David Phillip Niles
First Vice President, Financial Advisor, Portfolio Management Director
Phone:
(918) 744-4638(918) 744-4638
David Phillip Niles
First Vice President,
Financial Advisor
Direct:
(918) 744-4638(918) 744-4638
My Mission Statement
Comprehensive wealth planning strategies for your life and legacy
My Story and Services
David Phillip Niles is a Financial Advisor and Portfolio Manager at Morgan Stanley and a lifelong Oklahoman. Born and raised in Broken Arrow, David developed an early appreciation for financial awareness in a home where the importance of independence and long-term planning was a constant theme. That foundation inspired him to pursue a career helping individuals and families build confidence in their financial decisions.
David graduated from Bishop Kelley High School (2005) and earned a B.S. in Finance from the University of Central Oklahoma (2009). After graduation, he partnered with his father to form the Niles Group at Wells Fargo Advisors. In 2013, the Niles Group transitioned their practice to Morgan Stanley, where David continues to advise clients with a focus on helping individuals and families create, preserve, and generate income from their wealth in today’s fast-moving global economy.
David’s planning process is centered on Morgan Stanley’s LifeView® technology, a comprehensive approach designed to help clients visualize their financial picture, set clear goals, and adjust their plan as life evolves. He pairs that planning discipline with ongoing, proactive service throughout the year—regular performance and portfolio reviews, beneficiary reviews, tax-season preparation support, and year-end strategies such as tax-loss selling and Roth conversion considerations. He is also well versed in long-term care and other insurance-related solutions as part of a holistic planning approach.
Outside of the office, David is active in his faith community and civic service. He founded St. Michael Catholic Radio (KPIM 102.9) serving South Tulsa and has served as its President since 2012. He also serves on the board of the Catholic Foundation of Oklahoma and on the finance council at Sts. Peter and Paul Catholic School. In addition, he co-hosts “The Catholic Man Show,” a podcast focused on living a devout Catholic life while appreciating the simple joys of family, friendship, and community. When he’s not working with clients, David enjoys sports, sailing, and an active lifestyle with friends and family.
David graduated from Bishop Kelley High School (2005) and earned a B.S. in Finance from the University of Central Oklahoma (2009). After graduation, he partnered with his father to form the Niles Group at Wells Fargo Advisors. In 2013, the Niles Group transitioned their practice to Morgan Stanley, where David continues to advise clients with a focus on helping individuals and families create, preserve, and generate income from their wealth in today’s fast-moving global economy.
David’s planning process is centered on Morgan Stanley’s LifeView® technology, a comprehensive approach designed to help clients visualize their financial picture, set clear goals, and adjust their plan as life evolves. He pairs that planning discipline with ongoing, proactive service throughout the year—regular performance and portfolio reviews, beneficiary reviews, tax-season preparation support, and year-end strategies such as tax-loss selling and Roth conversion considerations. He is also well versed in long-term care and other insurance-related solutions as part of a holistic planning approach.
Outside of the office, David is active in his faith community and civic service. He founded St. Michael Catholic Radio (KPIM 102.9) serving South Tulsa and has served as its President since 2012. He also serves on the board of the Catholic Foundation of Oklahoma and on the finance council at Sts. Peter and Paul Catholic School. In addition, he co-hosts “The Catholic Man Show,” a podcast focused on living a devout Catholic life while appreciating the simple joys of family, friendship, and community. When he’s not working with clients, David enjoys sports, sailing, and an active lifestyle with friends and family.
Securities Agent: AZ, AR, LA, IA, WV, MI, TX, OK, IL, FL, GA, MO, KS, CA, NM, MN, WA, ND, KY, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1447636
NMLS#: 1447636
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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David is quite active in Tulsa among several different circles. He is a prominent member of the Catholic community in Tulsa. Some of his notable feats include:
-Founded St. Michael catholic Radio and has served as its president from 2012 to today
-Co-founded and co-hosted by David: The Catholic Man Show is a real, relatable, and often comical conversation between Adam & David where they promote virtues men should have living in this secular world.
