Rodney O Ambrose
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(281) 717-1507(281) 717-1507
The Ambrose Alliance Group at Morgan Stanley
Direct:
(281) 717-1500(281) 717-1500
Our Mission Statement
Dedicated to positively impacting the lives of clients by providing resourceful financial solutions, alleviating concerns through experienced planning, always acting with integrity and compassion.
Committed to building lasting relationships and empower financial confidence at every stage in life.
Committed to building lasting relationships and empower financial confidence at every stage in life.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Confidence Starts Here
We provide first-class service and personalized strategies to help you build a stronger financial future.
We help our clients create a better future for their families by aligning family wealth, family values, and multi-generational goals.
Simplify Finances
We leverage Morgan Stanley's vast global resources – from investments to philanthropy to lending and beyond – to make your financial life easier.
Reduce The Stress Of Investing
We provide investment strategies aligned with your risk tolerance and long-term goals and have substantial resources to help ensure your financial affairs are always in order.
Wealth Preservation & Growth
We balance risk and opportunity to support financial-wellbeing and promote proper wealth transfer and form the foundation for multi-generational impact.
Life Transitions & Major Purchases
Life moves fast, and financial priorities shift. We provide guidance to help you make confident decisions at every stage: career changes, home purchase, family planning, estate planning, and anything in between.
Prioritize The Safety Of Your Assets And Personal Information
We have developed tools and processes and onboarded the people from the technology industry and government intelligence agencies to make up our in-house cyber defense team. AT Morgan Stanley, you have an ally and industry leader in cybersecurity.
Our Core Strengths
Smart wealth management begins and ends with tailored service and attention to detail. We enjoy working with families who seek the same kind of long-term, fully engaged relationships we value and who appreciate the following attributes we believe set us apart from other advisors.
Personal Relationships
We are dedicated to building deep and caring relationships with you and your family. The bond we form is fundamental to our mission and it is our hope that it spans generations. Our goal is to be the last financial advisory team you will ever need.
Investment Excellence
Investment strategy is one of the most critical services we provide. We leverage our experience and relationships to source innovative strategies from the most knowledgeable investment minds in the business. As an individual investor, you benefit from the market insights and rigorous due diligence that drive our relationships.
Knowledge And Experience
With experience representing two generations, our team brings a blend of experience, fresh perspective, and a deep understanding of the financial landscape. We're committed to helping clients navigate their financial journey with knowledge built over decades and insights tailored for today's world.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
Our Services and Process
Services We Provide
FINANCIAL PLANNING: Goals Analysis, Retirement Income, Debt Analysis, Special Circumstances
INVESTMENT PLANNING: Security Recommendations, Economics, Asset Allocation, Tax Efficient Investing
ESTATE PLANNING: Wills & Legal Documents, Legacy Planning/Gifting, Family Governance, Charitable Planning
MILESTONE FINANCIAL PLANNING: Retirement, Education Funding, Home Purchase, Inheritance, Career Transitions, Etc
Our Tailored Process
Discovery Process: We listen, learn, and identify what is important to you and your legacy
Establish Financial Objectives: We work with you to establish a realistic set of objectives based on: your financial goals, time horizon, risk tolerance, liquidity needs
Develop Strategies: We create a financial comprehensive financial plan tailored to your needs
Onboarding Meeting: We present and discuss the plan
Deployment of Solutions: We will guide you through executing strategic adjustments, such as tax planning, investment allocation, and optimizing savings and benefits for long-term success
Ongoing Review Process: Monitor, discuss, and adjust future transitions
VALUABLE TOOLS AND RESOURCES:
Our comprehensive suite of digital tools are designed to help enhance virtually every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online (MSO)
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
2025 Tax Tables
Here are the tax tables for 2025 to assist with your investment decisions and planning.
Location
15021 Katy Freeway
Ste 650
Houston, TX 77094
US
Direct:
(281) 717-1500(281) 717-1500
Meet The Ambrose Alliance Group
Chase Ambrose
Financial Advisor, Financial Planning Specialist
Phone:
(281) 717-1508(281) 717-1508
Renee W. Lofland
Portfolio Associate
Phone:
(281) 717-1503(281) 717-1503
About Rodney O Ambrose
Rodney O. Ambrose is a Senior Vice President, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley, where he recently celebrated 37 years of dedicated service. Since joining a predecessor firm, E.F. Hutton, in 1987, Rodney has built a long-standing career marked by integrity, experience, and a deep commitment to helping clients achieve their financial goals.
