Dallas, TX Spring Valley Road Office

Erum Nawab is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials with five years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Charles Schwab and Bank of Texas. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through corporate agreements.

Henry Johnson III is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with Morgan Stanley Private Bank, N.A. from 2015 to 2018. Outside of financial advising, Johnson is the sole proprietor and partner of a restaurant and nightclub business in Little Elm, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Alicia Morris is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential and with five years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at State Farm Insurance from 2015 to 2017. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Karina Lagunas is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2017. She has seven years of industry experience, including two years at Wells Fargo Advisors prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by research tools and a structured planning process.

Myron Schwitzer is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 57 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1989. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Truman Cooper is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following prior roles at AXA Advisors, LLC and DOT IT. Morgan Stanley Wealth Management provides advisory programs to both individual 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 utilizes structured planning tools and investment modeling as part of its comprehensive approach.

Karen Denby is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support tailored financial plans.

Justine Hwaynate is a financial advisor at Morgan Stanley in Dallas, TX, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and the University of California, Davis. Outside of her advisory role, she engages in educational and technology-related contract work, including scoring student exams and participating in global scientific studies. 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’s planning process includes structured discovery conversations and the use of firm-approved modeling tools but does not offer individual security recommendations as part of standalone planning services.

Kelly Bidstrup is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley in 2023, Kelly worked in various roles including at Imbrie Family Law and Rick Davis & Associates. 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 methodologies, managing approximately $2.74 trillion in client assets.

Diana Mackie is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. outside her advisory work, she owns and manages a family investment LLC and a loan business in McKinney, Texas. 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 supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Carole Grau is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Michael McDermott is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Morgan Stanley in 2024, he worked at Fidelity Investments from 2021 to 2024 and has a background that includes roles in both corporate and community settings. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

Feliciana Cruz is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Cruz serves on the Parent/Teacher Organization Board of St. Joseph's Catholic School in Richardson, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment solutions alongside its planning services.

Genai Walker is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, with 11 years of industry experience. They have worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of advisory work, Walker is involved in property management through ownership and partnership roles in real estate-related businesses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Jason Brown is a financial advisor at Morgan Stanley in Dallas, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.