LPL Financial
47yrs
Top advisor by experience in Winter Park
19yrs
Anna Sime
Financial advisor at Morgan Stanley
Anna Sime has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Winter Park, Florida. Anna has been with Morgan Stanley since 2025; before that, Anna spent two years at Schwab Wealth Advisory and two years at Wells Fargo Advisors. 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
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors in Florida
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
- Aug 2025 – nowMorgan StanleyCurrent firm
- Jan 2022 – Jul 2023Schwab Wealth Advisory, Inc.Previously
- 2019 – 2021Wells Fargo Clearing Services, LLCPreviously
- Nov 2017 – Jun 2019Citigroup Global Markets Inc.Previously
- Feb 2017 – Dec 2017HSBC Securities (usa) Inc.Previously
- Oct 2016 – Nov 2016Equitable Advisors, LLCPreviously
- 2013 – 2016Wells Fargo Clearing Services, LLCPreviously
- Oct 2012 – Mar 2013J.P. Morgan Securities LLCPreviously
Earlier career (5 more)
- May 2012 – Oct 2012Chase Investment Services Corp.Previously
- Nov 2011 – May 2012TD Ameritrade, Inc.Previously
- Nov 2011 – May 2012TD Ameritrade Investment Management, LLCPreviously
- 2008 – 2011Chase Investment Services Corp.Previously
- Dec 2007 – Apr 2008Strategic Advisers LLCPreviously
Questions to ask Anna
Tailored to Anna’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Morgan Stanley at (914) 225-5510 and ask for Anna Sime. Anna works from the Winter Park, FL office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2007, about 19 years. More experience than 59% of advisors in Florida.
What licenses does Anna hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna 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 Anna 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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