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 with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through Corporate Financial Planning agreements.

Jennifer Reynolds is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A., and previously spent a year at Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

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 56 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, including tailored financial planning supported by firm-approved tools and methodologies.

John Doom is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following a two-year tenure at Citigroup Global Markets Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial plans and a range of investment solutions.

Tamara Weatherly is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Merrill, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning. The firm employs a structured planning process supported by approved tools and provides both direct client services and employer-sponsored corporate financial planning.

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 45 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, continuing currently at Morgan Stanley Private Bank. Outside of his financial work, he is involved with Thomas Second Chance Rescue Ranch LLC, a private company managing rescue horses and alpacas. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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. He holds Series 63 and Series 65 registrations and has recently transitioned from being a full-time student to advisory roles since 2024. Outside of his advisory work, he is involved as a salesperson with Thelinku, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Catherine Pomerantz is a financial advisor at Morgan Stanley in Dallas, TX, with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2019. Pomerantz's prior roles include positions at Merrill, TD Ameritrade, Barton Associates, and the University of Texas. Morgan Stanley Wealth Management offers a wide range of 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 provides services through both direct client relationships and corporate financial planning agreements.

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.