The Philippi Munro Team at Morgan Stanley
e are committed to delivering reliable, consistent, transparent, and straightforward financial advice with your best interests in mind. Accomplishing that level of work takes more than one single financial advisor. That’s why working with The Philippi Munro Team gives you access to professionals with a variety of competencies. We offer an array of solutions and comprehensive financial planning with your best interests in mind. We collaborate with professionals dedicated to tax efficiency, estate planning, trusts, and other complementary services. All because we care about our clients as humans, not just an account number. We want you to feel that we’ve got you covered.
With over 50 years of combined experience, our team follows the standard of excellence in financial planning. We adhere to one of the financial industry’s most stringent codes of ethics and standards of conduct.
Our offices are located in Naples, Marco Island and Fort Myers. We work with business owners, senior executives, entrepreneurs, and multigenerational families located nationwide.