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Benjamin S

Series 63, Series 65

Dallas, TX

Morgan Stanley

Benjamin Sweeney is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including the 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 tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Helen N

Series 66

Dallas, TX

Morgan Stanley

Helen Newsome is a Series 66-credentialed financial advisor at Morgan Stanley with six years of industry experience. Her prior roles include positions at Bank of America, Merrill, New York Life Insurance Company, and a long tenure at American Airlines Center. She is the sole proprietor of Newsome and Associates, LLC, a consulting and marketing firm based in Dallas. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Winston W

Series 66

Dallas, TX

Morgan Stanley

Winston Walls is a financial advisor at Morgan Stanley with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of finance, he is the owner of Walls Family Farm, an agricultural business established in 1992. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Alex C

Series 63, Series 66

Dallas, TX

Morgan Stanley

Alex Cena is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Brazos Securities, Inc., and self-employment. Cena serves on the board and finance and investment committees of the Retina Foundation of the Southwest. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with a range of investment and planning services across retail and institutional clients.

General estate planning guidance
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Langford K

Series 63, Series 66

Dallas, TX

Morgan Stanley

Langford Keith is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and board member of Gila Group, an investment partnership focused on oil, energy, and real estate, and he holds partner roles in additional real estate and technology ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management capabilities.

General estate planning guidance
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Phillip L

Series 63, Series 65

Dallas, TX

Morgan Stanley

Phillip Laquey is a financial advisor at Morgan Stanley in Dallas, TX, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
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Christopher M

Series 63, Series 65

Dallas, TX

Morgan Stanley

Christopher Moino is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moino is based in Dallas, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and market scenario modeling.

General estate planning guidance
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Gregory H

Series 63, Series 65

Dallas, TX

Morgan Stanley

Gregory Hutcheson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and investment advisory through a structured financial planning process.

General estate planning guidance
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Jordan M

Series 66

Dallas, TX

Morgan Stanley

Jordan Marquez is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Arvest Wealth Management and Arvest Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Daniel B

Series 66

Dallas, TX

Morgan Stanley

Daniel Brown is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A. Prior to that, he was employed at Advancial Federal Credit Union and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment models.

General estate planning guidance
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Aimee W

Series 66

Dallas, TX

Morgan Stanley

Aimee Woods is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2018, respectively. Outside of her advisory role, she is a partner at Strategic Brands, LLC, a retail and online store business based in Texas. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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George G

Series 63, Series 65

Dallas, TX

Morgan Stanley

George Galanis is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 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 owns personal rental properties. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services.

General estate planning guidance
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Richard F

Series 63

Dallas, TX

Morgan Stanley

Richard Fielder is a financial advisor at Morgan Stanley with 37 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. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves 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 a structured planning process supported by approved tools and modeling techniques.

General estate planning guidance
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Brandon B

CFP®, Series 65, Series 63

Dallas, TX

Morgan Stanley

Brandon Butler is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. His prior roles include positions at Texas Capital Bank Private Wealth Advisors and MMBB Financial Services LLC. Outside of his advisory work, he is involved as a landlord with Equity Homes I LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and strategies.

General estate planning guidance
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Brittanie C

Series 66

Dallas, TX

Morgan Stanley

Brittanie Crayne is a Series 66 licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2017. She has five years of industry experience and previously worked at Buckle, Inc. from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Janna B

Series 63, Series 66

Dallas, TX

Morgan Stanley

Janna Birkner is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, Birkner is involved with Nexagen USA, a weight management business, serving as an advanced distributor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of financial programs.

General estate planning guidance
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Jeffrey B

Series 66

Dallas, TX

Morgan Stanley

Jeffrey Barr is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and having six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. 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 supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
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C H

Series 63

Dallas, TX

Morgan Stanley

C Hill is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and 39 years of industry experience. He has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 provides both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Kevin D

Series 63

Dallas, TX

Morgan Stanley

Kevin Dickey is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, having been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market models.

General estate planning guidance
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Kimberly M

Series 66

Dallas, TX

Morgan Stanley

Kimberly Milligan is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked previously at Tractor Supply Co, Global Interactive Group, and PetSmart. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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