Phone:
(903) 241-7546(903) 241-7546
LTX Legacy Group at Morgan Stanley
Markie BarnettHerman BellLarry CastleMichael GravesRichard JamesDaniel LynchCraig A ParrArlee M Small
Direct:
(903) 241-7500(903) 241-7500
Industry Award WinnerOur Mission Statement
Empowering individuals and families to achieve long-term financial security and prosperity through personalized, insightful, and ethical financial planning. Let us help you leave a legacy.
About Us
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Services Include
- Retirement PlanningFootnote1
- Cash Management and Lending ProductsFootnote2
- Financial PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Trust AccountsFootnote5
- 529 PlansFootnote6
- 401(k) Rollovers
- Certificates of DepositFootnote7
- AnnuitiesFootnote8
- Municipal BondsFootnote9
- Long Term Care InsuranceFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Mission
We know you have meaningful goals and we are here to help make sure they are met. We work with individuals, families, businesses, and institutions to implement strategies that preserve and build wealth for retirement.
Holistic Planning
Retirement planning should not be a one shoe fits all solution. Our team focuses in creating strategies that are tailored for each individual. We take the time to learn about you, your family, and aspirations in life. We implement strategic and tactical strategies that allow our team to adjust properly.
A Simple Six-Step Retirement Checkup
Retirement Accounts
The LTX Legacy Group is here to make sure your IRA, 401 (K), and other retirement vehicles are properly managed and invested. We make sure you don't miss any information year to year as the IRS changes contribution limits. Our team help with both corporate and individual retirement plans.
Tax-Smart Strategies for Your Retirement
Insurance, Long Term Care, and Disability
The future can be uncertain and we want to help mitigate risk with life insurance Health care is rising and often times individuals don't have the resources to cover everything. Long term care and disability help alleviate some of that stress.
Planning to Fund Long - Term Care Expenses
Income Protection
We design strategies to create a steady, reliable stream of income that will last through your retirement years. We manage and develop plans that aim for our clients to retire with the same income that they were making while working.
Protecting Your Income from the UnexpectedLegacy
Our holistic approach to financial planning is designed to make sure our clients have a lasting legacy. Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your finances and make sure loved ones are taken care of.
Total Wealth Management
We believe when dealing with assets, equity compensation and insurance policies that your advisor should provide a personal, comprehensive, and complete financial plan. . We are an experienced advisory team, which takes a holistic approach to wealth management. We conduct ongoing reviews and extensive reporting to help ensure your strategy adapts to your changing financial and family needs. We have access to all of Morgan Stanley's modern wealth tools and use them to help ensure that you, your family, and your loved ones are protected.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Trust and Wills
Family and friends are important and our team is here to make sure they are fully covered. We provide trust and will services as part of our overall financial plan strategy. We will assist with the settlor and make sure the beneficiaries are properly taken care of.
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 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.
Securing Your Legacy
Building, preserving and passing on a legacy involves much more than investing wisely. Our team provides a comprehensive analysis of your objectives, intelligent structuring of your assets, and integrate into a plan. A trust can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, business, and philanthropic legacy.
529 Plans
Cost keep rising for schools and we know it is getting more difficult to pay for tuition. 529 Plans offer the chance to pay for college without taking a loan. By starting early, 529 Plans are an effective strategy to pay for school.
Click here to learn moreModern Wealth Management Tools
Our comprehensive suite of secure digital tools are designed to help enhance every aspect of your financial life while ensuring your data is protected. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Click here to learn more- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Total Wealth View
Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Click here to learn moreThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is our top priority. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
Click here to learn more
Portfolio Risk Management- Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Click here to learn more
Goal Planning System (GPS)
Our Goals Planning System (GPS) is built on Morgan Stanley's intellectual capital and capabilities, to provide our clients with comprehensive investing and planning solutions for their individual goals.
Click here to learn more
Digital Vault
Available on the Morgan Stanley Online and Mobile App. It allows clients and their families to build a central, shared document library where all documents are stored using encryption.
Learn more about Digital VaultFirm Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Tax Planning
Understand your guide to tax-efficient planning. Learn about tax rates, education and health savings account limits, retirement contribution and deduction limits, among other information.
Click here to learn more
A Smarter Approach to Charitable Giving
Morgan Stanley charitable giving allows for a smart way to give to causes you care about. It is a simple, thoughtful, and tax-advantageous way to support your favorite charities
Click here to learn more
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Click here to learn more
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click here to listen
Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Click here to learn more
Leverage Digital Tools
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Leveraging digital tools allows for easy document sharing, convenient access, and encrypted files.
