Our Story and Services

As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we believe in taking a holistic approach to understanding our clients' wealth. By having solid understanding of each client's situation, goals, objectives, and risk tolerance; we are able to craft a solution that helps meet your individual financial needs.
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    Step 1: Introductory Meeting
    Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
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    Step 2: Discovery Meeting
    During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
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    Step 3: Financial Plan
    Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your account helping to ensure a comprehensive financial plan.
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    Step 4: Implementation
    The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/ benefit modifications.
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    Step 5: Performance Tracking
    Finally, we will be consistently monitoring your assets and analyzing your performance. We will keep a high degree of communication with you to make sure your concerns and request are always addressed.
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    Get Started
    To get your financial plan started, please reach out by sending us an email by clicking the mail icon on the home page, or by clicking the "Contact Me" button on the home page.

Comprehensive Financial Planning

Regardless of what stage your life in- moving ahead in your career, enjoying retirement, or somewhere in between- as your Financial advisors, we can help you achieve your financial goals

Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.

We can create your personal roadmap to help achieve and protect your goals- a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
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    Manage Debt
    We thoroughly review your mortgage, 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.
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    Retirement
    Leading up to and through retirement, we can help you identify the most appropriate way to obtain the income you need and help ensure that you are on track to achieve your financial goals.
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    Estate Planning Strategies
    Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you to help ensure that your goals are met in the most efficient and cost- effective way possible.
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    Managing Investments
    We 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.
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    2025 Tax Tables
    This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
    2025 Tax Tables >
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    LifeView Financial Goal Analysis
    We will collaborate with you to develop a tailored financial plan using the LifeView Goal Analysis tool. We will modify it to changing conditions throughout time, assisting you in achieving your goals and protecting what is important to you.

Wealth Management Tools and Resources

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
    Learn more about Morgan Stanley Online >
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    Total Wealth View
    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
    Learn more about Total Wealth View >
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
    Learn more about MS Reserved >
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
    Learn more about the Portfolio Risk Platform >
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    Cybersecurity
    At Morgan Stanley, safeguarding your assets and personal information is our top priority. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
    Learn more about how we keep your data secure >
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    Total Tax 365
    Tax management that is integrated into your investment process 365 days a year is an essential part of growing your wealth. That’s why we offer access to a broad range of tax solutions to help you maximize your after-tax wealth.
    Learn more about Total Tax 365 >

Upcoming Firm Events

We hope you will join us for this upcoming event.

AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future

We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.

CRC4303146 03/2025
Online

Additional Replays

Location

5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6600(972) 450-6600

Meet Castlerock Legacy Group

About Jason K Brown

Securities Agent: MA, KS, CT, CO, CA, AL, SC, NY, IL, AR, NC, MI, FL, MT, WA, OR, OK, TX, RI, LA, HI, AZ, TN, IN, VA, PA, NV, IA, NM, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255774
CA Insurance License #: OG51571

About Daniel P. Brown

Daniel is a dedicated financial advisor with a passion for helping individuals and families navigate uncertain financial times. With his own family full of accountants and CPAs, he was encouraged to pursue a career in the financial sector early on, initially securing a job at a local bank. He moved through various roles with respected financial institutions, and ultimately transitioned to Morgan Stanley in 2017.

With a deep appreciation for the value of planning and preparation, Daniel applies a customized, goals-based approach in managing his clients’ financial health. In addition to an academic background in finance, having earned a bachelor’s degree in finance from The University of Texas at Dallas, Daniel received the Financial Planning Specialist designation at Morgan Stanley, a testament to his expertise and commitment to the field.

Beyond his professional endeavors, Daniel is actively involved in community service, most notably with the Dallas Jubilee Park & Community Center and their holiday food drives to directly support his local community. In his personal time, Daniel likes to spend time with his wife, family and friends and enjoys activities such as skiing and traveling.
Securities Agent: VA, RI, PA, NM, LA, TX, CT, AR, MT, FL, CA, SC, MI, IN, HI, OK, CO, NH, NV, KS, AZ, NC, IL, WA, NY, NJ, IA, TN, OR, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2177895
CA Insurance License #: 4127747

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

About Randy Payne

Randy Payne is a Senior Private Banker serving Morgan Stanley Wealth Management offices in the Dallas/Fort Worth Market.

Private Bankers partner with 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.

Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.

Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
NMLS#: 1214288

About Joe Saadi

Joseph Saadi is the Regional Trust Specialist for Morgan Stanley’s Central Region. Within the Trust Services Group, Joe is responsible for delivering the “Open Architecture” trustee platform, which consists of several unaffiliated third-party trust companies who serve in a fiduciary, agency or custodial role for high-net-worth and ultra-high-net-worth families. Joe and the Trust Services Group help Morgan Stanley Financial Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how their corporate trustee partners provide fiduciary services to clients. The process involves reviewing trust documents and statements as well as analyzing family dynamics. Joe then uses this information to help clients select one or more of the Firm’s corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for client trust accounts.

Prior to joining the firm, Joe’s 30 years of legal and comprehensive wealth planning experience include positions as Managing Director at TIAA Trust Company, Market Trust Director at JP Morgan Trust Company, Trust & Estate Specialist at Merrill Lynch Trust Company, and District Attorney General at the Ohio Attorney General’s Office.

Joe obtained his Bachelor of Science in Business Administration degree from John Carroll University and his Juris Doctor from Cleveland-Marshall College of Law. Joe is a member of the State Bar of Ohio and holds his Series 7 and 66 licenses.

About Keller Casey

Keller Casey is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Keller provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.

He earned his undergraduate degree from The University of Oklahoma and received the Financial Planning Specialist® designation from the College for Financial Planning. Keller is originally from Dallas, TX and currently resides in New York, NY.
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Castlerock Legacy Group today.
1Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2When 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.

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3Morgan 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 and other legal matters.

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4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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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 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.

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6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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7Morgan 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.

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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
CRC 6491812 (04/2024)