Midland, TX Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
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
Location
6 Desta Drive, Suite 1900
Midland TX 79705
Advisors at this office
3
Advisors at this office
Abelardo G
Series 66
Midland, TX
Morgan Stanley
Abelardo Gonzalez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of planning services incorporating firm-approved tools and methodologies.
Davis B
Series 66
Midland, TX
Morgan Stanley
Davis Baker is a financial advisor at Morgan Stanley in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles at companies including ProPetro Services and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and insights from its Global Investment Committee to support client financial plans while acting primarily in an advisory capacity.
Kenneth D
Series 63, Series 65
Midland, TX
Morgan Stanley
Kenneth Dresel is a financial advisor with Morgan Stanley in Midland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is an independent contractor delivering newspapers for the Midland Reporter-Telegram. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.
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