Richard Fielder
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director
Phone:
(972) 450-6616(972) 450-6616
Industry Award WinnerOur Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Our Story and Services
365 Wealth Management Group at Morgan Stanley is a comprehensive wealth management practice headquartered in Dallas, TX. Our team works with select clientele helping them make the best decisions to grow and preserve their assets and estates. We consult with our clients as if they were our own families seeking to build lasting, meaningful relationships based on trust, integrity and superior client service. We know that you and your family’s goals and objectives are unique and most of them cannot be found on a balance sheet. We are passionate about helping you discover and achieve your desired outcomes.
Services Include
- Wealth ManagementFootnote1
- Wealth PlanningFootnote2
- Professional Portfolio ManagementFootnote3
- Retirement PlanningFootnote4
- Planning for Education FundingFootnote5
- Business PlanningFootnote6
- Philanthropic ManagementFootnote7
- Trust ServicesFootnote8
- Planning for Individuals with Special Needs and their Families
- Alternative InvestmentsFootnote9
- Sustainable InvestingFootnote10
- Estate Planning StrategiesFootnote11
- Life InsuranceFootnote12
- Long-term Care InsuranceFootnote13
- 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Programs We Support
Each year, our team selects a non-profit organization for whom we volunteer our time, talent and financial resources.
North Texas Bank
In 2008-2009, 2011-2014, 2020, 2022, and 2023 we chose the North Texas Food Bank as the organization on which we want to focus our efforts. Their mission is to support the nutritional needs of children, seniors, and families through education, advocacy and strategic partnerships. Last year, the North Texas Food Bank provided access to 125.6 million meals to those in need within a 13-county service area through a variety of dedicated programs. Each program presents a unique solution to the ongoing pursuit of closing the hunger gap in North Texas.
Our team had a fun and rewarding experience sorting, weighing, and bagging fresh vegetables at the food bank. The staff was friendly, the facility was sanitary, and the process was orderly and efficient.
Our team had a fun and rewarding experience sorting, weighing, and bagging fresh vegetables at the food bank. The staff was friendly, the facility was sanitary, and the process was orderly and efficient.
Susan G. Komen
In 2021, our team chose to focus on Susan G. Komen, an organization dedicated to addressing breast cancer on multiple levels including research, community health, patient advocacy, global outreach and public policy. This organization serves 254 counties, has donated over one billion dollars towards breast cancer research, and helped 10,000 people gain access to care and information. We also chose this charity to honor our own Janna Birkner, who is a ten year, two-time breast cancer survivor.
Janna was our team’s captain for the More Than Pink Walk - Susan G. Komen’s signature walk event in Dallas. In addition to raising funds to support their mission, the walk is a way for the community to honor those we’ve lost to this disease, and support current breast cancer patients, survivors, and their families.
Janna was our team’s captain for the More Than Pink Walk - Susan G. Komen’s signature walk event in Dallas. In addition to raising funds to support their mission, the walk is a way for the community to honor those we’ve lost to this disease, and support current breast cancer patients, survivors, and their families.
Camp John Marc
In 2018, we focused on Camp John Marc, which was created around the following questions: 1) How does the Camping experience relate to the treatment and management of Disease and 2) Could camp accommodate acutely ill children? With avid outdoorsmen and nature lovers on the team, we realize the impact that getting out into nature can have on both physical and mental health.
Dallas Holocaust and Human Rights Museum
In 2007, 2010, and 2017 we worked contribute to the Dallas Holocaust and Human Rights Museum. DHHRM focuses on bringing attention to events of holocaust and the proceeding developments in international human rights.
United Way
In 2015 and 2016 we chose to support United way which focuses on addressing education, economic, and health challenges across the US and abroad.
The Wilkinson Center
In 2006 we chose to support a local charity in The Wilkinson Center. The Wilkinson Center is founded on the principles of Compassion. Community. Commitment to Excellence, and Financial Responsibility. The Wilkinson Center offers adult education, food and support services, and Job Training and Workforce Development programs.
The Retina Foundation
In 2023, our team supported The Retina Foundation. Their mission is to prevent vision loss and restore sight through innovate research and treatment. Rick has had first-hand experience working with this organization and has had a very positive experience with them.
