Demi Chan is a Series 66-licensed financial advisor at Morgan Stanley in Houston, Texas, with 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Chan serves on the finance committee of the nonprofit RaiseUp Families and is an advisory board member of the Women's Master's Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Cesar Castelo Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2013. He is based in Houston, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm‑approved tools and modeling techniques.

Jane Pham is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 24 years before joining Morgan Stanley in 2026. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Risher Randall Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an officer and board member of the Kiwanis Club in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and access to private funds.

Frank Hegr is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Banking and Morgan Stanley Smith Barney since 2018. Prior to that, he was employed at Capital One Advisors and Capital One Investing, and he also spent a year at SMU. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support its advisory services.

Logan Mitchell is a Series 66-licensed financial advisor with Morgan Stanley, based in Houston, TX, with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He also has prior experience working with Howard University and Mustard Seed International Charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone planning services.

William Mclaughlin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 33 years of industry experience. He has worked with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a part owner of an agricultural land company where he handles bookkeeping and communication with a ranch manager. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial plans, while generally acting in an advisory capacity.

Lorrie Johnson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Alexandra Vanmeurs is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following 13 years at UBS Financial Services. Outside of her advisory role, she is involved in real estate investment and management through ownership and partnership in Houston-based entities. Morgan Stanley Wealth Management is a 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 the Global Investment Committee’s analyses.

Devin Bogert is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2016 and 2017, respectively. Outside of his advisory role, Bogert is the sole proprietor of Moti, a technology-related business, and is a partner in several recreation and marine-related ventures based in Miami. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but typically do not involve individual security recommendations within standalone programs.

Elizabeth Goetzman is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Eric Koch is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Morgan Stanley since 2012. 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. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and market models as part of its structured financial planning process.

Daniela Valle is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at J.Jill from 2014 to 2017. 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 structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jared Poulter is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Services Group Inc. from 2017 to 2018. Outside of his advisory work, he co-hosts the Brothers Podcast. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients through tailored financial plans and various institutional and retail offerings.

Roberto Guiot is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that use firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Armando Acevedo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Franshell Dumes is a Series 66-licensed financial advisor at Morgan Stanley with 25 years of industry experience. She has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Richard Nelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 23 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services for 11 years. Outside of his advisory role, Nelson is involved in real estate through ownership and partnership in private real estate entities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

Rachel Hamblen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. prior to her current position. Before joining Morgan Stanley, she spent two years at Invesco Distributors, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Andrew Bivens is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Texas Capital Bank, First State Bank of Bloomington, and Busey Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.