Fort Worth Crescent Branch Office

Hunter has over a decade of experience as a Financial Advisor. Hunter founded his wealth management team at Merrill in 2012 where he quickly rose to the Senior Vice President title. Hunter led the Southlake office as a Resident Director where he managed an office of over 20 Financial Advisors and their teams. Hunter’s mission is to gain a complete understanding of each client to create a customized financial strategy. Hunter and his team implement a unique wealth planning approach that starts with learning each client’s specific personal goals, current financial standing, and future financial goals. They then help design and implement a customized wealth management approach that helps clients pursue financial goals while mitigating risk. The team provides collaborative solutions to help turn goals into reality. As a Portfolio Manager, Hunter can help clients pursue objectives in a customized strategy. He takes special care to define risk and incorporate a portfolio
that best suits his client’s goals and risk appetite.

Hunter played collegiate tennis and enjoys playing competitively through leagues across Texas. In his free time, he enjoys spending time with his family and traveling.

Learn more about my specialty in Equity CompensationLink Opens in New Tab Securities Agent: MI, 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, MN, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME; BM/Supervisor; General Securities Representative; Investment Advisor Representative NMLS#: 1025645

Before joining Morgan Stanley as a Branch Manager for the Southlake office, Troy spent 15 years as a Financial Advisor helping his clients build better financial futures for themselves and their families. Now, as a leader, he is focused on coaching, and developing Financial Advisors to deliver on the client experience.

As one of the leading wealth management firms, Troy believes, Morgan Stanley provides one of the best platform for Financial Advisors to fully serve their clients as a one-stop financial service provider.

Troy leads by communicating the firm's strategy and effectively making sure to evaluate the outcomes along the way. By holding himself and his team accountable for the results.

He is committed to expanding his team of growth focused Financial Advisors and he seeks people who have that fire in their belly, curious and have a teachable spirit.

Teresa is the Branch Administrator for the Fort Worth, Southlake and Wichita Falls branches. She joined the firm in 2018 as a Client Service Associate at the Wichita Falls Branch. In 2022, she accepted the Branch Administrator position and moved to Fort Worth. Customer Service and Support for all the branches is her main objective and passion.

Tyler began his career in the last Financial Crisis, shaping his investment philosophy of “portfolio construction through financial planning”. After making the move to Merrill Lynch in 2011 from a regional broker-dealer, he had a vision of how he wanted to build his practice and worked for many years shaping what would later be titled as Davis, Smith and Associates. The success and growth of the group is attributed to the emphasis placed on Financial Planning and seeking to provide a financial partnership for the retail client with a “white-glove” service model. A highly credentialed advisor, Tyler holds both his CRPC^® CPWA^® designations to ensure the highest level of advice for clients. In September 2022, Tyler moved his team to Morgan Stanley after seeing the competitive advantage given his team’s clientele. Davis, Smith and Associates work with Executive level clients at publicly traded companies and specialize in comprehensive strategies for these individual’s future retirement. The team also assists in advising clients around trust and estate planning strategies, legacy formation and transfer, education planning, and providing various lending and liquidity options.
Tyler holds his Chartered Retirement Planning Counselor through the College of Financial Planning to ensure myopic focus in the retirement space. He also holds his Portfolio Manager title enabling him to build custom portfolios for each of his client’s unique needs. Tyler also is a Certified Private Wealth Advisor professional, recognized through the Investments & Wealth Institute. Tyler successfully completed his executive course through the Yale School of Management in 2024. Tyler and his wife Brittany proudly call Fort Worth Texas home. Tyler is actively philanthropic and regularly participates in community events. He serves as a board member for the highly acclaimed community organization titled “Taste Project” that focuses on providing for those who are food insecure. He enjoys equestrian sports in his off time as well as floral gardening. Securities Agent: VA, NC, CA, WI, ME, CO, AR, AL, MT, WA, WY, UT, MN, MI, MD, MA, KY, RI, AZ, OH, OK, SC, GA, KS, NY, NH, NM, NJ, NV, TX, WV, TN, IL, MS, PA, IA, LA, FL, CT, DE; General Securities Representative; Investment Advisor Representative NMLS#: 853145

Miles Smith is a Vice President of Wealth Management at Morgan Stanley and co-founder of the Davis, Smith & Associates Wealth Management Group. Miles is responsible for all aspects of the client service and investment experience. He guide’s the team’s investment advisory practice working directly with each client to grow and preserve their wealth, and identify opportunities available for their capital.

