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Brent L
Series 63, Series 65
Las Cruces, NM
Morgan Stanley
Brent Lambert is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. In addition to his advisory role, he works part-time as a statistician for New Mexico State University, maintaining statistics for football and men's basketball games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 financial planning process supported by firm-approved tools.
Amy W
Series 63, Series 66
Las Cruces, NM
Morgan Stanley
Amy Wildman is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1996. Outside of her advisory role, she owns and operates a business selling beauty products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with customized financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Brian C
Series 63, Series 65
Las Cruces, NM
Morgan Stanley
Brian Conaway is a financial advisor with Morgan Stanley based in Las Cruces, NM. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved tools.
James G
Series 66
Las Cruces, NM
Morgan Stanley
James Gerwels is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is also involved as a landlord. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and investment modeling to support client decision-making.
Toby R
Series 65, Series 66
Las Cruces, NM
Morgan Stanley
Toby Rue is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 65 and Series 66 registrations and has been with various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.
Molly B
Series 66
Las Cruces, NM
Morgan Stanley
Molly Bekken is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of her advisory role, she serves as a board member and heads the Art Committee for the Progress Club, a local nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market insights.
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