LTX Legacy Group at Morgan Stanley

Markie Barnett is a Financial Advisor for LTX Legacy Group at Morgan Stanley. With 17 years of financial experience at the firm, Markie transitioned into her role as an advisor in 2019 after working as a Registered Client Service Associate for the team. She has been awarded the Morgan Stanley Pacesetter’s Club in 2022, 2023 and 2024. She creates holistic financial plans for her clients with a focus on retirement income planning strategies, 401K rollovers, and college cost planning.

Markie received her Master of Business Administration (MBA) from The University of Texas at Tyler in 2011 in addition to her Bachelor of Business degree in 2010.

Markie is married to Daniel Barnett and they have a little boy and two “fur babies”. They live happily on a farm in Union Grove where they enjoy spending time outside with their son, crafting and actively engaging with their Friendship Baptist Church family in Gladewater. Markie serves her church as a member of the Administrative Council and is also President of the Parent Participation Organization at Wee Learn Center.

2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025

Herman Bell is a Senior Vice President, Portfolio Management Director, Financial Advisor with 48 years of financial service experience. Herman has earned the Morgan Stanley designation of Senior Portfolio Manager for the Portfolio Management Program and has received his Certified Financial Planner (CFP) designation. He began working for Morgan Stanley in 2007, after working as an assistant manager and manager at other firms. He takes the time to learn about his client’s goals, challenges, values and life in order to create comprehensive financial plan.

Herman grew up in Henderson, TX and now lives happily in Longview, TX. He received his Bachelors of Business from The University of Texas Austin in 1977.

Herman is married to Susan Bell and is a proud parent of Larry Bell and Brittany Bell. He is thrilled to be a grandfather to his precious granddaughter Naomi. In his free time, he enjoys fly fishing, hunting and is an avid bicycle rider. Herman is a strong part of his community and is an active member of Mobberly Baptist Church in Longview Texas and on the board of Christian Heritage Classical School.


2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025

Gene Castle is a First Vice President, Portfolio Management Director, and Financial Advisor with 37 years of financial service experience and is part of the LTX Legacy Group at Morgan Stanley. Gene holds his Series 3, Series 7, Series 63 & 65, and Texas Insurance License – for Life, Health, and Variable Annuity Insurance. He started at Morgan Stanley in 1987, after moving away from public and corporate accounting and stepping away from his own real estate development company which lasted nine years.

Gene grew up in Mount Pleasant, Texas, and moved to Longview in 1979. He is a graduate of the University of Texas in Arlington and holds a Bachelor of Business Administration in Accounting.

Gene is married to his wife Sabrina and has two sons named Will and James. Gene has been very involved with his community to include prior boards as the American Heart Association and Pinecrest Country Club. He is a member of New Beginnings Baptist Church in Longview. In his spare time, he enjoys being with his family, playing golf, fly fishing, and bike riding.

Adam Graves is a Senior Vice President, Senior Portfolio Manager, Financial Advisor with 28 years of financial service experience and is part of The Bell Graves Group at Morgan Stanley. He has his Series 7 License, Series 66 License, and his Life, Health Variable Annuity insurance licenses. Before making the move to Morgan Stanley in 2008, Adam worked with Herman at AG Edwards. Adam has an extensive background in wealth management, retirement planning and financial planning. Adam's focus is on developing strategies for his clients current and future needs.

Adam lives in Longview, TX, where he grew up as a child. He received his Bachelors of Business Administration from Stephen F. Austin State University in 2004.

Adam is married to Shanna Graves and is the parent of Taylor Graves and Savannah Graves. In his free time, he enjoys spending it with his family, travelling and is an extreme car enthusiast. Adam is involved in many different aspects of his community. He is an active member of First Baptist Church in Longview Texas, on the board of trustee at Pine Tree Independent School District, a board member of the Parenting Resource Center, the VP Board Member of Green Wood Cemetery, a Stephen F. Austin Alumni ambassador and past president of Keep Longview beautiful.


2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025

Rick is a Senior Vice President, Senior Portfolio Management Director, and Financial Advisor with 45 years of investment experience. Rick has completed the Series 3, Series 7, Series 63, Series 65 and also holds a Texas Insurance license for Life, Health, and Variable Annuities. He started in the investment business with E.F. Hutton in Longview in 1978.

Rick grew up in East Texas and has lived in or near Longview for the past 45 years. He is a graduate of Texas A&M University in Commerce and holds the Bachelor of Business Administration and Master of Business Administration degrees.

