Guiding Clients in Realizing Their Goals

We are an innovative, experienced, and diverse wealth management practice working to offer meaningful guidance and an elevated client experience to individuals, families, and business owners both locally and throughout the country.

Our mission is to become an essential resource for our clients bringing a "listen first, act second" mindset to every relationship. This means that we strive to be a coach and guide for our clients while helping navigate them toward their vision of financial success.
WHY US?
  • Through our Focused Approach, we instill confidence in our clients by helping understand where they stand and what's ahead
  • Our clients gain clarity from the Meaningful Guidance we provide, knowing they have a wealth management team that will put their needs first and simplify the complex
  • We are ready to provide direction and comfort while always striving to exceed our clients' expectations through our commitment to build Lasting Relationships
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Philosophy: Client Experience

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As stated in our mission, the reason every single member of our team wakes up in the morning is simple: To coach and guide our clients in the definition and pursuit of what matters most financially.

To successfully execute on a world-class client experience and develop a mutually rewarding relationship, we must agree on the following behavior-based commitments:
On our end, we will:
• Absolutely respect the confidentiality of our working relationship.
• Commit ourselves to the highest standards of accessibility and responsiveness.
• Remain open to your feedback and be flexible to your needs.
In return, we ask that our clients are:
• Open, frank, and prompt in providing us with complete, accurate, and orderly data we need to properly advise them.
• Open to any advice we may offer.
• Open to following through on any commitments that are agreed upon.

Who We Serve

We work with a select number of successful individuals, families, and business owners both locally and around the country. By carefully using the word "select," we mean that for us to work successfully together and have a mutually rewarding relationship, we have to select our clients, and they have to select us.
While our services can benefit just about anyone who is in need of financial guidance, we have found that our "ideal" clients share the following characteristics:
• They have pressing questions or an immediate financial need
• They are genuinely nice, and communicate and interact easily
• They value professional relationships and understand the wisdom of delegating - but not relinquishing - responsibility for effective financial management
• They are serious about financial goals, have a sense of purpose, and care about family, friends, and community
• They are likely to have $1 million or more in financial assets
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    Morgan Stanley Online
    Allows you to manage your account conveniently and securely online or on your mobile device.
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    Morgan Stanley Mobile App
    Access your account anywhere at any time using the Morgan Stanley Mobile App. It gives you the same capabilities of Morgan Stanley Online from the convenience of your phone.
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    Total Wealth View
    The ability to view all your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
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    Goals Planning System (GPS)
    GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
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    Digital Vault
    The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
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    E-Delivery
    E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
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2025 Outlook
Read Here
On The Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape.
Read here
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read here
Morgan Stanley Alternative Investments
Expand your investment universe with a suite of compelling alternative strategies from a global leader. As a pioneer and innovator in the industry, Morgan Stanley offers eligible investors access to an unmatched platform of alternative investments, built on our Firm’s expertise, unique network and unwavering commitment to our clients.
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Tax Tables
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Location

8701 Bee Caves Rd, East Bldg
Suite 300
Austin, TX 78746
US
Direct:
(512) 370-0463(512) 370-0463

Meet Drinnan Sandoval Group

About Me

For nearly two decades, Mark has been creating sound investment plans so his clients can focus on what really matters. Prior to joining Morgan Stanley in 2021, Mark began his career as a private banker with the Commonwealth Bank of Australia in Sydney, then joined Bank One in Texas soon after migrating to the United States in 1998. Most recently, Mark was with Wells Fargo Advisors from 2000 to 2021. Mark works with many executives in the technology industry. People in the industry tend to move frequently, so Mark has clients in many states, who he believes value his ability to help their families maintain financial security during periods of change and upheaval.

Mark received a degree in Civil Engineering from Wollongong University. He delights in spending time with his wife, Michelle, and their children, Sophie, Jack, and Ellie. Mark enjoys sports, beach days, and travel. He has spent time in Australia, North and South America, and Europe. Mark was a gifted cricketer and played high level rugby in Australia.
Securities Agent: HI, NC, TX, MO, KS, OH, SC, AZ, AR, AK, VA, CO, AL, NM, MA, KY, OK, CA, WA, ID, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2266303

About Me

Born and raised in the Austin area, Robert worked for his family's small construction company in his youth, and then went on to earn a bachelor's degree in Finance. Prior to joining Morgan Stanley in 2021, Robert was with Wells Fargo Advisors from 2000 to 2021. Robert applies his knowledge of business and finance to help business owners and entrepreneurs address financial concerns by implementing sound financial strategies. His clients include founders and owners of some of the area's largest and best local businesses. Robert's practice is not limited to business owners. He also works with high net worth individuals and families.

When Robert is not in the office, he relishes time with his wife, Stephanie, and daughter, Brooke. He enjoys being outside, playing golf, jogging, and riding horses for pleasure. As a young man, Robert competed in team roping and rodeo events.
Securities Agent: VA, MO, AL, KS, HI, OK, OH, WA, ID, NC, AK, TX, SC, FL, AZ, NM, KY, CO, AR, MA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2315784
AR Insurance License #: 424824

About Me

Debbie’s career in financial services spans 32 years and has covered the broad spectrum of banking, lending, and, investments. Prior to joining Morgan Stanley in 2021, Debbie spent her career in Austin, Texas and other than a brief stint at Bank of America, had a 20-year tenure with Wells Fargo Advisors. Debbie has worked north of town within the technology hub of Austin and her clientele consists predominately of tech professionals. Her calm demeanor, extensive knowledge of the industry and markets helps navigate these clients through volatile industry conditions with confidence and purpose.

Debbie is particularly passionate about hitting the road and seeing National Parks and the mountains with her husband of 31 years. She was raised in Boerne, Texas where sits in the Hall of Honor for her basketball achievements in 1985. She is a lover of sports and has faithfully supported her Kansas City Chiefs through thick and thin.
Securities Agent: NC, AL, NM, MO, TX, CO, AR, OH, MA, OK, FL, CA, WA, VA, SC, KY, HI, KS, AK, ID, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 571870

About Natalia Borziak

Natalia’s work ethic and attention to detail make her an indispensable part of the team. She is responsible for the operational side of the business, as well as establishing, maintaining, and developing relationships with new and existing clients. Natalia has worked in the financial industry, including holding positions at a retail bank and investment brokerage, for more than a decade. She received a bachelor's degree in Finance from the University of Maryland, and has a strong understanding of financial and investment services, as well as a passion for helping clients.

Natalia is multi-lingual. She was born and raised in Moscow, Russia, spent her teenage years in Germany, and moved to the United States late in 2000. Natalia enjoys travel and photography. When she is not working, she is exploring the city or nature with a camera in hand.
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Drinnan Sandoval Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)