• Morgan Stanley Wealth Management

    • Financial Planning/Investments
    16506 Pointe Village Dr.
    Ste. 107
    Lutz, FL 33558
    (813) 818-1711
    Hours:
    Monday - Friday 8:30am - 6pm / by appointment only

    About Us

    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® / read more
    • About

      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.

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    • Directions

      We're located in Northpointe Village approximately .25 miles East of Suncoast Expressway on SR 54 and 5.5 miles west of Hwy 41

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