Patrick Manion
Executive Director, Market Executive
Phone:
(214) 661-7121(214) 661-7121
Morgan Stanley
Dallas Market Office
You define success, we help you achieve it
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Market:
(214) 855-7900(214) 855-7900
Toll-Free:
(800) 527-5814(800) 527-5814
Market Executive
Patrick ManionPhone:
(214) 855-7900(214) 855-7900
About Morgan Stanley Dallas Market
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 Market
Amanda Sharkawy
Vice President, Associate Market Manager
Phone:
(214) 720-2952(214) 720-2952
Kole Bosworth
First Vice President, Market Business Service Officer
Phone:
(214) 720-5001(214) 720-5001
Marielle Robinson
First Vice President, Senior Risk Officer
Phone:
(214) 661-7115(214) 661-7115
April Cervantes
Market Administrator
Phone:
(214) 720-5050(214) 720-5050
About Patrick Manion
Patrick Manion is an Executive Director and the Market Executive of Morgan Stanley’s Dallas Market. Raised in a small town in Wisconsin, Patrick graduated from St. Norbert College in 1999 and began his career Morgan Stanley shortly thereafter as a Financial Advisor in Chicago, IL. Over the course of the next 20+ years Patrick held numerous roles across the firm and the country. In his current role as Market Executive, he is responsible for the nearly 400 employees in 9 branches across North Texas. Prior to this role, Patrick held roles as a Technology/Marketing Specialist, Regional Vice President, Consulting Services Specialist, Regional Business Development Manager and Regional Sales Manager.
After working with advisors across 34 states and living in 5 different states, Patrick and his family are happy to now be settled in Dallas where he enjoys spending time with his wife and 3 children. With the little free time he has he continues to play hockey, golf and threatens to get back in to running shape so he can run one last marathon.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
After working with advisors across 34 states and living in 5 different states, Patrick and his family are happy to now be settled in Dallas where he enjoys spending time with his wife and 3 children. With the little free time he has he continues to play hockey, golf and threatens to get back in to running shape so he can run one last marathon.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
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Branch Address
201 Main St
Ste 1500
Fort Worth, TX 76102
US
Branch:
(817) 332-6700(817) 332-6700
Toll-Free:
(800) 767-1117(800) 767-1117
Branch Address
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Branch:
(214) 855-7900(214) 855-7900
Toll-Free:
(866) 289-3159(866) 289-3159
Branch Address
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Branch:
(972) 943-7200(972) 943-7200
Toll-Free:
(800) 965-8207(800) 965-8207
Fax:
(972) 943-7299(972) 943-7299
Branch Address
3230 Camp Bowie Blvd
Ste 625
Fort Worth, TX 76107
US
Branch:
(682) 233-7146(682) 233-7146
Toll-Free:
(800) 733-9457(800) 733-9457
Branch Address
3728 Maplewood Ave
Wichita Falls, TX 76308
US
Branch:
(940) 696-7300(940) 696-7300
Toll-Free:
(800) 827-1053(800) 827-1053
Fax:
(940) 691-6194(940) 691-6194
Branch Address
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Branch:
(972) 450-6600(972) 450-6600
Toll-Free:
(800) 999-1942(800) 999-1942
Fax:
(972) 450-6650(972) 450-6650
Branch Address
1400 Civic Place
Suite 200
Southlake, TX 76092
US
Branch:
(817) 416-4400(817) 416-4400
Toll-Free:
(877) 881-3548(877) 881-3548
Fax:
(817) 416-4467(817) 416-4467
Branch Address
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Branch:
(214) 368-8555(214) 368-8555
Toll-Free:
(800) 933-3936(800) 933-3936
Fax:
(214) 696-7108(214) 696-7108
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.
Dallas Branch
Find a Financial AdvisorBranch Address
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Branch:
(214) 855-7900(214) 855-7900
Toll-Free:
(800) 527-5814(800) 527-5814
Fax:
(214) 855-7909(214) 855-7909
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.
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
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