Michael Wesbrooks
Managing Director, PWM Market Executive
Phone:
(281) 657-1881(281) 657-1881
Morgan Stanley Private Wealth Management
Houston Pwm Branch Office
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 Manager
Michael WesbrooksPhone:
(281) 657-1881(281) 657-1881
About Morgan Stanley Houston Pwm Branch
Serving Texas, Arizona, Colorado, and Utah, Morgan Stanley Private Wealth Advisory teams support a select clientele of high-achieving entrepreneurs, executives, developers, athletes, family offices and other stewards of significant wealth. Co-located with our institutional businesses to foster connectivity, we are ideally positioned to leverage the specialized resources, intellectual capital and institutional capabilities of our firm to help successful families and individuals pursue their personal and entrepreneurial ambitions.
Our Private Wealth 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 help create an enduring legacy. We welcome inquiries from those seeking professional financial advice and are always happy to discuss your needs and provide introductions to a Private Wealth 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 Private Wealth 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 help create an enduring legacy. We welcome inquiries from those seeking professional financial advice and are always happy to discuss your needs and provide introductions to a Private Wealth 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
- Comprehensive Wealth Planning
- Portfolio Construction
- Asset AllocationFootnote1
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote3
- Cash Management SolutionsFootnote4
- Family Governance
- Wealth Education
- Philanthropy Management
- Investing With Impact
- Lifestyle Advisory ServicesFootnote5
- Single Family Office Advisory
Our Team at Morgan Stanley Houston Pwm Branch
John Harsch
Executive Director, PWM Market Manager
Phone:
(214) 720-2956(214) 720-2956
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 John Harsch
Over the course of his 20-year career at Morgan Stanley, John Harsch has worked with some of the most seasoned and successful Private Wealth Management teams in the country. Prior to joining the Southwest Region, John served as Market Manager of Morgan Stanley’s Park Cities office in Dallas, and as Market Manager of Morgan Stanley’s Private Wealth business in Menlo Park, California.
Drawing on his own experience and extensive network, John excels at helping advisors and their clients address complex issues, connecting them to the vast resources of Morgan Stanley to address the multifaceted challenges of managing significant wealth.
John was raised in Bucks County, Pennsylvania, and graduated from Susquehanna University with a B.A. in Finance. He now lives in Dallas with his wife, Andrea, and their two daughters, Kinley Elle and Pixley Rose. In addition to spending time with his family, John enjoys golf, fishing and his community involvements as a member of Cottonwood Creek Church and a volunteer with North Texas Food Bank.
Drawing on his own experience and extensive network, John excels at helping advisors and their clients address complex issues, connecting them to the vast resources of Morgan Stanley to address the multifaceted challenges of managing significant wealth.
John was raised in Bucks County, Pennsylvania, and graduated from Susquehanna University with a B.A. in Finance. He now lives in Dallas with his wife, Andrea, and their two daughters, Kinley Elle and Pixley Rose. In addition to spending time with his family, John enjoys golf, fishing and his community involvements as a member of Cottonwood Creek Church and a volunteer with North Texas Food Bank.
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. She 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 four years later to her current position.
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 four years later to her current position.
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
845 Texas Ave
Ste 1810
Houston, TX 77002
US
Branch:
(281) 657-1920(281) 657-1920
Toll-Free:
(888) 512-4400(888) 512-4400
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Alternative 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.
3Morgan 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
4Morgan 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
5Morgan 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.
Morgan 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.
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.
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
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Alternative 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.
3Morgan 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
4Morgan 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
5Morgan 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.
Morgan 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.
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.
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
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 6/25