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Malcolm L

Series 63, Series 66

Hemphill, TX

Edward Jones

Malcolm Leach is a financial advisor with Edward Jones in Hemphill, TX, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he serves as president of the Gideons in San Augustine, TX, and is a board member of the Hemphill Lions Club, participating in their meetings and service projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey P

Series 63, Series 65

Bronson, TX

Morgan Stanley

Jeffrey Pape is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009. Outside of his advisory role, he owns and operates Pape Farm, an agricultural business in Bronson, Texas, and manages a family cemetery property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 simulations to support its financial planning process.

General estate planning guidance
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