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Taylor M

Series 66

Austin, TX

Morgan Stanley

Taylor Mosley is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, with prior experience at Park Avenue Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

General estate planning guidance
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Anthony D

Series 63, Series 65

Austin, TX

Morgan Stanley

Anthony Divalerio Jr. is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and associated with Morgan Stanley Private Bank, N.A. since 2015. He also serves as a trustee and co-trustee for trust entities in Pennsylvania. Morgan Stanley Wealth Management offers a diverse range of advisory programs to both individual and institutional clients, combining financial planning with investment and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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Robert S

Series 63, Series 65

Austin, TX

Morgan Stanley

Robert Sandoval is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, as well as prior experience with Wells Fargo Clearing and Wells Fargo Advisors. 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, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Mark D

Series 63, Series 65

Austin, TX

Morgan Stanley

Mark Drinnan is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously was with Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm‑approved tools and models.

General estate planning guidance
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Melissa S

Series 63, Series 65

Austin, TX

Morgan Stanley

Melissa Strilka is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client goals.

General estate planning guidance
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Landon M

Series 63, Series 66

Austin, TX

Morgan Stanley

Landon Marino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate ventures, including land acquisition and subdivision through his privately owned company Fortress Builders. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, offering a broad range of investment and financial services.

General estate planning guidance
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Katherine M

Series 63, Series 66

Austin, TX

Morgan Stanley

Katherine Morsbach is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a co-owner of a water, fire, and mold restoration business in Northwest Austin, though she is not involved in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Candace S

Series 63, Series 65

Austin, TX

Morgan Stanley

Candace Stone is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Brian H

Series 66

Austin, TX

Morgan Stanley

Brian Hammersley is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 credential and 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Holland A

Series 66

Austin, TX

Morgan Stanley

Holland Austin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. Prior to his current advisory role, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved planning tools in their process.

General estate planning guidance
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Noralee M

Series 63, Series 65

Austin, TX

Morgan Stanley

Noralee Meeks is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1996. Morgan Stanley Wealth Management serves 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 structured planning tools and firm-approved processes to develop financial plans.

General estate planning guidance
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Ryan R

Series 66

Austin, TX

Morgan Stanley

Ryan Ruppert is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at T Rowe Price and Kemper Health, as well as experience in property consulting and hospitality. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, 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 financial planning and corporate financial planning agreements.

General estate planning guidance
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Wyatt B

Series 66

Austin, TX

Morgan Stanley

Wyatt Ball is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation. He began his career in financial services in 2025 and has prior experience working in technology and retail sectors, as well as serving four years in the United States Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 firm-approved tools, incorporating investment and risk modeling to support client financial goals.

General estate planning guidance
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Dawn L

Series 63, Series 65

Austin, TX

Morgan Stanley

Dawn Lacy is a financial advisor at Morgan Stanley in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and market modeling techniques.

General estate planning guidance
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Zachary H

Series 63, Series 65

Austin, TX

Morgan Stanley

Zachary Harmon is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein, Buckingham Strategic Wealth, and The Colony Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and analytical tools but does not include individual security recommendations within its standalone planning services.

General estate planning guidance
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Shawn W

Series 66

Austin, TX

Morgan Stanley

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.

General estate planning guidance
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Robert B

Series 66

Austin, TX

Morgan Stanley

Robert Brewer is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Bank of America and Merrill Lynch. Outside of finance, his prior experience includes roles at Golf Live Corp, Holy Kombucha, and Big Easy Bucha LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client outcomes.

General estate planning guidance
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Kathryn C

Series 63, Series 65

Austin, TX

Morgan Stanley

Kathryn Caldwell is a financial advisor at Morgan Stanley in Austin, TX, with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, II Technology, LLC, Austin Radio Network, and ESPN. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers financial plans both directly and through corporate partnerships.

General estate planning guidance
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Brian S

Series 66

Austin, TX

Morgan Stanley

Brian Sisto is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Matilda C

Series 66

Austin, TX

Morgan Stanley

Matilda Corera is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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