Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Robert G

Series 63, Series 65

Houston, TX

Morgan Stanley

Robert Gehring is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

General estate planning guidance
user avatar
firm logo

Krystal C

Series 66

Houston, TX

Morgan Stanley

Krystal Cruz is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley for 18 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to both individual and institutional clients, 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Jose R

Series 66

Houston, TX

Morgan Stanley

Jose Romero Reynaud is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked in various roles including at Macsteel International USA Corp and Comercializadora Integral Vorivost. Outside of his advisory work, he operates as a golf trainer and is a partner at INVERKOLF S.C., a consulting firm in investment and finance based in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and emphasizes a structured planning process supported by firm-approved tools.

General estate planning guidance
user avatar
firm logo

Lona M

Series 66

Houston, TX

Morgan Stanley

Lona Mcmanus is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Horizon Advisory Group, Commonwealth Financial Network, and Mass Mutual. Prior to entering financial services, she held positions at UTHealth Science Center at Houston and Baylor College of Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs supported by structured planning tools and advisory services.

General estate planning guidance
user avatar
firm logo

Michael W

Series 63, Series 65

Houston, TX

Morgan Stanley

Michael Wesbrooks is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He joined Morgan Stanley in 2017 after three years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services alongside its financial planning offerings.

General estate planning guidance
user avatar
firm logo

Matthew S

Series 63, Series 66

Houston, TX

Morgan Stanley

Matthew Savard is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a member of LJ MAC Investments LLC, a technology-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and comprehensive financial planning services. The firm emphasizes structured planning processes and offers access to broad investment resources, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

David N

Series 66

Houston, TX

Morgan Stanley

David Newton is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Alcon and Quorum Business Solutions, as well as time spent at Southern Methodist University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
user avatar
firm logo

Timothy O

Series 63, Series 65

Houston, TX

Morgan Stanley

Timothy O'Connor is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following seven years at UBS Financial Services. He is based in Houston, TX. 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 utilizes structured planning tools and proprietary modeling techniques as part of its financial planning process.

General estate planning guidance
user avatar
firm logo

Amanda M

Series 63, Series 66

Houston, TX

Morgan Stanley

Amanda Munselle is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, Inc., Empyrean Benefit Solutions, and Professional Enrollment Concepts. Outside of her advisory role, she owns a retail sales business named Rock The Boat Design. 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 tailored financial planning supported by advanced modeling tools and a structured discovery process.

General estate planning guidance
user avatar
firm logo

Gary W

Series 63, Series 65

Houston, TX

Morgan Stanley

Gary Wulf Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2008. His prior experience includes roles at Merrill and Ernst & Young Investment Advisers LLP. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
user avatar
firm logo

Charisse K

Series 63, Series 66

Houston, TX

Morgan Stanley

Charisse Kirkley is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Questar Asset Management, and BlackRock Investment Management. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and does not provide individual security recommendations as part of its standalone planning program.

General estate planning guidance
user avatar
firm logo

Heidi A

Series 66

Houston, TX

Morgan Stanley

Heidi Alikpokou is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. 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 structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Patrick C

Series 63, Series 65

Houston, TX

Morgan Stanley

Patrick Condon is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley since 2009 and is also affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Gabriela H

Series 65, Series 66

Houston, TX

Morgan Stanley

Gabriela Hernandez is a financial advisor at Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses with five years of industry experience. She previously worked at Goldman Sachs and VALIC Financial Advisors. Outside of finance, she has been involved with Piranha Fitness Studio. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and maintains a broad range of investment and financial strategies.

General estate planning guidance
user avatar
firm logo

Mark F

Series 63, Series 65

Houston, TX

Morgan Stanley

Mark Fournier is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Fournier serves on the Finance and Investment Committees of the Lambda Chi Alpha Educational Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, delivering customized financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

John Patrick K

Series 66

Houston, TX

Morgan Stanley

John Patrick Koshakji is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with three years of industry experience. His prior work includes roles at The Catholic University of America and Jesuit College Prep Highschool. 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.

General estate planning guidance
user avatar
firm logo

Lauren S

Series 66

Houston, TX

Morgan Stanley

Lauren Sparrow is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Based in Houston, TX, her career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and investment solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports financial advisors in developing customized plans.

General estate planning guidance
user avatar
firm logo

Julie F

Series 63, Series 66

Houston, TX

Morgan Stanley

Julie Fielder is a financial advisor at Morgan Stanley with 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 12 years at Citigroup Global Markets. Outside of her advisory role, Fielder is involved as a stylist with Color Street, a personal care company specializing in nail polish. 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 tools and investment committee estimates to support its services.

General estate planning guidance
user avatar
firm logo

Sandra R

Series 63, Series 66

Houston, TX

Morgan Stanley

Sandra Rodriguez is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Aristela C

Series 63, Series 66

Houston, TX

Morgan Stanley

Aristela Cravens is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of her advisory role, she is the sole proprietor of UAssist, an app development venture focused on promoting different types of services. 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 strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment approaches.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)