US Ski & Snowboard
Our team made a donation to US Ski & Snowboard in 2023. Unlike their peer organizations, they do not receive government funding for their athletes and programs. Donations fund year-round training, development, competition and educational needs.
Children’s Medical Center of Dallas
In 2024, the team decided to support Children’s Medical Center of Dallas. Their partnership with UT Southwestern has helped them to become a leader in life-changing treatments, innovative technology and research. Since they started in 1913, their commitment to community has gone beyond high quality health care to children as they serve as advocates to the children they serve.
Meals on Wheels America
In 2026, our team made a donation to Meals on Wheels. Since its inception in 1954, Meals on Wheels’ main goal is to improve the health and well-being of older Americans. Their work includes the delivery of nutritionally balanced meals, services that build social connection, advocacy for funding and policies for the benefit of the elderly, and research to aid local providers and the seniors they serve.
MEETING COMPLEX FAMILY NEEDS
Just as a business owner has a thorough knowledge of a company's opportunities, risks, capital structure and financial objectives, the 365 Wealth Management Group begins by developing a similar understanding of you and your family. We translate this knowledge into strategy and process and work with you to help manage not only your investments but also your balance sheet and liquidity needs. The global resources of Morgan Stanley and coordination with outside advisors will likely include specialists in areas such as risk management, customized liquidity strategies and income and estate taxation.
The 365 Wealth Management Group will work with you and your family to develop a comprehensive plan that incorporates issues of family dynamics, wealth transfer, asset protection strategies, and location and business succession planning.
The focus will be on helping you:
- Maintain family unity across generations
- Easing administration burdens by managing some of the most complex aspects of your life
- Protect your assets and transfer them efficiently to the next generation and the causes and institutions you support
- Develop strategies that pass down family values as well as family assets
- Access specialized ultra-high net worth resources and strategies tailored specifically to your needs and goals
MARKET RESEARCH AND RESOURCES
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
2026 Tax Table
As tax filing deadlines approach, you can prepare for this year's planning with the updated 2026 tax table.
2026 IRS Contribution Limits
This Table shows the maximum Benefit and Contribution Limits from 2020–2026
IRA Rollover Guide
The decision to roll over your retirement assets from a retirement plan or an IRA is one of the most important financial decisions you will make. Your retirement assets may represent a substantial source of your future retirement income and there are many factors you should consider in determining whether to roll over your assets.
Mega Themes Converge to Outperform Markets
Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.
4 Tax-Smart Steps to Help Build Wealth
Even small tax adjustments in your portfolio can yield significantly more wealth over time. Here are four key steps that can help you position your investments for potential tax efficiency.
AWARDS AND DESIGNATIONS
365 Wealth Management Group Named Forbes Best-In-State Wealth Management Teams for 2023-2026
Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
CIMA® (Certified Investment Management Analyst®) - Alex Cena
The CIMA® designation demonstrates the in-depth knowledge of advanced investment theory and portfolio management, as well as wealth management and financial planning.
Richard Fielder Named Forbes Best-In- State Wealth Advisor for 2024, 2025, 2026
Source: Forbes.com (Awarded 2024, 2025, 2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Insurance Planning Director - Tammy Cooper
Insurance Planning Directors have demonstrated a commitment to, and understanding of, holistic goals-based wealth management planning through the incorporation of insurance solutions into their practice as a foundational component of risk management. Insurance and annuities can help clients plan for and guard against life's hidden curves—helping protect their assets and their family's well-being.
Richard Fielder Named Barron's Top 1,500 Financial Advisors for 2026
Source: Barron's (Awarded March 2026) Data compiled by Barron's based for the period October 2024–Sept 2025. https://www.morganstanley.com/disclosures/awards-disclosure.html
Family Wealth Director - Richard C. Fielder
The FWD designation is granted to those Financial Advisors who have successfully completed a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals.
Designated Family Wealth Directors must demonstrate professional knowledge and experience in a range of specialties including estate planning, traditional and alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Richard Fielder Named Barron's Top 1,200 Financial Advisors for 2025
Source: Barron's (Awarded March 2025). Data compiled by Baron's based for the period October 2023–Sept 2024.