Davis, Smith & Associates serve a select group of families and businesses, working with them to navigate the complexities of their financial lives and an evolving economy. As one of the team’s primary advisors, Miles believes it is important to under each client, their vision and views of risk to help them make informed decisions for their wealth. Moreover, Miles and his team are not beholden to any one investment product or manager, so clients can rest assured each team member is working with an open mind and objective.

“As a private wealth advisor, I have the pleasure of working with clients directly. Our team’s commitment is to provide each person with a unique experience, exceptional service, and be a financial partner they can trust so they can focus on what matters most.”

Miles holds his Series 7 and 66 licenses. Miles received his bachelor’s degree in Business Strategies from the University of Rochester with clusters in calculus, mathematics and communications, and was a 4-year letter on the University’s football team.
Securities Agent: CA, DE, VA, MN, TN, MT, IA, MI, OH, OK, IL, KS, AR, CO, NH, NC, NM, NJ, WY, NV, AZ, WV, ME, MD, PA, AL, FL, WA, GA, LA, MS, UT, TX, WI, MA, SC, RI, KY, IN, OR, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1580936

Securities Agent: TX, WY, MD, KY, CO, KS, TN, MA, DE, MT, NJ, VA, RI, OK, NM, ME, LA, FL, CA, UT, NC, OH, IL, AR, NH, MI, CT, IA, PA, WA, NY, GA, MN, AL; General Securities Representative; Investment Advisor Representative

Kayla currently serves as a Vice President and partner of the Hollarn Amason Wealth Management Group at Morgan Stanley. Kayla and her team offer comprehensive financial planning services to their clients with an unprecedented quality of service. She strives to offer a unique and innovative approach to the industry through a distinct perspective offering both youth and experience.

Kayla has worked in the financial service industry for over 10 years and has dedicated 5 of those years to Wealth Management and Financial Planning. Kayla and her team provide a holistic and accessible perspective to financial planning that starts with getting to know YOU. Using state of the art technology, each client is guided through a planning, implementation and evaluation process to help achieve their specific financial goals.

Kayla graduated from Texas A&M College Station with a BA and MS in Accounting and started her career in 2012 as a Certified Public Accountant* with Ernst & Young. She was presented the opportunity to enter the wealth management industry in 2017 where she gained her securities licenses. Kayla’s CPA license allows her the unique ability to navigate tax planning opportunities including estate tax, Roth Conversions, and tax efficiency planning. In 2020, Kayla achieved her CERTIFIED FINANCIAL PLANNER™ designation which allows her to offer one of the industry’s highest regarded financial planning methods backed by rigorous coursework and industry experience. As a CFP^® practitioner, she offers specialized training in retirement, tax, and estate planning while being held to stringent industry regulations and an additional level of Fiduciary Duty. Her diverse experiences paired with her professional designations allow her to cultivate unique approaches to her client’s individualized needs. Kayla and her team specialize in: Retirement, Succession, Tax, and Divorce planning.

When she’s not crunching numbers on her 10-key, you can find Kayla at the gym, or spending time with her three beloved dogs and husband. She also enjoys traveling and painting as her creative outlet.


*Kayla does not provide tax or legal advice in her current role with Morgan Stanley
Learn more about my specialty in Equity CompensationLink Opens in New Tab
Securities Agent: IL, NC, KS, CA, AK, WA, TX, UT, MS, SC, FL, IN, CO, AR, WY, PA, OK, HI, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1673414

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: AR, TX, AZ, CA, FL, AK, GA, NE, UT, WV, TN, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1893304

Kerri Connellan is a Senior Vice President and Portfolio Manager at Morgan Stanley. She brings over 20 years of experience as a Financial Advisor and holds the Family Wealth Advisor designation within Morgan Stanley. Prior to Morgan Stanley, Kerri was a Vice President and Investment Advisor in the Wealth and Investment Management division of Barclays. She joined Barclays in September 2008 through the acquisition of Lehman Brothers, where she served as a Vice President and Investment Advisor since 2001. Kerri has been named to Forbes Top Women Wealth Advisors Best-In-State 2023, Forbes Top Women Wealth Advisors 2021 and Working Mother Magazine's Top Wealth Advisor Moms since 2018. Kerri has also earned Master's Club Membership at Morgan Stanley in 2017, 2018, and 2021 and Century Club Membership in 2019 and 2020.

