Houston Williams Tower Branch Office

Shawn Reed is Executive Director and Branch Manager for Morgan Stanley Wealth Management in Houston, Texas. Shawn is responsible for helping Morgan Stanley Financial Advisors deliver solutions across all market segments including Institutional and Private Clients. He joined Morgan Stanley in 1994 as a Financial Advisor in Houston and in 2000 was promoted to South Texas Area Sales Manager with management responsibilities across Louisiana and Texas. Shawn became the Branch Manager of Morgan Stanley’s West Houston office in 2004 and Branch Manager of the Greenway Plaza office in 2006.

In 2009, Shawn was promoted to The Williams Tower branch within the Morgan Stanley Houston Post Oak Market. For decades, The Williams Tower office has served a range of distinguished clients from Fortune 500 Companies to senior corporate executives, business owners, and high net worth families. These multi-generational client relationships have entrusted the Financial Advisor teams in the office with managing over 13 Billion in assets and liabilities. (A/O 12/31/22.)

Shawn is very active in the local community through a variety of organizations. He served as Cub Master of a Cub Scout Pack for 8 years and for the past 9 years as Assistant Scoutmaster for a local Scout Troop. He has coached multiple youth sports teams over the years (soccer, baseball, football, basketball, lacrosse) and is a founding member of Hope Advocates (a non-profit that provides help to families in need in the local community). Shawn and his wife of 22 years, Yvonne, are active at River Pointe Church and have three boys ages 20, 17, and 15. Shawn is a graduate of Duke University, with a BA in Economics and Political Science.

Kristi R. Lucero is a Vice President at Morgan Stanley and the Associate Market Manager for the Houston Post Oak Market. Beginning her career in 1997 as a receptionist with Dean Witter, Kristi has spent over two decades working at Morgan Stanley across different functions within the bank. Prior to her current role, Kristi spent time on the Service, Risk, Sales and Management Team where she earned firsthand experience viewing the business as a whole organization rather than a single department.

In her current role as Associate Market Manager, Kristi strives to pay forward the support and strength that she received throughout career at Morgan Stanley. She is passionate about her role and dedicated to actively coaching Financial Advisors and Wealth Advisor Associates as they navigate their career. Keeping Morgan Stanley’s core values in mind, Kristi works with the leadership team to recruit top notch talent in Houston.

Kristi holds the Series 7, 63, 65, 9, and 10 licenses.

Kristi recently relocated to Houston with her husband Chris, and they are quickly making the area their new home. While Kristi and Chris’s children pursue careers in the automotive and nursing industries, the “empty nester” couple enjoys doing CrossFit together, travelling, and exploring the Houston community. Kristi is an active member of the Diversity and Inclusion Council at Morgan Stanley.

Jintal Patel has over 17 years of experience in the financial service industry. Jintal obtained her Bachelor’s degree in Computer Science from India and began her career as a Stockbroker at Scottrade in 2007. She joined Merrill Lynch in 2013 as a Client Relationship Manager where she managed a team of licensed representatives and coached Financial Advisors to grow their business. In her current role as Business Development manager at Morgan Stanley, she effectively engage with Product Partners across the firm to ensure that the Financial Advisors have the proper training and knowledge of both existing and new tools and firm resources.

Her positive attitude and tireless energy encourages and motivates others to work hard and succeed. Jintal values building authentic relationships and partnering to win, especially in a team environment.

Jintal enjoys completing house projects and watching movies with her husband, Vimal and 14 year old son, Avi. In her free time she also enjoys trying new spicy vegetarian recipes in her kitchen and exploring the newest restaurants in Houston. To balance her love of food - she enjoys working out, organizing anything and everything and being adventurous.

Born in Columbus, OH. Mr. Kibler attended Francis Marion University with the assistance of an academic and athletic scholarship in soccer, and graduated with a Bachelor of Science degree in Accounting. After college, Justin returned to work for Morgan Stanley, beginning in service and support roles in Columbus, OH. From there, Justin moved into a risk role with various firms finally moving to Houston, TX, in 2019. Since 2021, Justin has worked for Morgan Stanley as a risk officer and currently holds a series 3,7,66,9,10,24, and annuity and insurance licenses. Outside of work, Justin is a fitness enthusiast, who enjoys attending sporting events, traveling, and collecting sports memorabilia.

Caryn Gold is a Business Service Officer in the Houston Galleria office for the Houston Post Oak Market. Caryn joined Morgan Stanley in 2019 and has 10 years of experience in the financial services industry. Prior to joining Morgan Stanley, Caryn was a Supervisory Manager at JPMorgan in New York City. She has also previously worked in Analyst and Compliance roles earlier in her career. She has a Bachelor’s of Science in Business Administration from American University.