Morgan Stanley Wealth Management
- Financial Planning
The Cusma, Barney, Strickland Group with Morgan Stanley consists of a team of 3 advisors and one assistant with over 45 years of combined investment, banking and finance experience. CFP® / CIMA® / ChFC®
We handle everything from brokerage accounts and simple 401(k) plans to complex financial solutions including; asset protection for Physicians or Business Owners, Family Legacy Planning and Catastrophic Event Planning. We work with several prominent professionals in our local area to provide Trust, Will and Tax advice as well as Mergers and Acquisitions.
We're located in Northpointe Village approximately .25 miles East of Suncoast Expressway on SR 54 and 5.5 miles west of Hwy 41