Dallas, TX Preston Center Plaza Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

66

Of 23,178 advisors across 1,024 offices

Location

8383 Preston Center Plaza, Suite 400

Dallas TX 75225

Advisors at this office

66

Advisors at this office

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Acacia M

Series 63, Series 66

Dallas, TX

Morgan Stanley

Acacia Mendoza Diego is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Machol and Johannes LLC. Outside of financial advising, she operates a baked goods business, Acacia Pops, and has engaged in dog sitting and walking services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment offerings.

General estate planning guidance
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Timothy P

Series 66

Dallas, TX

Morgan Stanley

Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.

General estate planning guidance
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Kerry T

Series 66

Dallas, TX

Morgan Stanley

Kerry Torres is a financial advisor at Morgan Stanley with 17 years at the firm and holds a Series 66 designation. Based in Dallas, TX, Torres has two years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decisions.

General estate planning guidance
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Audra B

Series 66

Dallas, TX

Morgan Stanley

Audra Benge is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Raymond James & Associates, and UBS Financial Services. 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 utilizes structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Ryan A

Series 63, Series 66

Dallas, TX

Morgan Stanley

Ryan Anderson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes over two decades at E*TRADE Capital Management and E*TRADE Securities prior to joining Morgan Stanley in 2020. 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 research from its Global Investment Committee.

General estate planning guidance
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Mark W

Series 63, Series 65

Dallas, TX

Morgan Stanley

Mark Withers is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored 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 modeling techniques.

General estate planning guidance
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Matthew H

Series 66

Dallas, TX

Morgan Stanley

Matthew Hyde is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Family Powersports and Texas Tech University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
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Katherine D

Series 66

Dallas, TX

Morgan Stanley

Katherine D'souza is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she has experience from positions including work at Seton Hall Law School and Dent Law Firm, as well as involvement with Whalebus Podcasts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

General estate planning guidance
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Stacy C

Series 63, Series 65

Dallas, TX

Morgan Stanley

Stacy Cabbil is a financial advisor at Morgan Stanley in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and the University of Texas Arlington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations in its financial planning process.

General estate planning guidance
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Delicia B

Series 63, Series 66

Dallas, TX

Morgan Stanley

Delicia Britton is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020, following prior roles at Charles Schwab and Fidelity Brokerage Services. 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 supported by proprietary tools and research from its Global Investment Committee.

General estate planning guidance
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Carter S

Series 66

Dallas, TX

Morgan Stanley

Carter Stansbarger is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Hilltop Securities and has held various roles at Cedar Ridge Country Club and the University of Oklahoma. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools for its planning services and offers a broad range of retail and institutional investment solutions.

General estate planning guidance
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David J

Series 63

Dallas, TX

Morgan Stanley

David Jennings is a financial advisor at Morgan Stanley in Dallas, TX, with 48 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in financial decision-making.

General estate planning guidance
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Alexa I

Series 66

Dallas, TX

Morgan Stanley

Alexa Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Bank of America and Merrill Lynch from 2018 to 2021, as well as at Invitation Homes from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

General estate planning guidance
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Stephen I

Series 63

Dallas, TX

Morgan Stanley

Stephen Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 42 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, serving clients through both direct and corporate financial planning programs.

General estate planning guidance
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Samantha F

Series 66

Dallas, TX

Morgan Stanley

Samantha Flood is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and seven years of industry experience. She previously worked at Vantiv for five years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and corporate financial planning agreements.

General estate planning guidance
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