Lubbock, TX Office

Gary Ashby is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1998. Outside of his advisory role, he is involved as an employee on a local sports radio show in Lubbock, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

Ryan Shankle is a financial advisor with Morgan Stanley in Lubbock, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and Wave Wealth Management, LLC. Outside of his advisory role, he is a partner in TJ Four B's Aircraft, LLC, a family investment vehicle for international business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services directly as well as through corporate financial planning agreements.

Arthur Natividad is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, serving clients through advisory services without providing individual security recommendations as part of standalone plans.

Rodney Fallin is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Fallin is involved in agricultural business development and serves as trustee for multiple investment-related trusts. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and utilizing firm-approved tools and research to support client outcomes.

J Grice is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Cody Helepiko is a financial advisor at Morgan Stanley in Lubbock, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Sunrun, E*Trade Securities, Amazon, and Proctor & Gamble. Morgan Stanley Wealth Management provides 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.

Kelle Turner is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets Inc since 2008. 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 supported by firm-approved tools and analytical methods.

Tyler Caswell is a Series 66-licensed advisor with Morgan Stanley in Lubbock, TX. He joined Morgan Stanley in 2024, bringing no prior industry experience but several years dedicated to full-time education and a brief tenure at Dawson Forensic Group. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and utilizes firm-approved tools including Monte Carlo simulations, with a broad range of retail and institutional offerings.

James Combest is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 48 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. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Matthew Corkery is a financial advisor with Morgan Stanley in Lubbock, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and 2018, respectively. Outside of his advisory work, he provides private basketball lessons as a sole proprietor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.