Denise Allen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she owns Kennelbusters, a customer service business focused on recreation in Dallas, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad investment offerings as well as specialized planning strategies.

Tahesin Somji is a financial advisor at Morgan Stanley in Southlake, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 15-year tenure at Merrill and 13 years at Bank of America, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

Tatiana Fried is a financial advisor with Morgan Stanley in Southlake, TX. She holds Series 63 and Series 65 designations and has four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Johnson and Johnson, Comcast, and Drexel University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored 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 modeling techniques.

Breg Hughes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and various Morgan Stanley divisions since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that uses firm-approved tools and models to assist clients in developing financial plans.

Brian Olson is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets beginning in 1993. Olson holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Chad Fox is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved with LF Whip Enterprises LLC, a publishing and technology business established for his minor child. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Marisa Brazeel is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. She previously worked at Merrill from 2019 to 2024 and has experience with Aerotek-TD Ameritrade and Oklahoma State University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without making individual security recommendations as part of standalone plans.

John Euler is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously held roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and EAM Partners L.P. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by firm-approved tools and risk modeling techniques.

Thomas Pierce Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Jamie Ford Saalfeld is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America and Merrill. Outside of advising, he serves as president of Idaho Contractors, a real estate business based in Hayden, Idaho. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Megan Wangler is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by firm-approved tools and structured discovery conversations.

Milo Cobb Jr. is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Cindy Martinez is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2019 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and strategies developed by its Global Investment Committee.

Leslie Hartman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 25 years of industry experience. Hartman has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range 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 emphasizes a structured financial planning process that incorporates firm-approved tools and market scenario modeling.

Bryan Badura is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including his role at Morgan Stanley Private Bank, National Association since 2015. 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 using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Clugston is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Outside of his advisory role, he is an officer of First Joy Holdings LLC, a recreation-focused business in Trophy Club, TX. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.