Frank Vatuna
Associate Private Banker
Carol Ejailat, QPFC, CPWA®, CFA®
Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Chartered Financial Analyst,
Certified Private Wealth Advisor®,
Senior Portfolio Manager,
Financial Planning Specialist
Direct:
(713) 965-5016(713) 965-5016
Toll-Free:
(800) 231-0060(800) 231-0060
My Mission Statement
Together we will develop and execute a strategy that’s your own, while building a relationship you can trust. My goal is to understand you and help you with holistic financial planning solutions to simplify your life with confidence.
My Story and Services
Carol has extensive experience living and working internationally. She was born and raised in Jordan, where she received her Bachelor of Business Administration degree with Honors from the University of Jordan. Soon after getting married, she started her career in the finance industry in Qatar, where she joined HSBC Bank in 1998. She later moved with her family and worked with HSBC Abu Dhabi in 2007, and HSBC Bahrain in 2009.
Throughout her 12-year tenure with HSBC, she held various roles including managing the HSBC Global Premier Centers which catered to serving high-net-worth clients in various countries, in 2008, Carol was one of 33 individuals named Global Employee Crown of Local Heroes by the HSBC Group CEO, a global HSBC recognition program.
Inspired by this international experience and moving with her family to a permanent assignment in Houston, Carol has joined the CFA Houston Society, completed the Chartered Financial Analyst program, and was awarded the Global designation in 2016. Carol joined Morgan Stanley in 2017. Carol is actively focused on developing strategic relationships that add breadth and depth to services she provides. She is passionate about developing customized financial plans that includes goals-specific analysis that help prepare families and individuals for a successful financial future. In 2021, Carol obtained the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who seek the latest, most advanced knowledge and techniques to address high-net-worth clients’ sophisticated financial needs. Since 2022, Carol has been included as a member of the Pacesetter’s Club, a global Morgan Stanley recognition program. In 2023, Carol has been included as member of the Alternative Investments Director Designation Program. Carol was granted the Qualified Plan Financial Consultant credential by National Association of Plan Advisors.
Carol is married to Ashraf with whom she has two boys. Ziad graduated from Texas A&M University with a mechanical engineering degree and is working full time, and Jad is in his first year at UT Long School of Medicine at San Antonio. Carol attends St. George Orthodox Church and is an active member of the Ladies Alter Society and devotes time to different charitable projects in her community.
Outside of the office, Carol enjoys social gatherings and planning her family vacations internationally. She also enjoys cooking middle eastern cuisines, dance and fitness, and learning new languages. She is fluent in Arabic and limited in Spanish and French.
Throughout her 12-year tenure with HSBC, she held various roles including managing the HSBC Global Premier Centers which catered to serving high-net-worth clients in various countries, in 2008, Carol was one of 33 individuals named Global Employee Crown of Local Heroes by the HSBC Group CEO, a global HSBC recognition program.
Inspired by this international experience and moving with her family to a permanent assignment in Houston, Carol has joined the CFA Houston Society, completed the Chartered Financial Analyst program, and was awarded the Global designation in 2016. Carol joined Morgan Stanley in 2017. Carol is actively focused on developing strategic relationships that add breadth and depth to services she provides. She is passionate about developing customized financial plans that includes goals-specific analysis that help prepare families and individuals for a successful financial future. In 2021, Carol obtained the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who seek the latest, most advanced knowledge and techniques to address high-net-worth clients’ sophisticated financial needs. Since 2022, Carol has been included as a member of the Pacesetter’s Club, a global Morgan Stanley recognition program. In 2023, Carol has been included as member of the Alternative Investments Director Designation Program. Carol was granted the Qualified Plan Financial Consultant credential by National Association of Plan Advisors.
Carol is married to Ashraf with whom she has two boys. Ziad graduated from Texas A&M University with a mechanical engineering degree and is working full time, and Jad is in his first year at UT Long School of Medicine at San Antonio. Carol attends St. George Orthodox Church and is an active member of the Ladies Alter Society and devotes time to different charitable projects in her community.
