Sallie Behnke
Executive Director,
Financial Advisor,
Certified Investment Management Analyst,
Family Wealth Director,
Alternative Investments Director,
Lending Specialist
Direct:
(214) 696-7132(214) 696-7132
My Mission Statement
We offer comprehensive wealth management while serving as our clients' advisors and stewards of their financial resources.
My Story and Services
Sallie Behnke is a Senior Vice President, Financial Advisor and Family Wealth Director at Morgan Stanley. Sallie has been a financial advisor since 2000 and works with large families to manage their wealth and the complexities that go with it.
She is currently a non-practicing Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was named one of Forbes’ Best in State Wealth Advisors for 2018-2022, as well as 2019-2022 Forbes List of Top 250 Women Advisors. Sallie was also named to Working Mother Magazine’s 2017-2021 Top Wealth Advisor Moms. She sits on the Board of Texas Wall Street Women (TXWSW), and is a member of the Investment Management Consultants Association (IMCA).
Prior to her career at Morgan Stanley, Sallie was an advisor at Merrill Lynch as well as a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning.
Sallie received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business.
Sallie and her husband Jared currently reside in the Park Cities in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn. She is very involved in supporting and raising funds for Type 1 Diabetes Research. She was recognized in 2015 and 2016 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital.
She is currently a non-practicing Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was named one of Forbes’ Best in State Wealth Advisors for 2018-2022, as well as 2019-2022 Forbes List of Top 250 Women Advisors. Sallie was also named to Working Mother Magazine’s 2017-2021 Top Wealth Advisor Moms. She sits on the Board of Texas Wall Street Women (TXWSW), and is a member of the Investment Management Consultants Association (IMCA).
Prior to her career at Morgan Stanley, Sallie was an advisor at Merrill Lynch as well as a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning.
Sallie received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business.
Sallie and her husband Jared currently reside in the Park Cities in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn. She is very involved in supporting and raising funds for Type 1 Diabetes Research. She was recognized in 2015 and 2016 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital.
Securities Agent: KY, SC, AL, NJ, IL, CO, TN, PA, NY, DE, TX, AR, OK, CT, DC, WA, MI, MD, AZ, MA, IN, OH, VA, OR, MO, GA, ID, FL, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261934
AR Insurance License #: 7376483
NMLS#: 1261934
AR Insurance License #: 7376483
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Behnke-Ashmore Group at Morgan Stanley
By working together we are better able to meet our client’s needs for sophisticated, confidential, and objective personal wealth management. We have succeeded in creating a family office environment like helping you manage your family’s investment,financial planning, and charitable planning.
More importantly, we have focused on and have significant experience managing the financial affairs of high net-worth families. Our advice is based on a deep understanding of those with significant wealth and the opportunities and challenges that face them.
Investment management is the core service we offer; furthermore, our philosophy, process, and results are the strengths of our practice. Our advice is 100% objective and focused on your best interests. We have access to the finest financial solutions, including investment managers, hedge funds, and private equity firms. Similarly, we offer access to comprehensive suite of customized lending options as well as cash management services.
From working with our clients we have come to understand how important it is for our families to define their legacies in order to pass on the family values to future generations. We are here to assist clients with implementing their legacy and evaluating the best way to carry out charitable intentions whether through direct gifts, a private foundation, or with a donor-advised fund.
More importantly, we have focused on and have significant experience managing the financial affairs of high net-worth families. Our advice is based on a deep understanding of those with significant wealth and the opportunities and challenges that face them.
Investment management is the core service we offer; furthermore, our philosophy, process, and results are the strengths of our practice. Our advice is 100% objective and focused on your best interests. We have access to the finest financial solutions, including investment managers, hedge funds, and private equity firms. Similarly, we offer access to comprehensive suite of customized lending options as well as cash management services.
From working with our clients we have come to understand how important it is for our families to define their legacies in order to pass on the family values to future generations. We are here to assist clients with implementing their legacy and evaluating the best way to carry out charitable intentions whether through direct gifts, a private foundation, or with a donor-advised fund.
Sallie Behnke is an Executive Director, Financial Advisor and Family Wealth Director at Morgan Stanley. Sallie has been a financial advisor since 2000 and works with large families to manage their wealth and the complexities that go with it.
