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Giselly M

Series 63, Series 65

Dallas, TX

Morgan Stanley

Giselly McGuire is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments and VMSH Service Company LLC, among other roles in diverse sectors. 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 methodologies.

General estate planning guidance
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Alan C

ChFC®, Series 63, Series 66

Dallas, TX

Morgan Stanley

Alan Chew is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at NYLIFE Distributors LLC and Eagle Strategies, associated with New York Life, where he was employed for over a decade. Outside of his advisory role, he owns and manages rental properties in Texas. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Dimitrios K

Series 63, Series 66

Dallas, TX

Morgan Stanley

Dimitrios Kalamaras is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. His prior roles include five years at Janney Montgomery Scott before joining Morgan Stanley in 2021. 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 a structured process 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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Sharon W

Series 63, Series 65

Dallas, TX

Morgan Stanley

Sharon Washburn is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. She holds Series 63 and Series 65 licenses. Outside of her advisory work, Washburn serves on the advisory board of the University of Texas Financial Literacy Board. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines financial advisory with brokerage services and specialized investment offerings.

General estate planning guidance
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Sheri B

Series 63, Series 65

Dallas, TX

Morgan Stanley

Sheri Burns is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2017, following a tenure at Robert W. Baird & Co. from 2015 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

General estate planning guidance
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Steven G

Series 66

Dallas, TX

Morgan Stanley

Steven Gill is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

General estate planning guidance
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Scott J

Series 63, Series 65

Dallas, TX

Morgan Stanley

Scott Jenkins is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Jenkins holds Series 63 and Series 65 licenses and is based in Dallas, TX. Morgan Stanley Wealth Management (MSWM) 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside proprietary investment models, delivering advisory services primarily in a non-fiduciary capacity unless otherwise engaged.

General estate planning guidance
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Noah A

Series 66

Dallas, TX

Morgan Stanley

Noah Allen is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at several country clubs, including Trinity Forest Golf Club and River Oaks Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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Emily N

Series 66

Dallas, TX

Morgan Stanley

Emily Noble is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, and previously spent six years at Good Fulton & Farrell. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based return estimates as part of its financial planning process.

General estate planning guidance
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Ronald D

Series 63

Dallas, TX

Morgan Stanley

Ronald Davis is a Series 63–licensed financial advisor with Morgan Stanley in Dallas, TX, with 55 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, including tailored financial planning through its Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

General estate planning guidance
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Barbara C

Series 63, Series 65

Dallas, TX

Morgan Stanley

Barbara Crabtree is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing agricultural and ranch land interests in Texas and serves on the advisory board and finance committee of the Zonta Club of Dallas, a nonprofit focused on empowering women and girls. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and maintains a broad array of retail and institutional investment services.

General estate planning guidance
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Ruth Y

Series 66

Dallas, TX

Morgan Stanley

Ruth Yidnekatchew is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with three years of industry experience. She previously worked at Wells Fargo and has professional experience outside finance, including roles at Upward Bound Math and Science and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Terry S

Series 63, Series 65

Dallas, TX

Morgan Stanley

Terry Swagerty is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 firm-approved tools and investment modeling techniques.

General estate planning guidance
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Larry W

Series 63, Series 65

Dallas, TX

Morgan Stanley

Larry Wright is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with various branches of Morgan Stanley since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Andrew L

Series 66

Dallas, TX

Morgan Stanley

Andrew Lenox 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 2017, he worked at Caliber Home Loans for one year. Outside his advisory role, he is involved in two wholesale and automotive-related businesses based in Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, serving clients through direct relationships and corporate agreements.

General estate planning guidance
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Anupam J

Series 63, Series 65

Dallas, TX

Morgan Stanley

Anupam Johri is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with HKAV Industries LLC, a wholesale and distribution business based in Farmers Branch, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and analysis.

General estate planning guidance
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Terry B

Series 63, Series 65

Dallas, TX

Morgan Stanley

Terry Barr is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools guided by its Global Investment Committee.

General estate planning guidance
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