Location
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6621(972) 450-6621
Meet 365 Wealth Management Group
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(972) 450-6638(972) 450-6638
Senior Vice President, Wealth Management, Financial Advisor, Insurance Planning Director
Phone:
(972) 450-6637(972) 450-6637
Janna R. Birkner
Vice President, Business Development Associate
Phone:
(972) 450-6621(972) 450-6621
Catherine Romualdez
Wealth Management Analyst
Phone:
(972) 450-4817(972) 450-4817
Kelly Bidstrup
Client Service Associate
Phone:
(972) 450-6647(972) 450-6647
About Richard Fielder
Rick provides thoughtful planning and proactive advice to clients and their families. He oversees portfolio management and design and works closely with clients to create long-term, personalized financial plans.
He has over 35 years’ experience as a Financial Advisor and Rick is one of approximately 4% of Morgan Stanley Financial Advisors who hold the title of Family Wealth Director*. Family Wealth Directors are a select group of Financial Advisors whose knowledge and experience serving high net worth clients afford them access to specialized teams and resources to deliver his clients the vast capabilities of a global financial firm with the customized care and advice of a boutique practice.
Rick has been recognized in Barron's Top 1,500 Financial Advisors**, Barron's Top 1,200 Financial Advisors*** and Forbes’ Best-In-State Wealth Advisors List****. And 365 Wealth Management Group has been recognized in Forbes Magazine’s Best-In-State Wealth Management Teams List*****.
Rick is originally from N. Little Rock, Arkansas, and attended the University of Arkansas where he earned his Bachelor of Science in Business. Rick and his wife Natalie have three children and live in Dallas. In his free time, Rick enjoys spending time with his family and playing tennis and golf.
* As of October 9, 2024, 4.6% of Morgan Stanley Financial Advisors hold the title of Family Wealth Director.
** Barron's Top 1,500 Financial Advisors
Source: Barron's (Awarded March 2026) Data compiled by Baron's based for the period October 2024–Sept 2025.
*** Barron's Top 1,200 Financial Advisors
Source: Barron's (Awarded March 2025). Data compiled by Baron's based for the period October 2023–Sept 2024.
**** Forbes Best-In-State Wealth Advisors 2024-2025
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on data from the 12-month time period concluding on June 30th of the prior year.
***** Forbes Best-In-State Wealth Management Teams 2023-2026
Source: Forbes.com (Awarded 2023, 2024, 2025, 2026). Data compiled by SHOOK Research LLC based on date from the 12-month time period concluding on March 31st of the prior year.
Securities Agent: WI, WA, VA, TN, SC, RI, OR, OK, OH, NY, NJ, MD, MO, MI, ME, NM, NC, MA, LA, NV, KY, IL, IA, HI, MS, GA, FL, DE, DC, CT, CO, CA, AZ, TX, PA, AR, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273062
CA Insurance License #: OH15406
AR Insurance License #: 8997082
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3835991 10/24
He has over 35 years’ experience as a Financial Advisor and Rick is one of approximately 4% of Morgan Stanley Financial Advisors who hold the title of Family Wealth Director*. Family Wealth Directors are a select group of Financial Advisors whose knowledge and experience serving high net worth clients afford them access to specialized teams and resources to deliver his clients the vast capabilities of a global financial firm with the customized care and advice of a boutique practice.
Rick has been recognized in Barron's Top 1,500 Financial Advisors**, Barron's Top 1,200 Financial Advisors*** and Forbes’ Best-In-State Wealth Advisors List****. And 365 Wealth Management Group has been recognized in Forbes Magazine’s Best-In-State Wealth Management Teams List*****.
Rick is originally from N. Little Rock, Arkansas, and attended the University of Arkansas where he earned his Bachelor of Science in Business. Rick and his wife Natalie have three children and live in Dallas. In his free time, Rick enjoys spending time with his family and playing tennis and golf.
* As of October 9, 2024, 4.6% of Morgan Stanley Financial Advisors hold the title of Family Wealth Director.
** Barron's Top 1,500 Financial Advisors
Source: Barron's (Awarded March 2026) Data compiled by Baron's based for the period October 2024–Sept 2025.
