Stephen Loeb is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 63 designation and over 53 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is co-manager of Heirs of S. Abraham LLC, an entity involved in royalty and lease agreements. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and strategies developed by its Global Investment Committee.

Chase Havemann is a financial advisor at Morgan Stanley in San Antonio, Texas, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked as an insurance broker at Family First Life and has held various roles including at the University of Texas at San Antonio and Scuzzis Italian Restaurant. Outside of his advisory work, he is involved in officiating weddings. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Noah Sas is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Morgan Stanley, he worked at Northwestern Mutual and TechSmith Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

James Sanders is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a guitar player in a country and western music band based in San Antonio. 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 estate strategies, managing approximately $2.74 trillion in client assets.

Leonard Johnson is a financial advisor at Morgan Stanley in San Antonio,TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at JPMorgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes but generally does not provide individual security recommendations as part of standalone planning.

Lance Childress is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in San Antonio, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Logan Sammons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with Morgan Stanley since 2016, including four years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Kelly Hendin is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Eduardo Guajardo is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill from 2008 to 2024 before joining Morgan Stanley in 2024. 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 utilizes structured planning tools and market simulations in its financial planning process.

Michael Lollman is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 designations with 10 years of industry experience. He previously worked at Frost Brokerage Services Inc. and Frost Bank from 2013 to 2023. 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, managing approximately $2.74 trillion in client assets.

Allie Wilson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Wilson worked at B & T Sales & Consulting and Bank of America, among other roles. 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 uses a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.

Blair Short is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in a joint venture with his spouse based in Port Aransas, TX. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Abigail Bailey is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Raymond James and Capital Group. Outside of her advisory career, she owns and manages a rental property business in New Braunfels, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a large asset base across various investment services and strategies.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jason Meyer is a financial advisor with Morgan Stanley Wealth Management based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, he worked at Citigroup Global Markets for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Paul Greer is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 15 years at Citigroup Global Markets. In addition to his advisory role, he is involved in a property management business in San Marcos, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Stevenson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s analyses, while generally acting in an advisory capacity without offering individual security recommendations as part of standalone plans.

Randal Boggs is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, including the Morgan Stanley Private Bank, National Association since 2015. 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 emphasizes a structured planning process using firm-approved tools and actuarial models.

Joseph Gonzales is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including longstanding roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.