Stefanie Gorres is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the sole proprietor of a software company, Adayana Software Company. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering financial planning and estate planning services supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized investment and trading activities.

Claudia Martinez is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Huong Green is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 21 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for 10 years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Monica Nguyen is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co., Incorporated since 2007. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Eduardo Tellez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, he spent ten years at VectorGlobal WMG. Morgan Stanley Wealth Management serves individual 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 structured planning tools developed by its Global Investment Committee.

Reed Hendricks is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at UBS Financial Services. Outside of his advisory role, he is involved in real estate activities in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured processes and a wide range of investment products.

Jeff Thibault is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Yesenia Bonilla is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Based in Houston, TX, she has been with Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

Samantha Madero is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 credential with 13 years of industry experience. She has worked at Morgan Stanley since 2018 and previously was with Monex Asset Management, Inc. and Monex Securities, Inc. from 2015 to 2018. Outside of her advisory work, she is a registered yoga teacher and instructs yoga at the Houston Iyengar Yoga Studio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Sergio Gonzales is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Raymond James during his career. Gonzales is currently based in Houston, TX. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning through its Financial Advisors and Estate Planning Strategies Group.

Joris Buffa is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2020 and previously worked at HJ&P Group and Texas A&M–San Antonio. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by approved tools and modeling techniques.

Miguel Posada is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Wells Fargo Clearing and J.P. Morgan Securities. Since 2021, he has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 uses structured planning tools and firm-approved methodologies to support its advisory process.

Suzette De La Torre is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, UBS International, and Banc of America Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jack Woodward is a financial advisor at Morgan Stanley in Houston, TX, with seven years of industry experience and a Series 66 designation. His work history includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as a brief position with Health2go, Inc. He also has experience at the University of Alabama. 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, utilizing structured planning tools and firm-approved methodologies to support client goals.

Oscar Hurtado is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved in managing rental property. Morgan Stanley Wealth Management (MSWM) serves 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 a structured planning process utilizing firm-approved tools and modeling techniques.

Justin Cox 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 and Morgan Stanley Private Bank, N.A. since 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 and financial planning services that incorporate structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Carol Ejailat is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the CFA® designation and Series 66 license. Since 2017, she has been associated with Morgan Stanley and its Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Mark Russell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages a boat slip rental business and serves as executor for an estate. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but does not provide individual security recommendations within standalone planning programs.

Nathalie Abaunza is a financial advisor with Morgan Stanley in Houston, TX, holding the Series 63 and Series 66 licenses with 23 years of industry experience. Her prior roles include positions at BBVA Insurance Agency Inc., Bbva Securities Inc., and COMPASS Bank. Outside of her advisory work, she is involved in entrepreneurial ventures including Pupaws Dog Treats LLC and La Nueceria, a retail and online store in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models as part of its advisory process.

Federico Schoenhofer is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He worked at UBS Financial Services and UBS International from 2008 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual 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 analysis.