Las Cruces, NM Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 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

3050 Roadrunner Parkway, Suite B

Las Cruces NM 88011

Advisors at this office

6

Advisors at this office

user avatar

Brent L

Series 63, Series 65

Las Cruces, NM

Morgan Stanley

Brent Lambert is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. In addition to his advisory role, he works part-time as a statistician for New Mexico State University, maintaining statistics for football and men's basketball games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured financial planning process supported by firm-approved tools.

General estate planning guidance
user avatar

Amy W

Series 63, Series 66

Las Cruces, NM

Morgan Stanley

Amy Wildman is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1996. Outside of her advisory role, she owns and operates a business selling beauty products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with customized financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
user avatar

Brian C

Series 63, Series 65

Las Cruces, NM

Morgan Stanley

Brian Conaway is a financial advisor with Morgan Stanley based in Las Cruces, NM. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar

James G

Series 66

Las Cruces, NM

Morgan Stanley

James Gerwels is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is also involved as a landlord. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and investment modeling to support client decision-making.

General estate planning guidance
user avatar

Toby R

Series 65, Series 66

Las Cruces, NM

Morgan Stanley

Toby Rue is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 65 and Series 66 registrations and has been with various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Molly B

Series 66

Las Cruces, NM

Morgan Stanley

Molly Bekken is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of her advisory role, she serves as a board member and heads the Art Committee for the Progress Club, a local nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market insights.

General estate planning guidance
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