Roberto Monroy is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Monroy is involved in a small family business related to the sale of hay. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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.

James Woldert 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 since 2009 and has worked 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 manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Aderemi Adeyemo is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Mariner Platform Solutions, Mariner Wealth Advisors, AdvicePeriod, LLC, Bernstein Private Wealth Management, IBISWorld Inc., and Fastenal Company. He also serves as a FINRA arbitrator, acting as a neutral party to resolve securities-related disputes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and economic modeling techniques.

John Reed IV is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley since 2007 and is currently associated with Morgan Stanley Private Bank, N.A. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Veronica Puello Visbal is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, and previously at Bank of America and Merrill from 2015 to 2019. 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 advanced modeling tools.

Nga Aycock is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in managing rental properties in the Houston area. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and market simulations to assist clients, managing approximately $2.74 trillion in client assets.

Michael Eugeni is a financial advisor at Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His previous roles include positions at Russell Tobin (Morgan Stanley) and various consulting and educational institutions. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, providing advisory services without individual security recommendations in standalone plans.

Erin Halprin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities Inc. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Halprin serves on the Finance Committee and Board of Trustees for the Ursuline Academy of Dallas Foundation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and includes a broad range of investment, brokerage, and private fund activities within its offerings.

Erica Gonzalez is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she works as a freelance transcriber and captioner and is employed with DoorDash. 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 research.

Jeanna Morgan is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her previous roles include positions at JPMorgan Chase Bank NA and JP Morgan Securities, LLC. Morgan Stanley Wealth Management provides a broad 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 planning process employs structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Patrick Evans is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020. His previous experience includes positions at Bank of America, Merrill, and Neuberger Berman. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Ashley Kneisly is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she operates Little Laxers LLC, a business focused on teaching lacrosse to children. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning programs.

Scott Ecklund 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 Morgan Stanley Private Bank, N.A. since 2018. Prior to joining Morgan Stanley, he worked at Vacations To Go for one year. 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 and tailored financial planning supported by structured discovery and firm-approved tools.

Luis Molina is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Asarco LLC. Molina serves on the board of PALS, an organization involved in community events through St Cyril Of Alexandria School in Tucson, Arizona. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, and it serves clients through both direct individual plans and Corporate Financial Planning agreements.

Hector Escamilla is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Golden Grape Entertainment Group and IDEA Public Schools. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals 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 utilizes a structured planning process supported by firm-approved tools and research.

Lita Saavedra is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Morgan Stanley since 2016, following tenures at Bank of America and Merrill, where she held roles from 1989 through 2016. 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 with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Caryn Gold is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing 10 years of industry experience. She has worked at Morgan Stanley and JPMorgan Chase Bank, N.A., among other firms, across multiple periods since 2015. 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 that uses firm-approved tools and methodologies.

Ingrid Raad is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, and previously at Northern Trust from 2015 to 2018. Raad holds Series 63, Series 65, and Series 66 licenses. Outside of advisory work, she is involved as an officer in a real estate investment entity based in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning tools and modeling techniques to assist clients, managing approximately $2.74 trillion in assets.

Andrea Nelson is a financial advisor with Morgan Stanley Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1993. Nelson serves as an executor and trustee in several estate administration roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, 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 to support its financial planning services.

Donna Kelly is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with DPK Land Development LLC and DPK Engineering LLC, engaging in land development and engineering activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by a structured planning process and firm-approved tools.