Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing 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 proprietary market estimates to assist clients in developing financial plans.

Krystal Rodriguez Rosa is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously gained experience at TD Ameritrade and Starbucks. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and methodologies.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Jeffrey Bridges is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs for individuals and institutions, with a focus on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and provides advisory services without individual security recommendations in standalone plans.

Tate Lindsey III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney starting in 2009. He is based in Fort Worth, 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 supported by structured discovery processes and advanced modeling tools.

Latroy Higgins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc., Morgan Stanley, and Morgan Stanley Smith Barney. Higgins is based in Fort Worth, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models while managing approximately $2.74 trillion in client assets.

Joel Travis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 supported by structured discovery and firm-approved planning tools.

J Bryan Reece is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Robert Beier is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes roles at Fidelity Investments Institutional Services Company and Fidelity Brokerage Services. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning that incorporates firm-approved tools and projections without individual security recommendations as part of standalone plans.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Verizon Wireless. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment committee input. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Peter Reaka is a CFP® with over 31 years of industry experience, currently affiliated with Morgan Stanley in Fort Worth, TX. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a one-third owner of a real estate business in South Padre Island, 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, utilizing firm-approved tools and methodologies without providing individual security recommendations as part of its standalone planning services.

Di Cournan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2019, Di worked at UBS Financial Services, Charles Schwab & Co., and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers services directly to individuals as well as through employer-based corporate financial planning agreements.

Amanda Shook is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 planning services both directly and through corporate financial planning agreements.

Kelly Biederman is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to this, she was involved with the Santa Barbara Youth Music Academy from 2016 to 2018. 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 utilizes structured planning tools and scenario modeling in its financial planning process.

Mary Mcbeath is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery methods and analytical tools to support client planning and manages approximately $2.74 trillion in client assets.

Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.

Kristi Traylor is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a decade at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Ethan Shook is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Ashley Lacamp Moore is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has worked with firms including UBS Financial Services and Morgan Stanley Private Bank. Outside of finance, she has longstanding involvement in modeling and commercial acting and serves on multiple nonprofit boards focused on health, youth, and the arts in Fort Worth, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized estate planning groups.

James Lacamp is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 10 years at UBS Financial Services. Outside of advisory work, he serves on the boards of the Fort Worth Club and the Presbyterian Night Shelter and is involved with the Fort Worth City Pension Board’s advisory and finance committees; he is also engaged in music publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with tailored financial planning and investment management. The firm manages trillions in assets and offers a structured planning process that incorporates firm-approved tools and market estimates to assist clients in financial decision-making.