Click here to learn moreLocation
911 W Loop 281
Suite 310
Longview, TX 75604
US
Direct:
(903) 241-7500(903) 241-7500
Meet LTX Legacy Group
Phone:
(903) 241-7510(903) 241-7510
Phone:
(903) 241-7585(903) 241-7585
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Insurance Planning Director, Senior Vice President, Wealth Management
Phone:
(903) 241-7520(903) 241-7520
Richard James
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(903) 241-7575(903) 241-7575
Phone:
(903) 241-7505(903) 241-7505
Phone:
(903) 241-7552(903) 241-7552
Arlee M Small
Financial Advisor, Financial Planning Specialist
Phone:
(903) 241-7548(903) 241-7548
Connor Bailey
Client Service Associate
Phone:
(903) 241-7531(903) 241-7531
Stacey Birdsong
Senior Client Service Associate
Phone:
(903) 241-7525(903) 241-7525
Karen Jackson
Registered Client Service Associate, Portfolio Associate
Phone:
(903) 241-7542(903) 241-7542
Lori James
Business Development Associate
Phone:
(903) 241-7580(903) 241-7580
Ashley Mackay
Registered Wealth Management Associate
Phone:
(903) 241-7523(903) 241-7523
Brittany Bell
Client Service Associate
Phone:
(903) 241-7547(903) 241-7547
About Markie Barnett
Markie Barnett is a Financial Advisor for LTX Legacy Group at Morgan Stanley. With 17 years of financial experience at the firm, Markie transitioned into her role as an advisor in 2019 after working as a Registered Client Service Associate for the team. She has been awarded the Morgan Stanley Pacesetter’s Club in 2022, 2023 and 2024. She creates holistic financial plans for her clients with a focus on retirement income planning strategies, 401K rollovers, and college cost planning.
Markie received her Master of Business Administration (MBA) from The University of Texas at Tyler in 2011 in addition to her Bachelor of Business degree in 2010.
Markie is married to Daniel Barnett and they have a little boy and two “fur babies”. They live happily on a farm in Union Grove where they enjoy spending time outside with their son, crafting and actively engaging with their Friendship Baptist Church family in Gladewater. Markie serves her church as a member of the Administrative Council and is also President of the Parent Participation Organization at Wee Learn Center.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Markie received her Master of Business Administration (MBA) from The University of Texas at Tyler in 2011 in addition to her Bachelor of Business degree in 2010.
Markie is married to Daniel Barnett and they have a little boy and two “fur babies”. They live happily on a farm in Union Grove where they enjoy spending time outside with their son, crafting and actively engaging with their Friendship Baptist Church family in Gladewater. Markie serves her church as a member of the Administrative Council and is also President of the Parent Participation Organization at Wee Learn Center.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Securities Agent: GA, KS, WY, TN, WA, VA, TX, NY, IN, WI, MO, AK, ME, LA, AL, IL, FL, AZ, NC, CO, CA, OR, CT, AR, SC, MI, OK, MN, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2626237
NMLS#: 2626237
About Herman Bell
Herman Bell is a Senior Vice President, Portfolio Management Director, Financial Advisor with 48 years of financial service experience. Herman has earned the Morgan Stanley designation of Senior Portfolio Manager for the Portfolio Management Program and has received his Certified Financial Planner (CFP) designation. He began working for Morgan Stanley in 2007, after working as an assistant manager and manager at other firms. He takes the time to learn about his client’s goals, challenges, values and life in order to create comprehensive financial plan.
Herman grew up in Henderson, TX and now lives happily in Longview, TX. He received his Bachelors of Business from The University of Texas Austin in 1977.
Herman is married to Susan Bell and is a proud parent of Larry Bell and Brittany Bell. He is thrilled to be a grandfather to his precious granddaughter Naomi. In his free time, he enjoys fly fishing, hunting and is an avid bicycle rider. Herman is a strong part of his community and is an active member of Mobberly Baptist Church in Longview Texas and on the board of Christian Heritage Classical School.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Herman grew up in Henderson, TX and now lives happily in Longview, TX. He received his Bachelors of Business from The University of Texas Austin in 1977.
