Daniel P. Brown
Financial Advisor,
Senior Vice President, Wealth Management
Direct:
(972) 450-6615(972) 450-6615
My Mission Statement
I help my clients build a brighter financial future by providing comprehensive financial planning services that are tailored to their individual needs and goals. I am committed to providing my clients with advice and guidance, and I always put their interests first.
My Story and Services
Daniel is a dedicated financial advisor with a passion for helping individuals and families navigate uncertain financial times. With his own family full of accountants and CPAs, he was encouraged to pursue a career in the financial sector early on, initially securing a job at a local bank. He moved through various roles with respected financial institutions, and ultimately transitioned to Morgan Stanley in 2017.
With a deep appreciation for the value of planning and preparation, Daniel applies a customized, goals-based approach in managing his clients’ financial health. In addition to an academic background in finance, having earned a bachelor’s degree in finance from The University of Texas at Dallas, Daniel received the Financial Planning Specialist designation at Morgan Stanley, a testament to his expertise and commitment to the field.
Beyond his professional endeavors, Daniel is actively involved in community service, most notably with the Dallas Jubilee Park & Community Center and their holiday food drives to directly support his local community. In his personal time, Daniel likes to spend time with family and friends and enjoys activities such as skiing and traveling.
With a deep appreciation for the value of planning and preparation, Daniel applies a customized, goals-based approach in managing his clients’ financial health. In addition to an academic background in finance, having earned a bachelor’s degree in finance from The University of Texas at Dallas, Daniel received the Financial Planning Specialist designation at Morgan Stanley, a testament to his expertise and commitment to the field.
Beyond his professional endeavors, Daniel is actively involved in community service, most notably with the Dallas Jubilee Park & Community Center and their holiday food drives to directly support his local community. In his personal time, Daniel likes to spend time with family and friends and enjoys activities such as skiing and traveling.
Securities Agent: AL, NV, NH, KS, AZ, SC, MI, IN, HI, VA, NC, IL, WA, NY, NJ, IA, TN, OR, MA, TX, RI, PA, NM, LA, CT, AR, MT, FL, CA, OK, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2177895
CA Insurance License #: 4127747
NMLS#: 2177895
CA Insurance License #: 4127747
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe in taking a holistic approach to understanding our clients' wealth. By having solid understanding of each client's situation, goals, objectives, and risk tolerance; we are able to craft a solution that helps meet your individual financial needs.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your account helping to ensure a comprehensive financial plan.
Step 4: Implementation
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/ benefit modifications.
Step 5: Performance Tracking
Finally, we will be consistently monitoring your assets and analyzing your performance. We will keep a high degree of communication with you to make sure your concerns and request are always addressed.
Get Started
To get your financial plan started, please reach out by sending us an email by clicking the mail icon on the home page, or by clicking the "Contact Me" button on the home page.
Comprehensive Financial Planning
Whatever stage of life you are in--advancing in your career, enjoying retirement, or anywhere in between--as your financial advisor, I can help you reach your financial goals.
I could work with you to develop a realistic, holistic approach that integrates the various parts of your financial life, including your investments and cash management needs, using a set of tools that includes goal-specific analyses.
I can put together your own roadmap to help you reach and protect your goals--a framework that connects your life goals to your financial resources and serves as a foundation for future conversations.
I could work with you to develop a realistic, holistic approach that integrates the various parts of your financial life, including your investments and cash management needs, using a set of tools that includes goal-specific analyses.
I can put together your own roadmap to help you reach and protect your goals--a framework that connects your life goals to your financial resources and serves as a foundation for future conversations.
Manage Debt
I thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Retirement
I can help you discover the best approach to get the income you need and keep you on pace to meet your financial objectives in the years leading up to and beyond retirement.
Estate Planning Strategies
Regardless of the current financial situation, it is critical to have a money backup plan. I evaluate your finances with you on a regular basis to ensure that your objectives are realized in the most efficient and cost-effective manner possible.
Managing Investments
I take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
2025 Tax Tables >LifeView Financial Goal Analysis
I will collaborate with you to develop a tailored financial plan using the LifeView Goal Analysis tool. I will modify it to changing conditions throughout time, assisting you in achieving your goals and protecting what is important to you.
Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
Learn more about Morgan Stanley Online >
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View >
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved >
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform >
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is our top priority. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
Learn more about how we keep your data secure >
Total Tax 365
Tax management that is integrated into your investment process 365 days a year is an essential part of growing your wealth. That’s why we offer access to a broad range of tax solutions to help you maximize your after-tax wealth.
Learn more about Total Tax 365 >
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6615(972) 450-6615
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Daniel P. Brown 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
