Brian Feldman is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Morgan Stanley, having joined in 2025 after 15 years at UBS Financial Services. Feldman is based in Dallas, TX. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning includes structured discovery processes and advanced modeling tools, serving clients through tailored planning and advisory services.

Angela Carlson is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Cain Capital Management. She holds the Series 65 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Erin Dickes is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including CIBC Private Wealth Advisors, Atlantic Trust Investment Advisors, and Geneva Investment Management. Outside of her advisory work, she serves on the board of the National Association for Continence and is involved in business advisory for a manufacturing company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Steven Dziobak is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he is involved with DzioBak Clothing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Angela O'Daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Inspirato as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and proprietary market modeling.

Stephen Pletcher is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and also affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities. She is also involved with Mason Aerospace Consultants LLC, a consulting firm where she serves in an advisory board capacity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by comprehensive planning tools and resources.

Gavin Ricks is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Clintsman Financial Planning, University Pointe, and Raiders Pass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Heather Arnold is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 26 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 wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Kevin Rooker is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Steven Leach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Prince Perelson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

Colin Boddicker is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has previously worked at Texas Capital Bank Private Wealth Advisors and Chalice Capital Partners, among other firms. Outside of his advisory role, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and methodologies without providing individual security recommendations as part of standalone plans.

Leslie Tollen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients primarily in an advisory capacity.

Richard Zulick is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2015, following prior roles at Barclays Capital Inc. and Lehman Brothers Inc. Outside of his advisory work, Zulick is involved in sports management and athlete representation through his ownership of Allegiance Sports Management Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Robert Dicicco is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved planning tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning primarily in an advisory capacity.

Cody Zweifel is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. Prior to joining Morgan Stanley, he spent 10 years with UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves a structured discovery conversation and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Hayden Godat is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he is a passive investor in Ragged Mountain LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves 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 employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He also teaches at Colorado Technical University outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.