Kerri earned her MBA in Finance from NYU's Stern School of Business and a Bachelor of Science in Chemical Engineering from the University of Arkansas.

Forbes Best-In-State Women Advisors (2023)

SOURCE: FORBES.COM (AWARDED FEB 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/21 - 9/30/22.

2018-2022 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Securities Agent: NJ, AZ, CA, CO, CT, DC, FL, GA, MA, MD, ME, MI, NC, NH, NM, NY, OK, OR, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1423945

Gregory is a Financial Advisor with a diverse and dynamic background. He has titles such as Financial Planning Specialist (FPS) and Portfolio Manager (PM). He is dedicated to helping meet his client’s needs by concentrating in comprehensive financial planning, wealth preservation and asset management. Service and commitment are key factors that have shaped a stable and growing client base for Gregory, largely, through referrals. He also has experience regarding endowment and operational funds for University Institutions. Gregory focuses on assisting individual retirees, successful professionals and University Institutions.

A graduate of Louisiana State University, Gregory was a track letterman for LSU Track and Field team from 1980 to 1984 and a member of Phi Beta Sigma Fraternity. Gregory is also a member of the Fort Worth Black Business Chamber. Gregory supports the ministry of his church and lends his support to the Arlington Chapter of Jack and Jill of America Incorporated. He and his wife, Jaquetta, along with their three children, Noah, Adam and Bethany, currently reside in Fort Worth.

This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy.

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Services Include
• Retirement PlanningFootnote1
• Financial PlanningFootnote2
• 401(k) Rollovers
• Wealth ManagementFootnote3
• Planning for Education FundingFootnote4
• Cash Management and Lending ProductsFootnote5
Securities Agent: MD, GA, MA, VA, MS, NM, KY, TN, FL, CT, TX, NC, LA, DC, CO, MO; General Securities Representative; Investment Advisor Representative; Managed Futures

Darren Lewis is a Vice President and Financial Advisor at Morgan Stanley, assisting clients with tailored solutions for investment management, personalized cash management solutions and wealth planning. He is responsible for managing the overall client relationship, and fostering that relationship to fulfill all the financial needs of the clients.

Darren received a Bachelor of Business Administration from Texas A&M University with a double major in Finance and Accounting, as well as a Master of Business Administration from Texas Christian University with a concentration in Finance.

Darren serves on the Tournament Committee at Colonial Country Club. He lives in Fort Worth, Texas with his wife, Jamie, and their two children, Cade and Clara.
Services Include
• Wealth ManagementFootnote1
• Financial PlanningFootnote2
• Cash Management and Lending ProductsFootnote3
• Planning for Education FundingFootnote4
• 401(k) Rollovers
• Trust ServicesFootnote5
• Alternative InvestmentsFootnote6
Securities Agent: NY, TX, NM, FL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 410011

As a Financial Advisor with 4 decades of experience in the financial
services industry, Mike is a pro-active and trusted professional providing advice and direction to affluent, high net worth or ultra high net worth individuals and their families. Mike provides these services whether it is a Trust, Foundation, or multiple generations of families
Learn more about my specialty in Equity Compensation
Services Include
• Alternative InvestmentsFootnote1
• Trust ServicesFootnote2
• Wealth ManagementFootnote3
• Financial PlanningFootnote4
• Endowments and FoundationsFootnote5
• Cash ManagementFootnote6
Securities Agent: MO, TN, VA, WY, WA, SC, NV, MN, HI, CA, TX, NC, NM, WV, OK, MA, KS, AZ, CO, ME, MD, OH, MI, KY, GA, FL, AR, AL, PA, OR, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 612963