Robert Nelson Murray Jr, CPM®
Managing Director, Private Wealth Management,
Private Wealth Advisor,
Senior Portfolio Management Director,
Global Sports and Entertainment Director
Direct:
(713) 966-2135(713) 966-2135
My Mission Statement
Serving Individuals, Family Offices and Foundations to recognize and achieve their unique financial objectives.
Welcome
I became a Financial Advisor 30 years ago because I genuinely enjoy helping people figure out what they want their wealth to accomplish. As a Morgan Stanley-credentialed Senior Portfolio Management Director, I manage my clients’ assets on a discretionary basis, so they can devote more time to their families, careers or whatever is more important to them than day-to-day market fluctuations. At the same time, however, I keep my clients engaged in the investment process and am always available to help explain current trends and what we’re doing to take advantage of them. I also go far beyond investing for many of my clients, collaborating with their attorney and accountant to help plan their estates, manage risk, use debt more wisely and even coordinate strategies for assets held in trusts, retirement plans and other accounts outside Morgan Stanley.
As a Morgan Stanley Senior Portfolio Management Director, I offer asset management on a discretionary basis for clients who would rather not make their own investment decisions. Over the years, I’ve developed several proprietary investment strategies designed to eliminate emotion from the decision-making process and pursue growth and income. I also go beyond my clients’ investments to help them plan their estates, manage risk, meet philanthropic objectives and use debt more strategically.
I’m a graduate of The University of Virginia with a BA in Psychology, a discipline that still comes in handy in day-today client interactions. My wife Meg is also a UVA alum and we serve on the University’s Advisory Board. In addition, we are avid supporters of Texas Children’s Hospital and Houston Methodist Hospital.
As a Morgan Stanley Senior Portfolio Management Director, I offer asset management on a discretionary basis for clients who would rather not make their own investment decisions. Over the years, I’ve developed several proprietary investment strategies designed to eliminate emotion from the decision-making process and pursue growth and income. I also go beyond my clients’ investments to help them plan their estates, manage risk, meet philanthropic objectives and use debt more strategically.
I’m a graduate of The University of Virginia with a BA in Psychology, a discipline that still comes in handy in day-today client interactions. My wife Meg is also a UVA alum and we serve on the University’s Advisory Board. In addition, we are avid supporters of Texas Children’s Hospital and Houston Methodist Hospital.
Securities Agent: AZ, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KY, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, MN, IN, AK, AL, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1290556
NMLS#: 1290556
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
What’s been your experience with advisors in the past? What do you want your money to accomplish and what do you fear might be standing in your way? How much risk can you tolerate in an effort to achieve what’s most important to you?
These are the questions that guide our initial conversations as I strive to find out who you are as a person, as well as an investor. The strategies emerging from these conversations may encompass disciplines as diverse as estate planning, philanthropy and family dynamics. They will certainly include your investments.
As a Morgan Stanley Senior Portfolio Management Director, I manage assets on a discretionary basis for clients who would rather not make investment decisions on their own. I’ve developed several proprietary strategies designed to pursue growth, income or a combination of both.
These are the questions that guide our initial conversations as I strive to find out who you are as a person, as well as an investor. The strategies emerging from these conversations may encompass disciplines as diverse as estate planning, philanthropy and family dynamics. They will certainly include your investments.
As a Morgan Stanley Senior Portfolio Management Director, I manage assets on a discretionary basis for clients who would rather not make investment decisions on their own. I’ve developed several proprietary strategies designed to pursue growth, income or a combination of both.
Client Service Team
Sunshine Coddou - Senior Registered Client Services Associate, Financial Planning Associate, Portfolio Associate
Phone:
(713) 966-6851(713) 966-6851
Email:sunshine.coddou@ms.com
Sunshine may well be the first person you talk to when calling our office. She has worked with Nelson Murray since 2003 and performs a variety of critical tasks for clients, their attorneys, accountants and family offices.
Clients depend on Sunshine to expedite transfers, arrange for cash distributions and gather documents for tax preparation. She is also a registered associate who is able to execute trades for clients and, indeed, Sunshine implements changes in client portfolios mandated by Morgan Stanley's Global Investment Committee.
Outside the office, Sunshine has served as a girl scout troop leader and is currently a cheer mom for her daughter's high school cheerleading squad. She is also an athlete in her own right, running 5ks on a regular basis and engaging in high intensity Crossfit workouts.
Clients depend on Sunshine to expedite transfers, arrange for cash distributions and gather documents for tax preparation. She is also a registered associate who is able to execute trades for clients and, indeed, Sunshine implements changes in client portfolios mandated by Morgan Stanley's Global Investment Committee.
Outside the office, Sunshine has served as a girl scout troop leader and is currently a cheer mom for her daughter's high school cheerleading squad. She is also an athlete in her own right, running 5ks on a regular basis and engaging in high intensity Crossfit workouts.
Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 966-2135(713) 966-2135
Fax:
(713) 966-2158(713) 966-2158
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Maricris Felicidario
Maricris Felicidario is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity, and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maricris began her career in financial services in 1997, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, she was a Senior Wealth Management Banker at Merrill Lynch. She also served as a Premier Client Manager at Bank of America.
Maricris lives in Houston, Texas. Outside of the office, she enjoys writing, photography, and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity, and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maricris began her career in financial services in 1997, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, she was a Senior Wealth Management Banker at Merrill Lynch. She also served as a Premier Client Manager at Bank of America.
Maricris lives in Houston, Texas. Outside of the office, she enjoys writing, photography, and traveling.
NMLS#: 620169
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Robert Nelson Murray Jr today.
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
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)
