Laura Cowden
Vice President, Risk Officer
Phone:
(972) 450-6691(972) 450-6691
Morgan Stanley
Dallas Branch Office
You define success, we help you achieve it
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Branch:
(972) 774-6500(972) 774-6500
Toll-Free:
(800) 366-9194(800) 366-9194
Branch Manager
Livingston AlbrittenPhone:
(214) 720-2952(214) 720-2952
About Morgan Stanley Dallas Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Dallas Branch
Tanisha Joubert
Assistant Vice President, Business Service Officer
Phone:
(972) 450-4822(972) 450-4822
Debbie Halbert
Branch Administrator
Phone:
(972) 450-6603(972) 450-6603
Livingston Albritten
Branch Manager
About Laura Cowden
Laura Cowden, Vice President, Risk Officer for Morgan Stanley.
With 42 years industry experience, Laura is part of the Risk Officer team for our Dallas market, responsible for a wide array of supervisory and risk functions, providing guidance and oversight promoting risk awareness and compliant work environment.
Laura is a U S Navy, Hospital Corpsman, Veteran. She started with Dean Witter in 1979 in Des Moines, Iowa, spent 21 years with the Firm in Kansas City, Missouri, and joined us in Dallas, Texas in 2006. Her husband is retired; they have 2 daughters, both in the financial services business, two granddaughters, four dogs and three cats.
With 42 years industry experience, Laura is part of the Risk Officer team for our Dallas market, responsible for a wide array of supervisory and risk functions, providing guidance and oversight promoting risk awareness and compliant work environment.
Laura is a U S Navy, Hospital Corpsman, Veteran. She started with Dean Witter in 1979 in Des Moines, Iowa, spent 21 years with the Firm in Kansas City, Missouri, and joined us in Dallas, Texas in 2006. Her husband is retired; they have 2 daughters, both in the financial services business, two granddaughters, four dogs and three cats.
About Tanisha Joubert
Tanisha Joubert, Assistant Vice President – Wealth Management, serves as Business Service Officer for the North Dallas Branch location. Tanisha is responsible for the supervision of the Support Professionals within the branch. As a Business Service Officer, she manages expenses and oversees the servicing of clients.
Prior to joining Morgan Stanley, Tanisha received her bachelor’s degree in Finance with a minor in Management from the University of Texas at Tyler. She then went on to spend 11 years in the banking and investment industry. Tanisha joined Morgan Stanley in 2022 as Business Service Officer.
Tanisha is originally from a small town in East Texas, but now currently lives in the DFW. Outside of work, Tanisha enjoys spending time with her husband and three daughters, traveling, and fishing.
Prior to joining Morgan Stanley, Tanisha received her bachelor’s degree in Finance with a minor in Management from the University of Texas at Tyler. She then went on to spend 11 years in the banking and investment industry. Tanisha joined Morgan Stanley in 2022 as Business Service Officer.
Tanisha is originally from a small town in East Texas, but now currently lives in the DFW. Outside of work, Tanisha enjoys spending time with her husband and three daughters, traveling, and fishing.
About Debbie Halbert
Debbie Halbert serves as Branch Administrator for our Dallas branch office. In her current role, Debbie is responsible for providing overall administrative support for the Branch by assisting the Branch Manager, Financial Advisors and Support Staff.
Prior to joining Morgan Stanley, Debbie spent 15 years working in human resources and training in the financial services industry. Debbie began her career at Morgan Stanley in 2011 as a Branch Admin, and her role has evolved to become more of a team partner.
Debbie grew up in Mesquite, TX but now lives in Rowlett, TX. Debbie is married to her high school sweetheart. She has two incredible sons and one beautiful granddaughter. Outside of work, Debbie loves to read, write, and tend to her garden. Debbie enjoys writing short stories and has had a few pieces published.
In the community, Debbie is a coordinator for the branch/market giving events. She is also involved with several philanthropic organizations such as, Project Sunshine, Genesis Women’s Shelter, and Salvation Army Christmas Angels.
Prior to joining Morgan Stanley, Debbie spent 15 years working in human resources and training in the financial services industry. Debbie began her career at Morgan Stanley in 2011 as a Branch Admin, and her role has evolved to become more of a team partner.
Debbie grew up in Mesquite, TX but now lives in Rowlett, TX. Debbie is married to her high school sweetheart. She has two incredible sons and one beautiful granddaughter. Outside of work, Debbie loves to read, write, and tend to her garden. Debbie enjoys writing short stories and has had a few pieces published.
In the community, Debbie is a coordinator for the branch/market giving events. She is also involved with several philanthropic organizations such as, Project Sunshine, Genesis Women’s Shelter, and Salvation Army Christmas Angels.
About Livingston Albritten
Livingston Albritten, Jr. is an accomplished Wealth Management Executive with a leadership career at multiple Fortune 100 companies! He is passionate about mentoring professionals in sales and leadership roles and being a positive connector across his many networks!
He is also committed to paying it forward in the community, where he has served on multiple Boards of Directors. He currently serves on the NAACP National Foundation Board of Trustees. Livingston has also been the Executive Sponsor of multiple corporate leadership and diversity Councils.
Livingston is a graduate of Florida A & M University, and he has a graduate degree in Executive Banking through the Consumer Bankers Association at Furman University. He holds and maintains active FINRA Series 7 & 31 Securities Broker licenses, a Series 66 Investment Advisor license, and Series 9 & 10 Supervisory Principal licenses.
He and his wife Phyllis live in Plano, TX and he enjoys traveling, golf, NFL/college football & reading!
He is also committed to paying it forward in the community, where he has served on multiple Boards of Directors. He currently serves on the NAACP National Foundation Board of Trustees. Livingston has also been the Executive Sponsor of multiple corporate leadership and diversity Councils.
Livingston is a graduate of Florida A & M University, and he has a graduate degree in Executive Banking through the Consumer Bankers Association at Furman University. He holds and maintains active FINRA Series 7 & 31 Securities Broker licenses, a Series 66 Investment Advisor license, and Series 9 & 10 Supervisory Principal licenses.
He and his wife Phyllis live in Plano, TX and he enjoys traveling, golf, NFL/college football & reading!
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Branch Address
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Branch:
(972) 774-6500(972) 774-6500
Toll-Free:
(800) 366-9194(800) 366-9194
Fax:
(972) 774-6642(972) 774-6642
Details
We are in the Providence Towers building in the west tower on the 9th floor. Parking is below the building in B1 - West Tower. Kindly bring your parking ticket with you for validation.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024