Outside of the office, Carol enjoys social gatherings and planning her family vacations internationally. She also enjoys cooking middle eastern cuisines, dance and fitness, and learning new languages. She is fluent in Arabic and limited in Spanish and French.
Services Include
- Wealth ManagementFootnote1
- Alternative InvestmentsFootnote2
- Retirement PlanningFootnote3
- 401(k) Rollovers
- Financial PlanningFootnote4
- Planning for Education FundingFootnote5
- Business PlanningFootnote6
- Life InsuranceFootnote7
- Long Term Care InsuranceFootnote8
- Cash Management and Lending ProductsFootnote9
- AnnuitiesFootnote10
- Donor Advised Funds
Securities Agent: CA, ID, TX, NY, AZ, LA, AR, MO, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1643905
NMLS#: 1643905
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At Morgan Stanley, we provide guidance that goes beyond your investment portfolio, our goal is to help you manage your financial life and provide you with a framework that makes the connection between your life goals and what you want to achieve and your financial resources. Our integrated platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley.
My goal is to bring all these incredible resources that I have at my disposal to you and your family to turn your financial vision into reality. You will have confidence knowing that your investment strategy can be adjusted as life changes occur. I do this through adhering to our goal based wealth management process. Let me walk you through my process and how I work with clients:
My goal is to bring all these incredible resources that I have at my disposal to you and your family to turn your financial vision into reality. You will have confidence knowing that your investment strategy can be adjusted as life changes occur. I do this through adhering to our goal based wealth management process. Let me walk you through my process and how I work with clients:
Step 1: Discovery Meeting
Our relationship starts with a thorough understanding of you and your needs, your lifestyle, your family and what is important to you. My goal is to have a better understanding of your financial goals and what you want to achieve, so I can have a clear picture of your financial vision.
With the gathered information, I use advanced technology platforms to consolidate information of your current assets, liabilities, and investments. What that means to you is that we you will have an aggregate view of all your financial picture in one place.
With the gathered information, I use advanced technology platforms to consolidate information of your current assets, liabilities, and investments. What that means to you is that we you will have an aggregate view of all your financial picture in one place.
Step 2: Develop a Strategy
We will conduct an analysis and together we will work on different scenarios and tailor solutions by advising you on the appropriate strategies that can help you meet your most important goals in the desired time frame. The benefit to you, is having a wealth strategy that is truly customized to your unique situation.
There will be a thorough retirement analysis where we will work together on a plan to help you achieve the retirement lifestyle you imagine, when you want that to happen and ensure you do not run out of money.
There will also be an asset allocation analysis. The benefit to you is that you will have a portfolio that is properly allocated and aligned with your objectives and risk tolerance to ensure you are well positioned for the road ahead.
There will be a thorough retirement analysis where we will work together on a plan to help you achieve the retirement lifestyle you imagine, when you want that to happen and ensure you do not run out of money.
There will also be an asset allocation analysis. The benefit to you is that you will have a portfolio that is properly allocated and aligned with your objectives and risk tolerance to ensure you are well positioned for the road ahead.
Step 3: Implement the Strategy
We will explore accounts and products to help meet your spending needs and invest tax efficiently. As you change, so does your financial situation, we can sit down and make any necessary adjustments based on any opportunities or improvements within your financial strategy.
Step 4: Monitor and Track Progress
I have an ongoing commitment to help monitor the progress of your plan in real time. We perform a review of your spending and savings to determine if you are making progress towards your goals and recommend adjustments needed according to your needs, life events and changing market conditions to make sure you stay on track to achieve your goals
Marriage
Few events are more exciting than when you decide to align your life with the person you love. We help you plan for these milestones and guide these conversations.
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Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well-being. We can help you can prepare for these difficult situations and help you to feel more in control and better equipped to make informed decisions about your financial future.
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Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why we help you plan your finances ahead to ensure that your wishes and your will are followed.
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Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself or trying to figure out the best way to support your loved ones. Elder care may be a complicated, emotional process that is why we help keep you develop a clear plan that prioritizes the desires and preferences of the aging individual.
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Business
From executive-level employment situations to other business ventures—from startups to established enterprises we can help you navigate the complexities of business ownership and investment and associated activities such as selling, divesting or planning for succession.
