Brooks Crenshaw

You and I begin with an informal conversation to understand your financial concerns and to determine how I can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.

You and I continue the dialogue by fostering an in-depth conversation where I learn about the values that shape your decisions and identify any unique circumstances. I also review the documents you've prepared and define your priorities.

Here, I utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.

In this step, I present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, I'll open new accounts for you at Morgan Stanley and initiate my investment recommendations. I'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.

Committed to premium service, I focus on developing a relationship that provides special value to you and your family. As I begin to execute each strategy, I'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, I'll set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.

I take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.

Leading up to and through retirement, I help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.

Morgan Stanley advisors provide individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency.

I thoroughly review your lending needs, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.

I take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs and determine if your current insurance policies are best suited for you and your goals.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can conveniently view your accounts from other financial institutions on Morgan Stanley Online or the Morgan Stanley Mobile App, giving you and your advisor a more complete financial picture. With full visibility of your financial picture, your advisor will be better able to track your financial goals and plan for your future.

Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.

With perspectives on the forces shaping the market, join Mike Wilson as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

Each year, the tax bill highlights how significantly taxes can impact your journey toward your financial goals. As tax filing deadlines approach, you can prepare for last year's taxes with the updated 2025 tax tables.