Allison B Irelan
Vice President, Wealth Management Associate, Financial Planning Associate
Phone:
(713) 966-2124(713) 966-2124
Gregory M Kroencke, CFP®
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(713) 966-6813(713) 966-6813
My Mission Statement
We focus on helping individuals and their families achieve a successful and rewarding retirement
About Greg Kroencke
Greg Kroencke, CFP® is a Managing Director of Wealth Management and a Portfolio Management Director in Morgan Stanley’s Wealth Management division. He leads the team and provides comprehensive wealth management and retirement planning to individuals.
Greg has over 28 years of experience in the financial services industry. He strives to understand every client’s unique situation and enjoys forming close relationships with them. One of the benefits to his approach is that clients often refer Greg to their children, and thus he has had the privilege of forming many multi-generational relationships.
Greg started his investment career with Wells Fargo Advisors, (formerly Everen Securities) in 1997. He then joined Morgan Stanley (formerly Salomon Smith Barney) in 1999. He graduated from the University of Illinois in 1994 with a Bachelor of Science degree in engineering. He attained the professional designation of Certified Financial Planner™ in 2006.
He currently resides in Houston, Texas with his wife, Kristy, and their three children. Outside the office, Greg is actively involved in many charitable and community organizations. He has served as Chairman of the Alpha Sigma Phi Foundation Board as well as Chairman of the St Thomas School Foundation. In his free time, he enjoys hiking and hunting, especially in his home state of Illinois, and spending time with his family.
Greg has over 28 years of experience in the financial services industry. He strives to understand every client’s unique situation and enjoys forming close relationships with them. One of the benefits to his approach is that clients often refer Greg to their children, and thus he has had the privilege of forming many multi-generational relationships.
Greg started his investment career with Wells Fargo Advisors, (formerly Everen Securities) in 1997. He then joined Morgan Stanley (formerly Salomon Smith Barney) in 1999. He graduated from the University of Illinois in 1994 with a Bachelor of Science degree in engineering. He attained the professional designation of Certified Financial Planner™ in 2006.
He currently resides in Houston, Texas with his wife, Kristy, and their three children. Outside the office, Greg is actively involved in many charitable and community organizations. He has served as Chairman of the Alpha Sigma Phi Foundation Board as well as Chairman of the St Thomas School Foundation. In his free time, he enjoys hiking and hunting, especially in his home state of Illinois, and spending time with his family.
Securities Agent: WY, WV, WI, WA, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290390
NMLS#: 1290390
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Kroencke Group focuses on developing our client's portfolios to address not only their personal financial concerns, but also those of their loved ones. Contact us today to begin planning for the future you want and leave a legacy you're proud of.
2025 Tax Tables
These tables outline the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
2025 IRA Contribution Limits
The IRS has announced retirement plan benefit and contribution limits for 2025. You can review all plan type 2025 contribution limits here.
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529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Donor Advised Funds (DAF)
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Required Minimum Distributions
Required minimum distributions (RMDs) are likely to play an important role in your finances in retirement. Planning ahead for what you want to do with the money may help reduce taxes and increase options for re-investing. Here’s 8 things you should know.
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Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
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Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 966-6813(713) 966-6813
Meet My Team
Anna C. Echols
Portfollio Associate
Phone:
(713) 966-2169(713) 966-2169
Ellie Noon
Client Service Associate
Phone:
(713) 966-2130(713) 966-2130
About Allison B Irelan
Allison brings over 26 years of experience in the financial services industry to her role of Vice President, Wealth Management Associate and Financial Planning Associate. She is highly motivated to provide excellent service, working closely with the team’s clients and stepping up to meet their varied needs. She draws on a strong work ethic and decades of experience to provide expert guidance and service.
Allison graduated from Texas A & M University with a BBA degree in finance. She began her career working in commercial real estate in the areas of asset management and loan underwriting. She shifted into the financial services field in 1999, joining the firm when it was Salomon Smith Barney. Shortly thereafter, she began working with the team, and has been an integral member since.
When not working, Allison enjoys music, hiking, reading, bird watching, traveling with her husband Brad, and spending time with her adult daughters and grandchildren. She has been involved in many volunteer projects aimed at assisting Houston’s most needy populations.
Allison graduated from Texas A & M University with a BBA degree in finance. She began her career working in commercial real estate in the areas of asset management and loan underwriting. She shifted into the financial services field in 1999, joining the firm when it was Salomon Smith Barney. Shortly thereafter, she began working with the team, and has been an integral member since.
When not working, Allison enjoys music, hiking, reading, bird watching, traveling with her husband Brad, and spending time with her adult daughters and grandchildren. She has been involved in many volunteer projects aimed at assisting Houston’s most needy populations.
About Anna C. Echols
Anna joined the team in 2016 after graduating from Texas Christian University with a BBA in finance. She currently serves as a Portfolio Associate, playing a vital role in supporting advisors and delivering a high level of service to clients. Known for her responsiveness, attention to detail, and client-centric approach, Anna earns the trust and confidence of clients by attending closely to their needs and requests.
Among other duties, Anna plays a key part in in developing and maintaining retirement financial plans, where her analytical skills are especially valuable. She holds both Series 7 and Series 66 licenses.
Born and raised in Houston, Anna enjoys traveling, reading, and spending time with her husband, Hugh, and their families.
Among other duties, Anna plays a key part in in developing and maintaining retirement financial plans, where her analytical skills are especially valuable. She holds both Series 7 and Series 66 licenses.
Born and raised in Houston, Anna enjoys traveling, reading, and spending time with her husband, Hugh, and their families.
About Ellie Noon
Ellie is the newest member of the team and brings much enthusiasm to her new role as Client Service Associate. She works collaboratively with clients and the rest of her team on operational items such as opening new accounts, expanding her industry knowledge while working toward obtaining her FINRA licenses.
Ellie graduated from Texas A & M University in 2020, where she earned a BA degree in communications, with a minor in business. A native of Houston, she enjoys traveling, especially to beach locations, and spending time with friends and family.
Ellie graduated from Texas A & M University in 2020, where she earned a BA degree in communications, with a minor in business. A native of Houston, she enjoys traveling, especially to beach locations, and spending time with friends and family.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Gregory M Kroencke today.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
