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Bradley G

Series 63, Series 65

Houston, TX

Morgan Stanley

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured planning tools and modeling techniques, with a broad set of investment and advisory services.

General estate planning guidance
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Georgina C

Series 66

Houston, TX

Morgan Stanley

Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

General estate planning guidance
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Isel I

Series 63, Series 65

Houston, TX

Morgan Stanley

Isel Isern is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Richard S

Series 66

Houston, TX

Morgan Stanley

Richard Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Carlos A

Series 63

Houston, TX

Morgan Stanley

Carlos Alvarado is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the 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 1998. 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 processes and advanced modeling tools.

General estate planning guidance
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Christopher M

Series 63

Houston, TX

Morgan Stanley

Christopher Montgomery is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with CitiGroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include collaborations with employer-based Corporate Financial Planning agreements.

General estate planning guidance
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Sara A

Series 66

Houston, TX

Morgan Stanley

Sara Armstrong is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Her career includes roles at UBS Financial Services, The Mid-Continent Companies, Ltd, and the University of St. Thomas. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

General estate planning guidance
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Richard M

Series 63

Houston, TX

Morgan Stanley

Richard Markey Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Abryn N

Series 63, Series 65

Houston, TX

Morgan Stanley

Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. 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.

General estate planning guidance
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Charles A

Series 63, Series 65

Houston, TX

Morgan Stanley

Charles Albright is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory work, he is involved with a cattle ranch in Lavaca County, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including corporate financial planning agreements.

General estate planning guidance
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Christa B

Series 63, Series 65

Houston, TX

Morgan Stanley

Christa Burgett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to assist clients.

General estate planning guidance
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John H

Series 66

Houston, TX

Morgan Stanley

John Husband is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Based in Houston, TX, his career has been focused within the Morgan Stanley organization. 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 and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Cory M

Series 66

Houston, TX

Morgan Stanley

Cory Martay is a financial advisor at Morgan Stanley based in Houston, TX, with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and quantitative models to support its financial planning process and delivers services through a broad range of investment and advisory offerings.

General estate planning guidance
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Alberto R

Series 65, Series 63

Houston, TX

Morgan Stanley

Alberto Ramos Alatorre is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was employed at Actinver Securities, Inc. and Active Foods, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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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Sandra R

Series 66

Houston, TX

Morgan Stanley

Sandra Ruiz is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

General estate planning guidance
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Donald C

Series 66

Houston, TX

Morgan Stanley

Donald Coon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 utilizes structured planning tools and outcome modeling in its financial planning process.

General estate planning guidance
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Bradley G

Series 66

Houston, TX

Morgan Stanley

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, following a prior role at Mercedes-Benz of the Woodlands. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Lynn S

Series 63

Houston, TX

Morgan Stanley

Lynn Schriber is a financial advisor at Morgan Stanley with 47 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets beginning in 1993. 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 that utilize structured processes and advanced modeling tools.

General estate planning guidance
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Carlos K

Series 66

Houston, TX

Morgan Stanley

Carlos Kuri is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 23 years of industry experience. He has been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously worked at Citigroup Global Markets. Outside of his advisory role, he serves on the advisory board of Erika Blumenfeld Studio Lab, an art and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and methodologies.

General estate planning guidance
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Monica W

Series 63, Series 65

Houston, TX

Morgan Stanley

Monica Woodward is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Outside of her financial advisory role, she operates as a life coach under her own practice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs. The firm’s planning process uses structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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