Clay Winnette, CFP®, ChFC®, CRPC®
Financial Advisor, Managing DIrector, Wealth Management
Phone:
(512) 469-3480(512) 469-3480
Clay Winnette, CFP®, ChFC®, CRPC®
Managing Director, Wealth Management,
Financial Advisor
Direct:
(512) 469-3480(512) 469-3480
My Mission Statement
We believe that good relationships are built through collaboration and involvement, delivered through our team. We want to be your primary source for financial advice and guidance, and we want you to value the dedication and diligence offered to you at each step of the financial planning process.
WELCOME
We understand the latest trends, risk and potential opportunities, but when it comes to planning for your wealth, the most important thing is understanding you and what matters most to you. It starts with a conversation, building a foundation that helps us get to know you and your family’s unique goals, priorities and overall financial situation, and we work together to agree upon a personalized plan for you. We offer you single point of contact access to Morgan Stanley’s investing and banking products and services. As your life needs and market conditions change, we will meet to track progress and make adjustments to your strategy, as needed.
Toll-Free Number: (800) 234-1940
Toll-Free Number: (800) 234-1940
Securities Agent: AR, AL, IN, NM, UT, TX, OR, OK, FL, MT, IL, NJ, MA, KS, CT, AZ, MN, LA, OH, GA, WI, VA, TN, NY, NE, NC, ID, HI, CO, MD, CA, VT, MO, WA, SC; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your Approach to Investing
We strive to get to know you better as an investor and help you define your own investing preferences. By gaining a deeper understanding of how you think and feel about investing, we can customize the financial approach we develop together to help you pursue what matters most to you.
Understanding Your Goals and Priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of broader Morgan Stanley, we will work with you to develop an approach designed to help address your financial needs.
Focus on Individuals, Families and Small Businesses
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
PLAN WITH CONFIDENCE
The Morgan Stanley wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - seeking to make sure they align with your goals and wealth management plan. As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs.
CERTIFIED FINANCIAL PLANNER™
The CFP® certification process includes rigorous education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional’s ability in helping clients achieve their goals.
Clay holds this designation.
Clay holds this designation.
Chartered Financial Consultant
The ChFC® designation denotes industry experience and demonstrated knowledge on several advanced financial planning topics, including estate planning, retirement planning, and employee benefits planning.
Clay holds this designation.
Clay holds this designation.
Chartered Retirement Planning Counselor™
The CRPC® is a designation recognizing knowledge and experience on retirement planning, developed with a focus on client-centered problem-solving.
Clay holds this designation.
Clay holds this designation.
What To Expect
Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us help with a strategy that is -
1. Personal: Highly individualized and committed to helping you achieve financial success.
2. Flexible: Responsive to changes in your life and in your priorities over time.
3. Comprehensive: Covering a broad array of investment products and services.
1. Personal: Highly individualized and committed to helping you achieve financial success.
2. Flexible: Responsive to changes in your life and in your priorities over time.
3. Comprehensive: Covering a broad array of investment products and services.
Articles & Podcasts
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
Thoughts On the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Watch the Latest Episodes
What Should I Do with My Money? Podcast
Managing our money is one of the most important aspects of our lives, and yet, many people don’t have someone they can depend on for help when they need it.
On this podcast, we match real people, asking real questions about their money, with experienced Financial Advisors.
Watch the Latest EpisodesOn this podcast, we match real people, asking real questions about their money, with experienced Financial Advisors.
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio InsightsUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
Location
301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(512) 469-3480(512) 469-3480
Meet My Team
Donna Conkle
Senior Registered Client Service Associate
Phone:
(512) 469-3482(512) 469-3482
About Clay Winnette
Clay Winnette joined Morgan Stanley as a Managing Director after a successful 23-year tenure at his previous firm. Raised in Dallas, Texas, Clay began his career in business development for the technology sector but found his passion in financial services, becoming a Financial Advisor in 2001. Since then, he’s earned his CFP®, ChFC®, and CRPC™ designations and is dedicated to guiding clients through every step of their financial journeys.
Clay holds a bachelor’s in business administration from the University of Central Arkansas and has built a career focused on providing personalized solutions to help clients achieve their financial goals. He’s known for his down-to-earth approach, attention to detail, and the genuine care he brings to his relationships with clients.
Clay and his wife, Susan, are longtime residents of Austin, Texas. When he’s not working, Clay enjoys exploring the city and spending time with family and friends.
Clay holds a bachelor’s in business administration from the University of Central Arkansas and has built a career focused on providing personalized solutions to help clients achieve their financial goals. He’s known for his down-to-earth approach, attention to detail, and the genuine care he brings to his relationships with clients.
Clay and his wife, Susan, are longtime residents of Austin, Texas. When he’s not working, Clay enjoys exploring the city and spending time with family and friends.
Securities Agent: AR, AL, IN, NM, UT, TX, OR, OK, FL, MT, IL, NJ, MA, KS, CT, AZ, MN, LA, OH, GA, WI, VA, TN, NY, NE, NC, ID, HI, CO, MD, CA, VT, MO, WA, SC; General Securities Representative; Investment Advisor Representative
About Donna Conkle
Donna joined Morgan Stanley in 2024, bringing over 25 years of experience in the financial industry. Throughout her career, she has worked in both client-facing roles and financial operations, gaining extensive knowledge in assisting clients meet their financial goals. Donna is passionate about delivering personalized service and ensuring every client receives the attention they deserve.
Donna holds her Series 7 and 66 licenses and graduated from Albright College in Reading, PA with a degree in Business/Psychology. Known for her organizational skills and ability to solve client issues, Donna takes pride in building strong relationships with clients, being involved in their financial journeys, and helping them reach their goals.
Outside of work, Donna enjoys spending time outdoors, whether she’s hiking, exploring small towns, or attending festivals around Austin and the surrounding area with her husband, Henry. With two grown children living outside of Texas, she loves spending time with them whenever possible.
Donna holds her Series 7 and 66 licenses and graduated from Albright College in Reading, PA with a degree in Business/Psychology. Known for her organizational skills and ability to solve client issues, Donna takes pride in building strong relationships with clients, being involved in their financial journeys, and helping them reach their goals.
Outside of work, Donna enjoys spending time outdoors, whether she’s hiking, exploring small towns, or attending festivals around Austin and the surrounding area with her husband, Henry. With two grown children living outside of Texas, she loves spending time with them whenever possible.
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
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
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
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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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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Ready to start a conversation? Contact Clay Winnette today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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
2Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
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.
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
1Morgan 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
2Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
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.
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)
