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Bill C

Series 63, Series 65

Houston, TX

Morgan Stanley

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked with Citigroup Global Markets starting in 2002. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outcome simulations.

General estate planning guidance
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Geralyn E

Series 63

Houston, TX

Morgan Stanley

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she provides DJ and singing services through her sole proprietorship, EV Entertainment. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Eric C

Series 66

Houston, TX

Morgan Stanley

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Robert K

Series 63, Series 65

Houston, TX

Morgan Stanley

Robert Kline is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Kline serves on the finance committees of Moody Methodist Church and the Brain Injury Association of America and acts as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial planning services.

General estate planning guidance
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Mark B

Series 66

Houston, TX

Morgan Stanley

Mark Brezina is a Series 66-licensed financial advisor at Morgan Stanley in Houston, TX, with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Lifestyle Asset Management, First Allied Securities, and Lifestyle Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses from its Global Investment Committee.

General estate planning guidance
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Travis B

Series 66

Houston, TX

Morgan Stanley

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jared R

Series 63, Series 66

Houston, TX

Morgan Stanley

Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Ann K

Series 66

Houston, TX

Morgan Stanley

Ann Krieger is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. She serves as an executor of an estate outside of her advisory work. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by firm-approved tools and access to various investment solutions through its extensive resources.

General estate planning guidance
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Stefanie B

Series 63, Series 65

Houston, TX

Morgan Stanley

Stefanie Benesh is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, including seven years at Morgan Stanley Private Bank, N.A. Her prior experience includes positions at Bank of America and Merrill. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research.

General estate planning guidance
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Ty P

Series 66

Houston, TX

Morgan Stanley

Ty Pratt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he was briefly with Kestra Financial, Inc. and worked for Caddo Parish Schools/Louisiana State University for ten years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with 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 planning process incorporating firm-approved tools and economic modeling.

General estate planning guidance
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