*** Barron's Top 1,200 Financial Advisors
Source: Barron's (Awarded March 2025). Data compiled by Baron's based for the period October 2023–Sept 2024.
**** Forbes Best-In-State Wealth Advisors 2024-2025
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on data from the 12-month time period concluding on June 30th of the prior year.
***** Forbes Best-In-State Wealth Management Teams 2023-2026
Source: Forbes.com (Awarded 2023, 2024, 2025, 2026). Data compiled by SHOOK Research LLC based on date from the 12-month time period concluding on March 31st of the prior year.
Securities Agent: WI, WA, VA, TN, SC, RI, OR, OK, OH, NY, NJ, MD, MO, MI, ME, NM, NC, MA, LA, NV, KY, IL, IA, HI, MS, GA, FL, DE, DC, CT, CO, CA, AZ, TX, PA, AR, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273062
CA Insurance License #: OH15406
AR Insurance License #: 8997082
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3835991 10/24
Securities Agent: NJ, RI, DE, TX, OR, MD, PA, NE, KS, AK, OH, IA, CO, AR, WI, NV, MS, MO, LA, KY, GA, VA, TN, OK, MT, ME, MA, CA, AZ, WA, CT, WY, NY, NM, MI, HI, IL, FL, MN, DC, SC, NC, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273062
CA Insurance License #: OH15406
AR Insurance License #: 8997082
NMLS#: 1273062
CA Insurance License #: OH15406
AR Insurance License #: 8997082
About Alex Cena
Time is the one asset you can’t replace—and most successful people are spending too much of it worrying about financial decisions they don’t have time to revisit. I help busy professionals simplify complex financial lives into a clear, transparent strategy—so you can feel in control, make confident decisions, and get more of your time back.
If your situation includes multiple accounts, competing goals, tax considerations, concentrated stock, a business, or a major life transition, you’re not alone. My role is to bring everything together—assets, liabilities, cash flow, and priorities—into a straightforward plan you can actually understand, with no mystery around what we’re doing and why.
This work is personal for me. Earlier in my career as a Wall Street equity research analyst, I spent close to 200 days a year traveling globally to meet clients. The pace was intense, and it took a toll on my family—and I didn’t feel in control of my own life. I started regaining that control by building my own team of advisors to help manage my financial life, and it turned out to be one of the best decisions I made.
That experience is why I’m passionate about helping busy professionals regain clarity and confidence. Wealth management isn’t just about what investments to own—it’s about building a coordinated strategy that supports the life you want: protecting what you’ve built, planning for change, and making room for the things that bring you happiness.
A bit about me: I earned my undergraduate business degree from Loyola University Chicago and my MBA from Southern Methodist University in Dallas. I also serve on the board of the Retina Foundation of the Southwest, supporting its mission to prevent vision loss and restore sight through research and treatment.
Outside the office, my wife and I are empty nesters in McKinney, Texas, with our two cats. Our twin boys live nearby, and when we’re not with family you’ll usually find us outdoors—hiking, hunting, fishing, sailing—or chasing laps at the racetrack.
If you’re looking for an advisor who can simplify complexity, communicate clearly, and help you feel more in control of your financial life, I’d welcome the opportunity to learn about you and what you’re trying to accomplish.
If your situation includes multiple accounts, competing goals, tax considerations, concentrated stock, a business, or a major life transition, you’re not alone. My role is to bring everything together—assets, liabilities, cash flow, and priorities—into a straightforward plan you can actually understand, with no mystery around what we’re doing and why.
This work is personal for me. Earlier in my career as a Wall Street equity research analyst, I spent close to 200 days a year traveling globally to meet clients. The pace was intense, and it took a toll on my family—and I didn’t feel in control of my own life. I started regaining that control by building my own team of advisors to help manage my financial life, and it turned out to be one of the best decisions I made.
That experience is why I’m passionate about helping busy professionals regain clarity and confidence. Wealth management isn’t just about what investments to own—it’s about building a coordinated strategy that supports the life you want: protecting what you’ve built, planning for change, and making room for the things that bring you happiness.
