O'Daniel Group

Mr. O’Daniel is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, leading the O’Daniel Group overseeing over $1.3 billion in client AUM’s as of August 1st, 2023. All of Mr. O’Daniel’s 29 years of industry experience has been accumulated at Morgan Stanley. In addition to his licenses [Series 6, 7, 33, 63 & 65], Andrew also maintains his TX-resident insurance license #1413134, and his NMLS #127731. He achieved his
Certified Investment Management Analyst (CIMA^®) designation through the Investments & Wealth Institute, in association with The Wharton School of Business. Additionally, Andrew earned his Certified Portfolio Manager (CPM^®)
designation through the Academy of Certified Portfolio Managers, in association with Columbia School of Engineering. At Morgan Stanley, he has amassed the titles of Family Wealth Director, Alternative Investments Director, and Senior Investment Management Consultant.

In his leadership role with the O’Daniel Group, Andrew is involved in all facets of the business with a focus on business development, strategy, execution, and client service. While clients come from all walks of life including corporate
officers/directors, legacy families and private business owners, client mandates typically involve a high degree of complexity associated with family dynamics, advanced planning and/or transactional liquidity needs. Andrew and his
team demonstrate deep expertise in complex tax planning strategies, legacy, philanthropic and liquidity planning to assist families and founders/stakeholders as they work through middle market
transactions where clients are considering an exit, effectively moving from “P&L” to portfolio. Andrew and his team routinely stand-up family governance structures to help manage family dynamics through transactions involving large pools of intergenerational liquidity and multiple family branches and generations. Andrew and his team create, build, and maintain tailored strategies for clients to help preserve and optimize the human capital of families, not just financial capital.

Andrew’s connectivity with financial and planning professionals spans
investment banking, family office, estate tax, trust, and M&A. These relationships play a significant role in being able to effectively lead clients’ professional advisory teams. Andrew’s skills facilitate best-in-class, client outcomes sourced from deeply talented professionals. In addition to being well versed in traditional middle market transactional strategies, he has deep expertise in ESOP [Employee Stock Ownership Plan] transactions. In 2023, Andrew and his partners at Morgan Stanley officially launched the Alignment ESOP Group at Morgan Stanley Private Wealth Management , a specialty practice focused on business and family succession, inter-generational legacy wealth and philanthropy for business owners with businesses with EBITDA
> $20 million. Backed by Morgan Stanley management, The Alignment ESOP Group prosecutes transactions involving section 1042 QRP [qualified replacement property] underwriting requirements as well as leveraged ESOP structures, where seller notes offer stakeholders enhanced utility in estate planning.

Andrew coordinates firm resources and focuses his team to delivery world-class strategies in planning, asset management, insurance, risk management, banking/lending and client service in a way that embodies the spirit of
Morgan Stanley Private Wealth Management: “Doing first class business in a first-class way”.

While born and raised in Nebraska, Andrew manages a distributed team in Texas, Nebraska & Tennessee and looks forward to where the growth takes him and his team. Andrew is married and has three adult children, at various stages of establishing their own lives, and two warm and fuzzy French Bulldogs. Andrew and his wife, Angie, spend their time appreciating live entertainment, food, wine and traveling. Beaches and mountains along with venues associated with wine rank amongst their top destinations. In their spare time, they volunteer with the SNAFU Rescue [Short Nosed and Friends United], focused on rehabilitating and rehoming beautiful and loving short nosed breeds. Their service includes managing the board of directors, fostering, managing transportation, intake, digital, fundraising and publicity. During an average week, Angie & Andrew spend 20+ hours giving a voice to those creatures that can’t speak for themselves.

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.

Julio joined Morgan Stanley Wealth Management 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 2020, he relocated to Dallas, TX to join the O’Daniel Group, where he is responsible for the administrative and operational elements of the business.

Julio is originally from Queretaro, Mexico and is fluent in Spanish. He earned his B.S. in Business Administration with a concentration in International Business from San Jose State University. In his spare time, he enjoys spending time with his wife and dog, driving his vintage Volkswagen bus, playing soccer, and discovering new coffee 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 recent graduate of Clemson University with a B.S. in Management and concentration in Finance. Outside of work she enjoys spending time with her family and friends as well as traveling and finding new places to eat and enjoy good weather.