Industry Award WinnerMy Mission Statement
Delivering personalized and innovative financial solutions that help empower our clients to achieve their unique goals with confidence and clarity.
My Story and Services
Cody is a Wealth Advisor who began his career in the financial services industry in 2015 at UBS with the Executive Financial Advisors group before joining Morgan Stanley in 2025. He earned his Bachelor of Science in Finance from the University of Delaware and is a Certified Financial Planner™ professional. Cody also holds his Series 7, Series 66, and insurance licenses, equipping him to provide comprehensive financial planning and wealth management guidance to clients.
Cody’s approach to wealth management is centered on building meaningful, long-term relationships and helping clients navigate the important financial decisions that shape their lives. He is committed to understanding each client’s unique goals, priorities, and family dynamics in order to deliver thoughtful, personalized advice. Whether helping clients evaluate investment strategies, concentrated stock positions, benefits and deferred compensation, plan for major life events, or organize their broader financial picture, Cody strives to provide clear guidance and a high level of personal service. He believes trust is earned through consistency, care, and a genuine commitment to helping clients make confident financial decisions.
Outside of his professional life, Cody values time with family and staying active in the communities and activities that have shaped him. Before returning to Dallas, he lived in several major metropolitan areas across the country, including Los Angeles, Boston, Rhode Island, and Philadelphia. A former varsity hockey player at University, Cody continues his passion for the sport by participating in the local ice hockey community as a coach and teacher. He also spends meaningful time in Utah, where his family resides, and enjoys skiing, mountain biking, and the outdoors. Cody is married to his wife, Rachael, a Clinical Nurse Coordinator who spent many years serving as an ICU nurse across the country. Her experience, perspective, and work ethic continue to inspire and humble him. Family is central to Cody’s life, and he brings that same sense of care, loyalty, and personal commitment to the relationships he builds with clients.
Cody’s approach to wealth management is centered on building meaningful, long-term relationships and helping clients navigate the important financial decisions that shape their lives. He is committed to understanding each client’s unique goals, priorities, and family dynamics in order to deliver thoughtful, personalized advice. Whether helping clients evaluate investment strategies, concentrated stock positions, benefits and deferred compensation, plan for major life events, or organize their broader financial picture, Cody strives to provide clear guidance and a high level of personal service. He believes trust is earned through consistency, care, and a genuine commitment to helping clients make confident financial decisions.
Outside of his professional life, Cody values time with family and staying active in the communities and activities that have shaped him. Before returning to Dallas, he lived in several major metropolitan areas across the country, including Los Angeles, Boston, Rhode Island, and Philadelphia. A former varsity hockey player at University, Cody continues his passion for the sport by participating in the local ice hockey community as a coach and teacher. He also spends meaningful time in Utah, where his family resides, and enjoys skiing, mountain biking, and the outdoors. Cody is married to his wife, Rachael, a Clinical Nurse Coordinator who spent many years serving as an ICU nurse across the country. Her experience, perspective, and work ethic continue to inspire and humble him. Family is central to Cody’s life, and he brings that same sense of care, loyalty, and personal commitment to the relationships he builds with clients.
Securities Agent: MD, WY, NE, CO, TN, OK, IA, FL, AR, AK, VT, SD, SC, NV, NC, MO, KY, DC, AL, WV, WA, TX, PR, PA, NM, MT, MS, ID, GA, CA, WI, ME, AZ, UT, RI, OR, HI, DE, CT, OH, NY, MN, MA, IN, KS, IL, VA, NH, MI, LA, NJ, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2839108
NMLS#: 2839108
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
EXECUTIVE SERVICES
When you invest in your workforce, you empower it too. We can help deliver workplace financial solutions that can help employees on their road to financial wellbeing.
Executive Financial Services
As a successful corporate executive, you face unique challenges. Morgan Stanley offer’s services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
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Understanding Your Equity Awards
Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
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Concentrated Stock & Options Analysis
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
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Advantages For Your Company
Morgan Stanley puts our years of experience and leadership into action so you can provide benefits that set you apart.
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Best-In-Class Rule 10b5-1 & 144 Transaction Services
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.
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Morgan Stanley at Work
Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
Learn MorePURSUING YOUR GOALS, TOGETHER
Goals you set today will evolve over time. Our approach is crafted to adapt alongside your objectives and the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
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Intelligent Withdrawals
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.
Lending and Cash Management
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
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Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
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Tax-Efficient Investing
Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.
Learn MoreEVERYTHING YOU NEED, ALL IN ONE PLACE
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
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Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
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eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
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Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
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MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn MoreGIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest ReportLocation
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(214) 231-5673(214) 231-5673
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Cody Zweifel today.
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.
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
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
CRC 4665150 (8/2025)
