Houston, TX Office

Howard Burnett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with Morgan Stanley-related entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Burnett is involved with the Jewish Community Center of Houston and Jewish Family Services, serving on their finance committees. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of financial services through its extensive network of advisors.

Paul Arnold is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Cynthia Tanaka is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, Tanaka owns and manages wellness-related businesses including Wellness Rising and We Meet To Meditate 6 Feet Apart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad 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.

Steven Carayanis Sr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and affiliated entities since 2004, as well as at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a 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 both direct and corporate financial planning services.

Jesse Vaughn II is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Vaughn holds a Series 66 designation. Outside of his advisory role, he owns and manages a commercial building in Royse City, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Brian Calfee is a financial advisor with Morgan Stanley in Houston, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent ten years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools to model outcomes, while clients are responsible for implementation and updates.

Rafael Herrera is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services from 1999 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of his advisory role, Herrera is involved in multiple real estate investment ventures as a sole proprietor and LLC owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Holly Nichols is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley in New Orleans, LA. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, following a 13-year tenure at J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

Sam Houston Jones II is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2025. Outside of his advisory role, he is a partner and officer in a family holding company involved in agriculture and real estate in Lake Charles, Louisiana. Morgan Stanley Wealth Management serves individuals and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee research.