Michael Wesbrooks
Managing Director, Market Executive
Phone:
(281) 657-1881(281) 657-1881
Morgan Stanley
Houston Market Office
You define success, we help you achieve it
717 Texas Avenue
Suite 3050
Houston, TX 77002
US
Market:
(713) 658-2700(713) 658-2700
Toll-Free:
(800) 890-2774(800) 890-2774
Market Executive
Tige J. SoderbergPhone:
(713) 658-2701(713) 658-2701
About Morgan Stanley Houston Market
For more than 40 years, Morgan Stanley’s Greater Houston offices have served a wide range of distinguished clients. We have worked with major corporations, thriving businesses and leading private equity and venture capital firms. We have also delivered highly customized personal wealth solutions to senior executives, successful entrepreneurs, sophisticated investors and other stewards of significant wealth. Clients can rely on the experienced counsel of our Financial Advisors, and vast global resources of our firm, to help them pursue their specific financial needs and objectives.
Our Financial Advisors, support staff, and market managers are aligned behind a single goal: to deliver an outstanding service experience while providing the customized solutions our clients require to grow and monetize their businesses, preserve their assets, pursue their greatest ambitions and create an enduring legacy. Each Financial Advisor is committed to providing our clients with personalized service and astute counsel. Our Financial Advisors are also supported by the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms. We welcome inquiries from those seeking professional financial advice and are always happy to discuss your needs and provide introductions to a suitable Financial Advisor. We are equally interested in speaking with Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Our Financial Advisors, support staff, and market managers are aligned behind a single goal: to deliver an outstanding service experience while providing the customized solutions our clients require to grow and monetize their businesses, preserve their assets, pursue their greatest ambitions and create an enduring legacy. Each Financial Advisor is committed to providing our clients with personalized service and astute counsel. Our Financial Advisors are also supported by the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms. We welcome inquiries from those seeking professional financial advice and are always happy to discuss your needs and provide introductions to a suitable Financial Advisor. We are equally interested in speaking with Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Alternative InvestmentsFootnote1
- Retirement PlanningFootnote2
- Saving for CollegeFootnote3
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote4
- Traditional Investments
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Houston Market
Tige Soderberg
Executive Director, Market Manager
Jintal Patel
Vice President, Associate Market Manager
Phone:
(281) 657-1890(281) 657-1890
Heidi Alikpokou
Vice President, Market Business Service Officer
Phone:
(713) 968-3005(713) 968-3005
Krystal Cruz
First Vice President, Senior Risk Officer
Phone:
(281) 657-1883(281) 657-1883
About Michael Wesbrooks
With more than three decades of experience, Michael Wesbrooks leads the Morgan Stanley Private Wealth Management business in Texas, Arizona, Colorado and Utah. Michael also oversees the entire Wealth Management business for Greater Houston. His long tenure and extensive network enable him to support his market’s Private Wealth Advisors in their efforts to help some of the world’s most sophisticated clients address exceptionally complex wealth management challenges.
Michael’s entire professional career has been in the wealth management business, beginning in 1993 as a Financial Advisor in Dallas. In 2008, he moved to UBS, where he spent nine years in leadership roles that included overseeing the Dallas private wealth management office, the Dallas Crescent office, and their Kentucky Complex. Michael rejoined Morgan Stanley in 2017 and served on the Branch Manager Advisory Council from 2020-2023.
Michael is graduate of Louisiana State University, where he was an all-American on the tennis team. He and his wife, Claudia, have been married for 30 years and have two adult children, Camila and Alex. They live in Houston, Texas.
Michael’s entire professional career has been in the wealth management business, beginning in 1993 as a Financial Advisor in Dallas. In 2008, he moved to UBS, where he spent nine years in leadership roles that included overseeing the Dallas private wealth management office, the Dallas Crescent office, and their Kentucky Complex. Michael rejoined Morgan Stanley in 2017 and served on the Branch Manager Advisory Council from 2020-2023.
