

Brad Hudgens, CIMA®

My Mission Statement
My Story and Services
Brad Hudgens, President's Club Member, 2024
https://www.morganstanley.com/disclosures/awards-disclosure.html?cid=whmt-smfa-clublev-13267#M
Brad Hudgens is a native of Hot Springs and returned to the Spa City over twenty years ago. He is a Managing Director of Morgan Stanley, as well as a Senior Investment Management Consultant, along with his duties as Financial Advisor. Brad is also a Certified Investment Management Analyst (CIMA) through the Investment and Wealth Institute as well as a Lending Specialist through Morgan Stanley. He is a Forbes Best-in-State Wealth Advisor for the past four years and this past year has been add as a member of Morgan Stanley's prestigious President's Club.
Brad began his career in Little Rock. After several years with Merrill Lynch, he migrated into management. He spent a brief time living in New York City, before managing investment complexes in Minneapolis, Dallas, and St. Louis. Brad is an executive graduate of University of Pennsylvania's Wharton School of Business, which he achieved while working in Minneapolis.
He has served on numerous philanthropic boards, including Hot Springs National Park Rotary (former president and Rotarian of the Year), Boy Scouts of America's Quapaw Council, Arkansas Community Foundation (former board chairman), Arkansas Hospice Foundation, First United Methodist Church, Hot Springs Chamber of Commerce and Mid America Museum Foundation Board to name a few.
Brad's hobbies include culinary reviews in a state-wide magazine, tennis, pickleball, puns, traveling and cooking. He is married to Stacy Haggard Hudgens and has two children: Dr. Allison Hudgens Dinehart (Dr. Matt Dinehart) and John Hudgens (Justina).
As your Financial Advisor, Brad and his team 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, He 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.
NMLS#: 1406554
AR Insurance License #: 6917224
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Meet My Team
About Shannon L. Allen
Shannon is a Hot Springs native, graduating high-school from Christian Ministries Academy where her two children (Gideon and Scarlett) now attend. Just out of high-school she obtained and maintains her license in cosmetology. They are active members of Christian Ministries Church. She has volunteered serving meals for Hettie Lou Brooks Women’s Seminars for nearly three decades, participating in fund raisers for Our Promise Cancer Resources, and raising funds for a new school playground in memory of her late twin sister(also a CMA alum with two daughters enrolled there).
Shannon is a fan of laughter who enjoys cuddling with her dog Tucker, watching any sport her son plays, and being outdoors - hiking, running 5Ks with her kids, 4-wheeler adventures, or sitting around a campfire with friends & family. She is driven by an innate desire to be challenged and expand her skillset - adding value in this arena while working towards becoming a registered representative and serving our team/community, while advancing the mission of Henry Sturgis Morgan to provide “…only first class business… in a first class way ”.
About Tricia Rosson
Her professional interests include helping clients achieve all aspects of preparedness and planning. Tricia resides in the Hot Springs area on her farm with an array of animals. She has several horses and enjoys trail riding when she has time. Tricia has 2 children (Logan and Courtney) and 3 grandchildren (Asher, Carsten, and Elizabeth) that she enjoys spending time with as frequently as possible.
Tricia embodies our core value that is “put clients first”. She is driven by her desire to improve processes that ensure the best possible client care and cultivate relationships with our clients to better understand their individual needs and goals. She loves planning client focused events and looks forward to every opportunity to engage in person.
About Brenda Bahena
Brenda is originally from De Queen, Arkansas. After working in the hospitality industry for 6 years, she moved to Hot Springs in 2011 to open her first restaurant, Viña Morita. Brenda is a blessed mother of three, EJ, Jerry, and Cecilia. When she is not working or spending time with her family and friends, Brenda enjoys being outdoors, volunteering with her church and community, dancing, and cooking, especially from her Mexican heritage.
Brenda loves listening to stories and learning about others. She takes pride in carefully helping clients consider their investment strategies and risk boundaries. Being a first-generation college graduate has empowered her to help the next generation attain a roadmap to financial success and is what remains in the forefront of her mind when visiting with clients to prepare a customized financial plan that suits their individual needs.
The Power of Partnerships
About Whitney Syme
Wealth Management offices in Alabama, Arkansas, and Florida.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Whitney began her career in financial services in 2006 when she joined Morgan Stanley. Prior to her current role she served as a Business Development Associate and as a Senior Complex Service Manager.
Whitney is a graduate of the Auburn University, where she received a Bachelor of Science in Marketing. She lives in Birmingham, Alabama with her family. Whitney is a member of the Big Oak Ranch Auxiliary and Vestavia Hills Elementary Cahaba Heights Parent Teacher Organization. Outside of the office, Whitney enjoys painting, hiking, skiing, and traveling.
About Grace Kennedy
She earned her undergraduate degree from Auburn University and received the Financial Planning Specialist® designation from the College for Financial Planning. Grace is originally from Johns Creek, Georgia and currently resides in Johns Creek, Georgia.
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