Cecelia "Cecil" Morgan
Senior Registered Associate
Phone:
(713) 993-2716(713) 993-2716
Johnathan Evans, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Manager
Direct:
(713) 965-8020(713) 965-8020
Toll-Free:
(800) 231-0060(800) 231-0060
My Mission Statement
Guiding wealth with wisdom, providing strategic advice that integrates your financial prosperity with your life's purpose and passions.
About Me
As a Financial Advisor, Senior Portfolio Manager and CFP® professional I've had the pleasure of helping individuals and families successfully manage their finances to meet both short and long-term goals. My goal is to provide clients with the highest level of transparency, so you are well aware of what you're investing in and the associated costs.
Investing, retirement and estate planning can be intimidating - my job is to help simplify the process by providing straightforward advice through financial planning.
My unique background in Computer Science has been instrumental in allowing me to fully leverage the firm’s capabilities in order to provide my clients with the most optimal and innovative wealth management experience.
I have a passion for understanding the nuances of financial planning which is why I'm always learning and expanding my knowledge base. My persistence and dedication has led to many successes throughout my tenure with Morgan Stanley. I believe that if you’re passionate enough about what you do on a daily basis success and happiness are natural byproducts.
When I'm not in the office I enjoy spending time with my family, helping out in the community, fishing, golfing, playing soccer, collecting coins and travelling.
Investing, retirement and estate planning can be intimidating - my job is to help simplify the process by providing straightforward advice through financial planning.
My unique background in Computer Science has been instrumental in allowing me to fully leverage the firm’s capabilities in order to provide my clients with the most optimal and innovative wealth management experience.
I have a passion for understanding the nuances of financial planning which is why I'm always learning and expanding my knowledge base. My persistence and dedication has led to many successes throughout my tenure with Morgan Stanley. I believe that if you’re passionate enough about what you do on a daily basis success and happiness are natural byproducts.
When I'm not in the office I enjoy spending time with my family, helping out in the community, fishing, golfing, playing soccer, collecting coins and travelling.
Securities Agent: PA, LA, KS, AZ, VA, WV, WI, TX, MA, AR, NE, NM, CO, TN, MI, WA, OR, NY, IL, CA, SC, FL, CT, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1290580
NMLS#: 1290580
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At Morgan Stanley, we believe that identifying potential solutions begins with a solid understanding of each situation, goals, objectives, and risk tolerance. We follow a disciplined process that allows us to work with you to develop a strategy that can help meet your individual financial needs:
Introduction & Getting To Know You
Our initial conversation is built around getting to know everything about your family, goals, lifestyle and hobbies. We will then work together to identify your financial strengths and weaknesses by discussing your current investment portfolio, savings, habits and overall beliefs when it comes to the financial markets. This will allow us to custom tailor a strategy for you and your family.
Delivering Recommendations
The next part of the process is delivering and discussing the most important aspects of your financial picture. This includes discussing tax-efficiency/capital gains, portfolio risk as well as financial & estate planning strategies. Depending on what stage of life you are in we will also discuss education planning, tax-efficient withdrawals/planning for required minimum distributions, and best practices when preparing for retirement. Last but not least we will help optimize your ongoing cash & liability management strategy.
Implementation, Monitoring & Accountability
This is arguably one of the most important parts of the process because it requires action from both you and our team. The recommendations above will need to be implemented both internally here at Morgan Stanley, but more importantly by you making the necessary changes in order to implement the plan discussed above. In order to ensure that the plan is implemented we will meet periodically throughout the year to update your plan and discuss your progress. Client service and communication is paramount, therefore I make myself available for clients as needed.
Get Started
To get started with a complimentary financial plan, please schedule a meeting with me using the link below.
Schedule MeetingNavigating Major Life Events
Most major life events have financial implications. We are here to help you through them and make the right financial decisions for you and your family.
Marriage
Few events are more exciting than when you decide to align your life with the person you love. We help you plan for these milestones and guide these conversations.
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well-being. We can help you can prepare for these difficult situations and help you to feel more in control and better equipped to make informed decisions about your financial future.
Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why we help you plan ahead to ensure that your wishes and your will are followed.
Retirement
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself, or trying to figure out the best way to support your loved ones. Elder care may be a complicated, emotional process that is why we help keep you develop a clear plan that prioritizes the desires and preferences of the aging individual.
Business
From executive-level employment situations to other business ventures—from startups to established enterprises we can help you navigate the complexities of business ownership and investment and associated activities such as selling, divesting or planning for succession.
Birth
Welcoming a child into the family is a joyous occasion for everyone from parents and grandparents to aunts, uncles, siblings, cousins and other extended family members. Therefore, we help you and other family members plan and prepare for the financial components that a new child may introduce into your lives.
Education
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situations.
Valuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Quarterly Newsletter - Q1 2024
This quarterly newsletter expresses my viewpoints as it relates to specific market commentary and potential outlooks for 2024. Please view the attachment below for more information.
Learn More
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest Report
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025 . Check back soon for details on upcoming events.
Online
Location
2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Direct:
(713) 965-8020(713) 965-8020
Toll-Free:
(800) 231-0060(800) 231-0060
Fax:
(713) 965-5050(713) 965-5050
Meet My Team
About Cecelia "Cecil" Morgan
As a Senior Registered Associate with more than four decades of financial industry experience, Cecil is dedicated to building personal and professional relationships with clients while supporting the day to day business needs.
Responsible for administrative oversight, handling client inquiries and facilitating client transactions, her energy and skills result in a first-class experience for clients.
Cecil resides in Houston, Texas where she enjoys spending time with friends, family and her loving cat Mary Kathryn.
Responsible for administrative oversight, handling client inquiries and facilitating client transactions, her energy and skills result in a first-class experience for clients.
Cecil resides in Houston, Texas where she enjoys spending time with friends, family and her loving cat Mary Kathryn.
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
A Simple Six-Step Retirement Checkup
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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
The Robots are Coming
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Ready to start a conversation? Contact Johnathan Evans 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.
1When 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.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Investors 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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
1When 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.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Investors 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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)
