Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and previously held roles at Exencial Wealth Advisors and Frontier Investment Management. Ventura is also an officer of MJV Ventures, LLC, a private investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes over 15 years at Raymond James & Associates. Outside of his advisory work, he is the owner of VFO Properties, LLC, a business involved in selecting and managing real estate properties. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 utilizes structured planning tools and committee input to model financial outcomes.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 tools and modeling techniques as part of its financial planning process.

Lorena Boyd is a financial advisor at Morgan Stanley in Plano, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support client financial plans.

Patrick Cleary is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities L.L.C. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates to support client goals.

David Meadors is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he participates in acting classes through John Casablancas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including 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 investment strategies as well as broader financial and estate planning solutions.

Javier Rodriguez is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent a year at Hilton. Outside of his advisory role, he is involved with the Regional Hispanic Contractors Association as Vice Chairman of the Capital Campaign Committee and serves on the board of ALPFA. He is also an independent contractor for Nammi Food Truck, a restaurant in Dallas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses a structured planning process supported by the Global Investment Committee’s analyses and offers a range of retail and institutional investment services.

David Barlow is a CFA® charterholder with 15 years of industry experience, currently serving at Morgan Stanley in Plano, TX. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

Emily Plummer is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Outside of her advisory role, she is involved with JuicePlus as a qualified sales consultant for the direct distribution of nutritional supplements. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

Stephanie Donato is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and over 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Courtney Benavides is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, with prior experience at JP Morgan Chase Bank and JP Morgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a range of investment and planning solutions.

Otha Smith is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, and Lincoln Financial Distributors. Outside of finance, he is involved in business ventures including book publishing, TV and web series production, and consulting for a transportation services company. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes without individual security recommendations in standalone programs.

Christopher Aitken is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and having 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning services. 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.

Matthew Roth is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James & Associates and Marcus & Millichap. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Glenn Sneed IV is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan entities from 2016 to 2023 before joining Morgan Stanley in 2023. Outside of his advisory role, he operates Unikr0n 58 LLC, a social media and media production business focused on automotive content. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Eric Matthews is a CFP® with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Plano, TX, having previously worked at J.P. Morgan Securities and JP Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. 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.

Amanda Little is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Federal Escrow and Centerline Electric before joining Morgan Stanley in 2017. Outside of finance, she is the sole proprietor of Gallery 7A, an art and culture business in Newhall, California. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Scott Schober is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 24 years of industry experience. His career includes positions at UBS Financial Services and Merrill before joining Morgan Stanley and its Private Bank in 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee insights to support client financial plans.

Mcree Smith is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Allison Lopes is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 license and six years of industry experience. She has been with Morgan Stanley since 2019, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to joining Morgan Stanley, she worked at McKesson and Adeptus Health. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Jasmine Holiday is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2013, with prior roles at Wells Fargo Clearing and Ameriprise. Outside of her advisory work, she is a partner at M & J Holiday LLC, a recreation-focused business based in McKinney, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Lester Wigler is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board for Lovejoy ISD and is president of the Dallas Business Club Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools with a broad suite of investment and financial services.

Erick Daily is a financial advisor at Morgan Stanley in Plano, TX, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, with prior experience at Bank of America, Merrill, and Regal Hardwoods, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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.

Jennifer Elms is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley since 2022, following prior roles at Ameriprise Financial Services, Edward Jones, and Pacific Union Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Elke Rhoda is a CFP® with 25 years of industry experience, currently serving at Morgan Stanley in Plano, TX. She has previously worked at Bank of America and Merrill, totaling eight years with those firms before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Collin Spence is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with four years of industry experience. His previous roles include positions at Charles Schwab & Co., Inc. and BPM LLP. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

David Miller is a financial advisor with Morgan Stanley in Plano, Texas, holding a Series 66 credential and 18 years of industry experience. He has worked 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 that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market models.

Lawrence Lee is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and provides both direct and corporate financial planning solutions.

John Norwood is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Norwood is the owner of Wild Rabbit Folk House, an art and culture business based in Ontario, Canada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes supported by firm-approved tools and modeling techniques.

Pragya Acharya is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she has been involved in managing a tea business from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets.

Tristen Di Sibio is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its related entities since 2019. Prior to this, he worked at Club Mountaineer and West Virginia University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process includes structured discovery and firm-approved tools but does not offer individual security recommendations as part of standalone plans.

Harpreet Sidhu is a financial advisor at Morgan Stanley based in Plano, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, and previously held roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and investment models.

Stephanie Holden is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2013 and holds the Series 63 and Series 66 designations. Outside of her advisory work, she operates a small business preparing and delivering homemade glazed pecans on weekends. Morgan Stanley Wealth Management serves 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 employs a structured planning process using approved tools and economic modeling techniques.

Joseph Sircely is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a rental condominium in Austin, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 supported by its Global Investment Committee.

Rajendra Dhamankar is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. He holds the Series 66 designation. 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 firm-approved tools in its planning approach.

Ronald Johnson is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Johnson serves as president of the McKinney Alliance, a charitable private foundation, and acts as an arbitrator for the NASD/FINRA Board of Arbitrators. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct engagements and Corporate Financial Planning agreements.

James Jouret is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley since 2009, including at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in land ownership activities related to providing hunting leases and cattle grazing in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning processes and a broad array of retail and institutional investment services.

Mark Lites is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He previously spent ten years at Prosperity Bank before joining Morgan Stanley in 2022. Outside of his advisory role, he is involved in property management and operates retail and online stores. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations as part of standalone plans.

Eric Fuller is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 license and 15 years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, he operates a sole proprietorship focused on raising horses. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools to develop tailored financial plans.

Brendan Dove is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Morgan Stanley in Plano, TX, where he has worked since 2021, following nine years at J.P. Morgan Securities and four years at Chase Investment Services Corp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach involves structured planning tools and analytical models to support client decision-making, while acting primarily in an advisory capacity.

Lii Wang is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools to model outcomes, while clients remain responsible for plan implementation and updates.

Ifan Wei is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, with prior experience at AB Trading and Coaching, LLC, Alpha Beta Trading, LLC, and T3 Trading Group, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Christina Blythe is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill and Hornor Townsend and Kent, Inc. before joining Morgan Stanley in 2025. 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 employs a structured planning process using firm-approved tools and modeling techniques.

Alicia Blencke is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Outside of her advisory role, she is a partner in D and D Land, LLC, an agriculture business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Jeremy Walker is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities, Varsity Tutors, and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment and planning services.

Daniel Rossetti is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He is currently based in Plano, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Edward De Gree is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ICON Business Bank, Arista Wealth Management, Valley Bank of Nevada, Wells Fargo Advisors, and Morgan Stanley Private Bank. He is also a 50% owner of JEDEE, LLC, a consulting business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering 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 tools and modeling techniques to support its financial planning process.