Rick is married to Lori who also works at Morgan Stanley. Rick is a pilot and flies a hot air balloon as a hobby. He is also on the Board of Directors of the Great Texas Balloon Race held in Longview every summer. Rick and Lori are members of Mobberly Baptist Church in Longview. In their spare time they enjoy family activities, lake time, and travel.

Daniel Lynch is a Vice President, Branch Manager and Financial Advisor at Morgan Stanley. With about 30 years in the financial services industry, Dan combines the longevity of his investment and professional experience to preserve and grow the wealth of his clients. Through his comprehensive approach, he focuses on retirement planning to help his clients achieve their financial goals. Dan works with his clients to structure their finances so they will have the financial freedom to live a life they envision for themselves while taking on the least amount of risk.

Dan began his career at Morgan Stanley in 1994 as a Financial Advisor and became a Manager at the firm in 2006. He resides in Longview, Texas with his wife, and when he is not working, he enjoys traveling and spending time with their five grandkids.

Craig Parr is a First Vice President, Portfolio Management Director, and Financial Advisor with 20 years of financial service experience and is part of the LTX Legacy Group at Morgan Stanley. Craig holds his Series 7, Series 66, Series 31, and Texas Insurance License – for Life, Health, and Variable Annuity Insurance. Before making the move to the financial industry with Morgan Stanley in 2003, Craig worked in Dallas in public and corporate accounting with an emphasis in tax.

Craig is originally born in England and moved to Longview as a child where he has grown up. Craig is a graduate of Stephen F. Austin State University in 1996 and holds a Bachelor of Business Administration in Accounting.

Craig is married to his wife Dana and they have one son named Hudson. He is a member of First United Methodist Church in Longview and is very involved with boards and charities within the community. In his spare time, he enjoys being with his family, traveling and playing golf-especially with his son who is an avid golfer.

Arlee has been with Morgan Stanley and its predecessor firms for over 43 years. She grew up in Lubbock Texas and began her career in the Lubbock office of EF Hutton, in 1980. She has called Longview TX her home since her transfer to the Longview branch in 1988. Arlee utilizes a holistic approach in developing and implementing financial goals for her clients. Professional Licenses include Series 7, 63, & 65, as well as Insurance Licenses for Life, Health and Variable Annuity. NMLS #1316571

Arlee and her husband Cary, have two grown children who also reside in Longview. Both are married and have blessed them with 5 beautiful grandchildren. They enjoy family BBQ’s, fishing and playing at the lake, and relaxing days together.

Connor is a client service associate at Morgan Stanley, and a proud alumni of Northwestern State University where he got his Bachelor of Science, and Minor in pre-law and paralegal studies. After graduating college, Connor worked for around 2 years at prior investment firm before coming over as a client service associate. He is currently working on getting his series 7 and series 66 licenses, so that he can become a more intricate part of the team.

Connor was born and raised in Longview TX, and Lives in Hallsville Texas with his Wife Emma and 2 Dogs, Sis and Tex. Outside of work Connor and his wife Emma love taking road trips with their family’s and doing DIY Projects at home. Connor is also an avid Outdoorsman, and self-proclaimed grill master.

Stacey is a Senior Client Service Associate at Morgan Stanley. She has over 18 years of experience working closely with multiple Financial Advisors as the first point of contact for clients. Stacey cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and helping with the onboarding and maintaining of client accounts. Prior to career at Morgan Stanley, Stacey worked in the banking industry for many years.

Stacey has been married to her high school sweetheart for 32 years and they have two grown children and one son in law. She and her husband live in Diana, Texas and attend FBC Diana where she enjoys leading a Ladies Life Group class.

Away from work, Stacey spends her time running and training for races, traveling, spending time with friends and family, and she just began a ladies boxing class this year!

Karen Jackson is a Registered Client Service Associate. After 12 years of working in retail operations, Karen successfully transitioned into her role with Morgan Stanley in 2012. She works closely with the other members of the Group in assisting with organizing records, building client portfolio’s and being a reliable source for information.

Karen grew up in Gilmer, TX and now lives in Longview, TX. She received her Associates Degree from Kilgore College in 2010. Karen is married to Chris Jackson and they have three adorable “fur babies”, Maddie, Chloe and Stormie. In her free time, Karen enjoys baking, reading, and spending time with her family.

Ashley is a Registered Wealth Management Associate for the Longview Texas branch. She currently holds a series 7 and 66 license with FINRA allowing her to assist client with trades.

Originally from Maryland, Ashley is a graduate of Louisiana State University, where she earned a Bachelor’s degree in Mass Communications. She started her career with Morgan Stanley in the New Orleans office before moving to Longview with her husband and two children. When away from work Ashley and her family, enjoy traveling and spending time with friends and family.