South Texas Heritage Team at Morgan Stanley

Thomas J. Fitzsimmons is Executive Director and Senior Investment Management Consultant at Morgan Stanley, an accomplished financial services executive with over 40 years of experience in providing tailored wealth management solutions. He has a proven history of advising individuals, families, and institutions through goals based financial planning, custom investment strategies, retirement planning, and estate planning.

Since launching his career in 1985 with E.F. Hutton, then Shearson Lehman Brothers in 1986, Tom has remained with the firm through its evolution into Morgan Stanley. He has cultivated a distinguished record of guiding high-net worth individuals and families through every stage of wealth planning. He specializes in delivering customized, tax-efficient strategies through intentional upfront discovery, retirement planning, custom investment management solutions, estate planning services, and philanthropic giving. All designed to assist clients with their current financial needs, grow wealth, transferring their legacy according to their unique goals and values.

Tom earned a Bachelor of Business Administration in Finance from Texas State University.

He is an active member of the Association of Professional Investment Consultants (APIC) and the National Committee on Planned Giving. Committed to service beyond his profession, he has served as President of the Leukemia & Lymphoma Society, a Board Member of the Juvenile Diabetes Research Foundation, and most recently on the Board of Trustees for Meals on Wheels SA.

Tom contributes his leadership to University Methodist Church and has dedicated years to youth ministry, and currently serves on the UMC Foundation committee. Originally from New York City and raised in San Antonio, he and his wife, Kathy have three grown children, Shauna, Steven, and Mitchel. Outside the office, Tom enjoys time with family, friends, golf, fitness, travel, and his sweet dog, Sadie.

Steven Fitzsimmons is a Financial Advisor and Vice President with Morgan Stanley's South Texas Heritage Team in San Antonio. With a career spanning eleven years in the financial industry, Steven has developed a strong expertise in investment management, financial planning, and business development.

Prior to joining Morgan Stanley in 2016, Steven began his career at Invesco, a leading mutual fund company in Houston, Texas. He holds a Bachelor of Business Administration degree with a concentration in Finance from Baylor University.

As a native San Antonian, Steven is committed to his community and actively participates in local initiatives. Outside of work, he enjoys working out in the gym, playing sports competitively and spending time with family and friends.

At Morgan Stanley, Steven directs new business development for the team and provides personalized investment management services to new and existing clients. He is dedicated to building lasting relationships founded on trust and integrity by helping clients define and pursue their vision of financial success.

Walter P. Tramontin has been a dedicated professional in the financial services industry since 1987. Throughout his career, he has remained with the same firm through mergers and acquisitions, beginning with Shearson Lehman and continuing to serve clients today at Morgan Stanley. His deep institutional knowledge and continuity in leadership has made him a trusted advisor for decades.

Walter holds the Certified Private Wealth Advisor^® (CPWA^®) designation through the Investments & Wealth Institute, and his areas of expertise include estate planning and wealth management.

He earned his Bachelor of Science degree in Management and Economics from Manhattan University.

Originally from New York, NY, Walter has lived in San Antonio since 1983. He and his wife Mary enjoy life with their beloved dog, a Labradoodle named Penny Lane. In his spare time, Walter enjoys travel, food and wine, and fly fishing.

Deeply committed to his community, Walter serves on the Board of Directors for the San Antonio Food Bank.

Glenn E. Welch is a seasoned Financial Advisor with nearly three decades of experience in the financial services industry, all of which have been spent with Morgan Stanley and its predecessor firms. He began his career at Smith Barney and, through a series of mergers and transitions, has remained a dedicated advisor within the Morgan Stanley organization.

Glenn holds the Certified Financial Planner™ (CFP^®) designation, underscoring his commitment to comprehensive, client-centered financial planning. His expertise lies in helping individuals and families develop strategic financial plans designed to achieve long-term goals with clarity and confidence.

A graduate of Texas A&M University, Glenn earned a Bachelor of Business Administration in Accounting and previously held CPA credentials. His strong analytical background and financial acumen provide a solid foundation for guiding clients through complex financial decisions.

