The Woodlands, TX Office

Kari Ruchti is a Series 66 licensed financial advisor with Morgan Stanley in The Woodlands, TX, and has three years of industry experience. Prior to joining Morgan Stanley, she worked in health system services and mental health organizations. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various advisory programs, including corporate financial planning agreements.

Ron Toth is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate business in Spring, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julianne Canterbury is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Morgan Stanley entities since 2007. Outside of her advisory role, she has participated as a volunteer in county polling activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations as part of its financial planning process.

James Hawn is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a soccer referee with the Texas Association of Sports Officials and the South Texas Soccer Referees. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Nisha Pillay Modak is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Morgan Stanley and its affiliates since 2013, including the Morgan Stanley Private Bank since 2015. 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 financial planning and estate strategy services, managing approximately $2.74 trillion in client assets.

Laura Brigman is a financial advisor at Morgan Stanley with 4 years of industry experience and holds Series 66 and Series 63 designations. She has been with Morgan Stanley since 2013. Outside of her advisory role, Brigman serves as treasurer for The Woodlands College Park Football Booster Club. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Jason Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 license and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His other business activities include serving as an executor of multiple estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using firm-approved tools and manages approximately $2.74 trillion in client assets.

June Stanton is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses. She has 6 years of industry experience and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements with employers.

Samantha Ward is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked previously at Merrill and held several roles within Morgan Stanley since 2016. Outside of her advisory work, Ward serves on the finance committee and board of Girls on the Run Greater Houston, a nonprofit focused on youth development. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate planning agreements.

David Dauajare is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and having nine years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2017 and with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and uses firm-approved tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Samuel Dawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PwC and Mercer. Outside of his advisory role, he assists his spouse with events related to Rack N Roll Mahjong LLC, handling occasional income-related tasks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Diana Deville is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Londa Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lorena Mackelvie is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a year at Friedberg Investment Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Cortney Corpus is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models and serves clients through both direct and corporate financial planning agreements.