Rosi Burns
Wealth Management Associate
Phone:
(713) 965-8017(713) 965-8017
Alexandra VanMeurs
Senior Vice President, Wealth Management,
Financial Advisor,
Family Wealth Director
Houston:
(713) 965-8015(713) 965-8015
My Mission Statement
We are committed to your financial security by providing solutions that target your unique situation and emphasize your specific goals and objectives.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. 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.
Securities Agent: TX, AK, WI, NM, CO, AL, TN, NY, PR, NC, CA, WA, NH, CT, UT, WY, VT, OR, OK, LA, MO, MI, MD, AZ, NJ, FL, VA, SC, PA, NV, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2089716
CA Insurance License #: 0H45696
NMLS#: 2089716
CA Insurance License #: 0H45696
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Direct:
(713) 965-8015(713) 965-8015
Meet My Team
Sharon Kinloch
Client Service Associate
Phone:
(713) 965-8019(713) 965-8019
About Rosi Burns
Rosi Burns joined Morgan Stanley Wealth Management in May 2020 as a Wealth Management Associate.
She started her career in 1991 at a private investment boutique specializing in CMO & QLB hedge funds, Heptagon Capital Management, Inc. Her experience working with Ultra High Net Worth families catapulted her into the Morgan Stanley’s Private Wealth Management office from 2001 to 2007.
During her tenure at UBS Financial Services, Inc. from 2007-2020, Rosi joined forces with Alex VanMeurs as an Investment Associate. Promoted to Strategic Wealth Associate, she helped Alex implement client investment strategies, coordinate client reviews, setup client banking/lending products and quarterback the team administratively.
Rosi holds the Series 7, 63 and 65 as well as her Insurance License.
She and her husband, Max, are raising two girls, Kate and Kara. She is a native Houstonian. She is first generation Cuban-American and speaks fluent Spanish. When she’s not at work, Rosi enjoys cooking, gardening, and pool time with the family.
She started her career in 1991 at a private investment boutique specializing in CMO & QLB hedge funds, Heptagon Capital Management, Inc. Her experience working with Ultra High Net Worth families catapulted her into the Morgan Stanley’s Private Wealth Management office from 2001 to 2007.
During her tenure at UBS Financial Services, Inc. from 2007-2020, Rosi joined forces with Alex VanMeurs as an Investment Associate. Promoted to Strategic Wealth Associate, she helped Alex implement client investment strategies, coordinate client reviews, setup client banking/lending products and quarterback the team administratively.
Rosi holds the Series 7, 63 and 65 as well as her Insurance License.
She and her husband, Max, are raising two girls, Kate and Kara. She is a native Houstonian. She is first generation Cuban-American and speaks fluent Spanish. When she’s not at work, Rosi enjoys cooking, gardening, and pool time with the family.
CA Insurance License #: 4117245
About Sharon Kinloch
Sharon Kinloch joined Morgan Stanley as a Client Service Associate in 2020. She graduated from Texas A&M with a Bachelor of Science in Industrial Engineering. Prior to transitioning to the financial services industry in 2018, Sharon had a decades long career in Program Management & Engineering. Her unique skill set, resourcefulness and great attention to detail ensures an exceptional client experience from the first point of contact through onboarding and support. She and her husband, Iain, live in Houston with their two children, Robbie and Ainsley.
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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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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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Ready to start a conversation? Contact Alexandra VanMeurs today.
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
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)