Glenn grew up in San Angelo, Texas. He has lived in San Antonio, Texas, for over 31 years and is deeply rooted in the community. He and his wife Christina have been married for nearly 25 years and have two sons—George, a student at Ohio State University, and Henry, who will graduate from high school in 2026.

Outside the office, Glenn enjoys traveling with his family, exploring new destinations, and embracing new experiences.

Robert R. Wyckoff is a founding partner of the South Texas Heritage Team at Morgan Stanley, where he brings a client-first approach to wealth management. He holds Series 7, Series 66, & Insurance licenses as well as the Portfolio Manager designation. Rob also holds the Certified Exit Planning Advisor (CEPA^®) credential, allowing him to guide closely held businesses and their owners through the process of exiting their companies with confidence and clarity.

Within the team, Rob’s specializes in working with business owners, executives, and high-net-worth individuals on long-term strategic planning, portfolio construction, and multigenerational wealth strategies. His work includes advising clients on liquidity events, philanthropic planning, and succession strategies using the Value Acceleration Methodology™. His goal is to help clients align their personal and business financial decisions with what matters most to them.

With 20 years of experience in the financial industry Rob has worked with entrepreneurs and corporate executives across a wide range of industries, as well as professional athletes, charities, and foundations, and closely held companies. He is passionate about helping clients achieve both financial and life goals for themselves and future generations.

A graduate of The University of Texas at Austin, Rob was the President of Delta Sigma Phi Fraternity and was in Naval ROTC. He also interned for George W. Bush when he was the Governor of Texas.

Outside of work, Rob enjoys spending time with his wife Leah who is also a founding partner of the South Texas Heritage Team and their two sons, Maverick & Brennan. Brennan is in flight school with the goal of becoming an airline pilot. Maverick is still in elementary school and enjoys playing football as a linebacker. As a family, they enjoy outdoor adventures, travel, and time on the water. Rob is also a car enthusiast and enjoys restoring classic cars. He even built a replica of The DeLorean Time Machine from the Back to The Future movies. He is a key member of several car clubs.

Rob is an active member of his church and serves as a Deacon. He’s also a former board member for Big Brothers Big Sisters of South Texas and a former Cub Scout Den Leader.

“I absolutely love our business and our team. Our clients trust us with one of the most important aspects of their lives which is their financial well-being. It’s a responsibility that we don’t take lightly. We strive every day to exceed their expectations while delivering timely and well thought out strategies to help them meet their goals.”

Leah R. Wyckoff specializes in financial planning, cash management, and lending solutions as part of the South Texas Heritage Team at Morgan Stanley. She is a Financial Planning Specialist and a Portfolio Manager who holds the Series 7, 63 & 65 licenses, as well as a Life Insurance license. Leah is passionate about helping clients align their finances with their values, make sound financial decisions and achieve peace of mind. Through one-on-one planning, Leah empowers her clients to identify what truly matters – enabling them to find clarity, confidence, and balance in every stage of life.

Before joining Morgan Stanley in 2015, Leah was a private banker at JPMorgan Chase, where she worked closely with select individuals and their families to deliver highly personalized financial solutions. Her success was built on deep relationships and a strong understanding of her clients’ needs. This experience shaped Leah’s holistic approach to financial advising- one that looks beyond investments to encompass a client’s full financial picture and life’s goals.

Outside of the office Leah and her husband Rob’s world revolves around their two sons, Maverick & Brennan. She is their biggest fan, often cheering them on at sports events. Leah has a passion for pugs and has had four over the past 20 years. A devoted member of Leon Springs Baptist Church, she teaches Sunday school and volunteers with the youth. Health and fitness are also a big part of her life, and she regularly trains for marathons and works out in the gym. Leah’s enthusiasm for cars- especially Corvettes led her to serve as the membership director for the Texas Corvette Association.

“I love helping my clients to feel confident in their financial futures. Every client is different and unique which keeps me passionate and engaged in my role as their advisor. Taking a holistic approach isn’t just about managing investments – it’s about understanding their complete financial landscape to help each client work towards their individual goals.”

