Samuel Harrell is a financial advisor with Morgan Stanley in Dallas, TX, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a committee member for the National Kidney Foundation, participating in quarterly calls focused on public education and training related to kidney disease. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm offers tailored planning programs supported by structured discovery processes and uses various modeling tools to assist clients in planning outcomes.

Jessica Flores is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, Flores is an instructor at the Woodside Pony Club in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Carter O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and other firms in both financial and consulting capacities. He is also associated with Brooke Emily Media, L.L.C., a consulting business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages substantial client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Julia Shank is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Highgate Capital Investments and JPMorgan Securities. 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 emphasizes structured planning processes supported by firm-approved tools.

Jocelyn Pham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked in the restaurant industry with roles at Onesan Dimsum & Sushi, Niwa Japanese BBQ, Gen Korean BBQ, and The Crab Station & Oyster Bar. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its process.

Robert Moore III is a Series 66 licensed advisor with Morgan Stanley in Dallas, TX, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. 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 tools and sophisticated modeling techniques.

Stefanie Moore is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

David Kelton Jr. is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 financial planning process supported by firm-approved tools and models.

Paul Cox is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, offering a broad range of retail and institutional investment services.

Stacey Beatey is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 registrations with 25 years of industry experience. She has been with Morgan Stanley since 2015. 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 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 outcome modeling.

Antonio Monk is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved with Positive Pictures, a live video production company, and serves on the advisory board for WTTW Public Television, supporting their planned gifts program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Jana Wortham is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. 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 financial planning services supported by structured processes and analytical tools.

Marc Simoni is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. 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 supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ashley Bailey is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.