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 search my name.

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

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

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

NMLS#: 1339273

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. 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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