Meridian Point Group at Morgan Stanley

Jonathan Bassham is a Financial Advisor at Morgan Stanley Wealth Management.  Working primarily with business owners and executives, Jonathan helps clients navigate the complexities of managing significant wealth.  Beginning in investment strategy, Jonathan and his team often touch every aspect of his clients’ financial lives, including lending, business advisory, generational wealth transfer, cash management, philanthropy and family governance.

Prior to joining Morgan Stanley, Jonathan was a Vice President at the J.P. Morgan Private Bank in Dallas, Texas.  While at J.P. Morgan, he advised high net worth families in Texas and Louisiana.  Jonathan started his career in wealth management at AXA Advisors in Austin, Texas, where he was an investment advisor and specialized in advising small business owners.  Jonathan graduated from Baylor University with a B.B.A in Finance. He holds Series 7 and 66 securities licenses.

Jonathan serves on the board of Dallas CASA, a non-profit organization that advocates for the best interest of abused and neglected children in protective care and works to find them safe, permanent homes.  He also serves on the Host Committee for Great Investors' Best Ideas, a non-profit organization that supports the Vickery Meadow Youth Foundation and the Michael J.Fox Foundation.

Jonathan married his high school sweetheart, Christine.  They live in East Dallas with their three children and a very spoiled King Charles Cavalier and attend Munger Place Church.  Jonathan and Christine are avid travelers and have taught their children to be the same.  Stonington, CT, San Clemente, CA and Cabo San Lucas being among their favorite vacation spots.  Most of Jonathan’s free time is spent outdoors with his family – in the pool, on the soccer field, cycling around White Rock Lake or driving around East Dallas in the family golf cart. 

Rob is a Portfolio Manager at Morgan Stanley, focusing on High Net Worth families with sophisticated investment and wealth management needs.  He is a co-Portfolio Manager for the team’s U.S. Core Equity and Dividend Plus strategies, and oversees the team’s asset allocation strategy.  Rob draws on his experience in asset management to create and implement highly customized investment portfolios for his clients. 
 
Rob was previously an Executive Director at J.P. Morgan Private Bank.  While at J.P. Morgan, he managed the Dallas Private Bank’s investment and trading desk and was a member of the Portfolio Construction Committee, which is responsible for making strategic and tactical implementation decisions for private banking client’s discretionary portfolios.
 
Prior to and during his work in the financial industry Rob served in the U.S. Marine Corps as an Infantry and Intelligence Officer where he attained the rank of Major.  During his 14 years in the Marine Corps, Rob served combat tours of duty throughout the Middle East where he worked with conventional and special forces units to disrupted insurgent and terrorist cells and bring stability in those war torn areas.
 
Rob is active in the community and has served on various not-for-profit boards in senior leadership positions, and is an advocate for veteran issues. He served as an Executive Committee member for the Warrior Benefit, a not-for-profit organization which supports wounded combat veterans. Rob is the Past President of the Board of Trustees for McKinney Education Foundation, which helps provide scholarships for the students of McKinney ISD, and is also a current Athlete Mentor for We Defy Foundation, which provides combat veterans coping with military related disabilities means to overcome their challenges through Brazilian Jiu Jitsu and fitness training.
 
Rob holds a Bachelor of Arts degree from San Diego State University and currently resides in McKinney, Texas with his wife Andrea and their daughter.  Rob is a Black Belt in Brazilian Jiu Jitsu where he has competed on an international stage, and is an avid outdoorsman who is also learning the fine art of archery.

Jon Piorkowski is a Financial Advisor and Senior Portfolio Manager at Morgan Stanley Wealth Management, focusing on high net worth families with sophisticated investment and wealth transfer needs. He is a co-Portfolio Manager for the team’s U.S. equity and asset allocation-based strategies. Jon is also an Alternative Investments Director, focusing on private investing in equity, credit, and real estate.

Jon was formerly an Investment Specialist at J.P. Morgan Private Bank in Dallas. He customized investment solutions in both discretionary and non-discretionary capacities for high net worth individuals, families and foundations. He began his career with J.P. Morgan as an analyst in Houston, TX. After his years as an analyst, he was promoted to investment associate where he specialized in complex trading strategies and brokerage solutions for high net worth families.

