O'Daniel Group

Andrew O'Daniel is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, leading The O'Daniel Group. With 31 years of experience at Morgan Stanley, Andrew holds multiple licenses, including Series 6, 7, 33, 63, and 65, as well as a TX-resident insurance license and NMLS registration. He has earned the Certified Investment Management Analyst (CIMA^®) and Certified Portfolio Manager (CPM^®) designations.

In his leadership role, Andrew focuses on business development, strategy, execution, and client service, catering to clients with complex needs such as advanced planning and transactional liquidity. His team excels in tax planning, legacy, philanthropic, and liquidity strategies, often establishing family governance structures to manage intergenerational wealth.

Andrew's extensive network includes professionals in investment banking, estate tax, and M&A, enhancing his ability to lead clients' advisory teams. His team specializes in business succession planning and inter-generational wealth transfer for business owners.

Originally from Nebraska, Andrew manages the team across Texas and Nebraska. He is married with three adult children and Oliver, their French Bulldog. Andrew and his wife, Angie, enjoy live entertainment, travel, and volunteer with SNAFU Rescue.

Matt brings over 14 years of diverse financial services industry experience to The O'Daniel Group. A Senior Vice President at Morgan Stanley, as a Financial Advisor he focuses primarily on a broad range of analytical and client service functions, including financial planning, asset allocation and manager selection. He also contributes to estate planning strategy and wealth planning engagements.

Matt joined Morgan Stanley in 2010 after earning a bachelor’s degree in finance from the University of Nebraska and quickly earned the Firm’s Financial Planning Specialist designation. He also has his Alternative Investment Director designation from Morgan Stanley.

He currently resides in Omaha with his wife and two young kids. Away from the office, Matt enjoys spending time with his family, playing golf and playing pitch, and volunteering for Omaha Mayor's Millennial Advisory Committee and the Food Bank for the Heartland.

I am proud to serve as an advisor with The O’Daniel Group in Morgan Stanley's Private Wealth Management division. We concentrate in providing comprehensive wealth management solutions, particularly for family founder-owned business owners. Our focus is on guiding clients through the complexities of monetization strategies, offering pre-liquidity planning and post-liquidity wealth management services. Since joining the firm in 2020, my experience has been significantly enriched by the complexity of the clients we serve and the invaluable mentorship I have received. My team and I are passionate about crafting tailored strategies that meet the unique needs of middle-market clients. We leverage our collective skills and resources to ensure that our clients and their families receive the best possible outcomes.

I hold Series 7 and Series 66 licenses with FINRA and have recently earned my Certified Exit Planning Advisor (CEPA) credentials.

Outside of my professional life, I have a wonderful wife and a growing family. My passion, beyond being a family man, is being an outdoorsman. Some of my most cherished memories are those spent with friends in the woods, mountains, duck blinds, and bass boats, enjoying the beauty and tranquility of nature. I hope to share these things with my family and make memories for them for years to come.

Julio joined Morgan Stanley in 2014 in Palo Alto, CA with one of the largest producing teams in the country. As that team's lead administrator, he gained most of his financial services experience by serving clients and corresponding with other financial firms across the country. In 2021, he relocated to Dallas, TX to join the O’Daniel Group, where he oversees the administrative and operational functions of the business.

Originally from Central Mexico, Julio moved to California at the age of 14. He earned his B.S. in Business Administration with a concentration in International Business from San Jose State University. Outside work, Julio enjoys quality time with his wife, Andrea, and their dog Neo. In his spare time, he enjoys playing soccer in local recreational leagues, attending car shows, and exploring new donut shops.

Caroline joined Morgan Stanley in 2024 as a Private Wealth Client Service Associate. With a strong foundation in finance and a passion for providing exceptional service to clients, she works closely with wealth managers to manage client inquiries, deliver tailored solutions that meet the needs of each client, and ensure the highest standards of service. As part of the O'Daniel Group, Caroline is dedicated to building long-term client relationships while furthering her expertise in the financial services industry.

She is a graduate of Clemson University with a B.S. in Management and concentration in Finance. She has received her Series 7 and 66 licenses. Outside of work she enjoys spending time with her family and friends as well as traveling and attending live music events.

Chris Ransome is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Chris provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.

He earned his undergraduate degree from Howard University and received the Financial Planning Specialist^® designation from the College for Financial Planning. Chris is originally from Philadelphia, Pennsylvania and currently resides in Sandy Springs, Georgia.

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