Our Team Approach

The Yonack Group of Morgan Stanley consists of caring licensed professionals that partner together to provide highly personalized service to every client and their family.  As a team we combine over 70 years of investment management experience to help our clients simplify and manage their increasingly complex financial lives.  For the last 20 years, Alan Yonack and Michelle Holmes have worked side by side to ensure that every client has a holistic financial plan in place that will help them achieve their financial goals.  We believe in fostering a collaborative team environment where lines of communication remain open so that we can provide regular proactive communication to you and your family.  Now with the addition of CareyAnn Thomas to our team, we are more confident than ever that we have all the pieces in place to truly exceed our clients’ expectations and offer exceptional service.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Estate Planning Strategies3
  • Retirement Planning4
  • Philanthropic Services
  • Planning for Education Funding5
  • Lending Products
  • Long Term Care Insurance6
  • Alternative Investments7
  • Structured Products8
Securities Agent: TX, WI, WA, VA, TN, OR, OK, NY, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, KS, IL, GA, FL, DE, DC, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1270198
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

For over 35 years, Alan has been providing highly customized advice, investment solutions and financial planning services to high net worth individuals, multi-generational families, small business owners, foundations and corporate retirement plans in Dallas and the surrounding areas.

He prides himself on the relationships he has nurtured during his long tenure in the financial services industry and strives to deliver an exceptional experience to his clientele, serving as their chief advocate.  His ultimate goal is to develop a comprehensive plan that integrates their unique needs and incorporates estate and tax planning strategies to help them achieve their financial goals and leave the legacy they desire.  For Alan, your family’s financial future is just as important to him as it is to you.   

Prior to joining Morgan Stanley in 2009, Alan worked at UBS for over 25 years.   Alan was honored by Barron’s Top 1,000 Advisers in America in 2009, 2017 and 2018.  Most recently, Alan was appointed to Morgan Stanley’s Financial Advisor Council in 2014, representing the interests of more than 16,000 Financial Advisors across the Firm.

Alan is a graduate of the University of Colorado at Boulder with a Bachelor of Arts degree in Political Science. He received his MBA in Finance from the Graduate School of Business at the University of Texas at Austin.

A current resident of Dallas, Alan and his wife, Sheryl, have three children, Sam, Noah and Sydney.  When he is not working directly with his clients or guiding the many organizations he supports, you can find him spending quality time with his family.

    Community Involvement

    Our team believes in giving back to their community by volunteering their time, money, and resources to worthwhile causes.  Whether they are helping provide Christmas presents to needy children through the Salvation Army’s program or just lending a helping hand, they believe they can make a difference through volunteering.  Please see some of the causes the team has devoted their time to below. 

    Alan Yonack:
    Board Member of Vogel Alcove (2004 to Present) -  As a resident of Dallas for many years, Alan is aware that Dallas has the highest child poverty rate in the country among cities with more than 1 million people.  The organization aims to provide support through early childhood programming, health services, and family support.  He continues to be inspired by the positive impact the organization has made in helping more than 15,000 children and their families since 1987. 
    Advisory Council for the Ackerman Center for Holocaust Studies at the University of Texas at Dallas (2003 to Present) – Through its multi-faceted program supported by visionary philanthropy, the center has established a Holocaust lecture series, library collection, and has made faculty research possible through generous support from the community. 

    Michelle Homes:
    Salvation Army Angel Tree Program (# of years) – Allows the community to connect personally and have a direct impact by sharing with those less fortunate in their community.  The program provides gifts of new clothing and toys to thousands of Dallas children who otherwise might not have anything for Christmas.

    CareyAnn Thomas:
    Genesis Women’s Shelter and Support Group - The organization’s mission is to create a world without domestic violence. CareyAnn actively fundraises for the shelter in conjunction with her sorority alumnae group.

      Client Service Team

      • Michelle M. Holmes - Associate Vice President, Wealth Management Associate
        Drawing on more than 29 years of experience in the financial services industry, Michelle’s extensive knowledge and skills provides a personal and thorough response to client needs.

        Michelle is actively involved in business development for the team by cultivating relationships with existing clients and creating and executing marketing strategies to attract new clients.  She is responsible for working with clients to provide customized financial plans to identify future income and insurance needs. Primarily, she works very closely with Alan to evaluate existing investment strategies and, keeps the team abreast of the ever-changing regulatory environment. 

        Passionate about community service, Michelle has served a variety of mentoring and outreach programs in the Dallas area. As the oldest of four children, Michelle is dedicated to encouraging children to stay in school to break the cycle of poverty.  She has served on the Board of Directors of Bea’s Kids, a local nonprofit that provides tutoring centers for students in K-12th grade.  Additionally, she has taken the lead in coordinating the fundraising efforts of several Morgan Stanley offices in the Dallas area that provide support to the Salvation Army Angel Tree and local Veterans organizations, just to name a few.

        Previously, Michelle served her community as a member of the Farmers Branch City Council from 2009 through 2012. She has also served on the Charter Review Committee (2013) and
        was appointed by the City Council to serve as the Chair of the Citizen Bond Committee (2016).  

        Michelle and her husband, Bob, have called Farmers Branch home for more than 19 years. In her free time, Michelle enjoys reading, spending time with her family and staying active within her community.
      • CareyAnn P. Thomas - Portfolio Associate
        CareyAnn knew she wanted to be in the business of investing from a very young age. She was enamored with the stock market and always had a penchant towards helping people so she knew wealth management was a career where she could purse both. Majoring in Finance at Oklahoma State University seemed like the natural choice given her interest. She graduated in 2010.

        CareyAnn began working with the Yonack team in early 2017 and prior to that she was an associate with Morgan Stanley Private Wealth Management in Chicago.  Now, she serves as the front line of our team’s business. She uses her eight years of client service experience in the financial services industry to provide high-level service to our wealth management clients. She works closely with Alan to manage their client’s cash management needs as well as handling any matters that may arise unexpectedly.   

        A master of “getting it done” her goal is to focus her attention on every client making them feel like they are our only client.  She uses her excellent communication skills to build strong relationships with clients to identify and assist them in achieving their financial goals. Likewise, she is good at getting clients the answers that they need in a timely manner.   

        Outside the office, she enjoys traveling with Corey, her husband, and spending time with their golden-doodle, Knox.  Although she is a proud Okie, who was born and raised in Tulsa, Oklahoma, she and Corey now call Dallas home.

      Location

      300 Crescent Court
      Ste 120
      Dallas, TX 75201
      US
      Direct:
      (214) 468-7209(214) 468-7209
      Toll-Free:
      (866) 349-1481(866) 349-1481
      Fax:
      (214) 468-7250(214) 468-7250
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      1Morgan 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.

      2Morgan 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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      8Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

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