Suzie Moraco - Morgan Stanley Smith Barney Financial Advisor - WINTER HAVEN, FL
Morgan Stanley Smith Barney
Suzie Moraco, CFP
Financial Advisor
1101 First Street South
STE 201
WINTER HAVEN, FL 33880
tel: (863) 291-8330
toll-free: (800) 841-3956 
fax: (863) 298-4350
Suzanne H. Moraco
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • President of the Board, Humane Society of Polk County
  • Vice President of the Board, Community Foundation of Greater Winter Haven
  • Past President Kiwanis Club of Winter Haven
  • Winter Haven Chamber of Commerce Board. 2005-2011
Services
  • Financial Planning
  • Retirement Planning
  • 401k Rollovers
  • Asset Management
  • Endowments and Foundations
  • Wealth Management
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
Education and Licensing
  • Masters in Organization Development
    Temple University
  • Bachelors in Mathematics
    University of South Florida
  • Series 7 Securities License
  • Florida Department of Insurance
  • Certified Financial Planner Board of Standards
Honors and Recognition
  • Winter Haven Leadership Alumni of the Year 2008
  • Girls, Inc. 2011 "She Knows Where She's Going" George Jenkins Award
Business Experience
  • 2002 - Present: Morgan Stanley Smith Barney
    Financial Advisor
  • 1999 - 2002: People - Performance - Results
    Independent Consultant specializing in organizational and individual performance improvement.
  • 1995 - 1999: Ametek Corporation
    Director of Organization Development
  • 1973 - 1995: Unisys/Burroughs Corporation
    Management and Organization Development
    Software development and Education

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  • As a Certified Financial Planner, I will review your whole financial picture to educate you on the best decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service.

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Suzie Moraco is licensed in the following state(s): AL, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, SC, TX, UT, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
FEATURED REPORTS

On the Markets

Tax Tables to Help You in Your Investment Decisions

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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