Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

About Me

Kevin Holmes is a Private Banker for Morgan Stanley Wealth Management covering the Houston Galleria branch in Texas. Kevin began his career in financial services in 1999. Prior to joining Morgan Stanley in 2011, Kevin was a Vice president at Pinnacle Bancorp. He has also worked in Wealth Management at Merrill Lynch where he held several roles. Kevin graduated from California State University Northridge with a Bachelor of Science in Finance. He holds an MBA in Business Administration from the University of Phoenix. He resides in Sugarland, Texas, with his wife and two sons. Outside of the office, Kevin enjoys spending time with his family, playing golf, traveling and attending sporting events.

About Me

Erik Solis is an Associate Private Banker serving Morgan Stanley's Wealth Management offices in the Greater Houston complex.
Erik began his career in financial services in 1997 and join Morgan Stanley in 2016. Prior to joining the firm, he was a Private Mortgage Banker at the Bank of Texas, NA. He was also a Financial Advisor at Merrill Lynch and UBS.
Erik received a Bachelor of Arts in Economics from the University of Texas at Austin. He and his family reside in Houston.
When not at the office, Erik dedicates his time to coaching youth sports and enjoying outdoor activities.
NMLS#: 279620
Ready to start a conversation? Contact Kapil Mathur today.
Market Information Delayed 20 Minutes
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 suitable 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”) 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.


CRC 2019752 10/2018