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Robert W

Series 66

Rockport, TX

Morgan Stanley

Robert Wyckoff is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he owns Texas Time Machine Rentals LLC, which rents replicas of the DeLorean time machine from the "Back to the Future" films, and he serves on the Finance Committee of Leon Springs Baptist Church. 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 models. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

General estate planning guidance
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Leah W

Series 63, Series 65

Rockport, TX

Morgan Stanley

Leah Wyckoff is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2015, including a decade at Morgan Stanley Private Bank, N.A. based in Rockport, TX. 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. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

General estate planning guidance
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