Kevin T. Dickey
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(972) 774-6759(972) 774-6759
Morgan Stanley Private Wealth Management
Dickey Wright Sweeney Apple Group
Our Mission Statement
Delivering experience, resources
and personalized service to help affluent families
pursue their most important multigenerational goals.
and personalized service to help affluent families
pursue their most important multigenerational goals.
Welcome
Through working with some of the most affluent families in the Southwest for over 30 years, we have come to appreciate the value of continuity. Our clients have created wealth that calls for careful planning across multiple generations, including generations that have yet to arrive. Addressing these uncommonly long-term objectives requires an experienced perspective and specialized resources. It calls for sophisticated wealth structuring and prudent investment strategies, and it involves purposeful efforts to pass along the skills and values that allow legacies to endure.
Our team has operated as a cohesive unit for over three decades, blending our individual talents to craft comprehensive plans to support the multigenerational aspirations of our clients. That continuity not only allows us to deliver an exceptional level of service, but also to serve as close family advisors to multiple generations of your family. We are on call to help you make informed decisions about important financial matters, ensure that your wealth planning keep pace with your life, and otherwise support your pursuit of a harmonious and successful life.
We look forward to learning more about you and your family, and discussing the resources we can make available to you. To begin that conversation, please contact us.
Our team has operated as a cohesive unit for over three decades, blending our individual talents to craft comprehensive plans to support the multigenerational aspirations of our clients. That continuity not only allows us to deliver an exceptional level of service, but also to serve as close family advisors to multiple generations of your family. We are on call to help you make informed decisions about important financial matters, ensure that your wealth planning keep pace with your life, and otherwise support your pursuit of a harmonious and successful life.
We look forward to learning more about you and your family, and discussing the resources we can make available to you. To begin that conversation, please contact us.
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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 900W
Dallas, TX 75244
US
Direct:
(972) 774-6763(972) 774-6763
Fax:
(972) 499-9525(972) 499-9525
Meet Dickey Wright Sweeney Apple Group
Larry K. Wright
Senior Vice President, Private Wealth Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(972) 774-6760(972) 774-6760
Ben Sweeney
Senior Vice President, Financial Advisor
Phone:
(972) 774-6761(972) 774-6761
Michael D. Apple, CFP®
Senior Vice President, Private Wealth Advisor, Portfolio Management Director
Phone:
(214) 696-7198(214) 696-7198
Diana Nunez
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(972) 774-6763(972) 774-6763
Brittanie Crayne
Senior Registered Client Service Associate, Private Wealth Management
Phone:
(972) 774-6547(972) 774-6547
Teresa L Hall
Vice President, Wealth Management Associate, Private Wealth Management
Phone:
(972) 774-6764(972) 774-6764
Dillan Hemmenway
Analyst, Private Wealth Management
Phone:
(972) 774-6577(972) 774-6577
About Kevin T. Dickey
Kevin T. Dickey, Managing Director
Private Wealth Advisor
“We’re like a boutique firm with access to Morgan Stanley’s global resources. Our commitment to wealth management is like few others in the industry.”
A co-founder of The Dickey Wright Sweeney Apple Group at Morgan Stanley, Kevin Dickey brings over three decades of investment management and wealth planning experience to the service of the team’s clients. Kevin orchestrates the team’s efforts to create and maintain highly customized and fully comprehensive plans based on each client’s specific needs and objectives. As many of these clients hold highly concentrated equity positions, these efforts often involve sophisticated diversification and lending strategies. The ultimate goal is to help the affluent families his team serves preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have placed in him, Kevin has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Barron’s Top 1,200 Financial Advisors, 2010-2023.
Financial Times’ 400 Top Financial Advisors, 2017-2019.
Forbes Best-in-State Wealth Advisors, 2018-2023.
Forbes Best-in-State Wealth Management Teams, 2023
Prior to moving to Morgan Stanley Private Wealth Management in 2009, Kevin spent seven years at UBS and four years at Smith Barney. Kevin began his wealth management careers at Merrill Lynch in 1988.
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 has three children residing in New York, Seattle, and Austin. He lives in Dallas with his wife, Laura.
2010-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018- 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2017-2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18,
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Private Wealth Advisor
“We’re like a boutique firm with access to Morgan Stanley’s global resources. Our commitment to wealth management is like few others in the industry.”
