Barbara "Bobbi" L. Duggins - Morgan Stanley Financial Advisor - Fort Myers, FL
Morgan Stanley
Barbara "Bobbi" L. Duggins
Financial Advisor
Financial Planning Specialist
7811 University Pointe Drive
Fort Myers, FL 33907
tel: (239) 432-5283
toll-free: (800) 326-8389 
fax: (239) 432-1339

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Rotary Club of Fort Myers
    Member
    Fort Myers, FL
  • Greater Fort Myers Chamber of Commerce
    Member
  • University of Florida Alumni Association
    Member
    Gainesville, FL
Services
  • Estate Planning
  • Endowments and Foundations
  • Financial Planning
  • Retirement Planning
  • 529 Plans
  • Executive Financial Services
  • Municipal Bonds
  • Long Term Care Insurance
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Education Planning
  • 401(k) Rollovers
  • Annuities
  • Life Insurance
  • Alternative Investments
  • Fixed Income
  • Professional Portfolio Management
  • Structured Products
Education and Licensing
  • Bachelor of Arts
    University of Florida
    Gainesville, FL
  • Financial Planning Specialist Certification
  • Retirement Registry Certification
  • Guided Portfolio Management Program Certification
  • Exchange Traded Funds Certification
  • Select Unified Managed Account Certification
  • Smith Barney Advisor Certification
  • Series 6 - NASD Registered Representative
  • Series 7 - NASD/NYSE General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Variable Annuity & Long Term Care Insurance Licensed
Honors and Recognition
  • Phi Theta Kappa
  • Dean's List
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor
    Financial Planning Specialist
    Fort Myers, FL
  • 2004 - 2006: MetLife Financial Services

    Financial Advisor
    Naples, FL
  • 2001 - 2004: First National Bank

    Vice President / Branch Manager
    Fort Myers, FL
  • 1997 - 2000: Pelican National Bank

    Vice President / Regional Branch Manager
    Fort Myers, FL
    Naples, FL

  • Experience in the Financial Services Industry since 1990

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

Barbara "Bobbi" L. Duggins holds the following registrations:
Securities Agent: AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MS, MT, NJ, NY, OH, PA, WI; General Securities Representative; Investment Advisor Representative;

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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley 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
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
Awards Disclosures

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