Houston, TX 2800 Post Oak Blvd Suite 3200 Office

Vernon Bodelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at DBC Inc. and Geronimo before joining Morgan Stanley. Outside of his advisory work, he is a sole proprietor involved in property management in Santa Fe, New Mexico. 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, including customized financial planning supported by firm-approved tools and methodologies.

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has served at Morgan Stanley and its affiliated entities since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

Alexandra Wilson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2009. In addition to her advisory role, she serves as secretary for Mosaic Professional Services LLC, doing business as Mosaic Research Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Christian Sanchez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. His prior experience includes roles at Wells Fargo and JP Morgan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and modeling tools but generally does not offer individual security recommendations as part of standalone planning.

James Mc Donald III is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with four years of industry experience. His background includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as previous roles at Helix Media 360, Beachbody, and service in the U.S. Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Paula Scales is a financial advisor at Morgan Stanley in Houston, TX, with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2015. Outside of her advisory role, she owns a resume writing business and operates a retail and online customer service company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model financial outcomes.

Susan Holt is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Based in Houston, TX, she provides advisory services through one of the firm's large institutional offices. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Dominic Cellitti is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the 4th Wall Theater, a civic organization focused on arts and culture in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support client financial plans.

Michelle Katona is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Pride Technologies and Tailored Management, along with various non-financial businesses such as Maiden Odds LLC and ZipZone Outdoor Adventures. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual 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 structured planning tools to support client financial goals.

Paula Sutton is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Chair of the Advisory Board for Career and Recovery Resources and Chair of the Board for Interfaith Ministries of Greater Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Mitchell Lou is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as president of the Rotary Club of University Area in Houston, Texas. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop financial plans and offers a broad range of investment and financial products.

Stacy Hajduk is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley since 2000. Outside of her advisory role, she is involved in online retail sales through platforms like Mercari and eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Patrick Lesley is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a district governor and board member for Rotary International in Pearland, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Rebecca Miller is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2010, working within both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the investment committee for Congregation Emanu El in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cort Crawley is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Bigge Crane and Rigging Co. and Stronghold Ltd., as well as a four-year tenure at the University of Mary Hardin-Baylor. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate agreements.