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 Quiros Vargas is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held positions at various BBVA entities and PNC Managed Account Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Curtis Deinert is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2017 and previously held roles at Northern Lights Distributors, Orion Advisor Services, and TD Ameritrade. 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 supported by firm-approved tools and analysis.

Fernando Parada is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory work, he is a partner in a family agriculture business and has part ownership in a plastic recycling company in Mexico. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and employer-sponsored financial planning agreements.

Cynthia Tanaka is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, Tanaka owns and manages wellness-related businesses including Wellness Rising and We Meet To Meditate 6 Feet Apart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad 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.

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 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 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 Olavarrieta is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following a one-year tenure at PNC Managed Account Solutions. Outside of his advisory role, he has ownership in a rental property in El Paso, TX. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and a range of investment strategies to deliver tailored wealth management solutions.

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 Limones is a financial advisor at Morgan Stanley in Houston, TX with four years of industry experience. He holds a Series 66 designation and has worked previously at NYLIFE Securities LLC, New York Life Insurance Co., Rethink Wealth, Limones Contractor Services, and Granger and Mueller P.C. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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 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 Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company for six years. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages substantial client assets and provides services both directly and through corporate financial planning agreements.

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 Saeed is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Industrial Info Resources, Pakistan Stock Exchange, and Habib Bank Limited. Outside of financial advising, he owns and operates Connect 24/7 LLC, a technology business providing internet and TV services. Morgan Stanley Wealth Management is a large institutional firm offering a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers various investment and financial product solutions.

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 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 Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various divisions within Morgan Stanley and JPMorgan Chase since 2007. Outside of his advisory role, he is a partner and passive investor in Mexican real estate and hydroelectric holdings. 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 advisory services supported by structured planning tools and a range of investment programs.

Mark Bamber is a financial advisor at Morgan Stanley with 12 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 Possibilities, a community-focused organization involved in health and welfare initiatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by advanced planning tools and a comprehensive investment platform.