Lauren Kennedy is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services, E*TRADE, and Scottrade. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations within its standalone planning services.

David Shine is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools such as Monte Carlo simulations in its financial planning.

Sean Patrick Clemmons is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes positions at Merrill, Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, AXA Advisors, and Leaders Financial Group. Outside of finance, he has experience working at Peli Peli and the University of Houston - Downtown. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not include individual security recommendations as part of standalone planning.

Brent Anderson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Anderson is also involved as an owner in Anderson Whata Investment, GP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 proprietary tools and research.

Spencer Schafer Frith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its private bank since 2015. Outside of his advisory role, he serves as a committee member on the advisory board for the Texas Parks and Wildlife Department, providing recommendations based on his experience with state parks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Ahmber Bailes is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to rejoining Morgan Stanley in 2026, Bailes worked at Transamerica Investors Securities Corporation and has also held various roles outside the financial industry. Outside of advisory work, Bailes is an author of a journal published through Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of investment programs, managing approximately $2.74 trillion in client assets.

Suzanne Sidler is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at the Federal Reserve and Spartan Capital Securities. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory services.

Harlen Reyes Sandoval is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Morgan Stanley Wealth Management serves individuals 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 structured planning tools in its advisory process.

Estefana Flores is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with client assets under management totaling approximately $2.74 trillion.

Blake Jones is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market scenario modeling.