Wen Ti Lee is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Morgan Stanley in 2018, Lee worked at Merrill and Bank of America, N.A. from 2011 to 2018. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and employer-based agreements.

Matthew Williams is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and employer-sponsored plans.

Hanna Loew is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, having 11 years of industry experience. She was previously with UBS Financial from 2013 to 2022 before joining Morgan Stanley. Outside of her advisory role, she is a sole proprietor of a rental property business in Lancaster, California. 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 investment modeling.

Christopher Odonnell is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Baylor University, as well as outside experience in hospitality management at Long Valley Pub and Brewery. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

James Keith Nixon is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved as a partner in an agricultural venture, Nixon Family Farms, based in Floydada, Texas. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Gwendolyn Mckinney is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

David Hackett is a financial advisor at Morgan Stanley in Dallas, Texas, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Hackett serves as a board member of Veritas Academy, an educational organization in Wylie, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Sarah Mc Grane is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Merrill from 2017 to 2021, Sur La Table from 2016 to 2017, and Raymond James & Associates from 2013 to 2017. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.

Rachel Patton is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments and Reicon Capital, LLC. Outside of finance, she has experience working at Mellow Mushroom and educational roles at Texas Christian University and Holy Innocents' Episcopal School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety 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 utilizing firm-approved tools and market modeling techniques.

Sandra Macdowell is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank since 2015. Her prior experience includes positions at Morgan Keegan & Company, LLC and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes structured discovery conversations and firm-approved tools.

Christine Ashmore is a financial advisor at Morgan Stanley in Dallas, TX, with 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2016. Ashmore holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by proprietary tools.

Randall Barnes Jr. is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, including a year with Morgan Stanley Private Bank, N.A. Prior to that, he gained experience at NAI Robert Lynn and Champioins School of Real Estate, as well as Baylor University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

David Bower is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery conversations and utilizes firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

Jonathan Frigo is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior experience includes 14 years at Ameriprise Financial Services, Inc. He has fiduciary responsibilities in roles such as trustee and personal representative. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research.

Tyler Clark is a financial advisor at Morgan Stanley based in Dallas, TX, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2019. His prior experience includes roles at Sanford C. Bernstein & Co., Massachusetts Mutual Life Insurance Company, and Waddell & Reed, Inc. He also serves as a trustee and officer for family estate planning vehicles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Victor Olivera is a financial advisor at Morgan Stanley with 15 years of industry experience and holds the Series 66 designation. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Outside of his advisory role, he is involved in managing 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 a range of advisory programs and employs a structured financial planning process supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

Peter Weyermuller is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his financial career, he works as an ice hockey referee with USA Hockey, Inc. since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and various investment products.

Maria Nicholas is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as president of EMMN LLC and is a board member of the Park City Club, an urban country club in Dallas, and participates on the advisory board for Camp Magic. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning aided by proprietary tools and serves clients through both direct and employer-based agreements.

Luke Halliday is a CFP® professional with 19 years of experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a drummer involved with Lazer Blazer, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools.

Lisa Meagher is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools such as Monte Carlo simulations in its financial planning approach.