Austin, TX Office

Chris Moyseos is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association, and previously worked at Modern Capital Securities Inc. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment platform. The firm manages approximately $2.74 trillion in client assets and provides tailored planning services supported by firm-approved methodologies.

Matthew Marchak is a financial advisor at Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with 10 years of industry experience. Before joining Morgan Stanley in 2022, he held positions at Goldman Sachs & Co. LLC, The AYCO Company/Mercer Allied, and Wells Fargo Bank, among others. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by proprietary tools and offers investment management features alongside broader institutional capabilities.

Rene Corbett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling techniques as part of its advisory process.

Douglas Deaton is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following five years at Sanford C. Bernstein & Co., LLC. Based in Austin, TX, Deaton provides financial advisory services within a large institutional framework. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated advisors. The firm’s approach incorporates structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Herbert Rhodes IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Based in Austin, TX, his career has been focused within Morgan Stanley's operations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.

Dale Bistline is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Based in Austin, TX, his career includes service at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models to assist clients with financial and estate planning.

William Pittman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years at JP Morgan Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, employing methods such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Angela Caffey is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the proprietor of a business focused on purchasing pre-foreclosed homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Timothy Osgood is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2012. Outside of his advisory role, he is a partner in a family-owned cabin rental property in Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and financial planning services. The firm uses structured planning tools and research-based models to assist clients, while offering a variety of investment products and strategies through a broad institutional platform.

Robert Seigendall is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Linde North America LLC before joining Morgan Stanley in 2021. 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 that incorporates firm-approved tools and modeling techniques.

Caroline Cecil is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she spent nine years at Deloitte Tax LLP. She serves as a board member for the Austin Chapter of the National Association of Stock Plan Professionals. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Solomon Davis is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held various roles within Morgan Stanley and its Private Bank since 2015. From 2014 to 2018, he was also involved with Infinite Auto LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory process.

Rachel Deaton is a Series 66-credentialed financial advisor at Morgan Stanley in Austin, Texas, with five years of industry experience. She previously worked at Red LLC before joining Morgan Stanley and its Private Bank in 2021. Outside of her advisory role, she is also involved as an artist through her business, REDeaton LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and wealth management solutions.

Luke Skifich is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at First Allied Securities, Inc., The Fox Alliance, and Nfp. 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 and financial planning services supported by structured processes and various analytical tools.