complex, multigenerational challenges of managing significant wealth. David has spent the last 20 years advising successful families and entrepreneurs. Prior to joining Morgan Stanley, he was a senior advisor at Wells Fargo Wealth & Investment Management, where he advised the firm’s wealthiest clients and led a team of wealth and investment management professionals.

    In his free time, David enjoys playing golf, skiing, traveling and following college sports. David, his wife Catherine, daughters Caroline (freshman at Xavier University in Ohio), Emily and their Labrador Retriever Garnett reside in Orlando (College Park), Florida. They are active members of the Country Club of Orlando.
    Securities Agent: TX, FL, WI, VA, UT, SD, RI, NY, NJ, MO, MD, MA, HI, GA, DE, DC, CO, CA, AR; General Securities Representative; Investment Advisor Representative

    About Me

    Theresa helps clients develop customized and comprehensive financial plans that address and memorialize the goals and dreams they have for themselves and their family. She covers many issues including estate and legacy planning, philanthropic giving, business succession, executive equity compensation planning and coordinated cash flow and tax planning.    

    Theresa is a CFP® professional awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of the University of Pennsylvania in conjunction with the Investment Management Consultants Association. In 2018, Theresa obtained the specialized Family Wealth Director designation through Morgan Stanley. The Family Wealth Director designation is currently held by fewer than 3% of advisors within the firm. A Family Wealth Director delivers the extensive range of resources needed to address the complex, multigenerational challenges of managing significant wealth. Theresa attended Rollins College from 2000 to 2002, completing her B.S. in Communications at Kaplan University. She has over 20 years of experience in the financial services industry advising clients. Prior to joining Morgan Stanley, she was a senior advisor at Wells Fargo Wealth and Investment Management where she advised the firm’s wealthiest clients. Theresa has a passion for children and education. She has served on the board of the Make-a-Wish of North and Central Florida and currently serves on the Rollins College Center for Leadership Development Board.

    Theresa enjoys traveling, reading and spending time with her family in her spare time. She lives in Winter Park with her husband Michael and daughters Sophie and Olivia.
    Securities Agent: TX, FL, WI, UT, TN, SD, RI, NY, NJ, MD, MA, HI, GA, DE, DC, CA, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 516218

    About Me

    Nichole Godwin serves as a Senior Registered Client Service Associate with Morgan Stanley Private Wealth Management working closely with the Private Wealth Advisors of the Stella Williams Group in Orlando, Florida. Her primary responsibility is to handle the day-to-day operational and administrative responsibilities. She is committed to providing outstanding customer service, and does so through her attention to detail. 

    Prior to joining the Orlando branch, Nichole worked as a Registered Associate with Morgan Stanley in Winter Park, FL.  She holds the Series 7, Series 66 and Series 3 licenses. In addition, Nichole has obtained the internal designation of Financial Planning Associate through continued professional development.

    Nichole graduated from St. Petersburg College with a Bachelor of Applied Science Degree in Management and Organizational Leadership.

    Nichole is a proud wife and mother who enjoys spending time with friends and family.  Nichole currently lives in Orlando, FL.
    Professional Insights

    Stella Williams Group Team Introduction


    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

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    See the Financial Advisors Biographies for Registration and Licensing information.

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