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Sean Patrick C
Series 63, Series 65
Houston, TX
Morgan Stanley
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 A
Series 63, Series 65
Houston, TX
Morgan Stanley
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 S
Series 66
Houston, TX
Morgan Stanley
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 B
Series 66
Houston, TX
Morgan Stanley
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 S
Series 63, Series 65
Houston, TX
Morgan Stanley
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 R
Series 63, Series 65
Houston, TX
Morgan Stanley
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 F
Series 66
Houston, TX
Morgan Stanley
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 J
Series 66
Houston, TX
Morgan Stanley
Blake Jones is a Series 66 licensed financial advisor with Morgan Stanley in Houston, TX, bringing 22 years of industry experience. His career includes roles at UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009. Since 2015, he has also been associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and investment models, serving a diverse client base through both direct and corporate financial planning agreements.
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