Citlalli Orduna is a financial advisor with Morgan Stanley Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A., and Wells Fargo 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Jennifer Benbow is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Dartmouth College from 2015 to 2021. She also serves as a trustee or co-trustee in a trust-related capacity outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad array of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Amy Moncla is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Tokyo Electron, Steel Advertising, Austin Landmarks, Keeper Collection LLC, and The University of Texas at Austin. Outside of her advisory work, she has experience with Camp Mystic. 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 utilizes structured planning processes supported by proprietary tools and economic models.

Daniel Olano is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Morgan Stanley, having joined in 2025, and previously worked at Ameriprise and Northwestern Mutual. Outside of financial services, Olano has worked with the YMCA and the University of Houston. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate agreements.

Diana De Leon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Catherine Rocque Butler is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1986. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Michael Groves is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked within Morgan Stanley Services Group and earlier spent six years at Noodles & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to assist clients.

Scott Zindler is a Certified Financial Planner (CFP®) with 30 years of experience, currently serving at Morgan Stanley in Houston, TX. His prior roles include positions at BBVA Securities Inc. and Compass Bank. Outside of his advisory work, he has served on the board for the Spring Branch Education Foundation and participates on the advisory board for the Stratford High School chapter of the Academy of Finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs, including financial planning and estate strategies, to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools.

Dean Fletcher is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance, such as with Sports Info Solutions and Greystar Property Management, along with several periods focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as private fund relationships and principal trading.

Jose Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. He is also a partner in real estate investment ventures focused on private real estate and rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and market modeling techniques.

Alejandro Garcia Du Solier is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Securities, BBVA Wealth Solutions, and COMPASS Bank. 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 a structured discovery process.

John Carpenter IV is a financial advisor with Morgan Stanley Wealth Management in Houston, TX. He holds a Series 66 credential and has three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Regina Gust Designs and at Texas A&M University. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Adriana Santoni is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies to support client financial plans.

Jennifer Vann is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association 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 supported by structured discovery conversations and firm-approved tools.

Sunshine Coddou is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in assets.

Erika Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. 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 techniques.

Sheena Young is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Jeffrey Stein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Stein serves on the Investment Committee of the Holocaust Museum Houston Foundation, overseeing the administration and management of the Foundation’s assets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Fidel Trejo Erazo is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 39 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced modeling tools.

Jaime Suarez is a financial advisor with Morgan Stanley, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Monex Asset Management, Inc. and Monex Securities, Inc. before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. 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 investment committee guidance.