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Alexandria J
Series 66
Houston, TX
Morgan Stanley
Alexandria Jones is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she manages a rental property business as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with tailored financial plans.
Marilyn E
Series 63
Houston, TX
Morgan Stanley
Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
John V
Series 63, Series 65
Houston, TX
Morgan Stanley
John Vander Voort 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 has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual 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 services both directly to individuals and through Corporate Financial Planning agreements.
Jane D
Series 63, Series 65
Houston, TX
Morgan Stanley
Jane Degeorge is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 services through its Financial Advisors and Estate Planning Strategies Group.
Daniel C
Series 66
Houston, TX
Morgan Stanley
Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.
Najera R
Series 66
Houston, TX
Morgan Stanley
Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.
George D
Series 63, Series 65
Houston, TX
Morgan Stanley
George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.
Alvaro M
Series 66
Houston, TX
Morgan Stanley
Alvaro Munoz is a financial advisor at Morgan Stanley with 23 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 2021. Prior to that, he was with BBVA-related firms including BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., BBVA Wealth Solutions Inc., and Compass Bank from 2009 through 2021. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning is based on structured discovery conversations and proprietary tools, serving clients through both direct and employer-sponsored plans.
Kavitha T
Series 63, Series 66
Houston, TX
Morgan Stanley
Kavitha Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 firm-approved tools and a structured discovery process.
Brooke V
Series 66
Houston, TX
Morgan Stanley
Brooke Vannoy is a Series 66-credentialed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, she worked at Sanford C. Bernstein & Co., LLC, Nuveen Securities, LLC, Nuveen Asset Management, LLC, and Ernst & Young. She is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations to assist clients in developing financial plans.
Brandon L
Series 66
Houston, TX
Morgan Stanley
Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.
Garrett G
Series 66
Houston, TX
Morgan Stanley
Garrett Getty is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist clients.
Rafael M
Series 66
Houston, TX
Morgan Stanley
Rafael Martinez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.
Chelsea P
Series 66
Houston, TX
Morgan Stanley
Chelsea Peterson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years at Morgan Stanley and a prior 12-year tenure at ClubCorp. She has three years of industry experience. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.
Brian W
Series 63, Series 65
Houston, TX
Morgan Stanley
Brian Watson is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Citigroup Global Markets since 2000 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved in managing several investment-related rental property businesses in Pearland, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 employs structured planning tools supported by its Global Investment Committee.
Gregory K
Series 63, Series 65
Houston, TX
Morgan Stanley
Gregory Klenke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is co-owner of Four Horsemen Ranch LLC, an agricultural business based in San Antonio, TX. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured tools and modeling techniques, offering advisory services without individual security recommendations in standalone planning.
Harvey N
Series 63, Series 65
Houston, TX
Morgan Stanley
Harvey Newton is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Managing Director of MKL Bayern GmbH in Germany, dedicating part-time hours during non-operating periods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques to support its advisory services.
Michael B
Series 63, Series 65
Houston, TX
Morgan Stanley
Michael Brunner is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. Outside of his advisory work, he is also an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory programs that incorporate market simulations and broad investment strategies.
Jeffry P
Series 63, Series 65
Houston, TX
Morgan Stanley
Jeffry Parker is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Morgan Stanley in 2019. 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 strategies, managing approximately $2.74 trillion in client assets.
Drew M
Series 66
Houston, TX
Morgan Stanley
Drew Mammen 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 2022 and prior experience at Morgan Stanley dating back to 2019. Before joining Morgan Stanley, he worked at Walts Wharf and California State University: Long Beach. 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 processes and firm-approved planning tools.
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