College Station, TX Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
166 Century Court, Suite 350
College Station TX 78840
Advisors at this office
3
Advisors at this office
Kathy V
Series 66
College Station, TX
Morgan Stanley
Kathy Vondergoltz is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. She worked at Merrill Lynch from 2007 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.
Mark B
Series 63
College Station, TX
Morgan Stanley
Mark Bayliss is a financial advisor with Morgan Stanley in College Station, TX, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He is also actively involved as an executor or co-executor for estates in the College Station area. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return estimates.
James B
CFP®, Series 66
College Station, TX
Morgan Stanley
James Bayliss is a CFP® with 14 years of industry experience, currently with Morgan Stanley in College Station, TX. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he manages rental property investments. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and a variety of investment products.
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