A bit about me: I earned my undergraduate business degree from Loyola University Chicago and my MBA from Southern Methodist University in Dallas. I also serve on the board of the Retina Foundation of the Southwest, supporting its mission to prevent vision loss and restore sight through research and treatment.
Outside the office, my wife and I are empty nesters in McKinney, Texas, with our two cats. Our twin boys live nearby, and when we’re not with family you’ll usually find us outdoors—hiking, hunting, fishing, sailing—or chasing laps at the racetrack.
If you’re looking for an advisor who can simplify complexity, communicate clearly, and help you feel more in control of your financial life, I’d welcome the opportunity to learn about you and what you’re trying to accomplish.
Securities Agent: AZ, AR, IN, MS, CO, CA, LA, AK, HI, CT, TX, PA, NV, ME, KY, OH, NM, MD, IA, GA, WA, VA, NJ, MI, NE, WI, TN, RI, NY, NC, MT, DC, WY, OK, MO, MN, MA, KS, IL, FL, SC, OR, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1625861
CA Insurance License #: OM27577
NMLS#: 1625861
CA Insurance License #: OM27577
About Tamara Weatherly
Tammy Cooper is a Vice President and Insurance Planning Director and Financial Planner with MS in the firms Spring Valley branch. She has more than 3 decades of experience in the financial services industry. She has been with MS and predecessor firms since 1992.
Tammy focuses on Estate Planning strategies and retirement planning. She has gained valuable experience working with estates and helping Families fully understand the EP process. Tammy also enjoys helping clients navigate the financial issues that arise due to major life changes such as marriage, death, employment and divorce. She also has worked extensively with clients in the social security process and their election of benefits based on their life goals and objectives.
Tammy is a graduate of UT DALLAS where she earned a Bachelor of Arts with a double major in Finance and Economics and minor in Accounting. She started her career during her undergraduate studies while working for Morgan Stanley Smith Barney in 1992. She worked as an Analyst for Morgan Stanley and obtained her Series 7, Series 63, Series 65, Group I life and Health licenses. She is also a big believer in upgrading your skill set. As such, she is a 2024-2025 Candidate at Texas A&M in their Masters program and CFP program.
In her free time, Tammy enjoys her sons, all sporting events, traveling, Yoga and her three dogs. She was born and raised in Amarillo Texas and has resided in Dallas since 1992. Tammy enjoys philanthropy in her spare time in helping animal rescue groups, wounded warriors and organizations designed around helping children and their contributions to the future.
Tammy focuses on Estate Planning strategies and retirement planning. She has gained valuable experience working with estates and helping Families fully understand the EP process. Tammy also enjoys helping clients navigate the financial issues that arise due to major life changes such as marriage, death, employment and divorce. She also has worked extensively with clients in the social security process and their election of benefits based on their life goals and objectives.
Tammy is a graduate of UT DALLAS where she earned a Bachelor of Arts with a double major in Finance and Economics and minor in Accounting. She started her career during her undergraduate studies while working for Morgan Stanley Smith Barney in 1992. She worked as an Analyst for Morgan Stanley and obtained her Series 7, Series 63, Series 65, Group I life and Health licenses. She is also a big believer in upgrading your skill set. As such, she is a 2024-2025 Candidate at Texas A&M in their Masters program and CFP program.
In her free time, Tammy enjoys her sons, all sporting events, traveling, Yoga and her three dogs. She was born and raised in Amarillo Texas and has resided in Dallas since 1992. Tammy enjoys philanthropy in her spare time in helping animal rescue groups, wounded warriors and organizations designed around helping children and their contributions to the future.
Securities Agent: RI, AK, WY, TX, IA, HI, MN, GA, NY, CA, NV, NC, MA, KY, IN, WA, VA, TN, OK, MI, MD, DC, CO, ND, SC, NE, MO, DE, AR, WI, KS, FL, OR, NM, NJ, ME, IL, MS, CT, AZ, PA, OH, MT, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 535882
NMLS#: 535882
About Janna R. Birkner
Janna R. Birkner is a Business Development Associate, Vice President with the 365 Wealth Management Group at Morgan Stanley. She is passionate about helping clients make the most of their financial goals and is deeply involved in the day-to-day intricacies of the practice. Janna supports clients through complex life and financial transitions—such as inheriting, consolidating, or passing down assets to the next generation—while also assisting with trade order placement, client account reviews, and ongoing daily service requests. Her depth of knowledge and consistent attention to detail benefit both the team and the clients she serves.
