Donna Chimera is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Chimera holds Series 63 and Series 66 licenses. 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 supported by structured processes and firm-approved tools.

Surani Sirisena is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He has been with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with the Global Investment Committee’s projections to support its financial plans.

Aaron Sotak is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he teaches courses to senior citizens at the University of Minnesota Duluth and volunteers as a teacher at the University of Texas. He also serves on the board of the Circle C Child Development Center in Austin. 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 provides a range of investment and planning services through its extensive network of financial advisors.

Ryan Mullins 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 2019, he worked at Domino’s for two years. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual 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 offers services directly to individuals as well as through Corporate Financial Planning agreements.

Spencer Staples is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Traffix Inc and Arrive Logistics. His background also includes four years at the University of Arizona. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Kaye is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at UBS Financial Services. 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 tailored financial planning, employing structured discovery processes and firm-approved tools to assist clients with their financial goals.

Leslie Mcentire is a financial advisor at Morgan Stanley with 26 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Zachary James is a financial advisor with Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley, he worked for PIMCO Investments LLC and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using established tools and offers a range of investment and advisory solutions.

James Austin is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Austin owns a retail and online store business based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside guidance from its Global Investment Committee.

Robert Brewer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 1994 to 2023. Brewer is also the sole proprietor of Tumbleweed 5 LLC, a property management business in Austin, Texas. 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 incorporates structured planning tools and various investment services.

Pamela Staples is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at Bank of America and Merrill for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory work, she is involved in an investment-related activity as the sole proprietor of a rental property business in Austin, Texas. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Michael Calvin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and Merrill. Outside of his advisory role, he is a partner at Covenant Investments, LP in Austin, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process employs firm-approved tools and modeling methods, providing advisory services without individual security recommendations in standalone plans.

Guy Clayton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a silent investor in a Stretch Zone franchising LLC and serves on the advisory council for the Texas Tech Rawls Business School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery, planning tools, and modeling techniques, with services spanning from retail advisory programs to institutional solutions.

Joshua Marcoux is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 license and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and JPMorgan Chase & Co. Outside of his advisory work, he has involvement with a trust entity based in Boerne, TX. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Carmalene Churba is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following five years at Edward Jones. Outside of her advisory role, she manages a private investment-related business through M. Churba LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and a comprehensive investment approach.

Elizabeth Cummins is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, Cummins is involved with J Hilburn, a retail and online clothing store based in Lewisville, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support tailored client solutions.

Scott Duplantis is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the sole owner of Kill It or Drill It, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Gabriella Gonzales is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for eight years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Neil Short is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Outside of his advisory role, he serves as the executive director running the All-Star organization for the Lake Travis Youth Association Baseball Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Natalia Borziak is a Series 66-licensed financial advisor with 18 years of industry experience, currently working at Morgan Stanley since 2021. She previously held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021. 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 the expertise of specialized groups such as Estate Planning Strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.