A co-founder of The Dickey Wright Sweeney Apple Group at Morgan Stanley, Kevin Dickey brings over three decades of investment management and wealth planning experience to the service of the team’s clients. Kevin orchestrates the team’s efforts to create and maintain highly customized and fully comprehensive plans based on each client’s specific needs and objectives. As many of these clients hold highly concentrated equity positions, these efforts often involve sophisticated diversification and lending strategies. The ultimate goal is to help the affluent families his team serves preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have placed in him, Kevin has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Barron’s Top 1,200 Financial Advisors, 2010-2023.
Financial Times’ 400 Top Financial Advisors, 2017-2019.
Forbes Best-in-State Wealth Advisors, 2018-2023.
Forbes Best-in-State Wealth Management Teams, 2023
Prior to moving to Morgan Stanley Private Wealth Management in 2009, Kevin spent seven years at UBS and four years at Smith Barney. Kevin began his wealth management careers at Merrill Lynch in 1988.
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 has three children residing in New York, Seattle, and Austin. He lives in Dallas with his wife, Laura.
2010-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018- 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2017-2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18,
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Securities Agent: TX, DC, NV, MN, MD, FL, AZ, OK, NM, MA, LA, CO, PA, NC, TN, NJ, NY, AR, WA, RI, NH, IL, CA, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274526
NMLS#: 1274526
About Larry K. Wright
Larry K. Wright, Senior Vice President
Private Wealth Advisor | Family Wealth Director | Sr. Portfolio Management Director
“Working with a limited number of clients allows us to know each of them very well. This enables us to offer highly personalized wealth management services.”
A co-founder of The Dickey Wright Sweeney Apple Group at Morgan Stanley, Larry Wright has over 30 years of experience creating highly customized investment strategies for ultra-high net worth families and individuals. Larry plays a central role in crafting tactical and strategic asset allocation strategies based on each client’s objectives. He also oversees the team’s manager selection process, researching and monitoring the performance of both domestic and international asset managers. He shares his team’s ultimate goal of helping the affluent families they serve preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have place in him, Larry has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Forbes Best-in-State Wealth Advisors, 2010, 2020-2023.
Forbes Best-in-State Wealth Management Teams, 2023
DFW: Five Star Wealth Managers, TX Monthly, 2012-2016, 2019-2023.
Prior to moving their team to Morgan Stanley Private Wealth Management in 2009, Larry and his partner, Kevin Dickey spent seven years at UBS and four years at Smith Barney. They both began their wealth management careers at Merrill Lynch in 1988.
Larry graduated from Baylor University in 1988 and went on to complete the Regan School of Advanced Financial Management Program in 1989. He resides in Plano with his wife and two children.
2010, 2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2010, 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
2023 Best-in-State Wealth Management Teams
Source: Forbes.com (2023) Forbes America’s Top Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
2012-2016, 2019-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2016, 2019-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 11/30/2011 through 05/18/2012
2013 Award - 11/30/2012 through 05/18/2013
2014 Award - 11/30/2013 through 05/18/2014
2015 Award - 11/30/2014 through 05/18/2015
2016 Award - 11/30/2015 through 05/18/2016
2019 Award - 10/22/2018 through 05/3/2019
2020 Award - 10/7/2019 through 04/24/2020
2021 Award - 9/21/2020 through 04/30/2021
2022 Award - 09/20/2021 through 04/8/2022
2023 Award - 10/10/2022 through 05/05/2023
Private Wealth Advisor | Family Wealth Director | Sr. Portfolio Management Director
“Working with a limited number of clients allows us to know each of them very well. This enables us to offer highly personalized wealth management services.”
A co-founder of The Dickey Wright Sweeney Apple Group at Morgan Stanley, Larry Wright has over 30 years of experience creating highly customized investment strategies for ultra-high net worth families and individuals. Larry plays a central role in crafting tactical and strategic asset allocation strategies based on each client’s objectives. He also oversees the team’s manager selection process, researching and monitoring the performance of both domestic and international asset managers. He shares his team’s ultimate goal of helping the affluent families they serve preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have place in him, Larry has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Forbes Best-in-State Wealth Advisors, 2010, 2020-2023.
Forbes Best-in-State Wealth Management Teams, 2023
DFW: Five Star Wealth Managers, TX Monthly, 2012-2016, 2019-2023.
