ADVISOR BIO

Thomas Cowan is a financial advisor with over 9 years of experience in the industry. Thomas is currently registered with Morgan Stanley in Palm Harbor, Florida and is also registered in Texas. Before joining Morgan Stanley, Thomas worked for Fidelity Brokerage Services LLC. Thomas is licensed to provide investment advice and securities services in various states. Thomas specializes in a range of investment strategies and services including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Vannie Andolino is a registered representative with Morgan Stanley in Palm Harbor, FL. Vannie has been in the industry since December 2021. Vannie has licenses in FL and TX and is registered in several states.

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ADVISOR BIO

Veronica Sullivan is a financial advisor with Morgan Stanley. Veronica is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Veronica has been in the financial industry since June 2010. Veronica has a strong track record of helping clients reach their financial goals.

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ADVISOR BIO

Vincent Pravata is a financial advisor with Morgan Stanley. Vincent is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the securities departments of 53 states and the District of Columbia. Vincent has been in the securities industry since 2013. Vincent's office is located at 4114 Woodlands Parkway, Suite 200 in Palm Harbor, FL.

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ADVISOR BIO

Vivian Jannette Medina is a financial advisor with over 18 years of experience in the financial services industry. Currently registered with Osaic Wealth, Inc., Vivian holds Series 7, 10, 24, and 63 licenses and has a strong background in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. Previously, Vivian was employed with FSC Securities Corporation and Salomon Smith Barney Inc., gaining valuable experience in various aspects of the industry.

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ADVISOR BIO

William James Steves is a financial advisor with over 40 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Prior to joining Osaic Wealth, Inc., William worked at Sagepoint Financial, Inc. for almost 18 years, and before that, was with Sunamerica Securities, Inc. and Prudential Securities Incorporated. William has a strong background in investment advisory and management, and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS