Michael Calvin
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(512) 469-3440(512) 469-3440
The Calvin / Clayton Group at Morgan Stanley
Direct:
(512) 469-3440(512) 469-3440
Our Mission Statement
We pride ourselves on empowering clients of all backgrounds to take control of their financial lives by offering objective advice, personalized plans, and a solid foundation for financial success.
Our Story and Services
The Calvin/Clayton Group at Morgan Stanley is a highly experienced team of advisors with decades of combined experience and a deep understanding of the ever-evolving financial industry. We are honored to have been recently recognized as a Forbes Best-In-State Wealth Management Team. We believe in building long-term relationships built on trust, transparency, and helping clients achieve financial success. Dedicated to providing highly personalized advice and strategies, we aim to understand our client’s personal and financial goals so that we can look at investment plans holistically for each client. Working together we can help you preserve and grow your wealth, relying on the insights of seasoned professionals, a premier trading and execution platform and a full spectrum of investment choices.
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Knowledge Center
We are committed to providing you with the latest market insights and resources available to be better informed in the current market. The most up to date content from Morgan Stanley includes:
Global Investment Committee Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at the current state of the markets, asset class performance, and fixed income.
Disclosure:
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend model portfolio weightings, as well as produce a suite of strategy, analysis, commentary, portfolio positioning suggestions and other reports and broadcasts.
Read MoreDisclosure:
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend model portfolio weightings, as well as produce a suite of strategy, analysis, commentary, portfolio positioning suggestions and other reports and broadcasts.
On the Markets Research Report
Monthly collection of commentary on topics such as global equities, monetary policy, investment trends, and more from Morgan Stanley & Co., Morgan Stanley Wealth Management, and external partners.
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Thoughts on the Market Podcast
Short, thoughtful viewpoints on the forces shaping the markets from a variety of voices and perspectives inside Morgan Stanley hosted by Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley.
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Morgan Stanley Research & Insights
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Research & InsightsWhat We Provide
The Calvin/Clayton Group at Morgan Stanley combines their diverse skillsets to help clients of substantial wealth simplify and manage their complex personal and financial lives so they and their families can live the lifestyles they choose.
Family Office Resources helps clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to help address the complex multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently. Here are some resources to help you navigate:
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Family Office Resources helps clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to help address the complex multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently. Here are some resources to help you navigate:
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Wealth Management Capabilities
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage.
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Estate Planning
The Wealth and Estate Planning Strategists look at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles, leading to more informed investment decisions when looking at their estate plan holistically.
Learn MoreExecutive Compensation - Stock & Stock Options
Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risk of investing financial assets and the potential reward of preferential income tax treatment.
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Pre-Liquidity Event Planning
Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
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Alternative Investments
Morgan Stanley's comprehensive strategies, diverse talent and global resources enable us to provide flexible and distinctive investment opportunities to help you achieve your financial goals.
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Investing With Impact
Investing with impact delivers a comprehensive and holistic wealth strategies for our clients that seek to generate market-rate financial returns alongside positive environmental and social impact.
Learn MorePersonalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions we help our clients answer every day.
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I’ll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Managing Risk
Life’s risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life’s unknowns?
Professional Portfolio Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Socially-Responsible Investing
Is there a way to incorporate my personal values into the way I invest without giving up performance?
Charitable Giving
Are my charitable donations having the impact I want them to have?
Growing Older
Given extended life expectancy, how do I make certain I can afford the health services I may need?
Comprehensive Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
Morgan Stanley Smith Barney LLC 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 visit us at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or consult with your Financial Advisor to understand these differences.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
Morgan Stanley Smith Barney LLC 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 visit us at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or consult with your Financial Advisor to understand these differences.
2023 Tax Tables
This helpful resource outlines the 2022 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Tax Tables
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, Calvin/Clayton helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Location
8701 Bee Caves Rd
Ste 300
Austin, TX 78746
US
Direct:
(512) 469-3440(512) 469-3440
Meet The Calvin / Clayton Group
Guy Clayton, CRPC®
Senior Vice President, Financial Advisor
Phone:
(512) 469-3450(512) 469-3450
Phone:
(972) 774-6646(972) 774-6646
Margaret Bryant
Senior Registered Client Service Associate
Phone:
(512) 469-3460(512) 469-3460
About Me
Mike’s career in the financial services industry began on the institutional fixed income and equity trading desks in September of 1987. Now with more than 3 decades of capital markets experience, including stints in corporate finance, corporate turnaround/crisis management and venture capital arenas, Mike draws on that institutional level experience to manage risk and build long-term wealth for his retail clients.
Mike’s primary areas of practice are asset management for ultra-high net worth individuals/families and the management of corporate ownership positions for executives in both the public and private arenas. For public company executives, that means structuring investment portfolios around the tax-efficient management of concentrated stock and stock option positions. For private company owners and executives, it means maximizing the value of a less liquid ownership asset and devising client-focused strategies on how to grow, protect and pass on that ownership.