Prior to moving their team to Morgan Stanley Private Wealth Management in 2009, Larry and his partner, Kevin Dickey spent seven years at UBS and four years at Smith Barney. They both began their wealth management careers at Merrill Lynch in 1988.
Larry graduated from Baylor University in 1988 and went on to complete the Regan School of Advanced Financial Management Program in 1989. He resides in Plano with his wife and two children.
2010, 2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2010, 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
2023 Best-in-State Wealth Management Teams
Source: Forbes.com (2023) Forbes America’s Top Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
2012-2016, 2019-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2016, 2019-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 11/30/2011 through 05/18/2012
2013 Award - 11/30/2012 through 05/18/2013
2014 Award - 11/30/2013 through 05/18/2014
2015 Award - 11/30/2014 through 05/18/2015
2016 Award - 11/30/2015 through 05/18/2016
2019 Award - 10/22/2018 through 05/3/2019
2020 Award - 10/7/2019 through 04/24/2020
2021 Award - 9/21/2020 through 04/30/2021
2022 Award - 09/20/2021 through 04/8/2022
2023 Award - 10/10/2022 through 05/05/2023
Securities Agent: MD, WA, MA, IL, RI, OK, MN, CO, TN, NY, FL, TX, NH, NJ, LA, VA, NV, CA, NC, AZ, PA, NM, DC, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272924
CA Insurance License #: 0C35834
NMLS#: 1272924
CA Insurance License #: 0C35834
About Ben Sweeney
Ben Sweeney, Senior Vice President
Financial Advisor
Phone: 972-774-6761
“The team concept is crucial here, as opposed to just a lone financial advisor. Every person on our team has individual strengths they can bring to help serve our clients.”
Ben Sweeney is a partner and has been a core member of The Dickey Wright Sweeney Apple Group at Morgan Stanley for over two decades. Working closely with the team’s clients, Ben focuses on customized portfolio construction, technical portfolio analysis and investment strategy. He provides evaluations on diversification strategies for their clients’ total portfolios across all asset classes, and analyzes stock options and variable annuity contracts. He shares his team’s ultimate goal of helping the affluent families they serve preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have placed in him, Ben has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Forbes Best-in-State Wealth Management Teams, 2023
DFW: Five Star Wealth Managers, TX Monthly, 2015, 2016, 2020, 2022
Prior to moving with the team to Morgan Stanley in 2009, Ben spent seven years at UBS and two years at Smith Barney. He began his wealth management career at Merrill Lynch in 1998, where he earned their Certified Financial Manager designation.
Ben earned a B.A. 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.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2015, 2016, 2020, 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015, 2016, 2020, 2022) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2015 Award - 11/30/2014 through 05/18/2015
2016 Award - 11/30/2015 through 05/18/2016
2020 Award - 10/7/2019 through 04/24/2020
2022 Award - 09/20/2021 through 04/8/2022
Financial Advisor
Phone: 972-774-6761
“The team concept is crucial here, as opposed to just a lone financial advisor. Every person on our team has individual strengths they can bring to help serve our clients.”
Ben Sweeney is a partner and has been a core member of The Dickey Wright Sweeney Apple Group at Morgan Stanley for over two decades. Working closely with the team’s clients, Ben focuses on customized portfolio construction, technical portfolio analysis and investment strategy. He provides evaluations on diversification strategies for their clients’ total portfolios across all asset classes, and analyzes stock options and variable annuity contracts. He shares his team’s ultimate goal of helping the affluent families they serve preserve and grow their wealth while pursuing their visions of a successful life.
Thanks to the trust his clients have placed in him, Ben has been recognized in the national and regional press as one of the leading advisors in the United States. These honors include:
Forbes Best-in-State Wealth Management Teams, 2023
DFW: Five Star Wealth Managers, TX Monthly, 2015, 2016, 2020, 2022
Prior to moving with the team to Morgan Stanley in 2009, Ben spent seven years at UBS and two years at Smith Barney. He began his wealth management career at Merrill Lynch in 1998, where he earned their Certified Financial Manager designation.
