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 20 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market outlook models.

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 credentials and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets since 2002, Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional solutions.

Yesenia Bonilla is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 supported by structured discovery processes and advanced modeling tools.

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 65 and Series 63 licenses and has worked at Morgan Stanley in two periods, from 2005 to 2017 and again since 2024, with a seven-year tenure at Raymond James in between. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client engagement and employer-sponsored financial planning agreements.

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 with Morgan Stanley in Houston, TX, holding a Series 66 designation and possessing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, preceded by positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and outcome modeling techniques.

Suzette De La Torre is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 delivers services both directly and through employer-sponsored financial planning agreements.

Jack Woodward is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley since 2019. He also worked briefly at Health2go, Inc. and was affiliated with the University of Alabama from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include 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.

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.

Rodrigo Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Morgan Stanley Private Bank and Smith Barney since 2017, following previous roles at BBVA entities and Compass Bank. 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 firm-approved tools and modeling techniques.