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Tarika N

Series 66

Temple, TX

Morgan Stanley

Tarika Nath is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to her current roles, she has experience at the McCombs School of Business and the University of Texas at Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

General estate planning guidance
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