Austin, TX Bee Caves Road Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

65

Of 23,190 advisors across 1,023 offices

Location

8701 Bee Caves Road, Suite 300

Austin TX 78746

Advisors at this office

65

Advisors at this office

user avatar

Robert F

Series 63, Series 65

Austin, TX

Morgan Stanley

Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates a structured planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Shanicia H

Series 63, Series 66

Austin, TX

Morgan Stanley

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

General estate planning guidance
user avatar

Edgar G

Series 66

Austin, TX

Morgan Stanley

Edgar Gonzalez is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 financial planning process supported by proprietary tools and market simulations.

General estate planning guidance
user avatar

Miguel Z

Series 63, Series 65

Austin, TX

Morgan Stanley

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
user avatar

Jay L

Series 66

Austin, TX

Morgan Stanley

Jay Laflair is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Outside of his financial advisory work, he owns and operates a batting cage where he provides baseball lessons to children on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and utilizes structured discovery processes and firm‑approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Austin B

Series 66

Austin, TX

Morgan Stanley

Austin Blaue is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group / American Funds Service Co. for eight years. Outside of finance, he has experience in the retail and service sectors, including time at Prairie Highlands Golf Course and Peachwave Frozen Yogurt. 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 delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Margaret B

Series 63, Series 66

Austin, TX

Morgan Stanley

Margaret Bryant is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including seven years at Merrill and several years at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Jonathan D

Series 63, Series 65

Austin, TX

Morgan Stanley

Jonathan Dayton is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Jordan C

Series 66

Austin, TX

Morgan Stanley

Jordan Curry is a financial advisor with Morgan Stanley in Austin, Texas, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2016 and with Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, Curry serves on the advisory board of Tru Aviation, a company in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment programs. The firm utilizes structured planning tools and emphasizes advisory services supported by a combination of proprietary investment research and diversified product offerings.

General estate planning guidance
user avatar

Jason S

Series 63, Series 66

Austin, TX

Morgan Stanley

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

General estate planning guidance
user avatar

Sydni S

Series 65, Series 63

Austin, TX

Morgan Stanley

Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar

William W

Series 66

Austin, TX

Morgan Stanley

William Wolf is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Citi and CoreLogic. 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 that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Adam F

Series 63, Series 66

Austin, TX

Morgan Stanley

Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

General estate planning guidance
user avatar

Patricia B

Series 66

Austin, TX

Morgan Stanley

Patricia Brueckner is a Series 66-registered financial advisor with Morgan Stanley in Austin, TX, with seven years of industry experience. She previously worked at Charles Schwab and Wells Fargo Bank, each for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Pamela A

Series 63, Series 66

Austin, TX

Morgan Stanley

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")