Steven Hendrickson
Executive Director, Market Manager
Phone:
(402) 399-6304(402) 399-6304
Morgan Stanley
Omaha Branch Office
You define success, we help you achieve it
13625 California St
Ste 400
Omaha, NE 68154
US
Branch:
(402) 397-0900(402) 397-0900
Toll-Free:
(800) 228-3309(800) 228-3309
Branch Manager
Steven HendricksonPhone:
(402) 399-6304(402) 399-6304
About Morgan Stanley Omaha Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Philanthropic GoalsFootnote8
- Succession PlanningFootnote9
- Family Mission Statements
- Next Generation EducationFootnote10
- Lending SolutionsFootnote11
- Cash Management SolutionsFootnote12
Our Team at Morgan Stanley Omaha Branch
Dawn Dries
Business Service Officer, Vice President
Phone:
(402) 399-6305(402) 399-6305
Anna Steele
Senior Vice President, Senior Risk Officer
Phone:
(402) 399-6335(402) 399-6335
NaVonna Johnson
Branch Administrator
Phone:
(402) 399-6300(402) 399-6300
About Steven Hendrickson
Securities Agent: AZ, CA, CO, FL, IA, IL, KS, MA, MN, MO, NC, ND, NE, OH, OK, PA, SD, TX, VA, WA, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Dawn Dries
I am the Business Service Officer for the Omaha and Lincoln offices. I have been in the financial industry since 1997, bringing a wealth of experience to my role. I hold a Bachelor of Science degree in Finance from the University of Nebraska at Omaha. I work in close partnership with the Branch Manager and the Branch Administrator to help successfully run the office and build strong relationships across the Branch, Market and Region.
I started with Morgan Stanley as the Branch Administrator in 2013 and transitioned to the BSO role in 2021. In my current role, I lead, mentor, and supervise a team of support professionals, ensuring that they receive the necessary training development opportunities and recognition to succeed. With a passion for mentoring support professionals and working closely with financial advisors, I am dedicated to providing clients exceptional service.
“As your business partner, my primary goal is to assist you with your business at Morgan Stanley. I will help acquaint you with the tools that you need to be effective and to grow a successful practice.”
I started with Morgan Stanley as the Branch Administrator in 2013 and transitioned to the BSO role in 2021. In my current role, I lead, mentor, and supervise a team of support professionals, ensuring that they receive the necessary training development opportunities and recognition to succeed. With a passion for mentoring support professionals and working closely with financial advisors, I am dedicated to providing clients exceptional service.
“As your business partner, my primary goal is to assist you with your business at Morgan Stanley. I will help acquaint you with the tools that you need to be effective and to grow a successful practice.”
Securities Agent: AZ, FL, IA, NE, OK, PA, WA, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
About Anna Steele
I am the Senior Risk Officer and am responsible for a wide variety of compliance and risk functions. I have been in the industry since 1999 and my role is to help FAs create a solid book of business while complying with the various rules and regulations of the industry and Morgan Stanley. I hold a Bachelor of Arts degree in Psychology from Marian University and a Masters of Legal Studies from the University of Nebraska Law School. I live in Lincoln, NE with my husband Richard.
“I work to ensure that Morgan Stanley’s priority of managing ethical business practices is preserved through providing Financial Advisors and their support staff with legal and compliance training, overseeing branch procedures to ensure compliance with securities industry and firm regulations, and providing support to Financial Advisors who may need assistance in managing their client base.”
“I work to ensure that Morgan Stanley’s priority of managing ethical business practices is preserved through providing Financial Advisors and their support staff with legal and compliance training, overseeing branch procedures to ensure compliance with securities industry and firm regulations, and providing support to Financial Advisors who may need assistance in managing their client base.”
Securities Agent: AZ, FL, IA, IL, NE, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About NaVonna Johnson
I am the Branch Administrator for the Omaha and Lincoln offices. I have several years of Operations Management and administrative experience.
I am an innovative, creative, and driven professional with a reputation of successfully optimizing the day-to-day productivity of business needs in a positive, energetic, and efficient manner. I love the outdoors, traveling with friends and family, and reading. I have spent many years helping within my local communities, and I am passionate about seeing people succeed in all they do.
I am an innovative, creative, and driven professional with a reputation of successfully optimizing the day-to-day productivity of business needs in a positive, energetic, and efficient manner. I love the outdoors, traveling with friends and family, and reading. I have spent many years helping within my local communities, and I am passionate about seeing people succeed in all they do.
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Branch Address
13625 California St
Ste 400
Omaha, NE 68154
US
Branch:
(402) 397-0900(402) 397-0900
Toll-Free:
(800) 228-3309(800) 228-3309
Fax:
(402) 399-6336(402) 399-6336
1When 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.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Morgan 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.
10Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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
12Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Morgan 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.
10Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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
12Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024