Alan Folz Jr. is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current roles include work at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Tanisha Joubert is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. She is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools to model financial outcomes.

Michael Apple is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. He holds Series 66 and Series 63 licenses and 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 that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Jennifer Reynolds is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including Morgan Stanley Private Bank, N.A., and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jennifer is based in Dallas, TX. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and employs a structured planning process using firm-approved tools and modeling techniques.

Kevin Clements is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of two real estate investment entities, Clements Properties LLC and Clements Properties Florida LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a variety of investment programs supported by structured planning tools and firm-wide research.

James Harvey III is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 designations and with 28 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning that incorporate firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Dillan Hemmenway is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018. Prior to his advisory role, he spent several years affiliated with Stephen F. Austin State University. 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 uses structured planning tools and market models to support its financial plans.

Herbert Kesner is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, alongside a long tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages roughly $2.74 trillion in client assets and offers both direct and employer-based financial planning programs.

John Doom is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience with CitiGroup Global Markets. 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 employs structured planning tools and modeling techniques as part of its advisory process.

Tamara Weatherly is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers services directly to clients as well as through Corporate Financial Planning agreements with employers.

Lisa Fasse is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent three years with Hilltop Securities Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Taisong He is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and MD America Energy LLC. Outside of his advisory role, he manages a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Cindy Andreasen is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2011. The firm, Morgan Stanley Wealth Management, provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and market modeling techniques.

Bradley Thomas is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he co-manages Thomas Second Chance Rescue Ranch LLC, a private company dedicated to horse and alpaca rescue. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, supporting clients in developing and implementing financial plans.

Charles Baker is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Morgan Stanley affiliates since 2007. Outside of his advisory role, he serves on the Board of Directors for the Children's Advocacy Center for Denton County, focusing on advocacy for abused children and their families. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and utilizing firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

James Evans is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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, managing approximately $2.74 trillion in client assets.

Barney Grossman is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Grossman serves on the advisory board and finance committee of the Knox-Corinthian Masonic Lodge #851 in Texas, a civic and fraternal organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Devon Patel is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Thlinku Ria, LLC and Thelinku, LLC. He is also a salesperson for Thelinku, LLC, a non-investment business based in Spring, 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Catherine Pomerantz is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to Morgan Stanley, she worked at Merrill and TD Ameritrade and studied at the University of Texas. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and emphasizes advisory services without individual security recommendations in standalone planning.

John Birkner is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as chairman of Forever Gracie LLC. 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 supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.