Michael is graduate of Louisiana State University, where he was an all-American on the tennis team. He and his wife, Claudia, have been married for 30 years and have two adult children, Camila and Alex. They live in Houston, Texas.
About Tige Soderberg
Drawing on 25 years of experience as a Financial Advisor and Branch Manager, Tige Soderberg oversees the work of Morgan Stanley Advisors and their teams in six Houston offices. Tige focuses on identifying, recruiting and developing top-of-the-line talent and creating an environment in which they can thrive. He is responsible for the smooth running of the offices’ operations and excels at connecting Financial Advisors to the resources required to address their clients’ needs. In recognition of his efforts, Tige was named as one of On Wall Street’s Top 100 Branch Managers in 2017.
After graduating from Kansas State University, Tige joined Smith Barney, a Morgan Stanley predecessor firm, in 2000. Starting as a Financial Advisor Associate, then Financial Advisor, he progressed through a series of increasingly responsible business management positions in Florida and Texas. Prior to his current role, he served as a Market Manager in Morgan Stanley Private Wealth Management in the Washington, D.C. complex.
Born and raised in Kansas City, Tige now lives with his two daughters in Houston. In his free time, he enjoys golf, fishing, exercising and all sporting events.
After graduating from Kansas State University, Tige joined Smith Barney, a Morgan Stanley predecessor firm, in 2000. Starting as a Financial Advisor Associate, then Financial Advisor, he progressed through a series of increasingly responsible business management positions in Florida and Texas. Prior to his current role, he served as a Market Manager in Morgan Stanley Private Wealth Management in the Washington, D.C. complex.
Born and raised in Kansas City, Tige now lives with his two daughters in Houston. In his free time, he enjoys golf, fishing, exercising and all sporting events.
About Jintal Patel
With two decades of experience in the wealth management industry, Jintal Patel’s passion lies in collaborating with advisors and their teams to create tailored solutions for their clients and grow their practices. She excels at connecting advisors to the firm’s vast resources to solve complex challenges and believes in the power of teamwork.
Jintal began her financial career in Houston as a stockbroker at Scottrade in 2007. She joined Merrill Lynch in 2013 as a Client Relationship Manager. During her time at Merrill Lynch, she co-chaired the Leadership, Education, Advocacy & Development for Women (LEAD for Women) chapter. In 2022, Jintal joined Morgan Stanley as a Business Development Manager, focusing on leveraging the firm’s resources to meet clients’ needs and build strong relationships.
Born and raised in India, Jintal is fluent in Hindi, Gujarati, Marathi and English. She earned her Bachelor of Computer Science from the University of Nagpur. She has lived in Houston for 25 years with her husband, Vimal, and their son, Avi.
Jintal is an active member of the RISE mentoring program, enjoys tackling home projects, and loves to experiment with bold vegetarian recipes. When she’s not cooking, you will find her discovering new restaurants.
Jintal began her financial career in Houston as a stockbroker at Scottrade in 2007. She joined Merrill Lynch in 2013 as a Client Relationship Manager. During her time at Merrill Lynch, she co-chaired the Leadership, Education, Advocacy & Development for Women (LEAD for Women) chapter. In 2022, Jintal joined Morgan Stanley as a Business Development Manager, focusing on leveraging the firm’s resources to meet clients’ needs and build strong relationships.
Born and raised in India, Jintal is fluent in Hindi, Gujarati, Marathi and English. She earned her Bachelor of Computer Science from the University of Nagpur. She has lived in Houston for 25 years with her husband, Vimal, and their son, Avi.
Jintal is an active member of the RISE mentoring program, enjoys tackling home projects, and loves to experiment with bold vegetarian recipes. When she’s not cooking, you will find her discovering new restaurants.
About Heidi Alikpokou
Heidi Alikpokou is an accomplished professional with nearly 20 years of experience in the financial services industry. Working in close support of Private Wealth Advisors, Heidi leads a dedicated service team that strives to deliver operational excellence throughout the market.
After earning her bachelor’s degree from Midland College, Heidi joined Wells Fargo as a Service Manager in 2006. She joined Morgan Stanley in 2014 and progressed through a series of promotions into her current position.
Born in Hinton, Iowa, Heidi now lives in Houston with her husband of 16 years, Hermann, their four children, Aubrey, Sidney, Kylian and Presley, and a German Short Hair named Tex. In addition to spending time with her family, she enjoys traveling, golfing, and is an active volunteer with Habitat for Humanity and The Open Door Mission.
After earning her bachelor’s degree from Midland College, Heidi joined Wells Fargo as a Service Manager in 2006. She joined Morgan Stanley in 2014 and progressed through a series of promotions into her current position.
Born in Hinton, Iowa, Heidi now lives in Houston with her husband of 16 years, Hermann, their four children, Aubrey, Sidney, Kylian and Presley, and a German Short Hair named Tex. In addition to spending time with her family, she enjoys traveling, golfing, and is an active volunteer with Habitat for Humanity and The Open Door Mission.
About Krystal Cruz
A Morgan Stanley veteran of 17 years, Krystal Cruz is responsible for all risk, supervisory and compliance functions of Morgan Stanley’s PWM Southwest Greater Houston Markets. Krystal and her team play a crucial role in safeguarding the organization's assets, reputation, and ability to meet its strategic objectives.
After earning her B.A. in Finance from the University of Houston–Downtown, Krystal began her career at Morgan Stanley as a Service Associate. She transitioned to a Risk Officer position in 2014 and was promoted to her current position four years later.
Krystal was born and raised in Houston and presently lives in Katy with her husband, Floyd, and their two daughters. Outside of work, she volunteers at her church and spends most weekends at her daughters’ softball tournaments. She enjoys cooking, traveling, and attending sporting events with her family.
After earning her B.A. in Finance from the University of Houston–Downtown, Krystal began her career at Morgan Stanley as a Service Associate. She transitioned to a Risk Officer position in 2014 and was promoted to her current position four years later.
Krystal was born and raised in Houston and presently lives in Katy with her husband, Floyd, and their two daughters. Outside of work, she volunteers at her church and spends most weekends at her daughters’ softball tournaments. She enjoys cooking, traveling, and attending sporting events with her family.
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Branch Address
16554 Creek Bend Dr
Ste 100
Sugar Land, TX 77478
US
Branch:
(281) 263-1600(281) 263-1600
Toll-Free:
(800) 242-2914(800) 242-2914
Fax:
(281) 263-1666(281) 263-1666
Central Region Pwm Branch
Find a Financial AdvisorBranch Address
15021 Katy Freeway
Ste 650
Houston, TX 77094
US
Branch:
(281) 717-1500(281) 717-1500
Toll-Free:
(888) 597-4700(888) 597-4700
Fax:
(281) 717-1475(281) 717-1475
Branch Address
24 Waterway Ave
Ste 600
The Woodlands, TX 77380
US
Branch:
(281) 362-4700(281) 362-4700
Toll-Free:
(800) 422-5766(800) 422-5766
Branch Address
845 Texas Ave
Ste 1810
Houston, TX 77002
US
Branch:
(281) 657-1920(281) 657-1920
Toll-Free:
(888) 512-4400(888) 512-4400
Branch Address
16055 Space Center Blvd
Houston, TX 77062
US
Branch:
(281) 480-2616(281) 480-2616
Toll-Free:
(800) 451-0467(800) 451-0467
Houston Branch
Find a Financial AdvisorBranch Address
717 Texas Avenue
Suite 3050
Houston, TX 77002
US
Branch:
(713) 658-2700(713) 658-2700
Toll-Free:
(800) 890-2774(800) 890-2774
1Alternative 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.
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.
3Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
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.
3Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024