Abe's Story and Services

Abe Gonzalez Jr. began his investment career in 2009 with Smith Barney. While working at Smith Barney he added value to his position by completing a Bachelor’s degree in Finance from the University of Texas of the Permian Basin in 2010. Abe transitioned from Client Service Associate to Financial Advisor in 2013 and now devotes himself to helping clients achieve their financial success.

Abe holds the internal designation of Financial Planning Specialist as well as Alternative Investment Director with Morgan Stanley. In addition, he holds his Series 7, 31, 66 and insurance licenses. Prior to his investment career, Abe served in U.S. Army stationed in Germany along with NATO forces.

Born and raised in Fort Stockton, Texas, Abe is committed to, and active in, Permian Basin activities and supportive of the citizens of this area.

Abe’s passions include traveling, hiking, camping and time spent with his fiancé, Delma, and their three children, Madi, Karston, and Karter. Their close-knit family includes three dogs, Piper, Loki and Ruger. To keep up to date in all areas of political and cultural values and trends, Abe is an avid reader of all topics. He is passionate reader of history, as a reminder of the great achievements and failures that can provide guidance with current and future ideas and decisions.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Services Include
Securities Agent: VA, AZ, NY, ND, NC, PA, FL, CA, WA, OK, LA, KS, DC, AL, TN, AR, MO, TX, CO, NM, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279537
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Finding Opportunity in a Changing World

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Improved Technology and Initiative
4 in 10 global companies across multiple sectors have a confirmed emissions target. Akin to earnings guidance,
companies have begun to set public targets for reducing their emissions.

As companies set, refine and make progress toward these goals, their related decarbonization investments may translate into valuation over time (particularly in high-emitting sectors)
Climate Change Investment Opportunities
Next Generation
Millennials Drive Growth in Sustainable Investing. A younger generation of investors, who overwhelmingly believe that their investment decisions can make an impact, is leading the sustainable investing charge.

More investors are interested in sustainable investing and adopting its principles as part of their strategy, but Millennials are leading the charge.
Sustainable Signals Report

Planning Ahead

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    Estate Planning
    Position your family for a comfortable future. Abe is devoted to help you and your family facilitate the process of preserving and transferring your wealth. Often the hardest part is starting the conversation and Abe will be a helpful guide through the entire process.
    Estate Planning
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    Philanthropic Planning
    Don't limit your ability to contribute to multiple charities and organizations. With a well constructed plan you can help many causes that are close to your heart.
    Philanthropic Planning
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    Family Governance & Education
    Running a family business, operating a family office or simply investing as a family can be challenging. It is critical to develop a cohesive and thorough framework that helps your family make important financial decisions.
    Family Governance & Education
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    Strategic Client Management
    Strategic Client Management (SCM) helps solve financing and advisory needs for your and their business. We work with our internal Institutional Securities Group and Investment Management Funds (MSIM) as well as a platform of Middle Market Investment Boutiques that have been vetted and on-boarded to Morgan Stanley with strengths across a variety of industries and geographies.
    Strategic Client Management

WORKING WITH MORGAN STANLEY

Working with the biggest wealth management firm has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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    Morgan Stanley Online (MSO)
    • Mobile Banking: Take advantage of
    mobile check deposits, paying bills
    online and sending money through Zelle,
    the fast and safe service to send
    and receive money.

    • Financial News: Gain access to up-to-
    date news stories, current market data,
    research, company profiles and quotes.
    Morgan Stanley Online
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    Online Security Center
    Our dedicated team of cybersecurity resources is drawn from former senior professionals at government security agencies and the technology industry.

    In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
    Online Security Center
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    Total Wealth View
    Total Wealth View allows your advisor to view the full extent of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
    Total Wealth View
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    Aladdin
    Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and scenarios.
    Portfolio Risk Platform (Aladdin)

OUR JOURNEY TOGETHER

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    Step 1: Discovery
    Abe will get to know what you and your family value most when building the relationship. Regardless of your goals, he considers your entire financial and personal situation to carefully craft a financial strategy that best suits you and your loved ones.
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    Step 2: Forming Your Strategy
    Using your life goals and personal circumstances as a blueprint, he will create a risk-balanced strategy that maps out a clear path to help achieve your goals.
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    Step 3: Strategy Implementation
    Coupled with Morgan Stanley's global suite of services, Abe will conduct careful research and analysis to ensure that you make calculated and versatile action in all market situations.
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    Step 4: Ongoing Review
    Once your plan is implemented, the work has just begun. Abe will consult with you regularly to monitor the performance of your strategy to help ensure that you remain on-track towards your goals despite any changes in life or in the market.

Location

6 Desta Dr
Ste 1900
Midland, TX 79705
US
Direct:
(432) 620-6078(432) 620-6078
Wealth Management
Global Investment Office

Portfolio Insights

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.

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
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Abe G Gonzalez Jr. today.
Market Information Delayed 20 Minutes
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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2Alternative 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.

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3Morgan 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.

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4Morgan 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.

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5Products 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.

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6When 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.

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7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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
CRC 6491812 (04/2024)