Janna’s financial services career began in 1997, when she joined Salomon Smith Barney as a receptionist. Since then, she has continued to grow her expertise across the industry, pairing expanding capabilities with a steadfast commitment to exceptional client service. Known for her strong work ethic and reliability, Janna is an invaluable resource to clients and colleagues alike.
Outside of the office, Janna enjoys researching her family’s ancestry, reading, traveling, and volunteering through her HOA and church.
Janna’s financial services career began in 1997, when she joined Salomon Smith Barney as a receptionist. Since then, she has continued to grow her expertise across the industry, pairing expanding capabilities with a steadfast commitment to exceptional client service. Known for her strong work ethic and reliability, Janna is an invaluable resource to clients and colleagues alike.
Outside of the office, Janna enjoys researching her family’s ancestry, reading, traveling, and volunteering through her HOA and church.
About Catherine Romualdez
Catherine Romualdez is a Wealth Management Analyst who joined the team in 2012 and considers serving our clients a privilege. She supports the team’s day-to-day, including fund transfers, account inquiries, and trade orders. She also assists with cash flow and balance sheet analysis and the preparation of financial plans.
Catherine began her finance career in 1996 with a brokerage firm in the Philippines and moved to New York City in 1997. She spent more than 14 years with three investment banks, gaining experience in wealth management, credit risk, foreign exchange, and prime brokerage, before relocating to Dallas.
She is active in her community and supports Vogel Alcove, The Birthday Party Project, and Feed the Children. Outside of work, she enjoys cooking, reading, exercising, and spending time with her dogs Nino and Murphy.
Catherine began her finance career in 1996 with a brokerage firm in the Philippines and moved to New York City in 1997. She spent more than 14 years with three investment banks, gaining experience in wealth management, credit risk, foreign exchange, and prime brokerage, before relocating to Dallas.
She is active in her community and supports Vogel Alcove, The Birthday Party Project, and Feed the Children. Outside of work, she enjoys cooking, reading, exercising, and spending time with her dogs Nino and Murphy.
About Kelly Bidstrup
Kelly joined the team in August 2025 after serving as a Planning Virtual Engagement Associate in Morgan Stanley’s VEA Program in New York City. In that role, Kelly worked with 40 Financial Advisors nationwide, collaborating with their clients to help develop and implement tailored wealth strategies.
Originally from Chicago, Kelly relocated to Austin in 2014. She attended Lake Travis High School and graduated from Texas A&M University in 2022 with a BA in History. While at Texas A&M, she worked as a Legal Assistant, where she discovered her talent for helping families find creative solutions to complex challenges. Dedicated to delivering a first-class client experience, Kelly is passionate about deepening relationships, driving engagement, and supporting the growth of the team.
Originally from Chicago, Kelly relocated to Austin in 2014. She attended Lake Travis High School and graduated from Texas A&M University in 2022 with a BA in History. While at Texas A&M, she worked as a Legal Assistant, where she discovered her talent for helping families find creative solutions to complex challenges. Dedicated to delivering a first-class client experience, Kelly is passionate about deepening relationships, driving engagement, and supporting the growth of the team.
Contact Richard Fielder
Contact Alex Cena
Contact Tamara Weatherly
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2024-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
Barron's Top 1,200 Financial Advisors: State-by-State
Barron's Top 1,200 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Blake Sanford
Client Relationship Associate
About Blake Sanford
Blake Sanford is a Client Relationship Associate at Morgan Stanley providing dedicated support to Financial Advisors and their teams. Operating as an extension of the FA/Team, Blake collaborates with clients to discover how best to engage and enroll in the services available at Morgan Stanley during their onboarding journey, specifically cash management. Blake provides expertise across a wide suite of cash management offerings and is able to help open cash management accounts, assist with credit cards and provide education on the breadth of what Morgan Stanley has to offer in the cash management space.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Your Mid-Year Financial Planning Checklist
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Building a Family Enterprise That Lasts
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact 365 Wealth Management Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
