Isabella H Walters

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

• 06/2026 → Present
  Morgan Stanley
  Tampa, FL
• 09/2025 → 05/2026
  Unemployed
  Clemson, SC
• 05/2025 → 08/2025
  Morgan Stanley
  Tampa, FL
• 09/2024 → 04/2025
  Unemployed
  Clemson , SC
• 06/2024 → 08/2024
  Jw Cole Financial
  Tampa, FL
• 09/2023 → 05/2024
  Unemployed
  Clemson, SC
• 05/2023 → 08/2023
  Tampa Bay Buccaneers
  Tampa, FL
• 02/2023 → 04/2023
  Unemployed
  Clemson, SC
• 02/2022 → 01/2023
  Avila Golf And Country Club
  Tampa, FL
• 12/2021 → 01/2022
  Unemployed
  Tampa, FL
• 02/2021 → 11/2021
  Panera Bread
  Tampa, FL
• 09/2019 → 01/2021
  Unemployed
  Tampa, FL
• 06/2019 → 08/2019
  Mountaintop Golf And Lake Club
  Cashiers, NC
• 01/2016 → 05/2019
  Unemployed
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-13

Other Names

• Isabella Hope Walters