Maria M Nicholas
Senior Vice President,
Financial Advisor,
Family Wealth Advisor,
Portfolio Management Director
Direct:
(214) 696-7028(214) 696-7028
Toll-Free:
(800) 933-3936(800) 933-3936
My Mission Statement
We understand the complexities of wealth and deliver tailored solutions to grow and protect your hard-earned assets
Maria Nicholas | The Nicholas Group at Morgan Stanley
The Nicholas Group at Morgan Stanley is a comprehensive wealth management practice headquartered in Dallas, TX.
Our clients – a select group of highly affluent families, businesses, business owners and executives – require tailored financial advice to address complex financial situations. We work with our clients to maximize financial resources and reduce financial risk while protecting earnings, consolidating wealth, and working seamlessly with CPAs and attorneys.
Here are a few things we take pride in:
We pride ourselves on the success of our clients, their families, and the causes they support.
We provide first-rate, comprehensive financial advice for businesses and business owners.
We provide empowering financial advice for women, even if they are new to investing.
We are financial advisors for veterans, we have veterans on our team, and we financially support veterans stationed all over the globe.
Schedule a 15 minute consultation with our team by clicking "Contact Me" button at the top of this page.
Our clients – a select group of highly affluent families, businesses, business owners and executives – require tailored financial advice to address complex financial situations. We work with our clients to maximize financial resources and reduce financial risk while protecting earnings, consolidating wealth, and working seamlessly with CPAs and attorneys.
Here are a few things we take pride in:
We pride ourselves on the success of our clients, their families, and the causes they support.
We provide first-rate, comprehensive financial advice for businesses and business owners.
We provide empowering financial advice for women, even if they are new to investing.
We are financial advisors for veterans, we have veterans on our team, and we financially support veterans stationed all over the globe.
Schedule a 15 minute consultation with our team by clicking "Contact Me" button at the top of this page.
Services Include
- Trust ServicesFootnote1
- Estate Planning StrategiesFootnote2
- Philanthropic ManagementFootnote3
- Business Succession PlanningFootnote4
- Financial PlanningFootnote5
- Art AdvisoryFootnote6
- Retirement PlanningFootnote7
- Alternative InvestmentsFootnote8
- Professional Portfolio ManagementFootnote9
- Corporate Pension Plans
- 401(k) Rollovers
Securities Agent: SC, CA, RI, ND, NC, LA, IL, DE, KY, IA, HI, CT, CO, AL, SD, PA, OH, NH, MI, MA, ID, WY, WI, MD, NM, ME, TX, NY, OK, AZ, VA, NV, MO, AR, PR, NJ, NE, MS, GA, FL, DC, WA, TN, OR, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279282
CA Insurance License #: CA Insurance # 0I79207
NMLS#: 1279282
CA Insurance License #: CA Insurance # 0I79207
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your dedicated wealth management team, our mission is to give you control over your assets and confidence about your financial future.
Discovery
Our relationship begins with a thorough understanding of your needs, priorities, and goals for the future. We also take a complete inventory of your employer holdings and benefits programs, as well as your current investments and liabilities.
Forming Your Strategy
We define a strategy specific to you, a process that begins with a detailed risk evaluation and ends with a comprehensive financial plan capable of analyzing multiple scenarios.
Implementing Your Plan
We apply extensive research and analysis, utilizing Morgan Stanley’s full suite of resources to ensure swift, decisive action in all market scenarios while minimizing risks at every step.
Measuring Your Success
Aside from regular visits to deliver metrics around your portfolio, you will hear from us when any risks or opportunities arise. We understand that as your life progresses and your needs change it will be our job to get out in front and put the pieces of the puzzle together.
Dedicated Service
The Nicholas Group has deep roots in the community and a deeper commitment to sustaining its character for future generations. As a father-daughter team, they understand the importance of supporting causes that impact parents as well as the legacy of their children.
The Nicholas Group supports various initiatives with an emphasis on military families and “Wealth and Wellness” programs for women and their family members.
The Nicholas Group supports various initiatives with an emphasis on military families and “Wealth and Wellness” programs for women and their family members.
Military Families
A Green Beret, James remains loyal to his military roots and passes his values down to Maria, who is very active in supporting local military families. Since 2010, Maria and her husband Edward have provided a home environment for military children stationed all over the world. The children often visit their home for holidays, birthdays, in between flights, and even to get married! Maria and her husband are their family when they can’t be with their own.
Women, Wealth and Wellness
Offering financial advice specific to women is often overlooked by most wealth management professionals. To fill this void, The Nicholas Group developed its “Women, Wealth and Wellness” events, which are designed to empower women to take charge of their finances. To date, hundreds of women in the greater San Antonio area have attended the events and are now implementing strategies designed to grow and preserve their hard-earned assets.
Giving Back
Morgan Stanley is committed to giving back to the communities where we live and work through long-lasting partnerships, community-based delivery and engaging our best asset.
Click here to learn more
Morgan Stanley 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. Contributions are professionally managed and invested, allowing for potential growth of assets. In our Investing with Impact Pools, assets have the potential to grow tax-free, and generate positive environmental and social impact.
Click here to learn moreMaria M Nicholas
Senior Vice President | Financial Advisor
Maria began her career as a Financial Advisor in 1991 and has worked for Morgan Stanley for over 20 years. She is a second-generation advisor, following in her father's footsteps to become a partner in his practice. Maria has a passion for providing exceptional wealth management service and prides herself on the success of her clients, a select group of affluent families, executives, and business owners.
Master's in Business Administration (MBA)
Maria received her BBA in Finance from the University of Texas at Austin and her MBA from The McCombs School of Business. Maria resides in Dallas and visits her home in Austin as much as she can to root for her beloved Longhorns football team.
Family Wealth Advisor
FWA is a designation granted to roughly 300 Morgan Stanley Financial Advisors who possess the skills required to help families communicate about money and values, share their goals, and grow and protect wealth across generations. Not only does Maria assist in efficiently transferring wealth, she is experienced in the delicate process of preparing the next generation to accept that wealth.
With this specialized experience, Maria is able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.
With this specialized experience, Maria is able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.
Senior Portfolio Management Director
The Portfolio Management designation is critical in representing the level of achievement and knowledge that title-holders have, and it demonstrates Maria's adherence to established standards that are respected throughout the industry. Maria and her team manage custom portfolios for individual clients as well as several rules-based, systematic equity investment strategies.
Location
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Direct:
(214) 696-7028(214) 696-7028
Toll-Free:
(800) 933-3936(800) 933-3936
Fax:
(214) 696-7108(214) 696-7108
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Article Image
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
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact Maria M Nicholas today.
1Morgan 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 (“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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
4Morgan 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.
5Morgan 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
7When 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.
8Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
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
Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
4Morgan 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.
5Morgan 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
7When 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.
8Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
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)
