My Story

Many people work hard to save so that one day, those savings will start working hard for them and their family. However, it can be difficult to know how much to save, or how to prepare for retirement, save for a child’s education, or mitigate taxes.

As a result, many people lose sleep over these challenges. Which is perfectly understandable, as many of these decisions can be complex. That’s why I help you define your objectives with a clear financial plan, develop a research-driven strategy, and manage your portfolio to help keep you on track toward your goals.

With over 20 years of experience helping clients in San Antonio and the greater Lone Star State, I’m able to be your comprehensive financial resource. I do all the planning, investing, and monitoring for you, so you can stay focused on your profession, family, and passions.

As a financial advisor with Morgan Stanley, I maintain the resources and breadth of a global institution. But I also grew up on a small town Texas ranch, which means that I keep diligence, sincerity, and friendliness at the forefront of my practice.

To discuss your goals and see if I can help you reach them, please call me at (210) 277-4449.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Asset Management3
  • Professional Portfolio Management4
  • Planning for Education Funding5
  • Estate Planning Strategies6
  • Lending Products
  • Cash Management7
  • Business Planning8
  • Business Succession Planning9
Securities Agent: TX, WA, VA, OR, NY, NC, MI, MA, LA, KS, IL, FL, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1290456
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

What I Do

The first step of any plan is to clearly establish its purpose. That’s why as your wealth advisor, it’s critical for me to listen. I need a deep understanding of your life goals in order to craft your personalized set of financial objectives. Once we’ve worked together to paint a detailed picture of your future, I lay out the path to help guide you there.

The next step is to put together your portfolio. Unlike many advisors, I don’t just pass off your assets for someone else to handle; instead, as part of Morgan Stanley's Portfolio Management program, I manage my own stock portfolios along with mutual fund and separately managed account asset allocation models that I have developed. This rigorous process allows me to maintain an intimate knowledge of your investments. I’m able to analyze them in greater depth, and adjust them as needed.

I believe you’ve hired me to worry for you. While the biggest part of that role is overseeing your financial plan, another important aspect is keeping you well-informed. I’ll always walk you through a strategy before putting it into action, and I’ll always give you direct, honest financial guidance. I pride myself on offering a superior level of service, and will go to great lengths to help you in any way I can.

    My Clients

    My clients represent a diverse group of families and individuals: some are oil and gas executives nearing retirement, others are younger tech engineers and pharmaceutical salespeople, still others are multigenerational families with large estates to manage. While my clients all have different objectives, they share a similar approach: they know to seek out help, and trust that my hard work, careful planning, and transparent process will help them achieve their goals.

    Having grown up in a big family on a small ranch, I’m comfortable conversing and working with individuals across many generations. I’ve been fortunate to work with many of my clients over a period of many years, and take great pride and joy in the deep relationships we’ve developed.

    But whether you’ve been my client for a decade or a month, my aim remains the same: to be your comprehensive financial resource on a daily basis, and your trusted financial guide throughout all the stages of your life. There’s no greater professional satisfaction for me than looking back with a client and seeing that what once seemed like a far off dream has now become their reality.

      Location

      755 East Mulberry
      Suite 300
      San Antonio, TX 78212
      US
      Direct:
      (210) 277-4449(210) 277-4449
      Toll-Free:
      (800) 733-3041(800) 733-3041
      Fax:
      (210) 735-1150(210) 735-1150

      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Consolidate Your Cash at a Competitive Rate

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

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      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Lance Childress today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      2Morgan 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.

      3Morgan 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.

      4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      5Morgan 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.

      6Morgan 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.

      7Morgan 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

      8Morgan 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.

      9Morgan 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.

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      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.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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