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Don U

Series 63, Series 65

Houston, TX

Morgan Stanley

Don Uptegraph Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been part of Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets. Outside of his advisory role, he is a member of Aruka Camp LLC, a deer hunting lease in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 firm-approved tools and methodologies.

General estate planning guidance
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Elizabeth C

Series 63, Series 65

Houston, TX

Morgan Stanley

Elizabeth Coello is a financial advisor at Morgan Stanley in Houston, Texas, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley for 10 years. Outside of her advisory role, she is involved with the Houston Livestock Show and Rodeo, contributing to rodeo and educational scholarship activities, and serves as a Notary Public for the State of Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

General estate planning guidance
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Armando N

Series 65, Series 63

Houston, TX

Morgan Stanley

Armando Navarro is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. He has been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of retail and institutional investment products.

General estate planning guidance
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Cesar C

Series 66

Houston, TX

Morgan Stanley

Cesar Castelo Campillo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020. Outside of his advisory role, he is a partner at Saltbox Outdoor LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning tools and offers a broad range of investment products and strategies.

General estate planning guidance
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Daniel B

Series 66

Houston, TX

Morgan Stanley

Daniel Brinkman is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 16 years of industry experience. His prior experience includes ten years at Monex Asset Management and Monex Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

General estate planning guidance
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Milton B

Series 66

Houston, TX

Morgan Stanley

Milton Bynum IV is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and UBS Financial Services. His background includes roles at Morgan Stanley Private Bank and earlier positions within the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages a substantial asset base and employs structured planning tools and models to support client financial goals.

General estate planning guidance
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Ricardo P

Series 66

Houston, TX

Morgan Stanley

Ricardo Pellman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Spring Hill College for four years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and scenario modeling but does not include individual security recommendations as part of its standalone planning services.

General estate planning guidance
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Byron H

Series 63

Houston, TX

Morgan Stanley

Byron Hood is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with firms including Citigroup Global Markets and Morgan Stanley Smith Barney. He has been with Morgan Stanley Private Bank, National Association since 2015. 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 tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Alejandro A

Series 63, Series 65

Houston, TX

Morgan Stanley

Alejandro Ayala 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 and Morgan Stanley since 2017, following a seven-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual 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 direct engagements and corporate financial planning agreements.

General estate planning guidance
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Raymond S

Series 63, Series 65

Houston, TX

Morgan Stanley

Raymond Sinkiewicz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he is involved with the Spring Branch Independent School District and participates in business development for companies that assist small businesses with payment processing. He is also engaged in creating art as a personal venture. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers diverse services through both advisory and broker-dealer platforms.

General estate planning guidance
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Edward M

Series 63, Series 65, Series 66

Houston, TX

Morgan Stanley

Edward Mullen Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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Chase M

Series 66

Houston, TX

Morgan Stanley

Chase Mc Dowell is a financial advisor at Morgan Stanley with 8 years of industry experience, holding a Series 66 designation. He has worked at Morgan Stanley since 2018 and previously was with Texas Premier Resources from 2016 to 2018. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert S

Series 63, Series 66

Houston, TX

Morgan Stanley

Robert Snow is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc. His other business activities include roles related to estate investment matters in Kingwood, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate 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.

General estate planning guidance
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Eduardo G

Series 66

Houston, TX

Morgan Stanley

Eduardo Gonzalez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Bravo Capital Consulting and Alloy Merchant Finance. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

General estate planning guidance
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Marco C

Series 63, Series 65

Houston, TX

Morgan Stanley

Marco Correa Ruiz Velasco is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at UBS Financial Services Inc. and TD AMERITRADE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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William G

Series 63, Series 65

Houston, TX

Morgan Stanley

William Gouldin is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including roles at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory work, he serves as a board member of Gouldin Technologies, LLC, a technology company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and risk modeling techniques to support client financial plans while operating primarily in an advisory capacity.

General estate planning guidance
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Donald N

Series 66

Houston, TX

Morgan Stanley

Donald Nelson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Equitable Advisors, Uber Eats, Jared Gaddis/AXA Advisors, LLC, and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning that incorporates structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies, wrap programs, and access to investment companies and private funds.

General estate planning guidance
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Andrew P

Series 66

Houston, TX

Morgan Stanley

Andrew Pisechko is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and five years of industry experience. He previously worked at Total USA International, LLC and Anadarko Petroleum Corporation before joining Morgan Stanley Private Bank in 2020. Outside of his advisory role, he serves as Treasurer for the Houston Chapter of the Arkansas Alumni Association and is a partner in Cire's Cache, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 conversations and uses proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

General estate planning guidance
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Antonio P

Series 66

Houston, TX

Morgan Stanley

Antonio Palafox Camara is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. for 12 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved with The Pelos Band, a musical group, and is a partner in Mexico's Finest Wines and Spirits LLC, a wholesale and distribution business. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

General estate planning guidance
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Antonio O

Series 66

Houston, TX

Morgan Stanley

Antonio Orendain 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 and its Private Bank since 2016. Outside of his advisory role, he is a partner in La Caminera Andalusians LLC, an agricultural business based in Katy, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a model-driven investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

General estate planning guidance
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