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 with Morgan Stanley in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked with various Morgan Stanley entities since 2018. Outside of his advisory role, he works as an independent contractor caddie at Maridoe Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market simulations.

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 with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Bowman serves on the advisory board of St. Timothy Christian Academy in Plano, Texas, where he is involved in fundraising and business development. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of retail and institutional investment services.

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 three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Robinhood Financial, LLC and Robinhood Markets, Inc. from 2021 to 2023. 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 guided by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

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 44 years of industry experience, currently serving at Morgan Stanley in Dallas, TX. His prior experience includes roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he is involved in several firearms-related ventures, including serving as a director of Clay Shooters Supply Inc. and as a shotgun coach. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and features a broad range of investment and planning resources.

Christopher De Nice is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as brief tenures at Merrill Lynch and a credit union. Prior to his financial career, he has experience in education and sports authority positions. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages multitrillion-dollar client assets and combines broad retail and institutional services with specialized investment and trading activities.

Catherine Sando is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member of The Sando Foundation, a Dallas-based nonprofit focused on children, youth, community, and health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

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 possessing 35 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and has previous experience at Charles Schwab & Co., Inc. Rodney also operates a personal farm in Milford, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

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 Ceglinski is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. 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. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by proprietary tools and modeling techniques.

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.