LPL Financial
47yrs
Top advisor by experience in Winter Park
31yrs
Based in Winter Park, Florida, Debra Ebert is a fiduciary financial advisor with 31 years of industry experience. Debra has been with Morgan Stanley since 2018; before that, Debra spent two years at Pinnacle Financial Wealth Management and a year at Cetera Investment Advisers. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience in Winter Park
Office250 Park Avenue South Suite 500, Winter Park, FL 32789
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowMorgan StanleyCurrent firm
- Feb 2016 – Dec 2017Pinnacle Financial Wealth Management, LLCPreviously
- Jan 2014 – Jan 2015Cetera Investment Advisers LLCPreviously
Questions to ask Debra
Tailored to Debra’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Debra
How do I contact Debra?
Call Morgan Stanley at (914) 225-5510 and ask for Debra Ebert. Debra works from the Winter Park, FL office.
How long has Debra been a financial advisor?
Debra has been in the industry since 1995, about 31 years. Top 15% by experience in Winter Park.
What licenses does Debra hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Debra a fiduciary?
Debra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Debra paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Debra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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