Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Smith teaches at Colorado Technical University. 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 uses a structured planning process supported by firm-approved tools and market models.

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.

Charles Esquivel is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he plays trumpet in a cover band and serves on the investment committee at the University of North Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by analytical tools such as Monte Carlo simulations and Secular Return Estimates.

Matthew Millard is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Samuel Yonack is a financial advisor at Morgan Stanley in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and Omnicom Media Group, as well as a position at Twentieth Century Fox Film Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

Matthew Foster is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2013. 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 employs structured planning tools to support its financial planning process.

Paul Stam is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Stam serves as an adjunct professor teaching international estate planning at Golden Gate University College of Law and the University of San Francisco and is also a fiction author working on multiple novels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate proprietary modeling techniques.

Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Jared Singh is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved planning tools in its financial planning approach.

Alexander Faria is a Series 66-licensed financial advisor with Morgan Stanley, based in Dallas, TX. He has three years of industry experience and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. prior to his current position. Outside of finance, he has held various roles in the hospitality and regulatory sectors, including work at Olive Garden and the Whatcom County Liquor and Cannabis Board. Morgan Stanley Wealth Management is an SEC-registered 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 employs structured planning tools and investment strategies developed by its Global Investment Committee.

Jason Halbrooks is a financial advisor at Morgan Stanley in Dallas, TX, with seven years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Prior to his financial services career, he was involved with Diamond J Pest Control and held roles related to Texas Christian University. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Richard Fairchild Jr. is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He is currently with Morgan Stanley, having joined in 2023, following prior roles at City National Bank and RBC Capital Markets LLC. Outside of his advisory work, Fairchild serves on the boards of the Dallas Ecological Foundation and The Aradius Group. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, employing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management solutions through its network of financial advisors.

Jonathan Bassham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, he operates several private ventures including a family holding company focused on private real estate, energy assets, and venture equity, as well as ownership in automotive and retail businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and advisory services.

Michael Weinman is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and manages a family holding company, Weinman Family Investments LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Sneh Raghu is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2026, Raghu worked at CAIS Capital LLC, Leucadia Asset Management LLC, Jefferies LLC, Merrill, LPL Financial LLC, and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Alan Vorwald is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, he is involved as an owner of a real estate business, Old Dollar Road, LLC, based in Sun Valley, ID. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Scott Glaser is a Series 66-registered financial advisor with Morgan Stanley in Dallas, Texas, bringing 11 years of industry experience. He has been with Morgan Stanley since 2014 and also serves as a trustee/co-trustee in a trust located in Clarence, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Andrew O'Daniel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009. 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 tailored financial planning services supported by firm-approved tools and models.

Allison Eagles 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, she worked at Fidelity Investments for two years and has held various roles including at McClain Bank and the Carmen Eagles Farmers Insurance Agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.