Vero Beach Branch Office

Vincent takes a planning approach to the construction of client portfolios. He helps clients prioritize goals, develop a plan and monitor that plan. The advantage of this approach is that it takes into account not only a client’s risk tolerance, but also places investment decision making into a broader context. Whether a client is in the accumulation phase balancing multiple financial objectives, in the critical years just before and after retirement, or well into their retirement, Vincent identifies and helps answer the many important questions faced by his clients at various stages of life.

Vincent is a 25 year financial services professional. He has held numerous leadership positions and currently serves as Branch Manager of the Morgan Stanley office in Vero Beach, Florida. His experience includes the application of best practices in the fields of investments, retirement planning, insurance, cash management and lending. In addition to his numerous licenses and registrations, Vincent has achieved the designation of CFP^® (Certified Financial Planner) and is NMLS registered (Nationwide Mortgage Licensing System).

An active member of his community, Vincent is a member of a number of community organizations. Among them, he has served on the board of the local chapter of the 100 Club. The mission of the 100 Club is to provide immediate financial assistance to the families of first responders (law enforcement and fire fighters) who are seriously injured or killed in the line of duty. Vincent has also served on the board of the Indian River County Cal Ripken youth baseball league and has been a league volunteer and coach.

Vincent was born in the Bronx, NY and raised on Long Island. He is a graduate of the University of Delaware. He and his wife Barbara are raising three sons and reside in Vero Beach, Florida.

Karin is the Branch Administrator for our Stuart Market. She began her career with Morgan Stanley in October 2019 covering our Melbourne, Vero Beach, and Stuart offices. With over 20 years of dedicated service to the United States Air Force, Karin leverages her extensive experience and skills to provide the highest level of service to our clients and ensure a more effective and dynamic workplace.

Karin holds a Master’s degree in Management and Organizational Leadership and a Bachelor’s degree in Legal Studies. In her free time, she enjoys volunteering in the community and doing anything outdoors. She resides in Palm City, Fl with her 7-year-old dog, Marley.

Stacie Picow joined Morgan Stanley in 2017, bringing with her nearly a decade of experience in compliance roles at NextEra Energy Resources and Royal Caribbean Cruises. In 2022, she advanced to the position of Risk Officer.

She graduated from the University of Miami in Coral Gables, Florida, with a Juris Doctor (JD), a Master of Business Administration (MBA) with Honors, and a Bachelor of Business Administration in Accounting. Stacie's early life was spent in Bucks County, Pennsylvania, before moving to Boca Raton, Florida, during her high school years, where she currently resides.

Brad Burton is a Vice President and Financial Planning Director serving Morgan Stanley’s Palm Beach Market. He is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs. Brad began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current role, he has held Senior Investment and Planning positions with J.P. Morgan, Northwestern Mutual and TIAA, working closely with high-net-worth and ultra-high-net-worth families.

Brad earned his MBA in Finance and is currently in the process of completing his Master of Taxation. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNERTM Professional.

He currently resides in Weston, FL with his wife Marisa, three children, and their dog Wally. In their spare time they enjoy hiking, going to the beach and trying all the local restaurants.