Colton Creamer is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America and Merrill before returning to Morgan Stanley. He serves on the board and on the investment and finance committees of the Texas Military Institute, a nonprofit organization. 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 investment research.

Tammy Tyree is a financial advisor at Morgan Stanley with 32 years of experience in the industry. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. She 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 offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Allison Plunk is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. She has previously worked at Fidelity Investments and held various roles outside finance, including positions in education, hospitality, and retail. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering financial planning and diverse investment programs supported by firm-approved tools and research.

Joseph Dubrof is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in private investments and serves as managing partner or president of several investment-related entities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Luis Hernandez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2024, he worked at Frost Investment Services, Frost Brokerage Services, and Frost National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Jacqueline Murie Garcia is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation. She has five years of experience at Morgan Stanley and previously worked five years at Capital Group. 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, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Samuel House is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Lutheran Foundation of Texas, a charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Genoveva Luna is a financial advisor with Morgan Stanley in San Antonio, Texas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved with Elite Marine Upholstery, a boat upholstery and canvas repair business owned by her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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-based models to assist clients in developing financial plans.

Lara Tyree is a financial advisor at Morgan Stanley in San Antonio, TX, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Bank of America, Merrill, and JPMorgan Securities LLC. Outside of advising, she is a partner involved in a real estate business in San Antonio. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that uses firm-approved tools and economic modeling techniques.

Rollins Rubsamen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morganstanleysmithbarney since 2010. Based in San Antonio, TX, Rubsamen works within one of the largest wealth management firms in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Mason Nelson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Equitable Advisors and The HomeDepot, as well as time spent in educational settings including Texas Tech University and Ingram High School. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery 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.

Ian Davis is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by tools such as Secular Return Estimates and Monte Carlo simulations.

John Adickes is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His tenure includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets from 2000 to 2009. 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 and financial planning services that utilize structured discovery processes and analytic tools to model financial outcomes.

Jeffrey Bowers is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2021, he spent five years with JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Charles Morales is a financial advisor at Morgan Stanley in San Antonio, TX, with 24 years of industry experience. He has held positions at Morgan Stanley since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning that utilizes structured discovery conversations and planning tools.

Bella Hampton is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., USAA Investment Management Company, and USAA Financial Advisors. Outside of finance, she is involved in photography through her sole proprietorship, Bella Hampton Photography, and is a stakeholder in Element Luxury Fitness, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analyses.

Marshall Harrison is a Series 66 licensed advisor with Morgan Stanley in San Antonio, TX, and has three years of industry experience. Prior to joining Morgan Stanley, he worked at Airrosti Rehab Centers and Prosperity Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Emily Sanders is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of advisory work, she serves on the finance committee of the Lone Star Response Team, a community organization in San Antonio, and is involved in search and rescue operations through Black Hat Collective, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Travis Mayfield is a financial advisor with Morgan Stanley Wealth Management in San Antonio, Texas. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Frost Brokerage Services and Frost Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Virginia Raborn is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as a board member for the Newcombe Estate Property Owners Association in New Braunfels, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.