Houston, TX Katy Freeway Office

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Jarrod Mc Cubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously operated insurance agencies affiliated with Allstate from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach utilizing firm‑approved tools and modeling techniques.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Maher Husseini is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2007 to 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Gerald Mischon Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Black Diamond Incorporated, a holding company for concession equipment assets, serving as its secretary. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and committee insights.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major 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 discovery and advanced planning tools.

Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Cassandra Osundele is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Merrill, Bank of America, Fidelity Investments, and the New York Police Department. Outside of finance, she is the sole proprietor of Fatou’s Choice LLC, a restaurant and bar business in Katy, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and research.

Matthew Leyden is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Cristina Betancourt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at E*TRADE Capital Management LLC and Securities America, Inc. Betancourt serves as a board member and secretary for Joan Karff's Women on the Way Up, an educational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, featuring tailored financial planning and comprehensive asset management.

Andrea Smith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with methodologies such as Monte Carlo simulations, providing advisory services without individual security recommendations as part of the standalone planning program.

Chadi Sahyoun is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a co-owner and manager of Sahyoun Family LLC, a family business involved in various non-investment related activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm‑approved tools and strategies.

Francisco Llano is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held roles at BBVA Wealth Solutions, Inc., BBVA Securities Inc., and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.