-Board member of the Catholic Foundation of Oklahoma
-Sat on the finance council at Sts. Peter and Paul Catholic School
-Founded St. Michael catholic Radio and has served as its president from 2012 to today
-Co-founded and co-hosted by David: The Catholic Man Show is a real, relatable, and often comical conversation between Adam & David where they promote virtues men should have living in this secular world.
-Board member of the Catholic Foundation of Oklahoma
-Sat on the finance council at Sts. Peter and Paul Catholic School
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 744-4638(918) 744-4638
Meet My Team
Dustyn R. West
Client Service Associate
Phone:
(918) 744-4615(918) 744-4615
About David Phillip Niles
David Niles is a Financial Advisor and Portfolio Manager at Morgan Stanley. A native of Tulsa and raised in Broken Arrow, Oklahoma, David grew up in a household dedicated to financial awareness. Under the guidance of his father, he learned first-hand the value of financial independence—an influence that inspired him to pursue a career helping individuals and families build the confidence and discipline needed to achieve their goals.
David graduated from Bishop Kelley High School in 2005 and went on to attend the University of Central Oklahoma, earning a degree in Finance in 2009. After graduation, he joined his father at Wells Fargo Advisors to form the Niles Group. In 2013, the Niles Group moved their practice to Morgan Stanley, where David continues to help empower clients to create, preserve, and derive income from their wealth in a fast-paced global economy.
David’s financial education, combined with his father’s seasoned technical experience, has helped shape a practice grounded in personalized planning and long-term guidance. He has extensive experience using Morgan Stanley’s LifeView® planning technology as a core tool in the retirement planning process. David is also well versed in long-term care planning and other insurance-related solutions that can support a client’s broader financial strategy.
Outside of the office, David is active in church and community efforts. He was instrumental in bringing KPIM 102.9 St. Michael Catholic Radio to South Tulsa by helping establish the nonprofit organization behind it, and he has served as its President since 2012. He also serves as a board member of the Catholic Foundation of Oklahoma and sits on the finance council at Sts. Peter and Paul Catholic School. When he’s not assisting clients, David enjoys sports, sailing, and staying active with friends and family.
David graduated from Bishop Kelley High School in 2005 and went on to attend the University of Central Oklahoma, earning a degree in Finance in 2009. After graduation, he joined his father at Wells Fargo Advisors to form the Niles Group. In 2013, the Niles Group moved their practice to Morgan Stanley, where David continues to help empower clients to create, preserve, and derive income from their wealth in a fast-paced global economy.
David’s financial education, combined with his father’s seasoned technical experience, has helped shape a practice grounded in personalized planning and long-term guidance. He has extensive experience using Morgan Stanley’s LifeView® planning technology as a core tool in the retirement planning process. David is also well versed in long-term care planning and other insurance-related solutions that can support a client’s broader financial strategy.
Outside of the office, David is active in church and community efforts. He was instrumental in bringing KPIM 102.9 St. Michael Catholic Radio to South Tulsa by helping establish the nonprofit organization behind it, and he has served as its President since 2012. He also serves as a board member of the Catholic Foundation of Oklahoma and sits on the finance council at Sts. Peter and Paul Catholic School. When he’s not assisting clients, David enjoys sports, sailing, and staying active with friends and family.
About Dustyn R. West
Dustyn West has worked in the financial industry since 2004, building a career rooted in experience, integrity, and strong client relationships. With over two decades in the field, Dustyn brings knowledge, dedication, and a steady approach to helping others navigate financial decisions. Outside of work, Dustyn is all about family, sports, and traveling—believing that success means nothing without time spent making memories with the people who matter most.
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Ready to start a conversation? Contact David Phillip Niles today.
1Alternative 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.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Morgan 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 and other legal matters.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 and other legal matters.
9Morgan 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.
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
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Morgan 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 and other legal matters.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 and other legal matters.
9Morgan 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.
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)
