Kerrville, TX Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

3

Of 23,178 advisors across 1,024 offices

Location

1304 Junction Highway, Suite 300

Kerrville TX 78028

Advisors at this office

3

Advisors at this office

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Heidi G

Series 66

Kerrville, TX

Morgan Stanley

Heidi Gomez is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Robert F

Series 63, Series 65

Kerrville, TX

Morgan Stanley

Robert Fairchild is a financial advisor with Morgan Stanley in Kerrville, Texas, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Additionally, he serves as a trustee for a trust based in Kerrville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Robert F

Series 66

Kerrville, TX

Morgan Stanley

Robert Fairchild Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

General estate planning guidance
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