Philip A Crew
Executive Director,
Financial Advisor,
Senior Portfolio Management Director,
Financial Planning Specialist,
Family Wealth Advisor,
Senior Investment Management Consultant
Direct:
(214) 696-7181(214) 696-7181
Toll-Free:
(800) 933-3936(800) 933-3936
My Mission Statement
Providing exceptional service to our clients through the lens of cultivated experience.
Philip Crew
My focus is on building strong client relationships and using my advanced credentials and 40+ years of experience to provide customized investment plans that are uniquely tailored to each client’s needs and delivered with consistently superior client service.
I work with individuals and families who are looking towards retirement, balancing career and family expectations, or considering legacy issues and estate planning. The broad scope of my experience and credentials provide you with personalized financial solutions tailored to fit your needs and goals throughout the changing circumstances of your life.
I also pride myself on working seamlessly with my clients’ accountants, attorneys and other advisors. While I aim to provide straightforward strategies that are elegant in their simplicity, the truth is that many investment instruments are subtle and complex. My credentials as a Portfolio Management Director, a Family Wealth Advisor and a Financial Planning Specialist allow me to provide perspective and solve problems that may seem unique or unusual.
The complexity of rapidly changing markets makes good financial advice more important than it’s ever been. I offer a robust set of wealth management services that are highly personalized and designed to help bring you greater financial security and peace of mind.
I work with individuals and families who are looking towards retirement, balancing career and family expectations, or considering legacy issues and estate planning. The broad scope of my experience and credentials provide you with personalized financial solutions tailored to fit your needs and goals throughout the changing circumstances of your life.
I also pride myself on working seamlessly with my clients’ accountants, attorneys and other advisors. While I aim to provide straightforward strategies that are elegant in their simplicity, the truth is that many investment instruments are subtle and complex. My credentials as a Portfolio Management Director, a Family Wealth Advisor and a Financial Planning Specialist allow me to provide perspective and solve problems that may seem unique or unusual.
The complexity of rapidly changing markets makes good financial advice more important than it’s ever been. I offer a robust set of wealth management services that are highly personalized and designed to help bring you greater financial security and peace of mind.
Securities Agent: NV, NJ, LA, FL, TX, OK, ID, HI, TN, OH, NM, IN, AR, WI, MI, MD, GA, CO, AL, VA, WV, UT, NY, MA, IL, SC, AZ, PA, OR, NE, MO, WY, NC, CA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255515
CA Insurance License #: 0M65853
AR Insurance License #: 248006
NMLS#: 1255515
CA Insurance License #: 0M65853
AR Insurance License #: 248006
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards & Associations
In my ongoing commitment to better serve the needs of my clients, I have sought out and achieved some of the most advanced credentials in the financial industry.
Forbes Best-In-State Wealth Advisor 2020-2025
Philip is honored to have been named by Forbes as a Best-In-State Wealth Advisor 2020-2025.
Read more about Philip's Forbes recognitionFamily Wealth Advisor
As one of a select group of Morgan Stanley Family Wealth Advisors , Philip has demonstrated his ability to provide you with advisory services that include, and extend beyond, investment management, such as working with you on the financial issues of a family business or other family enterprise, defining and achieving philanthropic goals that align with your family values, and estate planning and wealth transfer strategies.
Five-Star Wealth Manager 2012-2024
Philip has been recognized as a Five-Star Wealth Manager every year from 2012-2024.
Financial Planning Specialist
Philip's Financial Planning Specialist credential indicates his ability to address the wide range of financial issues confronting high net-worth individuals.
Barron’s Top Advisor Summit 2012-2015.
Philip attended the invitation-only Barron’s Top Advisor Summit from 2012-2015.
Preparing Heirs
Philip completed the national “Preparing Heirs” program to ensure that his focus includes the future guidance of your children.
Smith Barney Humanitarian Award
Philip received the Smith Barney Humanitarian Award.
Master's Club at Morgan Stanley Wealth Management
Philip has been named to Master's Club at Morgan Stanley Wealth Management, an elite group composed of the firm's top Financial Advisors
Associations
• Association of Professional Investment Consultants
• Chairman/Monsignor John T. Gulczynski Endowment Trust Fund
• Portfolio Management Institute
• Estate Planning Council of North Texas
• Dallas Estate Planning Council
• Associate/Dallas Museum of Art
• Nasher Sculpture Center
• Founding Member/Perot Museum of Nature and Science
• Past Treasurer and Board Member/Swiss Avenue Historic District
• Chairman/Monsignor John T. Gulczynski Endowment Trust Fund
• Portfolio Management Institute
• Estate Planning Council of North Texas
• Dallas Estate Planning Council
• Associate/Dallas Museum of Art
• Nasher Sculpture Center
• Founding Member/Perot Museum of Nature and Science
• Past Treasurer and Board Member/Swiss Avenue Historic District
Portfolio Management Director
Philip is among a small, select group of Morgan Stanley financial advisors who can offer portfolio services directly to their clients, rather than relying on third-party managers.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Board of Directors for the Friends of the Dallas Public Library
Philip sits on the Board of Directors for the Friends of the Dallas Public Library since September 2024.
