Kelly Bidstrup
Phone:
(972) 450-6647(972) 450-6647
Tamara Weatherly
First Vice President, Wealth Management,
Financial Advisor,
Insurance Planning Director
Direct:
(972) 450-6637(972) 450-6637
My Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues
My Story and Services
Our Mission:
Having substantial wealth today affords its share of complexities. By combining the multifaceted skills, experience, and distinctive approach at Morgan Stanley, we put you on the cutting edge of wealth and investment management. Through a comprehensive advisory and management-based platform, we provide tailored and actionable strategies designed to help you achieve your financial and lifestyle goals.
We believe that by collaborating together, greater measures of success can be achieved. We provide the same personal approach to all of our clients, be they corporations, institutions, families or high net worth individuals. Each client’s vision becomes our own.
What is your vision?
Our Vision:
The path to success in any endeavor is difficult to traverse alone. Navigating the changing tides of the investment world is no different. We will help you chart your course to achieve your vision of financial success. Working together, we believe that dreams can become reality.
Wealth is about more than just accumulation. Preserving it, the ability to utilize it and transferring it are all phases of wealth. We have built many successful long-term client relationships by guiding our clients through the stages of wealth and helping them to realize their vision. We will be your guide throughout the financial life cycle.
Having substantial wealth today affords its share of complexities. By combining the multifaceted skills, experience, and distinctive approach at Morgan Stanley, we put you on the cutting edge of wealth and investment management. Through a comprehensive advisory and management-based platform, we provide tailored and actionable strategies designed to help you achieve your financial and lifestyle goals.
We believe that by collaborating together, greater measures of success can be achieved. We provide the same personal approach to all of our clients, be they corporations, institutions, families or high net worth individuals. Each client’s vision becomes our own.
What is your vision?
Our Vision:
The path to success in any endeavor is difficult to traverse alone. Navigating the changing tides of the investment world is no different. We will help you chart your course to achieve your vision of financial success. Working together, we believe that dreams can become reality.
Wealth is about more than just accumulation. Preserving it, the ability to utilize it and transferring it are all phases of wealth. We have built many successful long-term client relationships by guiding our clients through the stages of wealth and helping them to realize their vision. We will be your guide throughout the financial life cycle.
Securities Agent: DE, CO, WY, TX, IA, HI, MN, GA, NY, CA, SC, NE, MO, AR, WI, KS, FL, RI, OR, NM, NJ, ME, IL, MS, CT, AZ, PA, OH, MT, LA, AK, NV, NC, MA, KY, IN, WA, VA, TN, OK, MI, MD, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 535882
NMLS#: 535882
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Advantage - Your Opportunity
As a Portfolio Management Group at Morgan Stanley, we manage five distinct investment strategies for our clients. Each has a different process and discipline, adding to the dynamic array of investment choices we offer to our clients. The biggest advantage of professionally managing portfolios is the personal access afforded to our clients.
Beyond our group lie the vast resources of Morgan Stanley Wealth Management which we proved as a first class service. Within the organization, we have developed many special relationships with experts in their fields to facilitate a holistic approach to your finances. The open architecture of this virtually unparalleled global platform allows us to approach wealth management from multiple angles rather than being singularly focused.
We utilize Consulting Group’s proprietary research to select professional money managers that meet stringent quantitative and qualitative standards. Through Morgan Stanley*, we provide access to one of the largest inventories of fixed income securities in the country and wide selection of Alternative Investment opportunities that are researched by the Alternative Investments Group. Additionally, we offer the full suite of cash management & lending services thus allowing our clients to consolidate and simplify their financial lives. Such integration can open up greater leveraging opportunities allowing your wealth to work for you.
We welcome the opportunity to work in concert with any trusted personal advisors you may already have, such as an attorney or accountant. Such cooperation helps ensure that all aspects of your financial life work in tandem for your benefit and that all interested parties collaborate on your behalf.
As a reflection of your portfolio’s progress, we provide timely updates and reviews using state-of-the-art proprietary software. We then take the time to review your portfolio at your convenience and keep an open channel of communication between meetings. This responsive, proactive approach ensures that we all share the same vision of success. When visions of success reflect each other, collaborating together can bring vision into reality.
To commence this journey, we encourage you to contact us to explore what opportunities lie in wait for you.
Beyond our group lie the vast resources of Morgan Stanley Wealth Management which we proved as a first class service. Within the organization, we have developed many special relationships with experts in their fields to facilitate a holistic approach to your finances. The open architecture of this virtually unparalleled global platform allows us to approach wealth management from multiple angles rather than being singularly focused.
We utilize Consulting Group’s proprietary research to select professional money managers that meet stringent quantitative and qualitative standards. Through Morgan Stanley*, we provide access to one of the largest inventories of fixed income securities in the country and wide selection of Alternative Investment opportunities that are researched by the Alternative Investments Group. Additionally, we offer the full suite of cash management & lending services thus allowing our clients to consolidate and simplify their financial lives. Such integration can open up greater leveraging opportunities allowing your wealth to work for you.
We welcome the opportunity to work in concert with any trusted personal advisors you may already have, such as an attorney or accountant. Such cooperation helps ensure that all aspects of your financial life work in tandem for your benefit and that all interested parties collaborate on your behalf.
As a reflection of your portfolio’s progress, we provide timely updates and reviews using state-of-the-art proprietary software. We then take the time to review your portfolio at your convenience and keep an open channel of communication between meetings. This responsive, proactive approach ensures that we all share the same vision of success. When visions of success reflect each other, collaborating together can bring vision into reality.
To commence this journey, we encourage you to contact us to explore what opportunities lie in wait for you.
Location
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6637(972) 450-6637
Meet My Team
About Kelly Bidstrup
Kelly joined the team in August 2025 after serving as a Planning Virtual Engagement Associate in Morgan Stanley’s VEA Program in New York City. In that role, Kelly worked with 40 Financial Advisors nationwide, collaborating with their clients to help develop and implement tailored wealth strategies.
Originally from Chicago, Kelly relocated to Austin in 2014. She attended Lake Travis High School and graduated from Texas A&M University in 2022 with a BA in History. While at Texas A&M, she worked as a Legal Assistant, where she discovered her talent for helping families find creative solutions to complex challenges. Dedicated to delivering a first-class client experience, Kelly is passionate about deepening relationships, driving engagement, and supporting the growth of the team.
Originally from Chicago, Kelly relocated to Austin in 2014. She attended Lake Travis High School and graduated from Texas A&M University in 2022 with a BA in History. While at Texas A&M, she worked as a Legal Assistant, where she discovered her talent for helping families find creative solutions to complex challenges. Dedicated to delivering a first-class client experience, Kelly is passionate about deepening relationships, driving engagement, and supporting the growth of the team.
Wealth Management
From My Desk
Morgan Stanley Pathway Solutions
Wealth Management
Global Investment Office
Portfolio Insights
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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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Tamara Weatherly 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.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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 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.
5Morgan 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.
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.
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 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.
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
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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 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.
5Morgan 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.
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.
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 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.
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)