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Birth
Welcoming a child into the family is a joyous occasion for everyone from parents and grandparents to aunts, uncles, siblings, cousins and other extended family members. Therefore, we help you and other family members plan and prepare for the financial components that a new child may introduce into your lives.
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Education
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situation.
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Retirement Planning
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Learn More
2022, 2023, 2024 and 2025 Morgan Stanley Pacesetter's Club
The Firm’s global recognition programs designed to recognize outstanding performance by Financial Advisors, acknowledge the highest professional standards and first-class client service.
Since 2022, Carol Ejailat has been named to the Firm’s prestigious Pacesetter’s Club, an elite group composed of the firm’s successful Financial Advisors.
This accolade recognizes the consistent excellence in providing a wide range of investment products and wealth management services to clients. In addition to demonstrating leadership through best practices of wealth management.
the Firm’s recognition Club Members must be in good standing and satisfy other aspects of the Firm’s performance, conduct and compliance standards and expectations.
Morgan Stanley Wealth Management Pacesetter's Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
Awards and DesignationsSince 2022, Carol Ejailat has been named to the Firm’s prestigious Pacesetter’s Club, an elite group composed of the firm’s successful Financial Advisors.
This accolade recognizes the consistent excellence in providing a wide range of investment products and wealth management services to clients. In addition to demonstrating leadership through best practices of wealth management.
the Firm’s recognition Club Members must be in good standing and satisfy other aspects of the Firm’s performance, conduct and compliance standards and expectations.
Morgan Stanley Wealth Management Pacesetter's Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
2022, 2023, 2024 and 2025 Five Star Wealth Manager Award
Source: fivestarprofessional.com. These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2022, 2023, 2024 and 2025.
Wealth Manager Disclosures - Five Star Professional https://www.fivestarprofessional.com/wmdisclosures
Wealth Manager Disclosures- Five Star ProfessionalWealth Manager Disclosures - Five Star Professional https://www.fivestarprofessional.com/wmdisclosures
Chartered Financial Analyst
The CFA designation is handed out by the CFA Institute, which is the premier global nonprofit association for investment professionals that sets the highest standards for professional excellence and credentials.
Chartered Financial Analyst designation is the highest distinction in the investment management profession, and it is one of the most respected designations in finance. It is widely considered to be the gold standard in the field of investment analysis.
As of June 30, 2025, there are approximately 200,000 CFA charter holders across 160 markets worldwide, according to CFA Society Hong Kong’s Member Demographics. Cfasocietyhongkong.org
Chartered Financial Analyst designation is the highest distinction in the investment management profession, and it is one of the most respected designations in finance. It is widely considered to be the gold standard in the field of investment analysis.
As of June 30, 2025, there are approximately 200,000 CFA charter holders across 160 markets worldwide, according to CFA Society Hong Kong’s Member Demographics. Cfasocietyhongkong.org
Certified Private Wealth Advisor ®
The CPWA® designation is owned and issued by the Investments & Wealth Institute. Its stated mission is to deliver premier investment consulting and wealth management credentials and world-class education.
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. The CPWA® program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.
As of November 2023, there are 3,496 active Certified Private Wealth Advisor CPWA® holders nationwide, according to Financial Planning’s guide to the CPWA designation. www.financial-planning.com
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. The CPWA® program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.
As of November 2023, there are 3,496 active Certified Private Wealth Advisor CPWA® holders nationwide, according to Financial Planning’s guide to the CPWA designation. www.financial-planning.com
Alternative Investments Director Designation Program
The Firm program was developed for Financial Advisors who have significantly incorporated Alternative Investments into their practice.
Eligible members must have satisfactory compliance record and demonstrate significant commitment to gaining specialized knowledge in alternative investments by completing the AL educational training requirements.
Eligible members must have satisfactory compliance record and demonstrate significant commitment to gaining specialized knowledge in alternative investments by completing the AL educational training requirements.
Qualified Plan Financial Consultant
QPFC credential is issued by National Association of Plan Advisors. The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals.
OPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. QPFC is for professionals with two to three years of retirement plan experience. A candidate will be expected to demonstrate a general proficiency of plan administration, compliance, investment, fiduciary, and ethics issues.
OPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. QPFC is for professionals with two to three years of retirement plan experience. A candidate will be expected to demonstrate a general proficiency of plan administration, compliance, investment, fiduciary, and ethics issues.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Tax Management Services
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Retirement Planning
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Direct Investing
Do you have large unrealized gains, but want to diversify without triggering a large tax bill? Direct Indexing can help you realize losses and mitigate your capital gains tax, while still participating in the market.
Learn how Direct Indexing works and discover its advantages, including diversification and customization.
Intelligent Risk Management
There's a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed
2026 Tax Tables
Taxes can affect your investment returns more than you might realize. Prepare for taxes with the updated 2026 tax tables.
Consult your personal tax advisor for detailed assistance with your tax returns, then contact me for insights into your portfolio and the value that tax-efficient strategies could add to your investment process and financial health.
On Retirement- Volatility Update
A complete wealth strategy consists of more than investments. Risk management can play a role in achieving your goals as well. A review of your risk management plan can provide you with additional information to help you make informed decisions about your goals.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Intelligent Withdrawal Tools
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
How Will You Pay Your Tax Bill
There are a variety of options to paying your tax bill. Learn some of the pros and cons for each.
Education Planning
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situation.
Buying a Home? How Cash Offers Can Give You an Edge
In hot housing markets, cash can help you get what you want. There are strategies that can help you make an all-cash offer.
Planning to Fund Long- Term Care Expenses
Health care costs are rising — especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.
Ways to Help with a Home Purchase
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
Donor Advised Fund
With MS GIFT, your charitable giving becomes streamlined, strategic, and deeply personal. Whether you're making a single grant or managing a multi-year giving plan, the MS GIFT platform makes it easy—with intuitive tools, seamless advisor collaboration, and thoughtful support every step of the way.
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Morgan Stanley Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes, and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Location
2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Direct:
(713) 965-5016(713) 965-5016
Toll-Free:
(800) 231-0060(800) 231-0060
Hear From My Clients
I have been working with Carol Ejailat and Morgan Stanley for several years now. Carol has been very proactive in bringing me new ideas to optimize my wealth management planning, always keeping my big picture objectives in mind while presenting options to balance risk/return opportunities. Carol is very accessible and responsive and I highly recommend Carol as an advisor to anyone looking for personalized, hands-on financial planning advice from a consummate professional.
Larry
Verified ClientJune 19, 2025
Carol has been my financial advisor for a few years now and I really appreciate how she takes the time to explain to me my different options based on my financial goals. She is charasmatic and caring. She really tries to understand the client's risk profile and needs. I am happy to have found her and looking forward to continue to work with her for the years to come.
Diana
Verified ClientJune 15, 2025
I’ve had a great experience working with Carol and her team. Carol is very responsive, always taking time to answer my questions and explain things clearly. I really appreciate how knowledgeable and respectful she is.
I feel confident and comfortable discussing my finances with her. It is clear she genuinely care about her clients and their success. I fully trust Carole and would highly recommend her to anyone looking for a knowledgeable and dependable financial advisor.
Jorge
Verified ClientJune 15, 2025
Carol has been instrumental in understanding our family position today and future financial picture. She has been accessible and responsive to all questions and very supportive in various investment options. Our relationship are built on trust and understanding. Happy to have Carol as family advisor!
Dmitriy
Verified ClientJune 19, 2025
Carole spent the necessary time creating and delivering an investment plan that met my needs. Especially now that I'm getting near to retirement, she took the time to walk me through the steps, explain the risks, and explain how we may reduce them to reach my objectives. She is always willing to answer my questions.
Francisco
Verified ClientJune 22, 2025
Working with Carol on my investment strategy and portfolio has been wonderful. She talks through her recommendations and leverages the Morgan Stanley array of offerings to ensure my investments match my risk tolerance. Having my investments visible all in one spot has made it easy to manage my money. Carol & team are attentive to my needs and provide timely support whether liquidating funds for a land purchase, supporting a business purchase, or just transferring cash. Thanks Carol!