Jon played football at two Division I programs, Baylor University and the University of Tulsa. In 2005, he was elected to the Academic All Big 12 Team and in 2006 he was awarded Conference USA Commissioner’s Academic Medal. Jon received a B.B.A from Baylor University with a major in Finance and a concentration in Accounting.

Jon currently resides in Dallas, TX with his wife and two daughters. He met his wife at Baylor and has been married since 2011. His first priority is spending time with family – vacations, holidays, and ‘play-time’ with his daughters take up most of his time. Given his history in football, he finds it’s hard to put away his love for fitness and health. He’s a strong advocate for resistance training, intermittent fasting, and high protein diets. Since growing up on a lake taught him the joys of water sports, he sets aside time on the weekends for outdoor activities. Jon’s other hobbies include reading, relaxing by the pool, and researching health related topics including supplementation & longevity.

Matthew Smith is a Portfolio Manager and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Matthew works with high net worth families to create and implement strategies that include investment management, estate planning, and cash management.

Matthew was previously a Managing Director at the J.P. Morgan Private Bank where he most recently supervised a team of bankers, associates, and analysts that focused on wealthy individuals who owned and operated their own privately held businesses. From 2014 to 2016, Matthew was Market Manager for J.P. Morgan’s High Net Worth Market in Dallas.

Prior to his role as Market Manager in Dallas, Matthew spent 19 years in Houston. His experience there included roles in the commercial banking units at Wells Fargo and Chase Bank. From 1998 to 2004 he was the Development Director for Tondu Corporation, a privately held holding company involved in power generation, materials science and commodities.

Matthew received a B.S. in Business Administration from Trinity University and an MBA from Southern Methodist University. Personally, Matthew enjoys spending time outdoors with his wife and four daughters.

Jennifer Curtis joined Morgan Stanley in 2016 as a Wealth Advisor Associate for the Dallas Complex. During her time in this role, she was among the first WAAs to pilot the financial planning software currently utilized by the Firm to create tailored financial plans for our clients, Goals-Based Wealth Management. She has continued her career with the firm as a Senior Registered Client Service Associate and currently holds her Series 7 and 66 securities licenses. Jenn supports the Team with various service-related tasks, and assists with overseeing the daily operations of the Dallas Complex Advisor Service Team. She attended college at Schreiner University in Kerrville, Texas, where she received her BBA in Finance in 2015. Outside of work Jenn enjoys hiking trips, family time, and fueling her passion for all things fitness.

Marisa holds a bachelor’s in psychology from Texas Tech and a Master’s in Family Financial Planning from Oklahoma State University and an MBA from LSU Shreveport. She has been in the wealth management industry for 6 years. Marisa enjoys scuba diving and ziplining, but is still in the process of getting certified for scuba diving.

Paula Stone is a Client Service Associate at Morgan Stanley. She assists with a variety of service-related responsibilities for the team including account opening / maintenance and money movement. Paula is a Dallas native and has been in the industry for over 20 years. She has been married to her high school sweetheart for 40 years. In her free time, Paula loves to play with her pit mix Chanel, go on camping trips and visit the Big Bend area.

Ana is a Portfolio Associate with over 30 years of experience in the financial services industry. She received her Bachelor of Arts degree in Psychology from the University of San Diego and holds the Series 7 and Series 66 licenses.

Ana oversees the group’s administrative and operational activities. She helps develop, communicate & implement procedures to best meet the needs of clients and team members. She works as a liaison between Financial Advisor, staff and management keeping all apprised of the status of projects and follow up issues. She uses her industry knowledge to build and maintain strong client relationships by directly assisting our investors by answering questions, conducting account specific research, and providing direct Financial Advisor Support. She regularly monitors client accounts to ensure timely and accurate resolution of complex account issues and inquiries. Ana's attention to detail and commitment to delivering the highest level of personal service to clients make her an integral part of the team.

In her personal time, Ana enjoys spending time with her husband and two sons.

Acacia is a Registered Client Services Associate at Morgan Stanley. She received her Bachelor of Arts degree in Political Science from Texas Woman’s University and is a licensed financial professional with Series, 7, 63, and 66 certifications. Acacia has been dedicated to helping clients achieve their financial goals since 2020. Outside of work Acacia enjoys hiking, skiing, and horseback riding.