Wichita Falls, 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
3728 Maplewood
Wichita Falls TX 76308
Advisors at this office
5
Advisors at this office
Ethan A
Series 66
Wichita Falls, TX
Morgan Stanley
Ethan Alread is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Corlett Probst & Boyd PLLC, First Bank, and Welch Sanders and Associates, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.
Gregory S
Series 63, Series 65
Wichita Falls, TX
Morgan Stanley
Gregory Smithson is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and previously worked at Morgan Stanley Smith Barney LLC starting in 2014. Outside of his advisory role, he is a registered respiratory therapist at Texas Specialty Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to assist clients in developing tailored financial plans.
Brandon B
Series 66
Wichita Falls, TX
Morgan Stanley
Brandon Billing is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and is currently associated with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.
Delane D
Series 63, Series 66
Wichita Falls, TX
Morgan Stanley
Delane Drake is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment committee resources into its financial planning process.
Ronald P
Series 66
Wichita Falls, TX
Morgan Stanley
Ronald Parsons is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Parsons serves on the Finance Committee and is a board member of the Wichita Falls Country Club. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using advanced modeling tools.
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