Michael
Verified ClientJuly 1, 2025
Working with my financial advisor, Carol, has been very positive. She is professional, clear, and attentive, always taking time to understand my goals and guide me through financial planning. Her personalized approach and strong communication make me feel valued as a client.
Patricio
Verified ClientJuly 9, 2025
Working with Carol to manage my investments has been a great decision. I moved everything under Morgan Stanley where I can easily see and track them. Together we have created a diversified portfolio intended for preservation and appreciation of capital. She and her team are easy to work with and very professional. I trust Carol's recommendations based on her experience and the Morgan Stanley team supporting her.
Jennifer
Verified ClientJuly 17, 2025
I have been working with Carol since 2022, and I’m very pleased with the financial guidance and support she has provided. Carol has been very helpful in helping me plan for my retirement goals, explore alternatives, and set up college savings plans for my children. Her experience, dedication, and personalized approach have made a significant difference in my financial planning journey. I highly recommend Carol to anyone seeking a knowledgeable and trustworthy financial advisor.
Javier
Verified ClientJuly 19, 2025
I've enjoyed working with Carole on planning for my retirement. She and her team are always available and responsive. Carole is very knowledgeable with the products she presents. She knows the market and can break it down in layman's term for easy understanding. I trust her advice that she has my best interest in mind.
Lynn
Verified ClientJuly 19, 2025
Carole has been an outstanding advisor, helping me restructure my portfolio to focus on value and goals achievement. Her
plans have boosted my confidence in financial planning, and her broad perspective is truly invaluable.
Gregory
Verified ClientOctober 7, 2026
Carol has been an outstanding advisor since I transferred a former employer retirement plan to Morgan Stanley in 2021. She took the time to thoroughly analyze our financial situation and provided a clear, detailed projection of our potential retirement income. Throughout the year, she proactively reaches out with thoughtful guidance, valuable investment insights, and well considered alternatives during periods of market volatility.
Bachar
Verified ClientJanuary 8, 2026
Testimonial(s) are solicited by Morgan Stanley Wealth Management Canada and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Logan Mitchell, CFP®
Financial Planning Director, Associate Vice President
About Frank Vatuna
Frank Vatuna is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Texas.
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.
Frank began his career in financial services in 1988 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Lending Officer at Bank of America.
Frank is a graduate of the University of Houston, where he received a Bachelor of Business Administration in Finance. He lives in Magnolia, Texas with his family. Outside of the office, Frank enjoys traveling and spending time with family and friends. He also volunteers for March of Dimes and Houston Food Bank.
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.
Frank began his career in financial services in 1988 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Lending Officer at Bank of America.
Frank is a graduate of the University of Houston, where he received a Bachelor of Business Administration in Finance. He lives in Magnolia, Texas with his family. Outside of the office, Frank enjoys traveling and spending time with family and friends. He also volunteers for March of Dimes and Houston Food Bank.
NMLS#: 620249
About Logan Mitchell
Logan Mitchell, CFP® is an Associate Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Houston-Post Oak. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Logan began her career in financial services as a Wealth Advisor Associate, at Morgan Stanley in 2019. She matriculated from that role to a Financial Advisor, and joined a team managing a book of business north of $200 million. In order to focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors, in 2018 and holds her Certified Financial Planner® designation. She lives in Memorial City, Houston with her family. When she is not playing with her 6-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
Logan began her career in financial services as a Wealth Advisor Associate, at Morgan Stanley in 2019. She matriculated from that role to a Financial Advisor, and joined a team managing a book of business north of $200 million. In order to focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors, in 2018 and holds her Certified Financial Planner® designation. She lives in Memorial City, Houston with her family. When she is not playing with her 6-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
From My Desk
Want to Keep More of Your Investment Returns? Consider These Tax Moves
Wealth Management
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Retirement
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- 401(k) Rollovers
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A Simple Six-Step Retirement Checkup
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Rational Investing in an Age of Uncertainty
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Creating customized financial strategies for the challenges that today’s families face.
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Ready to start a conversation? Contact Carol Ejailat today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