Celebrating 40 Years at Morgan Stanley
Forty years at Morgan Stanley - guiding clients with integrity, insight, and dedication.
40 Years at Morgan StanleyComprehensive Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Financial Planning through Lifeview
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Working together we can uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.
More About Goals-Based Wealth Management
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, Cornerstone Capital helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
2024 Tax TablesWhat are your goals?
Some people go through life knowing exactly what they want and have a clear plan for how they are going to make it happen. In my experience, this is the exception rather than the rule.
Much more common is a vague sense that "I want my family to be okay." or "I want to be sure I don't run out of money.". These are valid Sentiments and form a viable framework for an investment plan, but they are not defined goals.
It is crucial to identify and clearly articulate specific goals, so we can mitigate your investment risk. By defining specific goals, we can invest for the desired return without incurring undue risk.
Much more common is a vague sense that "I want my family to be okay." or "I want to be sure I don't run out of money.". These are valid Sentiments and form a viable framework for an investment plan, but they are not defined goals.
It is crucial to identify and clearly articulate specific goals, so we can mitigate your investment risk. By defining specific goals, we can invest for the desired return without incurring undue risk.
So what is a specific goal? Here are a few:
• Pay for college for my two children and four grandchildren. What will that cost in the appropriate timeframe?
• Retire from my "real" career at age 60, so I can transition to a less stressful or enjoyable career. How much wealth will be required?
• Have enough money for a major international trip twice a year. How much should we allocate?
• Purchase and maintain a second home. What will that cost up front and on an annual basis?
• Leave a multi-generational legacy for my family. Do you have an estate plan?
• Give a meaningful gift to a charity that is significant to me. What do you hope to accomplish?
In each case, we can estimate a required dollar figure and a proposed timeframe. When that is established, we can look at variations and their impacts.
• Retire from my "real" career at age 60, so I can transition to a less stressful or enjoyable career. How much wealth will be required?
• Have enough money for a major international trip twice a year. How much should we allocate?
• Purchase and maintain a second home. What will that cost up front and on an annual basis?
• Leave a multi-generational legacy for my family. Do you have an estate plan?
• Give a meaningful gift to a charity that is significant to me. What do you hope to accomplish?
In each case, we can estimate a required dollar figure and a proposed timeframe. When that is established, we can look at variations and their impacts.
Valuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out the Latest Episode
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest ReportClient Service Team
Jenny Durossette - Senior Registered Associate
Phone:
(214) 696-7123(214) 696-7123
Email:Jenny.Durossette@MorganStanley.com
As a Senior Registered Associate, Jenny handles all client inquiries and account administration with professionalism, courtesy and a dedicated attention to detail. She enjoys helping clients with the myriad of transactional needs that arise on a daily basis, including account documentation, money movement, IRA distributions, questions about their online access and other service-related issues. As a Senior Registered Associate, she can also process unsolicited trade requests.
Jenny graduated from the University of Texas, Dallas, in 1996 with a Bachelor of Science degree in business. After college, she obtained her Series 7 license and went to work at an institutional brokerage firm, Capital Institutional Services in Dallas. After taking a break to raise her twins, Jenny returned to the workforce in 2013 as Philip Crew's Senior Registered Associate.
A native of Plano, Texas, Jenny stays active with her three children and husband, Kirk. A longtime soccer player, she enjoys playing, as well as watching her children learn to love their own sports, softball and baseball.
(214) 696-7123
jenny.durossette@morganstanley.com
Jenny graduated from the University of Texas, Dallas, in 1996 with a Bachelor of Science degree in business. After college, she obtained her Series 7 license and went to work at an institutional brokerage firm, Capital Institutional Services in Dallas. After taking a break to raise her twins, Jenny returned to the workforce in 2013 as Philip Crew's Senior Registered Associate.
A native of Plano, Texas, Jenny stays active with her three children and husband, Kirk. A longtime soccer player, she enjoys playing, as well as watching her children learn to love their own sports, softball and baseball.
(214) 696-7123
jenny.durossette@morganstanley.com
Location
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Direct:
(214) 696-7181(214) 696-7181
Toll-Free:
(800) 933-3936(800) 933-3936
Fax:
(214) 696-7101(214) 696-7101
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Philip A Crew today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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)
