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Devonte T
Series 66
Tulsa, OK
Morgan Stanley
Devonte Thibodeaux is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Agilis and Electric.ai, and served in the United States Air Force Reserves. Outside of his advisory role, he operates Onyx Fitness and Nutrition, a healthcare consulting business, and streams content on Twitch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes 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.
John D
Series 63, Series 65
Tulsa, OK
Morgan Stanley
John Dillingham is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate structured discovery processes and advanced modeling tools.
Brendon F
Series 66
Tulsa, OK
Morgan Stanley
Brendon Franklin is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities LLC, Morgan Stanley Private Bank, and Franklin Distributors, LLC. Outside of his advisory role, he serves as an assistant coach for a 6th grade football team at Cascia Hall. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, including estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using advanced modeling tools.
Dustyn W
Series 66
Tulsa, OK
Morgan Stanley
Dustyn West is a Series 66 licensed financial advisor with Morgan Stanley in Tulsa, Oklahoma, with seven years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and 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 various analytical tools and offers diverse retail and institutional investment offerings.
Laura W
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Laura Wise is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her financial advisory role, she is involved in real estate as a proprietor and partner in Wise Property Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.
Alexa L
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Alexa Larsen is a financial advisor at Morgan Stanley in Tulsa, OK, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at BOK Financial Securities, Union Public Schools, and First Bank of Owasso. 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 utilizes structured planning tools and modeling techniques in its financial planning process.
Richard H
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Richard Hesser is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements with employers.
James R
Series 63, Series 65
Tulsa, OK
Morgan Stanley
James Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and investment models as part of its service approach.
Robert R
Series 66
Tulsa, OK
Morgan Stanley
Robert Rodgers is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and having 21 years of industry experience. He has been associated with various divisions of Morgan Stanley since 2005, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 tailored financial planning supported by structured discovery processes and firm-approved tools.
Danielle C
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Danielle Custer is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Financial Security Group and Catalyst Financial. Outside of her advisory work, she is involved with Tulsa Oktoberfest, a local cultural and restaurant event. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.
Allyson A
Series 66
Tulsa, OK
Morgan Stanley
Allyson Alexander is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and nine years of industry experience. She has been with Morgan Stanley 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 variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.
Daniel H
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Daniel Higgins Jr. is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2008, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.
Wilson F
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Wilson Fields Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Fields serves as a soccer referee in the Tulsa area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.
Audri B
Series 66
Tulsa, OK
Morgan Stanley
Audri Barthel is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Outside of her advisory work, she owns a small business creating and selling homemade quilts, handbags, purses, and embroidered items. 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 that utilizes firm-approved tools and modeling techniques.
Brenda J
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Brenda Jagels is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 38 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates an agriculture-related business in Davenport, Nebraska. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and the Global Investment Committee’s return estimates.
Matthew C
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Matthew Carrier is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities USA, HSBC Bank USA, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.
Connie B
Series 63, Series 65
Tulsa, OK
Morgan Stanley
Connie Buckley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Mary Kay Cosmetics. 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 investment models.
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