Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals 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 incorporates a structured planning process that includes firm-approved tools and modeling techniques.

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Edgar Gonzalez 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, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 proprietary tools and market simulations.

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jay Laflair is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Outside of his financial advisory work, he owns and operates a batting cage where he provides baseball lessons to children on weekends. 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 and utilizes structured discovery processes and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Austin Blaue is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group / American Funds Service Co. for eight years. Outside of finance, he has experience in the retail and service sectors, including time at Prairie Highlands Golf Course and Peachwave Frozen Yogurt. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Margaret Bryant is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including seven years at Merrill and several years at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jonathan Dayton is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 both directly and through corporate financial planning agreements.

Jordan Curry is a financial advisor with Morgan Stanley in Austin, Texas, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2016 and with Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, Curry serves on the advisory board of Tru Aviation, a company in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment programs. The firm utilizes structured planning tools and emphasizes advisory services supported by a combination of proprietary investment research and diversified product offerings.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

William Wolf 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 Citi and CoreLogic. 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 that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

Patricia Brueckner is a Series 66-registered financial advisor with Morgan Stanley in Austin, TX, with seven years of industry experience. She previously worked at Charles Schwab and Wells Fargo Bank, each for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Luke Villarroel is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include time as a student and a position at Katy Classical Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Catherine Romualdez is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held her current position at Morgan Stanley Smith Barney since 2012 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and research.

William Spencer Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is an officer of Daisybully LLC, a property management business based in Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Sebastian Yates is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Procter & Gamble and several companies in the food service industry. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by structured discovery processes and advanced planning tools.