Ben earned a B.A. 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.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2015, 2016, 2020, 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015, 2016, 2020, 2022) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2015 Award - 11/30/2014 through 05/18/2015
2016 Award - 11/30/2015 through 05/18/2016
2020 Award - 10/7/2019 through 04/24/2020
2022 Award - 09/20/2021 through 04/8/2022
Securities Agent: CO, AR, TX, NJ, NC, IL, FL, OK, NM, NH, RI, NY, AZ, DC, MN, MD, MA, WA, TN, NV, LA, CA, VA, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270098
CA Insurance License #: 0D82106
NMLS#: 1270098
CA Insurance License #: 0D82106
About Michael D. Apple
Michael D. Apple, CFP®, Senior Vice President
Private Wealth Advisor | Portfolio Management Director | Alternative Investments Director
Michael Apple is a Senior Vice President and Private Wealth Advisor with Morgan Stanley Private Wealth Management. He is a partner and core member of The Dickey Wright Sweeney Apple Group.
Michael joined the firm in 2015 and has over a decade of investment experience through various market environments. He focuses on advising high net worth individuals and families in the areas of investment management, tax planning strategies, and wealth preservation. Utilizing the resources of a global wealth management firm, Michael and the team provide clients with a boutique experience.
Michael graduated from Texas A&M University with a BBA in Finance. He completed the certificate program in financial planning at Southern Methodist University. Michael is a Certified Financial Planner™ professional.
Michael has been recognized by Forbes “Top Next-Gen Wealth Advisors” list in 2021 and 2022.
Michael resides in Coppell with his wife, Brooke, and their three children.
Private Wealth Advisor | Portfolio Management Director | Alternative Investments Director
Michael Apple is a Senior Vice President and Private Wealth Advisor with Morgan Stanley Private Wealth Management. He is a partner and core member of The Dickey Wright Sweeney Apple Group.
Michael joined the firm in 2015 and has over a decade of investment experience through various market environments. He focuses on advising high net worth individuals and families in the areas of investment management, tax planning strategies, and wealth preservation. Utilizing the resources of a global wealth management firm, Michael and the team provide clients with a boutique experience.
Michael graduated from Texas A&M University with a BBA in Finance. He completed the certificate program in financial planning at Southern Methodist University. Michael is a Certified Financial Planner™ professional.
Michael has been recognized by Forbes “Top Next-Gen Wealth Advisors” list in 2021 and 2022.
Michael resides in Coppell with his wife, Brooke, and their three children.
Securities Agent: DC, WA, PA, OK, NY, LA, CA, MN, AZ, RI, NM, AR, FL, TN, MD, TX, NJ, NC, NV, NH, MA, IL, CO, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1482040
CA Insurance License #: 4351747
NMLS#: 1482040
CA Insurance License #: 4351747
About Diana Nunez
Diana Nuñez, Vice President
Financial Advisor | Financial Planning Specialist
Diana Nuñez partner of The Dickey Wright Sweeney Apple Group at Morgan Stanley Private Wealth Management brings over 20 years of financial industry experience. For a number of years, Diana led the team as Director of Business Strategy and recently shifted her responsibilities to focus as a Financial Advisor.
Utilizing her knowledge and proficiency in the industry, she plays a key role on the team’s structure. Diana simplifies financial complexities to help clients achieve clarity and control. She provides financial guidance to business owners, corporate executives, and stewards of multigenerational wealth. Diana is passionate about the business and can deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s global resources.
Forbes Best-in-State Wealth Management Teams, 2023
Diana graduated from University of Texas at Dallas with a B.S. in Finance and joined The Dickey Wright Sweeney Apple Group in 2005. She and her family live in Dallas where she enjoys time in nature, music, and is actively involved in her community.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Financial Advisor | Financial Planning Specialist
Diana Nuñez partner of The Dickey Wright Sweeney Apple Group at Morgan Stanley Private Wealth Management brings over 20 years of financial industry experience. For a number of years, Diana led the team as Director of Business Strategy and recently shifted her responsibilities to focus as a Financial Advisor.
Utilizing her knowledge and proficiency in the industry, she plays a key role on the team’s structure. Diana simplifies financial complexities to help clients achieve clarity and control. She provides financial guidance to business owners, corporate executives, and stewards of multigenerational wealth. Diana is passionate about the business and can deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s global resources.
