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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
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Laura O

Series 66

Houston, TX

Morgan Stanley

Laura Owen Pio is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, with prior experience at The Act 1 Group Inc. and Empire Films Inc. Outside of finance, she serves on the board of LEO Entertainment LLC, a film production and entertainment company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad investment platform to serve its diverse client base.

General estate planning guidance
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David N

CFP®, Series 63, Series 65

Houston, TX

Morgan Stanley

David Novelli is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Novelli is an author and a licensed pilot who owns and operates a general aviation aircraft. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Arionna M

Series 66

Houston, TX

Morgan Stanley

Arionna Mc Miller is a Series 66 licensed financial advisor with Morgan Stanley in Houston, TX. She has two years of prior experience at Plancorp LLC and has worked in diverse roles including at Bath and Body Works and the University of Missouri-Columbia Graduate School. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured discovery process.

General estate planning guidance
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Michael S

Series 66

Houston, TX

Morgan Stanley

Michael Sheen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Jonathan P

Series 63, Series 66

Houston, TX

Morgan Stanley

Jonathan Parker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. He is a member of the Cox Alumni Association Board of Directors, assisting current students and alumni with job opportunities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Carla M

Series 63, Series 65

Houston, TX

Morgan Stanley

Carla McConnell is a financial advisor at Morgan Stanley in Houston, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is the managing partner of LarLa LLC, a food production business. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment programs.

General estate planning guidance
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Myrna A

Series 63, Series 65

Houston, TX

Morgan Stanley

Myrna Agris is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to her advisory work, she serves as a trustee for managed accounts and occasionally drafts wills, durable powers of attorney, and healthcare documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and offers both retail and institutional investment services.

General estate planning guidance
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Stacy L

Series 66

Houston, TX

Morgan Stanley

Stacy Langford is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. 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 utilizes structured processes and advanced modeling tools to support client planning needs.

General estate planning guidance
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Lyndsay S

Series 66

Houston, TX

Morgan Stanley

Lyndsay Schick is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC. Outside of financial advising, she is a consultant for Rodan and Fields, a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s resources in its financial planning process.

General estate planning guidance
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Rafael H

Series 63, Series 65

Houston, TX

Morgan Stanley

Rafael Herrera is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2019 and previously spent 20 years at UBS Financial Services. Herrera holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that leverages structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Susana R

Series 66

Houston, TX

Morgan Stanley

Susana Ruiz 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 Smith Barney LLC since 2019, following seven years at UBS Financial Services. She is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Allan K

Series 63, Series 65

Houston, TX

Morgan Stanley

Allan Klenke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and 65 credentials and possessing 33 years of industry experience. His prior roles include positions at UBS Financial Services and various Morgan Stanley entities since 2020. Outside of his advisory work, he is a partner at Four Horsemen Ranch LLC, an agriculture business, and serves on the advisory board for the University of Kansas Business School, where he advises on the development of a new CFP program. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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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Tige S

Series 63, Series 65

Houston, TX

Morgan Stanley

Tige Soderberg is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a partner and managing member in several investment-related businesses, including a real estate investment firm and an agricultural nursery partnership. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs, managing approximately $2.74 trillion in client assets, with a planning process that incorporates structured discovery and firm-approved tools.

General estate planning guidance
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Jesus R

Series 63, Series 65

Houston, TX

Morgan Stanley

Jesus Ramos is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Next Financial and New York Life, among other roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and advisory services.

General estate planning guidance
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May B

Series 66

Houston, TX

Morgan Stanley

May Burkett is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at KoonsFuller Houston and the Law Office of Robert S. Hoffman, P.L.L.C., and has experience in both legal and fitness instruction roles. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Maria C

Series 63, Series 66

Houston, TX

Morgan Stanley

Maria Caston is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Raymond James Financial and Raymond James Financial Services from 2016 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including 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 and through corporate financial planning agreements.

General estate planning guidance
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Ashly M

Series 66

Houston, TX

Morgan Stanley

Ashly Maduako is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Raymond James & Associates, Inc. for three years and spent one year at Ernst & Young. Ashly holds a Series 66 designation and is based in Houston, TX. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Jintal P

Series 63, Series 65

Houston, TX

Morgan Stanley

Jintal Patel is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Rosibel B

Series 66

Houston, TX

Morgan Stanley

Rosibel Bravo is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following prior roles at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range 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 a structured financial planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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