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Ian F
Series 63, Series 65
Houston, TX
Morgan Stanley
Ian Fredrick is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities, Caliber Home Loans, and CEI Logistics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment research.
Tattiana Q
Series 65, Series 63
Houston, TX
Morgan Stanley
Tattiana Quiros Vargas is a financial advisor at Morgan Stanley in Houston, TX, with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to this, she held roles at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Curtis D
Series 63, Series 66, Series 65
Houston, TX
Morgan Stanley
Curtis Deinert is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2017 and previously worked at Northern Lights Distributors, LLC and Orion Advisor Services, LLC. Curtis holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning using firm-approved tools and a structured planning process.
Fernando P
Series 63, Series 65
Houston, TX
Morgan Stanley
Fernando Parada is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he is involved as a partner in a family-owned agricultural business and holds partial ownership in a plastic recycling company focused on agricultural materials in Mexico. 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 employs a financial planning process that uses structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.
Meghan M
Series 66
Houston, TX
Morgan Stanley
Meghan Morrow is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. 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 that uses structured discovery conversations and firm-approved tools to model client outcomes.
Gail S
Series 66
Houston, TX
Morgan Stanley
Gail Stalarow is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 license and bringing 29 years of industry experience. She has been with Morgan Stanley since 2010, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the board of the Holocaust Museum Houston Foundation and acts as CEO of Buffalo Specialties, Inc., assisting in the transition of the family business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports a broad range of investment strategies across retail and institutional clients.
Elsa M
Series 63, Series 66
Houston, TX
Morgan Stanley
Elsa Muniz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets. 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 and utilizes structured planning tools and scenario analysis in its process.
Gerardo O
Series 63, Series 65
Houston, TX
Morgan Stanley
Gerardo Olavarrieta is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Morgan Stanley entities since 2016. 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 through its Financial Advisors and Estate Planning Strategies Group.
Cameron G
CFA®, Series 66
Houston, TX
Morgan Stanley
Cameron Greenwood is a CFA® charterholder with 20 years of industry experience, currently with Morgan Stanley in Houston, TX. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Aruka Camp LLC, a recreation business based in Houston. Morgan Stanley Wealth Management is a large 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 proprietary planning tools.
Cesar L
Series 66
Houston, TX
Morgan Stanley
Cesar Limones is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at NYLIFE Securities LLC, New York Life Insurance Co., Rethink Wealth, and Granger and Mueller P.C. before joining Morgan Stanley in 2022. 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 supported by firm-approved tools and methodologies.
Elese L
Series 63, Series 66
Houston, TX
Morgan Stanley
Elese Leblanc is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has worked as an independent beauty consultant for Mary Kay, engaging in cosmetic sales through various marketing activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide 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.
Matthew B
Series 63, Series 66
Houston, TX
Morgan Stanley
Matthew Bowman is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.
Jonathan B
Series 66
Houston, TX
Morgan Stanley
Jonathan Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company from 2013 to 2019. 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 that utilizes structured discovery processes and advanced modeling tools.
Marcellus D
Series 63, Series 65
Houston, TX
Morgan Stanley
Marcellus Davis is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.
Khawaja Haris S
Series 66
Houston, TX
Morgan Stanley
Khawaja Haris Saeed is a financial advisor at Morgan Stanley in Houston, TX, with three years of industry experience. He holds a Series 66 designation and has prior work experience with Industrial Info Resources, the Pakistan Stock Exchange, and Habib Bank Limited. Outside of his advisory role, he owns Connect 24/7 LLC, a technology business providing internet and TV services. 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 supported by structured discovery and firm-approved tools.
Randall P
Series 63, Series 65
Houston, TX
Morgan Stanley
Randall Petrick is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of financial services including estate planning and investment advisory solutions.
Johnathan E
Series 66
Houston, TX
Morgan Stanley
Johnathan Evans is a financial advisor at Morgan Stanley with 12 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 2013. 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 that utilizes approved tools and modeling techniques to help clients develop financial strategies.
Edmundo D
Series 65, Series 63
Houston, TX
Morgan Stanley
Edmundo Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, and previously held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan from 2007 to 2024. Outside of his advisory work, he is a partner in real estate investment holding companies in Mexico, including Divali Holdings S.A. de C.V. and Inmobiliaria Valer S.A. de C.V. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to model financial outcomes.
Mark B
Series 66
Houston, TX
Morgan Stanley
Mark Bamber is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a co-founder and board member of M.O.R.E Possibiltiies, a civic and community organization focused on health and welfare in Richmond, Texas. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.
Jennifer D
Series 63, Series 65
Houston, TX
Morgan Stanley
Jennifer Davies is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Invesco Advisers, Inc. and Elite Marketing Group (ProEquities). She has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.
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