El Paso, TX North Oregon Street Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,197

Across 1,020 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

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

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

303 North Oregon Street

El Paso TX 79901

Advisors at this office

8

Advisors at this office

user avatar

Luis G

Series 63, Series 65

El Paso, TX

Morgan Stanley

Luis Gasca is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Outside of his advisory role, he has served as a campaign treasurer for a local political campaign. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Yvette M

Series 66

El Paso, TX

Morgan Stanley

Yvette Macias is a financial advisor with Morgan Stanley in El Paso, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. 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. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

James L

Series 63, Series 65

El Paso, TX

Morgan Stanley

James Lemaster is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the YMCA in El Paso, Texas, and has ownership in a private aircraft through Air Conejos Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of retail and institutional investment services.

General estate planning guidance
user avatar

Asher F

Series 63, Series 65

El Paso, TX

Morgan Stanley

Asher Feinberg is a financial advisor with Morgan Stanley in El Paso, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Feinberg is also a partner in Gluten Revolution LLC, an informational website. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Maren E

Series 66

El Paso, TX

Morgan Stanley

Maren Epps is a financial advisor at Morgan Stanley in El Paso, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, Epps worked at America First Credit Union from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar

Justin P

Series 66

El Paso, TX

Morgan Stanley

Justin Pretiger is a Series 66-licensed financial advisor with Morgan Stanley in El Paso, Texas, and has 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, Pretiger serves as a board member and on the investment committee of the El Paso Holocaust Museum Foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, while offering a broad array of investment products and services.

General estate planning guidance
user avatar

Traci M

Series 63, Series 65

El Paso, TX

Morgan Stanley

Traci Miller is a financial advisor with Morgan Stanley in Guthrie, OK, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market models.

General estate planning guidance
user avatar

Esmeralda F

Series 66

El Paso, TX

Morgan Stanley

Esmeralda Fierro is a financial advisor at Morgan Stanley in El Paso, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at several firms including ScottHulse, Great American, and McFarland PLLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis in its financial planning process.

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