J Alex Grice
First Vice President, Branch Manager, Financial Advisor, Financial Planning Specialist
Phone:
(806) 698-5218(806) 698-5218
Morgan Stanley
Abilene Branch Office
You define success, we help you achieve it
500 Chestnut
Ste 1900
Abilene, TX 79602
US
Branch:
(325) 734-3310(325) 734-3310
Toll-Free:
(866) 606-6767(866) 606-6767
Branch Manager
J A. GricePhone:
(806) 698-5218(806) 698-5218
About Morgan Stanley Abilene Branch
At Morgan Stanley's Abilene Branch, we embrace the five core values of the firm. The five values are as follows: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and giving back. We work hard to implement these values into every aspect of our business.
For everyone at our branch, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them, make their lives easier, and provide peace of mind.
Establishing a level of trust to make this all possible begins with our financial advisors. We enable our advisors by providing them with access to state of the art modern wealth management tools, and fostering an environment for constant education and improvements on all levels of our business.
For everyone at our branch, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them, make their lives easier, and provide peace of mind.
Establishing a level of trust to make this all possible begins with our financial advisors. We enable our advisors by providing them with access to state of the art modern wealth management tools, and fostering an environment for constant education and improvements on all levels of our business.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Abilene Branch
Jessica Miller
Managing Director, Market Executive
Phone:
(210) 277-4441(210) 277-4441
Rachel Cano
Vice President, Associate Market Manager
Phone:
(210) 277-4468(210) 277-4468
Mike Howard
Vice President, Business Development Manager
Phone:
(210) 277-4468(210) 277-4468
Cristal Rodriguez
Vice President, Assistant Branch Manager, Business Service Manager
Phone:
(210) 271-6156(210) 271-6156
Candace Burkett
Assistant Vice President, Risk Officer
Phone:
(210) 301-3209(210) 301-3209
Will Curran
First Vice President, Private Banker
Phone:
(210) 366-6658(210) 366-6658
Jeff Wright
Vice President, Financial Planning Director
Phone:
(210) 277-4448(210) 277-4448
About J Alex Grice
James Alex Grice began his Wealth Management career in 1982 when he joined Merrill Lynch. His responsibilities increased during his tenure there including a promotion to Branch Manager. In 1998 Alex was recruited by Smith Barney and remained there through the merger with Morgan Stanley in 2011. Alex has had numerous roles and responsibilities over the years. His current designations/positions include: Financial Planning Specialist, Portfolio Management Advisory Representative II, 1st Vice President of Wealth Management, Producing Branch Manager and Financial Advisor.
Alex grew up in Shallowater, TX and graduated from Texas Tech University in 1979 with a Bachelor’s degree in Business Administration. He is active with the Lubbock Chamber of Commerce, March of Dimes and United Way. Alex and wife Linda have two children, Hannah and Colt.
Alex grew up in Shallowater, TX and graduated from Texas Tech University in 1979 with a Bachelor’s degree in Business Administration. He is active with the Lubbock Chamber of Commerce, March of Dimes and United Way. Alex and wife Linda have two children, Hannah and Colt.
About Cristal Rodriguez
Securities Agent: IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, IN, AK, DC, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley’s Wealth Management offices in Greater Texas. Will began his career in financial services in 1987. He joined Morgan Stanley in 2010 as a Private Banker serving offices in California.
Prior to joining the firm, he was as a Senior Vice President Market Manager at Presidio Bank and a Commercial Banking Director at Citi/Smith Barney.
Will graduated from the University of California, Los Angeles with a Bachelor of Arts in Psychology. He resides in Seguin, Texas with his family.
When not in the office, Will enjoys playing and making guitars as well as cycling.
Prior to joining the firm, he was as a Senior Vice President Market Manager at Presidio Bank and a Commercial Banking Director at Citi/Smith Barney.
Will graduated from the University of California, Los Angeles with a Bachelor of Arts in Psychology. He resides in Seguin, Texas with his family.
When not in the office, Will enjoys playing and making guitars as well as cycling.
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Branch Address
500 Chestnut
Ste 1900
Abilene, TX 79602
US
Branch:
(325) 734-3310(325) 734-3310
Toll-Free:
(866) 606-6767(866) 606-6767
Fax:
(325) 670-0142(325) 670-0142
Details
Located on the 19th floor of the Enterprise Building
1When 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.
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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 (“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.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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 (“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.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024