Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.

Philip Volpe is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns an agricultural business based in Victoria, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide 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 utilizes firm-approved planning tools and models to support its financial planning process.

Sue Dieterich is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and possessing 33 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and methodologies such as Monte Carlo simulations to support client planning needs.

Michael Farah is a Series 66-registered financial advisor with Morgan Stanley in Rockport, Texas, bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Farah serves as treasurer and board member of the Roscher Estate Property Owners Association and is a partner in a technology venture, PlayerWatch LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools in its planning approach.

Bill Wilson is a financial advisor at Morgan Stanley in Rockport, TX, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following six years at American Bank. Outside of his professional role, he serves as Chairman of the Steward (finance) Committee for First Baptist Church in Portland, TX. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and research.

Mayra Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior work history at Wells Fargo Clearing and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.