Longview, TX Office

Karen Jackson is a financial advisor at Morgan Stanley with 14 years of experience at the firm and holds a Series 66 designation. She is based in Longview, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Arlee Small is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Outside of his advisory role, he is involved as an independent distributor for Young Living essential oils. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Li Ann James is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at the Center for International Business Studies and Texas A&M University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to support clients’ financial planning needs.

Michael Graves is a financial advisor with Morgan Stanley in Longview, Texas, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as a board member for the Pine Tree Independent School and First Baptist Church of Longview. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and investment strategies.

Richard James is a financial advisor with Morgan Stanley in Longview, Texas, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he manages family land and mineral interests as a partner in T & M James Family LP. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools but does not include individual security recommendations in standalone plans.

Daniel Lynch is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Connor Bailey is a financial advisor at Morgan Stanley with two years at the firm and one year specifically at Morgan Stanley Private Bank, N.A. He holds Series 63 and Series 65 designations and has prior experience at PNC Bank from 2022 to 2024. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Terri Brown is a financial advisor with Morgan Stanley in Longview, TX, holding a Series 66 designation and 15 years of industry experience. She has been associated with Morgan Stanley since 2006, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a sole proprietor of a rental property business in Lindale, Texas. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Craig Parr is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. in Longview, Texas. Outside of his advisory role, he serves on the finance committee of First Methodist Church in Longview. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Lori James is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved with Young Living, a company focused on essential oils and personal products. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and other specialized financial activities.

Markie Barnett is a financial advisor with Morgan Stanley in Longview, Texas, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, Barnett owns Markiebuck, a crafts business. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by analytics and serves a broad client base with diverse investment and financial services.

Larry Castle is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients with both direct and employer-based financial planning programs.