Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Investment Management
  • Comprehensive Wealth Planning
  • Sustainable & Responsible Investing
  • Consolidated Reporting
  • Risk Management
  • Family Governance & Wealth Education
  • Hedging Strategies
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

5001 Spring Valley Rd
Ste 900
Dallas, TX 75244
US
Direct:
(972) 774-6763(972) 774-6763

Meet Dickey Wright Sweeney

About Me

Kevin T. Dickey
Managing Director
Private Wealth Advisor 
 
Kevin T. Dickey is a co-founder of The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management, which  started in 1988. He has 28 years of investment management experience, having begun his career in 1988 with Merrill Lynch. Kevin is one of approximately 525 Morgan Stanley Private Wealth Advisors worldwide. In this capacity, he specializes in helping ultra-high-net-worth individuals and families protect and grow their wealth.

Kevin uses his specialized training to evaluate and analyze diversification and lending strategies for concentrated equity positions, as well as create strategic and tactical asset allocation models based on needs analysis. In addition, he consults with clients on how alternative investment strategies can help them meet their financial and wealth management objectives.

Kevin has received a variety of recognitions in the financial services industry, including the following:

Named to Barron’s List of Top 1,000 Financial Advisors in 2010, 2011, 2012, 2013.
Named to Barron’s List of Top 1,000 Financial Advisors in 2014, 2015, 2016, 2017.
Named to the 2017 Financial Times 400 Top Financial Advisors
Featured in Forbes TX Magazine in 2010.
Listed among the DFW: Five Star Wealth Managers, TX Monthly in 2012, 2013, 2014 and 2015.
Winner of Barons Circle Top Financial Advisors Summit in 2009.
Included among the Top 50 Advisors in DFW by the Dallas Business Journal in 2008.


Kevin received his Bachelor of Science degree from Baylor University in 1986 and completed the Regan School of Advanced Financial Management Program in 1989. He currently resides in Dallas with his wife and three children.


“We’re like a boutique firm with access to Morgan Stanley’s global resources.
Our commitment to wealth management is unmatched in the industry.”
Securities Agent: TX, WI, VA, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MS, MD, MA, IL, GA, FL, DC, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1274526

About Me

Larry K. Wright
Senior Vice President
Private Wealth Advisor and Portfolio Manager 

Larry K. Wright is a co-founder of The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management. Larry began his investment management career at Merrill Lynch in 1988. He is one of only  525 Morgan Stanley Private Wealth Advisors worldwide. In this capacity, he focuses on helping ultra high-net-worth individuals and families protect and grow their wealth.

Larry focuses on making tactical and strategic decisions related to domestic and international asset allocations for  their clients. In addition, he researches and monitors The Dickey Wright Sweeney Group’s money manager selection process while focusing on market activity.  He is a Portfolio Manager for Morgan Stanley.

Larry has received a variety of recognitions in the financial industry, including the following:


Featured in Forbes TX Magazine in 2010.
Listed in Dallas’ D Magazine as “Top Wealth Managers in Dallas” in 2010, 2011 and 2012.
Listed among the DFW: Five Star Wealth Managers, TX Monthly in 2012, 2013, 2014, 2015 and 2016.
Included among the Top 50 Advisors in DFW by the Dallas Business Journal in 2008.

Larry received a BBA degree from Baylor University in 1988 with a major in Finance and completed the Regan School of Advanced Financial Management Program in 1989. He currently resides in Plano with his wife and two children. His activities include coaching his children’s teams and playing golf.  

 
“Working with a limited number of clients allows us to know our clients very well. 
This allows us to offer highly personalized wealth management services.”
Securities Agent: TX, WI, VA, TN, PA, OR, OK, NY, NV, NM, NJ, NC, MS, MA, IL, GA, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272924

About Me

Benjamin J. Sweeney
First Vice President
Financial Advisor 

Ben Sweeney joined The Dickey Wright Sweeney Group in 2000 after previously working at UBS and Merrill Lynch, where he acquired his Certified Financial Manager designation in 1998. He has 20 years of experience in the financial services industry. Ben foucses on portfolio construction, technical portfolio analysis and investment strategies for clients. He provides evaluations on diversification strategies for their clients’ total portfolios: equity, fixed income and alternatives. He also analyzes stock options and variable annuity contracts.

Ben has received a variety of recognitions in the financial industry, including the following:

Featured in Forbes TX Magazine in 2010.
Listed among the DFW: Five Star Wealth Managers, TX Monthly in 2012, 2013, 2014 and 2015.


Ben earned his BA degree in Accounting from Texas A&M University in 1994. He currently resides in Dallas with his wife, where he dedicates time to his church, Park Cities Presbyterian Church. Ben is also an avid cyclist.


“The team concept is crucial here, as opposed to just a lone financial advisor. Every person on our team has unique strengths they can bring to help serve our clients.”
Securities Agent: TX, WI, VA, TN, PA, OR, OK, NY, NV, NM, NJ, NC, MS, MA, IL, GA, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1270098

About Me

Brittanie joined The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management in 2017.  She has a decade of customer service experience providing her with the necessary skills for her new role as a Client Service Associate.  Brittanie is currently studying for her Series 7 and 66 licenses, which will allow her to assist clients in more detail.  Her role will consist of supporting the team with day-to-day operations and further her knowledge in the financial industry.  
 
Brittanie is originally from the St Louis area, and, over the course of the last ten years has adopted Fort Worth as her new home.  She is a TCU alumni with a major in History, enjoys reading, watching baseball and college football. 

About Me

Diana Nuñez
Assistant Vice President
Director of Business Strategy

Diana joined The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management in 2005. She has 17 years of experience in the financial services industry. Diana focuses on providing outstanding service to the group's ultrahigh-net-worth clients. She is well versed on issues concerning family dynamics and wealth transfer. She works closely with clients to understand their needs and objectives to provide them with access to the vast resources offered by Morgan Stanley. She also assists in the creation of wealth preservation strategies for client's assets and their legacy.

Diana currently resides in Dallas-Ft Worth area with her family, she is involved with her church and local school activities.


My goal is to ensure our team runs smoothly. We strive to deliver quality service and be available for our clients at all times.

About Me

Teresa joined The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management in 2011 after working in back office operations for Morgan Stanley since 2006. This provided her with the skills and experience needed for her role with the team, and helping address the wealth management and financial needs of ultra high-net-worth individuals.

Upon joining the practice, Teresa obtained her Series 7 & 66 licenses, enabling her to conduct trades for clients. She provides a broad range of essential support services, including handling account openings, trade execution, subscription documents, cash flow management, reporting and a host of other administrative inquiries. Teresa and her family live in Carrollton, she enjoys reading, going to the movies and spending time with her family.

We learn about all aspects of our clients' lives. It is important for them to be comfortable with us to trust us with their finances.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.