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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.
Krystal C
Series 66
Houston, TX
Morgan Stanley
Krystal Cruz is a Series 66-licensed financial advisor at Morgan Stanley in Houston, Texas, with 15 years of industry experience. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and estate strategies.
Jose R
Series 66
Houston, TX
Morgan Stanley
Jose Romero Reynaud is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at Macsteel International USA Corp and engaged in consulting in investment and finance through INVERKOLF S.C. Outside of his advisory role, he teaches golf as a golf trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 emphasizes a structured planning process supported by advanced modeling tools.
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.
Michael W
Series 63, Series 65
Houston, TX
Morgan Stanley
Michael Wesbrooks is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. from 2014 to 2017. He holds the Series 63 and Series 65 designations. 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 firm-approved tools and methodologies.
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.
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 one year of industry experience. His prior work includes roles at Alcon and Quorum Business Solutions, as well as an academic position at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.
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.
Vivien O
Series 63
Houston, TX
Morgan Stanley
Vivien Owen is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and over 46 years of industry experience. She has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in hay production through a family ranch in Brenham, TX. 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 extensive resources.
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.
Gary W
Series 63, Series 65
Houston, TX
Morgan Stanley
Gary Wulf Jr. 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 worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, providing 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 planning process supported by firm-approved tools and models.
Charisse K
Series 66, Series 63
Houston, TX
Morgan Stanley
Charisse Kirkley is a financial advisor with Morgan Stanley in Houston, TX, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She previously worked at Bank of America and Merrill for nine years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
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.
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.
Gabriela H
Series 66, Series 65
Houston, TX
Morgan Stanley
Gabriela Hernandez is a financial advisor with Morgan Stanley in Houston, TX. She holds Series 65 and Series 66 licenses and has four years of industry experience, including roles at Goldman Sachs and VALIC Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.
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.
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.
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.
Julie F
Series 63, Series 66
Houston, TX
Morgan Stanley
Julie Fielder is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. Outside of her advisory role, she is involved as a stylist with Color Street, a personal care company specializing in nail polish. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and corporate financial planning agreements.
Sandra R
Series 63, Series 66
Houston, TX
Morgan Stanley
Sandra Rodriguez is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. She holds Series 63 and Series 66 designations and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
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