Herman is married to Susan Bell and is a proud parent of Larry Bell and Brittany Bell. He is thrilled to be a grandfather to his precious granddaughter Naomi. In his free time, he enjoys fly fishing, hunting and is an avid bicycle rider. Herman is a strong part of his community and is an active member of Mobberly Baptist Church in Longview Texas and on the board of Christian Heritage Classical School.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Securities Agent: ME, MD, AR, SC, CO, CA, AL, OR, NY, MN, MI, FL, WI, IL, IN, WA, TN, GA, WY, OK, NC, MO, AZ, TX, LA, CT, AK, VA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
About Larry Castle
Gene Castle is a First Vice President, Portfolio Management Director, and Financial Advisor with 37 years of financial service experience and is part of the LTX Legacy Group at Morgan Stanley. Gene holds his Series 3, Series 7, Series 63 & 65, and Texas Insurance License – for Life, Health, and Variable Annuity Insurance. He started at Morgan Stanley in 1987, after moving away from public and corporate accounting and stepping away from his own real estate development company which lasted nine years.
Gene grew up in Mount Pleasant, Texas, and moved to Longview in 1979. He is a graduate of the University of Texas in Arlington and holds a Bachelor of Business Administration in Accounting.
Gene is married to his wife Sabrina and has two sons named Will and James. Gene has been very involved with his community to include prior boards as the American Heart Association and Pinecrest Country Club. He is a member of New Beginnings Baptist Church in Longview. In his spare time, he enjoys being with his family, playing golf, fly fishing, and bike riding.
Gene grew up in Mount Pleasant, Texas, and moved to Longview in 1979. He is a graduate of the University of Texas in Arlington and holds a Bachelor of Business Administration in Accounting.
Gene is married to his wife Sabrina and has two sons named Will and James. Gene has been very involved with his community to include prior boards as the American Heart Association and Pinecrest Country Club. He is a member of New Beginnings Baptist Church in Longview. In his spare time, he enjoys being with his family, playing golf, fly fishing, and bike riding.
Securities Agent: MS, ID, OK, GA, CO, WY, WI, VA, MD, MN, ME, IL, DE, TN, SD, OH, FL, CT, CA, NC, NY, MO, AR, WA, NJ, IN, AK, MI, AZ, TX, LA; General Securities Representative; Investment Advisor Representative
About Michael Graves
Adam Graves is a Senior Vice President, Senior Portfolio Manager, Financial Advisor with 28 years of financial service experience and is part of The Bell Graves Group at Morgan Stanley. He has his Series 7 License, Series 66 License, and his Life, Health Variable Annuity insurance licenses. Before making the move to Morgan Stanley in 2008, Adam worked with Herman at AG Edwards. Adam has an extensive background in wealth management, retirement planning and financial planning. Adam's focus is on developing strategies for his clients current and future needs.
Adam lives in Longview, TX, where he grew up as a child. He received his Bachelors of Business Administration from Stephen F. Austin State University in 2004.
Adam is married to Shanna Graves and is the parent of Taylor Graves and Savannah Graves. In his free time, he enjoys spending it with his family, travelling and is an extreme car enthusiast. Adam is involved in many different aspects of his community. He is an active member of First Baptist Church in Longview Texas, on the board of trustee at Pine Tree Independent School District, a board member of the Parenting Resource Center, the VP Board Member of Green Wood Cemetery, a Stephen F. Austin Alumni ambassador and past president of Keep Longview beautiful.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Adam lives in Longview, TX, where he grew up as a child. He received his Bachelors of Business Administration from Stephen F. Austin State University in 2004.
Adam is married to Shanna Graves and is the parent of Taylor Graves and Savannah Graves. In his free time, he enjoys spending it with his family, travelling and is an extreme car enthusiast. Adam is involved in many different aspects of his community. He is an active member of First Baptist Church in Longview Texas, on the board of trustee at Pine Tree Independent School District, a board member of the Parenting Resource Center, the VP Board Member of Green Wood Cemetery, a Stephen F. Austin Alumni ambassador and past president of Keep Longview beautiful.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Securities Agent: NY, CA, VA, TN, OK, MO, MD, GA, WY, SC, NC, AZ, AR, IL, IN, ME, AK, KS, WI, WA, LA, FL, AL, TX, OR, MI, CO, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1255356
NMLS#: 1255356
About Richard James
Rick is a Senior Vice President, Senior Portfolio Management Director, and Financial Advisor with 45 years of investment experience. Rick has completed the Series 3, Series 7, Series 63, Series 65 and also holds a Texas Insurance license for Life, Health, and Variable Annuities. He started in the investment business with E.F. Hutton in Longview in 1978.
