Peter O'Malley is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 12 years of experience in the industry. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that includes advanced analytical tools and modeling for outcomes, while generally acting in an advisory capacity.

Jennifer Murphy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as trustee and co-manager for family limited partnerships involved in estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Nevin Arimilli is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley in 2026, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2023 to 2026. He also has experience connected to the University of Texas at Austin and a role at A Better Exchange Global. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

John Puailoa is a CFP® and ChFC® credentialed financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Clearing. He serves as the treasurer and board member of Texas Accountants and Lawyers for the Arts, a nonprofit focused on art and culture in Austin, Texas. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, including customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Dana Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 16 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Robert Heiser III is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012. Outside of his advisory work, he is the founder of the Austin Motor Club, a website focused on Formula One content. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering clients tailored financial plans without individual security recommendations as part of standalone services.

Shawn Walker is a Series 66-licensed financial advisor with Morgan Stanley in Austin, Texas, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is engaged in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ana Menchaca is a financial advisor at Morgan Stanley in Austin, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She previously worked at Charles Schwab from 2022 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques, while clients are responsible for implementing and maintaining their plans.

Dax McCracken is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years. McCracken has no active managerial role in the inherited family property, McCracken Farm, which is a passive investment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its comprehensive service offering.

Richard Kirsch is a financial advisor at Morgan Stanley in Austin, TX, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab, Aston Carter, Typhoon Texas, University Federal Credit Union, and Round Rock ISD. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients and through corporate financial planning agreements.

Jason Capps is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, bringing 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he serves as a trustee and executor for several trusts and estates. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including financial and estate planning. The firm employs a structured planning process supported by firm-approved tools and investment committee resources.

Donna Conkle is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Charles Schwab. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Thaddeus Watkins is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley, he worked at Edward Jones for six years and has additional experience in the automotive sales industry. Outside of his advisory role, Watkins is the owner and CEO of Impact 56 LLC, a mentorship and leadership training business focused on developing young professionals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment analysis methods.

James Epperson is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at UBS Financial Services and Frost Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Michael Taylor is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Morgan Stanley and its related entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Daniel Winnette is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a beneficiary of inherited mineral rights related to oil and gas royalties. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Han Bunch is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Pamela Lafferty is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Dreux Hargus is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include nine years at J.P. Morgan Securities and J.P. Morgan Chase Bank, and seven years at BB&T Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

Jacquelyne Ontiveros is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she held positions at Whole Foods Market, Starbucks, Lush Cosmetics, and Top Golf. Outside of her advisory work, she is involved in art and culture through her ownership of a photography business and participation in other local ventures. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive resources.