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.

Michael Howard Jr is a financial advisor with Morgan Stanley in Dallas, TX. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include eight years at Morgan Stanley Private Bank, N.A., and ongoing work with Morgan Stanley Smith Barney LLC since 2013. 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 offers financial planning guided by structured discovery and firm-approved tools.

Edward De Gree is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at ICON Business Bank, Arista Wealth Management, Valley Bank of Nevada, Wells Fargo Advisors, and Morgan Stanley Private Bank. He is also a 50% owner of JEDEE, LLC, a consulting business. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and proprietary tools without providing individual security recommendations in standalone planning services.

James Hafele is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. He previously worked at Stifel for 10 years before joining Morgan Stanley in 2025. Outside of his advisory role, Hafele is an executive producer involved in liner notes production within the media and entertainment sector. Morgan Stanley Wealth Management provides a wide range of 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 delivers both direct and corporate financial planning services.

Trevor Fahr is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.