My Story and Services

Craig Parr is a Senior Vice President, Portfolio Management Director, and Financial Advisor with 20 years of financial service experience and is part of the LTX Legacy Group at Morgan Stanley. Craig holds his Series 7, Series 66, Series 31, and Texas Insurance License – for Life, Health, and Variable Annuity Insurance. Before making the move to the financial industry with Morgan Stanley in 2003, Craig worked in Dallas in public and corporate accounting with an emphasis in tax.

Craig is originally born in England and moved to Longview as a child where he has grown up. Craig is a graduate of Stephen F. Austin State University in 1996 and holds a Bachelor of Business Administration in Accounting.

Craig is married to his wife Dana and they have one son named Hudson. He is a member of First United Methodist Church in Longview and is very involved with boards and charities within the community. In his spare time, he enjoys being with his family, traveling and playing golf-especially with his son who is an avid golfer.
Securities Agent: NJ, CA, WI, NY, ME, IN, WY, MO, FL, AR, AK, VA, MI, GA, MD, CO, NC, TN, OH, WA, TX, SD, OK, LA, CT, MS, IL, AZ, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2078584
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Suite of Services

As Wealth Grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to achieve your particular priorities and goals.

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    Wealth Management

    Wealth Management brings all the dimensions of your life together. We listen carefully to understand the connection across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.

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    Retirement Planning

    One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.

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    Professional Portfolio Management

    Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.

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    Alternative Investments

    Morgan Stanley's Global network affords us the ability to offer suitable clients a wide array of alternative investments to consider - from private equities and exchange funds to hedge funds and real estate investments. Our recommendations are based on your own goals and your tolerance for investment risk.

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    Cash Management Services

    Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.

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    Estate Planning & Philanthropic Strategies

    Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.

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A Focused Approach to Investments

Your Portfolio Manager works closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles. A disciplined, four-step investment process underpins the program and helps to develop a long-term perspective about building and managing wealth.

Our four step process helps you develop a long-term perspective about your investments. Your Portfolio Manager will:
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    1. Establish Financial Objectives
    Work with you to establish a realistic set of objectives based on your financial goals, time horizons, liquidity needs and tolerance to volatility and risk.
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    2. Define Investment Strategy
    Develop an investment strategy designed to help produce optimal portfolio performance the highest return potential consistent with the strategy's level of risk.
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    3. Evaluate and Select Investments
    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy.
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    4. Ongoing Review Process
    Track you portfolio's performance relative to your stated objectives - and modify the portfolio on a discretionary basis as your needs and circumstances change over time

Individual plans for individuals like you

Goals you set today will evolve. The LTX Legacy Group's process is designed to evolve with them- and with the changing circumstances of your life. Holistic in its approach, our planning process encompass all the elements of your financial and personal life, making sure they align with current and future goals.

Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future for you and your family's goals.
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    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 realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs
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    Retirement Planning
    Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
    Are You Prepared for Retired Life?
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    Insurance
    We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals
    How to Choose the Right Life Insurance for Your Needs
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    Tax-Efficient Planning
    The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
    Your Guide to Tax-Efficient Planning
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    Education Planning
    With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
    Education Planning Center: 529 Plans and More
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    Business Planning
    While creating a successful family business is an exceptional achievement on its own, many founders wish to help ensure future generations can build on this success and continue to generate wealth for their families.
    Building a Family Enterprise That Lasts
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    2025 Investment Outlook: Get Ready to Pivot
    A stable global economy is likely to benefit equity and fixed-income markets, though increased uncertainty around U.S. tariffs and immigration policy could jeopardize markets’ recent gains.
    2025 Investment Outlook
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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.
    2025 Global Economic Outlook:

Cybersecurity Resources

Morgan Stanley proactively defends our systems and monitors our digital landscape to anticipate issues before they aside and resolve them appropriately.

We employ the following measures through our regularly reviewed security processes:

  1. Strong encryption protocols to help protect your data.
  2. Continuous monitoring to detect and prevent fraud in your accounts.
  3. Routine testing of our systems and protocols to identify vulnerabilities.
  4. Work with independent security firms to penetration test certain applications.
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    Enhanced Online Security Features

    Morgan Stanley Online and the Morgan Stanley Mobile App are built with the security of client assets and data as a top priority and all login sessions have end-to-end encryption.

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    Signature Access

    As part of the Lifestyle Advisory services, Morgan Stanley provides referrals to leading 3rd party cybersecurity professionals, who help assess, reduce and remediate your vulnerabilities.

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    Cybersecurity Webinar Series

    Morgan Stanley's Rachel Wilson, Head of Wealth Management Data Security & Infrastructure Risk, will tackle these questions. She will discuss ways to protect yourself from the rapidly changing cyber landscape.

    Protecting Your Assets in the Digital Age
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    Online Security Center

    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

    Protecting Your Online Security

Client Service Team

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    Connor Q. Bailey - Client Service Associate
    Phone:
    (903) 241-7531(903) 241-7531
    Email:Connor.Bailey@morganstanley.com
    Connor is a client service associate at Morgan Stanley, and a proud alumni of Northwestern State University where he got his Bachelor of Science, and Minor in pre-law and paralegal studies. After graduating college, Connor worked for around 2 years at prior investment firm before coming over as a client service associate. He is currently working on getting his series 7 and series 66 licenses, so that he can become a more intricate part of the team.

    Connor was born and raised in Longview TX, and Lives in Hallsville Texas with his Wife Emma and 2 Dogs, Sis and Tex. Outside of work Connor and his wife Emma love taking road trips with their family’s and doing DIY Projects at home. Connor is also an avid Outdoorsman, and self-proclaimed grill master.
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    Stacey J. Birdsong - Senior Client Service Associate
    Phone:
    (903) 371-9279(903) 371-9279
    Email:Stacey.Birdsong@morganstanley.com
    Stacey is a Senior Client Service Associate at Morgan Stanley. She has over 18 years of experience working closely with multiple Financial Advisors as the first point of contact for clients. Stacey cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and helping with the onboarding and maintaining of client accounts. Prior to career at Morgan Stanley, Stacey worked in the banking industry for many years.

    Stacey has been married to her high school sweetheart for 32 years and they have two grown children and one son in law. She and her husband live in Diana, Texas and attend FBC Diana where she enjoys leading a Ladies Life Group class.

    Away from work, Stacey spends her time running and training for races, traveling, spending time with friends and family, and she just began a ladies boxing class this year!

Location

911 W Loop 281
Suite 310
Longview, TX 75604
US
Direct:
(903) 241-7552(903) 241-7552
Toll-Free:
(800) 338-1208(800) 338-1208
Fax:
(903) 297-9438(903) 297-9438
Wealth Management
Global Investment Office

Portfolio Insights

Ready to start a conversation? Contact Craig A Parr today.
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.

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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.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)