Van Hasie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Tex-Con Oil Company and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Mark Sanchez is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Sanchez serves on the board of the Central Texas Food Bank, focusing on strategy and governance for the nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Christopher Newman is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Bancorpsouth, and Infinex Investments. Newman serves in the U.S. Army Reserves outside of his advisory role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process and offers a broad range of investment and financial services.

Joseph Busch is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of its standalone planning services.

Jeremy Hannon is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 and has prior experience at Caprae Capital Partners and roles in education and automotive services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by firm-approved tools and modeling techniques.

Todd Hasie is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside broader retail and institutional services.

Sorush Abboud is a CFA® charterholder based in Austin, Texas, with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the University of Texas - McCombs School of Business Texas Venture Labs and is involved in mentoring entrepreneurs through Techstars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering comprehensive financial planning and wealth management services supported by structured planning tools and a variety of advisory programs.

Macie Scholz is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2022, Scholz worked at Vivint Smart Home and held roles at Taco Bell and M Green and Company LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Carlos Sanchez Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in a transportation-related rental property business in Buda, TX. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer financial planning agreements.

Kemp Bromberg is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a trustee for his deceased mother’s trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

Morgan Lenamon is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, Lenamon worked at FedStar Credit Union and was a student for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across broad retail and institutional markets.

Dillon Sparks is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at PNC Bank, Equitable Advisors, Charles Schwab & Co., Inc., and Accenture. Outside of finance, he is involved in music as a composer, producer, and DJ with Timbres Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and models designed to assist in long-term financial decision-making.

Mark Fisher is a financial advisor at Morgan Stanley in Austin, TX, holding the CFP® and CFA® designations with nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Atlantic Trust Private Wealth Management. 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 supported by firm-approved tools and a structured discovery process.

Annika Coffman is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and JP Morgan Private Bank. Outside of finance, her background includes roles at Sputnik ATX VC, Black Rock Coffee Bar, and Sub-Zero Nitrogen Ice Cream. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

John Nash is a financial advisor with Morgan Stanley in Austin, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2024. Outside of his advisory role, he serves on the Board of Directors for the YMCA of Austin, where he is involved in community wellness and youth development initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools, serving clients through a broad array of retail and institutional investment services.