Adriana V. Estevez has over 25 years of experience in the financial services industry. She plays a key leadership position of the South Texas Heritage Team at Morgan Stanley. She has spent the past 13 years with the firm and holds the Series 7, 63 & 66 as well as a Life Insurance license.

Adriana is known for her strategic insight and operational excellence. She is deeply committed to the team’s clients. She understands that financial guidance touches the most important parts of a person’s life – and she considers that responsibility both a privilege and a calling. Her focus is to work very closely with the six Financial Advisors of the team and help deliver thoughtful, timely strategies to help clients pursue their goals with confidence and clarity. Adriana oversees the team’s operations as well, ensuring a streamlined service model that upholds the highest standards of efficiency and responsiveness.

A native of San Antonio, Adriana earned he Bachelor of Business Administration from the University of the Incarnate Word, where she served as Student Government President.

Outside of her professional life, Adriana is a proud mother of four – Gabriella, Alex, Evan, and Matthew-and cherishes time with her family, especially traveling and making new memories. She is very curious and enjoys learning and embraces an active lifestyle as part of her commitment to wellness.

Adriana is also a contributing member of Executive Women International^®, a premier organization for business professionals. She has served on its Board of Directors and chaired the Philanthropy and Membership committees. Adriana is passionate about her community service and finds it a meaningful complement to her professional life.

Ellie Lackey joined Morgan Stanley in 2011. As the primary point of contact for the South Texas Heritage, she oversees all the client service needs, ensuring a seamless and personalized experience with a focus on exceptional satisfaction. Recognized by the Firm as a Client Service Associate with the "Best Attitude", Ellie believes in the power of bringing a smile to the office every day.

Originally from upstate New York, Ellie earned a Bachelor of Science in Education and Psychology from St. Fisher College and a Master's degree in Literacy Instruction from Nazareth College.

Ellie lives in Hickory, NC with her wife Kristin and their daughter Leighton Beau. Outside of work, she enjoys cooking, hitting up every playground in town and supporting animal rights and local farmers. Go Spurs Go!

Nancy A. Nirdlinger brings nearly 20 years of experience in the financial services industry. Prior to joining Morgan Stanley, she worked Optima Capital Management, LLC, a boutique investment firm, where she began her career in operations and expanded into roles focused on financial reporting, international banking, and strengthening client relationships.

Following a merger with Actinver Securities, LLC. Nancy helped launch a new department - Actinver Wealth Management - dedicated to delivering integrated wealth & tax planning strategies. The department became a specialized office serving high-net-worth families, primarily from Mexico. Her work included advising on the structure of domestic LLC’s, LP’s and International LP’s and providing guidance on international tax planning, complex wealth strategies, and succession planning.

Originally from Mexico City, Nancy earned her Bachelor of Business Administration from Universidad Tecnologica De Mexico (UNITEC) and relocated to San Antonio, TX in 2006.

She joined the South Texas Heritage Team at Morgan Stanley in January 2025.

Outside the office, Nancy enjoys regular exercise, spending quality time with friends, and exploring new places and restaurants beyond San Antonio.

Mason Nelson has over three years of experience in the financial service industry, including the past two years with Morgan Stanley. He is a fully registered Client Service Associate who holds his securities licenses Series 7 & Series 66. Mason concentrates in supporting clients with their account service needs, offering a high level of responsiveness and care.

A proud Red Raider, Mason earned his Bachelor of Business Administration with a concentration in Marketing from Texas Tech University. He was born and raised in Kerrville, Texas in the heart of the Texas Hill Country.

Outside of work, Mason enjoys spending time outdoors and staying active. He can often be found hiking, fly fishing, & exploring the many National Parks across the United States.

With over 23 years of experience as a Client Service Associate, Josselyn Ramirez is passionate about helping people and building meaningful, long-lasting relationships. Throughout her career, she has grown with the firm, contributing to its success while supporting both clients and Financial Advisors with dedication and care.

Outside of work, Josselyn values quality time with her family and friends. She has a love for travel and enjoys discovering new places. She believes in living a balanced life and strives to make the most of every moment – both personally and professionally.