She is currently a non-practicing Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was named one of Forbes’ Best in State Wealth Advisors for 2018-2022, as well as 2019-2022 Forbes List of Top 250 Women Advisors. Sallie was also named to Working Mother Magazine’s 2017-2021 Top Wealth Advisor Moms. She sits on the Board of Texas Wall Street Women (TXWSW), and is a member of the Investment Management Consultants Association (IMCA).
Prior to her career at Morgan Stanley, Sallie was an advisor at Merrill Lynch as well as a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning.
Sallie received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business.
Sallie and her husband Jared currently reside in the Park Cities in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn. She is very involved in supporting and raising funds for Type 1 Diabetes Research. She was recognized in 2015 and 2016 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital.
Disclaimers: "2019, 2020, 2021, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award."
"2017, 2018, 2019, 2020, 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given."
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
She is currently a non-practicing Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was named one of Forbes’ Best in State Wealth Advisors for 2018-2022, as well as 2019-2022 Forbes List of Top 250 Women Advisors. Sallie was also named to Working Mother Magazine’s 2017-2021 Top Wealth Advisor Moms. She sits on the Board of Texas Wall Street Women (TXWSW), and is a member of the Investment Management Consultants Association (IMCA).
Prior to her career at Morgan Stanley, Sallie was an advisor at Merrill Lynch as well as a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning.
Sallie received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business.
Sallie and her husband Jared currently reside in the Park Cities in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn. She is very involved in supporting and raising funds for Type 1 Diabetes Research. She was recognized in 2015 and 2016 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital.
Disclaimers: "2019, 2020, 2021, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award."
"2017, 2018, 2019, 2020, 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given."
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Client Service Team
Megan Wangler - Portfolio Associate
Phone:
(214) 696-7133(214) 696-7133
Email:megan.wangler@morganstanley.com
Megan Wangler is an industry veteran whose Morgan Stanley career began in 2006 in Chicago, IL. Megan has built a successful career due to her strong focus on detail, excellent communication skills, and dedication to her team and clients. Since joining the Behnke Ashmore Group in 2019, she has helped develop and implement procedures to best meet the logistical and administrative needs of her team and their clients. Megan is a team player, always willing to jump into any situation to improve efficiency or find the most effective solution to any problem. She works tirelessly to keep the wheels of the practice moving smoothly every day for the ultimate benefit of the group’s clients.
Megan is a graduate of Loyola University Chicago where she graduated Summa Cum Laude with a degree in Psychology. She has successfully completed the Series 7, 63, and 66 examinations since beginning her career.
Megan is a proud mother to her children, Ally and Ben. She and her husband, Ryan, spend much of their free time cheering on their kids at their many sporting events.
Megan is a graduate of Loyola University Chicago where she graduated Summa Cum Laude with a degree in Psychology. She has successfully completed the Series 7, 63, and 66 examinations since beginning her career.
Megan is a proud mother to her children, Ally and Ben. She and her husband, Ryan, spend much of their free time cheering on their kids at their many sporting events.
Stacy Cabbil - Senior Client Service Associate
Phone:
(214) 696-7111(214) 696-7111
Email:Stacy.Cabbil@morganstanley.com
Stacy grew up in Muncie, IN, and before moving to Texas in 2010, she lived in Michigan. She previously worked for Fidelity Investments for ten years, where she focused largely on client support and satisfaction, and provided service level guidance. She earned her Bachelor’s degree in Business Management/Marketing from the University of Texas at Arlington.
Stacy lives in Grand Prairie, TX with her husband, Lovell. They have two children and one grandson who keep them busy. When she’s not busy, she enjoys reading, watching movies, and spending time with her family. They love sports, and their son plays professional basketball overseas.
Stacy lives in Grand Prairie, TX with her husband, Lovell. They have two children and one grandson who keep them busy. When she’s not busy, she enjoys reading, watching movies, and spending time with her family. They love sports, and their son plays professional basketball overseas.
Location
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Direct:
(214) 696-7132(214) 696-7132
Wealth Management
Global Investment Office
Portfolio Insights
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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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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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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 Sallie Behnke today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Morgan 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
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Morgan 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.
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)
