Vernon Bodelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at DBC Inc. and Geronimo before joining Morgan Stanley. Outside of his advisory work, he is a sole proprietor involved in property management in Santa Fe, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has served at Morgan Stanley and its affiliated entities since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

Alexandra Wilson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2009. In addition to her advisory role, she serves as secretary for Mosaic Professional Services LLC, doing business as Mosaic Research Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Christian Sanchez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. His prior experience includes roles at Wells Fargo and JP Morgan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and modeling tools but generally does not offer individual security recommendations as part of standalone planning.

James Mc Donald III is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with four years of industry experience. His background includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as previous roles at Helix Media 360, Beachbody, and service in the U.S. Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Paula Scales is a financial advisor at Morgan Stanley in Houston, TX, with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2015. Outside of her advisory role, she owns a resume writing business and operates a retail and online customer service company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with 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 to model financial outcomes.

Susan Holt is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Based in Houston, TX, she provides advisory services through one of the firm's large institutional offices. 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 a structured planning process supported by firm-approved tools and market modeling techniques.

Dominic Cellitti is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the 4th Wall Theater, a civic organization focused on arts and culture in Houston. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support client financial plans.

Michelle Katona is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Pride Technologies and Tailored Management, along with various non-financial businesses such as Maiden Odds LLC and ZipZone Outdoor Adventures. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client financial goals.

Paula Sutton is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Chair of the Advisory Board for Career and Recovery Resources and Chair of the Board for Interfaith Ministries of Greater Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Mitchell Lou is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as president of the Rotary Club of University Area in Houston, Texas. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop financial plans and offers a broad range of investment and financial products.

Stacy Hajduk is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley since 2000. Outside of her advisory role, she is involved in online retail sales through platforms like Mercari and eBay. 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 a structured planning process supported by proprietary tools and market simulations.

Patrick Lesley is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a district governor and board member for Rotary International in Pearland, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Rebecca Miller is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2010, working within both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the investment committee for Congregation Emanu El in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cort Crawley is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Bigge Crane and Rigging Co. and Stronghold Ltd., as well as a four-year tenure at the University of Mary Hardin-Baylor. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate agreements.

Nick Schmidt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques to assist clients in developing their financial plans.

Joshua Dragosavljevic is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience in various other sectors. 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 firm-approved planning tools.

Brian Heitshusen is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages a real estate rental 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 a structured discovery process.

Sergio Corona is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at firms including New York Life Insurance, Thrivent Financial, and American National Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Zaida Gil is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wedbush Securities Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Austin Stewart is a financial advisor at Morgan Stanley based in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, following six years at Invesco Advisers, Inc. Outside of his advisory role, Stewart owns and operates a catering business in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kenny Hoover is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole owner of ZBH3, LLC, a real estate business in Friendswood, Texas. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm uses a structured financial planning process supported by approved tools and offers access to various investment products and private funds.

Fausto Lopez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Mario Noun is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Goldman Sachs, as well as a period of employment at the University of Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and methodologies.

Joyce Bodenhamer is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley since 2014, with a brief period as a self-employed advisor from 2019 to 2020. Outside of her advisory work, she operates an online resale business called Buffalo Girls Emporium, buying items at thrift and garage sales to resell on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

John Debellis is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Isabel Corona is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. 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 tailored financial planning services supported by structured processes and various analytical tools.

Rachel Stephens is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Jason Bernstein is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Duane Gurbach is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 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 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 uses firm-approved planning tools and models to support its financial planning process.

Jonathan Cole Mc Kay is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016, following a prior role at Thrivent Financial in 2017. Outside of his advisory work, he serves as a board member of TEACH (To Educate All Children), a nonprofit focused on education in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

Melinda De La Torriente is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools, including Global Investment Committee estimates and Monte Carlo simulations, to support client planning.

Pablo Munoz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. 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 that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Yulissa Bland is a Series 66-credentialed financial advisor with Morgan Stanley in Houston, TX. She has one year of industry experience, including prior roles at Bank of America and Merrill. Before entering the financial industry, Bland worked in various service and hospitality positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services for individuals and institutions.

Eric Jefferson is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Sutton is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Sutton serves on the board and finance committee of Career and Recovery Resources, Inc., a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, emphasizing advisory roles without providing individual security recommendations in standalone plans.

Melissa Jacobsen is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Charles Schwab & Co., Inc., and DriveTime. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Gary Miller is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following prior roles at B. Riley Wealth Management and Wunderlich Securities. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Laura White is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, and J.P. Morgan Securities. She is also involved in managing an estate-related business outside her advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured processes and tools while managing a broad range of client assets.

Lourdes Rosales is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. She has been with Morgan Stanley since 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 to support its financial planning process.

Lewis Metzger is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and having 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Metzger serves as president and board member of the Ivan Carter Wildlife Conservation Alliance and is involved in ranching through Wolf Springs Ranch LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Linda Dawson is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.

Tyler Thomas is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he operates as an independent contractor distributing fitness, wellness, and weight loss products through Advocare. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools to model financial outcomes.