As of April 2025, Rodney and his team manage more than $310 million in assets, working primarily with individual investors and their families. In 2024, he proudly welcomed his son Chase to the team, continuing a legacy of service and personal connection. Known for his thoughtful and caring approach, Rodney concentrates in developing customized financial strategies that support clients through retirement and beyond.
Originally from Corpus Christi, TX, Rodney moved to the Houston area at age 14. He earned a Bachelor of Business with a specialty in Management and an MBA from Texas State University. Before entering financial services, he worked in the software industry with NCR Corporation for four years, gaining valuable business and technology insight.
Outside the office, Rodney is passionate about giving back to his community and cherishes time with his family. He and his wife, Cindy, have been married since 1993. Now retired from the Katy Independent School District, Cindy and Rodney enjoy spending time with their two sons, Chase and Zachary, both of whom reside in Texas. An avid golfer and sports enthusiast, Rodney also enjoys volunteering and supporting local causes.
As of April 2025, Rodney and his team manage more than $310 million in assets, working primarily with individual investors and their families. In 2024, he proudly welcomed his son Chase to the team, continuing a legacy of service and personal connection. Known for his thoughtful and caring approach, Rodney concentrates in developing customized financial strategies that support clients through retirement and beyond.
Originally from Corpus Christi, TX, Rodney moved to the Houston area at age 14. He earned a Bachelor of Business with a specialty in Management and an MBA from Texas State University. Before entering financial services, he worked in the software industry with NCR Corporation for four years, gaining valuable business and technology insight.
Outside the office, Rodney is passionate about giving back to his community and cherishes time with his family. He and his wife, Cindy, have been married since 1993. Now retired from the Katy Independent School District, Cindy and Rodney enjoy spending time with their two sons, Chase and Zachary, both of whom reside in Texas. An avid golfer and sports enthusiast, Rodney also enjoys volunteering and supporting local causes.
Securities Agent: MI, FL, OK, OH, NM, MD, DC, IL, AR, WY, WI, TX, PA, NE, MS, GA, TN, KS, CO, CA, VA, AZ, AL, UT, WA, OR, NY, LA, SC, MA, IN, IA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262170
NMLS#: 1262170
About Chase Ambrose
I was born in Houston and raised in Katy, Texas, where I graduated from Seven Lakes High School. I went on to play collegiate golf at Texas State University and earned my degree in Finance.
I began my career in finance in 2019 and have had the opportunity to gain experience at Chase Bank, Northwestern Mutual, and PNC. In 2024, I was fortunate to take the next step in my career by joining my dad in the business—something I’ve always looked forward to.
I’m passionate about helping people build a strong financial future and enjoy finding ways to give back to the community when I can. I still live in Houston, now just a bit further east of Katy in The Heights, and I’m proud to serve the city that shaped me.
I began my career in finance in 2019 and have had the opportunity to gain experience at Chase Bank, Northwestern Mutual, and PNC. In 2024, I was fortunate to take the next step in my career by joining my dad in the business—something I’ve always looked forward to.
I’m passionate about helping people build a strong financial future and enjoy finding ways to give back to the community when I can. I still live in Houston, now just a bit further east of Katy in The Heights, and I’m proud to serve the city that shaped me.
Securities Agent: NE, UT, AZ, MA, LA, VA, OH, NM, IN, DC, KS, CA, TX, PA, FL, AL, OK, NY, MI, CO, AR, MN, WI, SC, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1924933
NMLS#: 1924933
About Renee W. Lofland
Renee Lofland has worked with Rodney Ambrose since 2015. In 2020 she was recognized by Morgan Stanley with the Support Professional Ambassador Award in recognition of her dedication to service and her clients. Renee is a Portfolio Associate at Morgan Stanley.
Renee received her undergraduate degree in History at University of Texas at San Antonio and went back to school to complete her Certificate in Accounting at Lone Star College. In her spare time, Renee volunteers as a dog walker at CAP (Citizen’s for Animal Protection) and has been involved in dog rescue by fostering and socializing dogs to enable successful rehoming.
Renee enjoys gardening in her spare time and traveling the world with her husband, one cruise ship at a time.
Renee received her undergraduate degree in History at University of Texas at San Antonio and went back to school to complete her Certificate in Accounting at Lone Star College. In her spare time, Renee volunteers as a dog walker at CAP (Citizen’s for Animal Protection) and has been involved in dog rescue by fostering and socializing dogs to enable successful rehoming.
Renee enjoys gardening in her spare time and traveling the world with her husband, one cruise ship at a time.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
Contact Rodney O Ambrose
Contact Chase Ambrose
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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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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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 The Ambrose Alliance Group today.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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)
