Flora Mary Margaret Lister

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Morgan Stanley
  Scottsdale, AZ
• 09/2025 → 05/2026
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2025 → 05/2026
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2025 → 07/2025
  The M Group & Associates
  Tempe, AZ
• 06/2024 → 01/2026
  Toca Madera Scottsdale
  Scottsdale, AZ
• 07/2022 → 01/2026
  Windermere Real Estate Orcas Island
  Scottsdale, AZ
• 05/2020 → 05/2022
  Madrona Bar & Grill
  Eastsound, WA
• 01/2019 → 01/2021
  Rosario Resort
  Orcas Island, WA
• 07/2017 → 07/2019
  Mijitas
  Eastsound, WA
• 09/2017 → 06/2021
  Orcas Island High School
  Eastsound, WA
• 09/2013 → 06/2017
  Orcas Island Middle School
  Eastsound, WA
• 08/2021 → 05/2025
  Arizona State University
  Tempe, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-16
• S63 Uniform Securities Agent State Law Examination
  2025-11-17

Other Names

• Flora Lister
• Flora M Lister