Jessica Papson is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, and has 11 years of industry experience. She has been with Morgan Stanley for the majority of her career, including two separate tenures totaling 13 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through direct engagement and corporate financial planning agreements.

Robert Calandro is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that utilize firm-approved planning tools and models, while generally acting in an advisory capacity for its financial planning clients.

Sallie Behnke is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate agreements.

Robert Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously spent time at Citigroup Global Markets starting in 1993. 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, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services without providing individual security recommendations in its standalone planning programs.

Kevin Calandro is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. He is a member of the Dallas Foundation Advisory Council, where he participates in educational events and provides insights to the organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Kelsey Regan is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. She is currently with Morgan Stanley in Dallas, TX, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, with investment modeling guided by its Global Investment Committee.