Kathy Vondergoltz is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. She worked at Merrill Lynch from 2007 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Mark Bayliss is a financial advisor with Morgan Stanley in College Station, TX, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He is also actively involved as an executor or co-executor for estates in the College Station area. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return estimates.

James Bayliss is a CFP® with 14 years of industry experience, currently with Morgan Stanley in College Station, TX. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he manages rental property investments. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and a variety of investment products.