The Behnke Ashmore Story

We serve as a family office for our clients bringing together a dedicated team with the unique experience, independence and flexibility to help meet our client’s needs.  We work with our clients to develop:

An integrated investment approach that focuses on optimizing performance while managing risk
Strategic wealth advisory strategies to help meet the needs of each client including, tax planning and estate planning.
A robust family governance framework to help sustain family unity, values and wealth through successive generations
Thoughtful legacy and charitable planning strategies so that each family’s beliefs and values match their charitable giving

Through our network of relationships and the resources of Morgan Stanley, we build our client’s financial wealth toward their vision of the future.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Business Succession Planning3
  • Cash Management4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Financial Planning7
  • Professional Portfolio Management8
  • Trust Services*
Securities Agent: AL, AR, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MO, NJ, NY, OR, SC, TX, VA, VT; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1261934
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Sallie Behnke and Christine Ashmore

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.
    Sallie Behnke is a Senior Vice President and Family Wealth Director at Morgan Stanley. She has been a Financial Advisor since 2000 and specializes in working with large families to manage their wealth and all the complexities that go with it.

    She is a 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 recently named to the 2019 and 2018 Forbes List of Top Wealth Advisors in Texas as well as Dallas Business Journal 2015 40 Under 40. She sits on the board of Texas Wall Street Women (TXWSW), and is a member of the Investment Management Consultants Association (IMCA). Sallie has been named to Working Mother Magazine’s 2018 and 2017 “Top Wealth Advisor Moms” , D Magazine’s 2015 “Top Wealth Managers in Dallas” List, as well as a 2014 Five Star Top Wealth Manager as featured in Texas Monthly Magazine.

    Prior to her career at Morgan Stanley, Sallie was a Private Wealth 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, 2016 and 2017 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital. She sits on the board of The Women’s Auxiliary to Children’s Medical Center.

      Client Service Team

      • Paula Scales - Senior Registered Associate
        Paula joined Morgan Stanley in 2015. She has 23 years of investment industry experience and is Series 7 and 63 licensed. She earned a Bachelor of Business Administration from the University of Houston and she completed her Master of Business Administration in Finance at Our Lady of the Lake University .  She grew up in Houston and moved to Dallas five years ago.  Paula is involved in the mentoring program at the Boys and Girls Club of Collin County.  Her favorite pastimes are ballroom dancing and photography.
      • Candace Harp - Client Service Associate
        Candace joined Morgan Stanley in 2016 with Advisor, Christine Ashmore. Candace grew up in Coppell, and attended Texas Tech University where she played lacrosse. After graduating with a Bachelor of Arts in Journalism, Candace began coaching youth lacrosse teams in North Texas. In addition to her role at Morgan Stanley, she is the Youth Program Director for Highland Park Girls Lacrosse and Head Coach for 214Lacrosse, a select travel team. Candace enjoys working out, wakeboarding, watching football, and spending time with her family and friends.

      Location

      8383 Preston Ctr Plz Dr
      Ste 400
      Dallas, TX 75225
      US
      Direct:
      (214) 696-7132(214) 696-7132
      Investment and Market Perspectives

      On the Markets

      Investing

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      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
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      • 529 Plans / Education Savings Planning
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      • Special Needs Planning
      • Trust Services
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      • Business Planning
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      Ready to start a conversation? Contact Sallie Behnke today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      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 suitable 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.

      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 suitable 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018