Rick grew up in East Texas and has lived in or near Longview for the past 45 years. He is a graduate of Texas A&M University in Commerce and holds the Bachelor of Business Administration and Master of Business Administration degrees.
Rick is married to Lori who also works at Morgan Stanley. Rick is a pilot and flies a hot air balloon as a hobby. He is also on the Board of Directors of the Great Texas Balloon Race held in Longview every summer. Rick and Lori are members of Mobberly Baptist Church in Longview. In their spare time they enjoy family activities, lake time, and travel.
Rick grew up in East Texas and has lived in or near Longview for the past 45 years. He is a graduate of Texas A&M University in Commerce and holds the Bachelor of Business Administration and Master of Business Administration degrees.
Rick is married to Lori who also works at Morgan Stanley. Rick is a pilot and flies a hot air balloon as a hobby. He is also on the Board of Directors of the Great Texas Balloon Race held in Longview every summer. Rick and Lori are members of Mobberly Baptist Church in Longview. In their spare time they enjoy family activities, lake time, and travel.
Securities Agent: AR, NM, MI, NC, AK, MD, CO, AZ, LA, WY, WI, ME, CT, CA, OK, TN, NY, IL, FL, MT, MO, IN, GA, WA, VA, TX; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1369362
NMLS#: 1369362
About Daniel Lynch
Daniel Lynch is a Vice President, Branch Manager and Financial Advisor at Morgan Stanley. With about 30 years in the financial services industry, Dan combines the longevity of his investment and professional experience to preserve and grow the wealth of his clients. Through his comprehensive approach, he focuses on retirement planning to help his clients achieve their financial goals. Dan works with his clients to structure their finances so they will have the financial freedom to live a life they envision for themselves while taking on the least amount of risk.
Dan began his career at Morgan Stanley in 1994 as a Financial Advisor and became a Manager at the firm in 2006. He resides in Longview, Texas with his wife, and when he is not working, he enjoys traveling and spending time with their five grandkids.
Dan began his career at Morgan Stanley in 1994 as a Financial Advisor and became a Manager at the firm in 2006. He resides in Longview, Texas with his wife, and when he is not working, he enjoys traveling and spending time with their five grandkids.
Securities Agent: SD, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1494466
NMLS#: 1494466
About Craig A Parr
Craig Parr is a First Vice President, Portfolio Management Director, and Financial Advisor with 20 years of financial service experience and is part of the LTX Legacy Group at Morgan Stanley. Craig holds his Series 7, Series 66, Series 31, and Texas Insurance License – for Life, Health, and Variable Annuity Insurance. Before making the move to the financial industry with Morgan Stanley in 2003, Craig worked in Dallas in public and corporate accounting with an emphasis in tax.
Craig is originally born in England and moved to Longview as a child where he has grown up. Craig is a graduate of Stephen F. Austin State University in 1996 and holds a Bachelor of Business Administration in Accounting.
Craig is married to his wife Dana and they have one son named Hudson. He is a member of First United Methodist Church in Longview and is very involved with boards and charities within the community. In his spare time, he enjoys being with his family, traveling and playing golf-especially with his son who is an avid golfer.
Craig is originally born in England and moved to Longview as a child where he has grown up. Craig is a graduate of Stephen F. Austin State University in 1996 and holds a Bachelor of Business Administration in Accounting.
Craig is married to his wife Dana and they have one son named Hudson. He is a member of First United Methodist Church in Longview and is very involved with boards and charities within the community. In his spare time, he enjoys being with his family, traveling and playing golf-especially with his son who is an avid golfer.
Securities Agent: NC, ME, NY, DE, CA, IN, TN, OH, WA, TX, WI, SD, OK, LA, CT, MS, IL, ID, AZ, WY, MO, FL, AR, AK, VA, MI, GA, MD, CO, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2078584
NMLS#: 2078584
About Arlee M Small
Arlee has been with Morgan Stanley and its predecessor firms for over 43 years. She grew up in Lubbock Texas and began her career in the Lubbock office of EF Hutton, in 1980. She has called Longview TX her home since her transfer to the Longview branch in 1988. Arlee utilizes a holistic approach in developing and implementing financial goals for her clients. Professional Licenses include Series 7, 63, & 65, as well as Insurance Licenses for Life, Health and Variable Annuity. NMLS #1316571
Arlee and her husband Cary, have two grown children who also reside in Longview. Both are married and have blessed them with 5 beautiful grandchildren. They enjoy family BBQ’s, fishing and playing at the lake, and relaxing days together.
