Peter Aldendifer is a Series 66-credentialed financial advisor with Morgan Stanley in Dallas, TX, and has 12 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Sarah Green is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2018, following a prior role at TD Ameritrade from 2013 to 2017. 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 supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through Corporate Financial Planning agreements.

Caroline Inkman is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Tricia Ryan Studio for three years and was self-employed for seven years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Luke Smith is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Charles Schwab and Schwab Wealth Advisory. 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 firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Drew Koeller is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and The Huntington Investment Company. 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. Its financial planning process uses firm-approved tools and modeling techniques, serving both direct clients and corporate financial planning arrangements.

Caressa Patel is a Series 66 licensed financial advisor with Morgan Stanley in Dallas, TX, with three years of industry experience. Her prior roles include positions at Frost Brokerage Services and Equitable Advisors. 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 planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Carrington Washburn is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Goldman Sachs and Ringle, as well as internships and positions at Dartmouth College and Postmates. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Marylyn Houston is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. 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 planning process uses structured discovery conversations and approved tools, supporting a range of investment and financial strategies.

James Barrett is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, and Fidelity. Outside of his advisory role, Barrett operates James Barrett Photography, an art and culture business. 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 services through both direct and corporate financial planning agreements.

David Yost is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and possessing 43 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, after an 11-year tenure at Citigroup Global Markets. Outside of his advisory role, Yost serves on the board of the Plaza Turtlecreek HOA and is a board member and part of the investment committee for the Dallas Diocese Education Endowment Trust. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools, though clients are responsible for implementing and updating their plans.

Harold Cook is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Cook is a partner at Legacy Star Enterprises LTD and serves as a trustee and partner in affiliated investment entities based in Dallas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market scenario modeling.

Elliot Gardner is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at Pacific Investment Management Company LLC and PIMCO Investments LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and analytical models, offering services primarily in an advisory capacity.

Sands Chipman is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Chipman is also affiliated with Southern Methodist University. Outside of his advisory role, he is the owner of CG Partners LLC, a limited liability company used to hold private investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Michael Beste is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials with six years of industry experience. He previously worked at Vanguard and has held roles in both corporate and educational settings. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and methodologies.

Matthew Sharp is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves 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 structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Logan Atkins is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A., and previously held positions at Edward Jones and JPMorgan Chase. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to assist clients in financial decision-making.

Willeen Linsicombe is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Careyann Thomas is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015, currently also associated with Morgan Stanley Private Bank, N.A. in Dallas, TX. 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 including tailored financial planning supported by structured discovery processes and firm-approved tools.

Marissa Mullens is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2021. Outside of her advisory role, she operates a medical sales business and a photography business and is a partner in a real estate venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations.

David Folmnsbee is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked for UBS Financial Services for 15 years. He serves on the finance committee of St. Rita Catholic Parish, assisting the Pastor and Headmaster in a non-voting role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.