Kodie S. Fridley

About Kodie S. Fridley

Kodie is an Executive Director within Morgan Stanley’s Wealth Management division – he has 13 years of industry experience. Kodie develops bespoke financial plans for select clientele taking into account each family’s tax, legal, and risk management circumstances. Ultimately, seeking to help ensure all perspectives are properly evaluated in the development of your individual wealth plan. Through periodic reviews and adjustments, Kodie strives to provide lifelong guidance to his family of clients as they work toward achieving their financial goals now and in the generations that follow.Kodie has wide-ranging experience in delivering the resources of the entire firm – from providing the full suite of family office resources, corporate retirement plans, Employee Stock Option Plans (ESOP), etc. The ability to provide these strategies has been founded upon the development of strong relationships both within and outside the firm.Kodie graduated from Florida Gulf Coast University with his bachelor’s degree in Finance. After meeting the industry experience requirement, post-graduate course work, and an extensive exam process Kodie achieved his board CERTIFIED FINANCIAL PLANNER™ designation. Kodie\'s first several years were spent analyzing corporate financial policies, corporate portfolio analysis, and security market efficiency. It wasn\'t until years later Kodie began his financial planning career at the nation’s largest independent brokerage firm, LPL Financial. Kodie then went on to join Morgan Stanley, where he felt he could utilize the resources of the firm to help guide his clients on their journey towards their financial goals.Kodie, Jillian and their dog Tucker (yellow lab) live full time in Naples, FL.*2024 & 2025 Forbes Top-Next-Gen Wealth Advisors Best-in-StateSource: Forbes.com (Awarded Aug 2025) Data compiled by SHOOK Research LLC for the period 3/31/24 - 3/31/25.Awards Disclosures:

Experience

1. Executive Director, Wealth Management

   Morgan Stanley

   Feb 2018 — Present · Naples, FL, US

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Education

• Florida State University

  Certificate in Financial Planning

• Florida Gulf Coast University - Lutgert College of Business

  Bachelor’s Degree, Finance

  2011 — 2015