Allison Davis is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include coordinated planning efforts and access to various investment products.

Tyler Mc Andrews is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has worked as an independent contractor caddie at Maridoe Golf Club since 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Matthew Smith is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at AT&T from 2021 to 2024 and completed his education at Clemson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Bernard Bowman is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Outside of his advisory role, Bowman serves on the advisory board of St. Timothy Christian Academy in Plano, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Philip Crew is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Trustee Chairman of the Monsignor John T. Gulczynski Endowment Trust Fund. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a broad range of investment and financial products.

Jacob Wahl is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and various other employers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored 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 investment outlook models.

Luke Lasseter is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Equitable Advisors, LLC and Keystone Bank. Outside of his advisory role, he creates content on TikTok, generating revenue through video engagement. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services through direct and employer-based financial planning agreements.

Jennifer Durossette is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has worked at Morgan Stanley since 2013. Outside of her advisory role, she manages a family investment holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Michael Horne is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. beginning in 2025. Michael’s earlier experience includes a position at Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models as part of its advisory process.

John Calandro III is a CFP® with 45 years of experience in the financial services industry. He currently works at Morgan Stanley and has held prior roles at Bank of America, Merrill, Sanders Morris LLC, and his own firm, Calandro Advisory Services, Inc. Outside of his advisory work, he is involved in several firearms and outdoor sports organizations, including serving as a director of a family firearms business and coaching shotgun sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions, combining financial planning with access to extensive investment resources and strategies.

Christopher De Nice is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Merrill Lynch. Prior to his financial services career, he was employed in education and sports authority roles and attended Baylor University. 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 structured discovery and firm-approved tools. The firm manages a significant asset base and offers diverse investment services and planning resources.

Catherine Sando is a financial advisor with Morgan Stanley Wealth Management in Dallas, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its affiliated private bank since 2010. Outside of her advisory role, she serves as a board member of The Sando Foundation, a nonprofit focused on children, youth, civic/community, and health and welfare initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process employs firm-approved tools and methodologies, serving clients primarily in an advisory capacity.

Kyler Brown is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Chickasaw Nations Industries. Brown also worked in legal and academic settings, including Martin Merritt, PLLC and the University of Louisville. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to assist clients, with a focus on advisory services rather than direct security recommendations.

Rodney Mcleod is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011, with prior experience at Charles Schwab & Co., Inc. He also operates a personal farm in Milford, TX. 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 strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

C Williams is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank, National Association. He is the founder of Project MOBE, a nonprofit organization focused on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment strategies.

Connor Fleming is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Charles Schwab & Co., Inc. from 2017 to 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and does not offer individual security recommendations as part of its standalone planning services.

Randall Barnes is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in purchasing and remodeling private homes for resale. 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 utilizes structured planning tools and market simulations as part of its financial planning process.

Mary Marx is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked previously at Bank of America, Merrill Lynch, and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Dominic Provenzano is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and the firm’s Global Investment Committee’s resources.

Adrian Takatch is a financial advisor with Morgan Stanley in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across sectors including beverage distribution and bioscience. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.