Arlee and her husband Cary, have two grown children who also reside in Longview. Both are married and have blessed them with 5 beautiful grandchildren. They enjoy family BBQ’s, fishing and playing at the lake, and relaxing days together.
Securities Agent: MO, AR, VA, TX, FL, WA, CA, ME, LA, NM, NC, CO, MD, IN, IL, CT, NY, OK, MI, AZ, AK, WY, WI, TN, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1316571
NMLS#: 1316571
About Connor Bailey
Connor is a client service associate at Morgan Stanley, and a proud alumni of Northwestern State University where he got his Bachelor of Science, and Minor in pre-law and paralegal studies. After graduating college, Connor worked for around 2 years at prior investment firm before coming over as a client service associate. He is currently working on getting his series 7 and series 66 licenses, so that he can become a more intricate part of the team.
Connor was born and raised in Longview TX, and Lives in Hallsville Texas with his Wife Emma and 2 Dogs, Sis and Tex. Outside of work Connor and his wife Emma love taking road trips with their family’s and doing DIY Projects at home. Connor is also an avid Outdoorsman, and self-proclaimed grill master.
Connor was born and raised in Longview TX, and Lives in Hallsville Texas with his Wife Emma and 2 Dogs, Sis and Tex. Outside of work Connor and his wife Emma love taking road trips with their family’s and doing DIY Projects at home. Connor is also an avid Outdoorsman, and self-proclaimed grill master.
About Stacey Birdsong
Stacey is a Senior Client Service Associate at Morgan Stanley. She has over 18 years of experience working closely with multiple Financial Advisors as the first point of contact for clients. Stacey cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and helping with the onboarding and maintaining of client accounts. Prior to career at Morgan Stanley, Stacey worked in the banking industry for many years.
Stacey has been married to her high school sweetheart for 32 years and they have two grown children and one son in law. She and her husband live in Diana, Texas and attend FBC Diana where she enjoys leading a Ladies Life Group class.
Away from work, Stacey spends her time running and training for races, traveling, spending time with friends and family, and she just began a ladies boxing class this year!
Stacey has been married to her high school sweetheart for 32 years and they have two grown children and one son in law. She and her husband live in Diana, Texas and attend FBC Diana where she enjoys leading a Ladies Life Group class.
Away from work, Stacey spends her time running and training for races, traveling, spending time with friends and family, and she just began a ladies boxing class this year!
About Karen Jackson
Karen Jackson is a Registered Client Service Associate. After 12 years of working in retail operations, Karen successfully transitioned into her role with Morgan Stanley in 2012. She works closely with the other members of the Group in assisting with organizing records, building client portfolio’s and being a reliable source for information.
Karen grew up in Gilmer, TX and now lives in Longview, TX. She received her Associates Degree from Kilgore College in 2010. Karen is married to Chris Jackson and they have three adorable “fur babies”, Maddie, Chloe and Stormie. In her free time, Karen enjoys baking, reading, and spending time with her family.
Karen grew up in Gilmer, TX and now lives in Longview, TX. She received her Associates Degree from Kilgore College in 2010. Karen is married to Chris Jackson and they have three adorable “fur babies”, Maddie, Chloe and Stormie. In her free time, Karen enjoys baking, reading, and spending time with her family.
About Ashley Mackay
Ashley is a Registered Wealth Management Associate for the Longview Texas branch. She currently holds a series 7 and 66 license with FINRA allowing her to assist client with trades.
Originally from Maryland, Ashley is a graduate of Louisiana State University, where she earned a Bachelor’s degree in Mass Communications. She started her career with Morgan Stanley in the New Orleans office before moving to Longview with her husband and two children. When away from work Ashley and her family, enjoy traveling and spending time with friends and family.
Originally from Maryland, Ashley is a graduate of Louisiana State University, where she earned a Bachelor’s degree in Mass Communications. She started her career with Morgan Stanley in the New Orleans office before moving to Longview with her husband and two children. When away from work Ashley and her family, enjoy traveling and spending time with friends and family.
Contact Markie Barnett
Contact Herman Bell
Contact Larry Castle
Contact Michael Graves
Contact Richard James
Contact Daniel Lynch
Contact Craig A Parr
Contact Arlee M Small
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2024, 2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024, 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
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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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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.
4Morgan 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.
5Morgan 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.
6Investors 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.
7Investors 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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.
4Morgan 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.
5Morgan 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.
6Investors 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.
7Investors 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
