Morgan Stanley Wealth Management — The Lake Sumter Group (Morgan Stanley Smith Barney LLC, CRD# 149777 / SEC# 801-70103) operates at 832 Lake Sumter Landing in the heart of Lake Sumter Landing Market Square, The Villages, Sumter County, Florida (ZIP 32162). Led by Senior Vice Presidents and Financial Advisors Gregory A. Prevatt, CFP®, CLTC® (CRD# 4698504) and Michael Daniel Monteith, CFP® (CRD# 5995181), the team combines Certified Financial Planner (CFP®) fiduciary wealth management with Certified in Long-Term Care (CLTC®) extended-care funding expertise to serve Villages retirees.
Official Verification Sources: FINRA BrokerCheck — Gregory A. Prevatt (CRD# 4698504) & Michael D. Monteith (CRD# 5995181); Morgan Stanley — The Lake Sumter Group Official Website
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Active Morgan Stanley (CRD# 149777) branch at 832 Lake Sumter Landing, The Villages, Sumter County, FL 32162.
Factual details and direct answers about Morgan Stanley Wealth Management — The Lake Sumter Group (Gregory A. Prevatt, CFP®, CLTC® & Michael D. Monteith, CFP®)'s services, licensing, and credentials.
What does the CLTC® credential held by Gregory A. Prevatt at Morgan Stanley in Lake Sumter Landing mean?
Senior Vice President Gregory A. Prevatt, CFP®, CLTC® (CRD# 4698504) holds both the Certified Financial Planner (CFP®) and Certified in Long-Term Care (CLTC®) designations, specializing in funding strategies for assisted living, memory care, and in-home nursing costs.
Where is The Lake Sumter Group of Morgan Stanley located?
The branch is located on the waterfront square at 832 Lake Sumter Landing, The Villages, FL 32162, and can be reached at (352) 751-7858.
Does The Lake Sumter Group help surviving spouses and caregivers manage wealth transitions?
Yes. Gregory Prevatt, CFP®, CLTC® and Michael Monteith, CFP® work closely with surviving spouses, successor trustees, and Sumter County estate attorneys to consolidate accounts, re-title trusts, and establish reliable survivor income.
Connect with complementary legal, financial, and residential providers serving seniors in The Villages and Sumter County.
Trotter & Soulsby, P.A. (Mary Frances Trotter, B.C.S. & Edward W. Soulsby, B.C.S. — Dual Board Certified Elder Law Specialists)
The Villages, Sumter County
(352) 205-7245
The Villages — Lake Sumter Landing & Brownwood (Sumter Landing CDD, Brownwood CDD & VCDDs 1–15)
The Villages, Sumter County
(352) 751-3939
Buffalo Crossings Assisted Living & Memory Care
The Villages, Sumter County
(352) 674-4700
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Medicaid Long-Term Care Guide →
CLTC® long-term care funding and extended-care reserve planning in The Villages.
Florida Senior Citizen Benefits Guide →
CFP® retirement cash-flow and municipal bond strategies at Lake Sumter Landing.
Family Caregiver Support in Florida →
Financial transition guidance for spousal caregivers and surviving spouses.
Florida Senior Property Tax Exemptions →
Florida domicile and property tax planning for high-net-worth Villages retirees.
Fross & Fross Wealth Management — LPL Financial (Robert Fross, Thomas Fross, Patrick Fross, RICP® & Tucker Woods, CFP®)
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Talon Wealth Management (Talon LLC — Mike Lester, Founder & CEO)
The Villages, Sumter County
Precision Wealth Management of Raymond James — Brownwood Office (Marc D. Hallick, AIF®, CRPC™ & William R. Spell III, CFP®, LL.M.)
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Parady Financial Group (Parady Wealth Management, LLC — Brownwood Headquarters)
The Villages, Sumter County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.