Forbes Best-in-State Wealth Management Teams, 2023
Diana graduated from University of Texas at Dallas with a B.S. in Finance and joined The Dickey Wright Sweeney Apple Group in 2005. She and her family live in Dallas where she enjoys time in nature, music, and is actively involved in her community.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: LA, AZ, AR, NM, FL, CO, RI, OK, NJ, NC, DC, TN, NY, CA, IA, NH, MN, MD, PA, MA, IL, WA, TX, VA, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2382598
CA Insurance License #: 4234023
NMLS#: 2382598
CA Insurance License #: 4234023
About Brittanie Crayne
Brittanie Crayne
Registered Client Service Associate
A member of The Dickey Wright Sweeney Apple Group at Morgan Stanley since 2017, Brittanie brings over 10 years of customer service experience to the service of the team’s clients. Supporting the team’s advisors and interacting directly with clients, she works to create an outstanding overall service experience and contributes to the smooth functioning of the team’s day-to-day operations.
Originally from the St. Louis area, Brittanie has been in the Dallas/Fort Worth area for over a decade where she graduated from Texas Christian University. She is enjoying renovating her home and garden with her husband, son, two dogs, and two cats.
Registered Client Service Associate
A member of The Dickey Wright Sweeney Apple Group at Morgan Stanley since 2017, Brittanie brings over 10 years of customer service experience to the service of the team’s clients. Supporting the team’s advisors and interacting directly with clients, she works to create an outstanding overall service experience and contributes to the smooth functioning of the team’s day-to-day operations.
Originally from the St. Louis area, Brittanie has been in the Dallas/Fort Worth area for over a decade where she graduated from Texas Christian University. She is enjoying renovating her home and garden with her husband, son, two dogs, and two cats.
About Teresa L Hall
Teresa L. Hall, Assistant Vice President
Wealth Management Associate
After five years of working in back-office operations at Morgan Stanley, Teresa Hall joined The Dickey Wright Sweeney Apple Group at Morgan Stanley in 2011. Teresa’s in-depth knowledge of the firm’s systems enables her to make invaluable contributions to the team’s operations. She is licensed to conduct trades for clients, and provides a broad range of essential support services, including account openings, cash flow management, reporting and the handling of administrative inquiries.
Teresa and her family live in Little Elm. Outside of work, she enjoys reading, going to the movies, and spending time with her family.
Wealth Management Associate
After five years of working in back-office operations at Morgan Stanley, Teresa Hall joined The Dickey Wright Sweeney Apple Group at Morgan Stanley in 2011. Teresa’s in-depth knowledge of the firm’s systems enables her to make invaluable contributions to the team’s operations. She is licensed to conduct trades for clients, and provides a broad range of essential support services, including account openings, cash flow management, reporting and the handling of administrative inquiries.
Teresa and her family live in Little Elm. Outside of work, she enjoys reading, going to the movies, and spending time with her family.
About Dillan Hemmenway
Dillan Hemmenway
Analyst
A member of The Dickey Wright Sweeney Apple Group at Morgan Stanley since 2018, Dillan Hemmenway supports the team’s Advisors in delivering an outstanding overall service experience to the affluent families they serve. He focuses on research and analysis necessary to fulfill our client’s needs.
Dillan joined the team after receiving his BBA from Stephen F. Austin State University with a dual major in business economics and finance. While in college, Dillan tutored his classmates in financial literacy, and received the University’s prestigious Gold Presidential Volunteer Service Award for volunteering over 300 community service hours.
Dillan is originally from Fannett, Texas, a small town near Beaumont, and currently lives in Plano. His hobbies include hunting, fishing and almost anything else that gets him outdoors.
Analyst
A member of The Dickey Wright Sweeney Apple Group at Morgan Stanley since 2018, Dillan Hemmenway supports the team’s Advisors in delivering an outstanding overall service experience to the affluent families they serve. He focuses on research and analysis necessary to fulfill our client’s needs.
Dillan joined the team after receiving his BBA from Stephen F. Austin State University with a dual major in business economics and finance. While in college, Dillan tutored his classmates in financial literacy, and received the University’s prestigious Gold Presidential Volunteer Service Award for volunteering over 300 community service hours.
Dillan is originally from Fannett, Texas, a small town near Beaumont, and currently lives in Plano. His hobbies include hunting, fishing and almost anything else that gets him outdoors.
Contact Kevin T. Dickey
Contact Larry K. Wright
Contact Ben Sweeney
Contact Michael D. Apple
Contact Diana Nunez
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Managing Significant Wealth
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Funding Climate Action: Pathways for Philanthropy
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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.
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
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan 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
3Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan 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
3Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