In addition to holding the firm’s Senior Portfolio Manager designation, Mike earned his BBA from Baylor University in Waco, Texas and an MBA from The McCombs School of Business at The University of Texas at Austin. He has been included as a member of the Century Club since 2025. He lives with his wife, Diane, in Austin, Texas and they are active with LifeAustin Church. In addition, Mike is involved with the First Tee of Greater Austin and a board member with The Central Texas chapter of the Fellowship of Christian Athletes (FCA).
Mike’s primary areas of practice are asset management for ultra-high net worth individuals/families and the management of corporate ownership positions for executives in both the public and private arenas. For public company executives, that means structuring investment portfolios around the tax-efficient management of concentrated stock and stock option positions. For private company owners and executives, it means maximizing the value of a less liquid ownership asset and devising client-focused strategies on how to grow, protect and pass on that ownership.
In addition to holding the firm’s Senior Portfolio Manager designation, Mike earned his BBA from Baylor University in Waco, Texas and an MBA from The McCombs School of Business at The University of Texas at Austin. He has been included as a member of the Century Club since 2025. He lives with his wife, Diane, in Austin, Texas and they are active with LifeAustin Church. In addition, Mike is involved with the First Tee of Greater Austin and a board member with The Central Texas chapter of the Fellowship of Christian Athletes (FCA).
Securities Agent: HI, AZ, TN, NJ, MN, FL, CO, AR, OK, NY, KY, IN, PA, CA, TX, SC, NC, ME, MA, LA, IL, AL, MD, KS, OH, NV, GA, WA, VA, DE, WI, OR, MO, MI; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1326118
NMLS#: 1326118
About Me
Guy has extensive experience in both banking and wealth management. Guy’s entrepreneurial background and knowledge of the business cycle provide him with a seasoned perspective on the issues and opportunities that business owners and entrepreneurs encounter. He advises a range of clients including professional athletes, public company executives, and multi-generational families.
Mr. Clayton began his career in the early 90’s at a community bank where he was the in-house investment and securities professional concentrating on real estate and small business lending. In 1998 he co-founded a de novo bank and holding company in Lakeway, TX, which subsequently was sold to a large regional bank. Guy’s partnership group ultimately raised capital and started a second independent bank in the Austin area, which was ultimately sold to an out of state holding company. Adept at large-scale financial transactions, Guy gained valuable experience managing the bank’s institutional bond portfolio and serving on the bank’s board of directors.
Guy earned his undergraduate degree in Finance from Texas Tech University where he lettered on the men’s basketball team. In his free time, he enjoys traveling and spending time with his wife and two children. He lives in Lakeway, Texas, and is very active in the community having served as a volunteer coach, a trustee for many years on the Lake Travis Independent School District, and as a board member of his church.
Mr. Clayton began his career in the early 90’s at a community bank where he was the in-house investment and securities professional concentrating on real estate and small business lending. In 1998 he co-founded a de novo bank and holding company in Lakeway, TX, which subsequently was sold to a large regional bank. Guy’s partnership group ultimately raised capital and started a second independent bank in the Austin area, which was ultimately sold to an out of state holding company. Adept at large-scale financial transactions, Guy gained valuable experience managing the bank’s institutional bond portfolio and serving on the bank’s board of directors.
Guy earned his undergraduate degree in Finance from Texas Tech University where he lettered on the men’s basketball team. In his free time, he enjoys traveling and spending time with his wife and two children. He lives in Lakeway, Texas, and is very active in the community having served as a volunteer coach, a trustee for many years on the Lake Travis Independent School District, and as a board member of his church.
Securities Agent: TX, IN, OH, ME, KS, GA, OR, OK, MD, LA, KY, NJ, WA, PA, AZ, SC, NY, MI, HI, DE, CO, CA, AR, WI, NC, MN, FL, MA, IL, AL, VA, TN, NV, NM, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1326078
NMLS#: 1326078
About Me
With integrity, dedication, and resources, Winston helps clients financially protect their future, their family, and their legacy through a comprehensive wealth management approach. Winston’s motivation in serving clients stems from the admiration he has for his grandfather. By adapting his conversative investing approach, Winston is able to design personalized strategies that account for all aspects of his client’s financial lives.
Winston’s top priority is helping individuals achieve their most important goals. He focuses on creating financial solutions – investing, planning, estate planning strategies, tax efficiency, assets, and liabilities.
A graduate of Baylor University with a degree in Finance, Winston began his career working as a Financial Analyst and Controller at both Texas Instruments and IBLP in Chicago before becoming self-employed. In 2017, Winston transitioned to Merrill Lynch, joining The Calvin / Clayton Group. The conservative and successful approach of the Calvin/Clayton Group enables them to create an enhanced level of service to help individuals meet their financial objectives. In 2022 the team made a Firm change to Morgan Stanley.
Outside the office, Winston enjoys spending time with his wife Melody, and their children, actively engaging in their academic and athletic endeavors. Winston is also a member of Christ Community Church.
Winston’s top priority is helping individuals achieve their most important goals. He focuses on creating financial solutions – investing, planning, estate planning strategies, tax efficiency, assets, and liabilities.
A graduate of Baylor University with a degree in Finance, Winston began his career working as a Financial Analyst and Controller at both Texas Instruments and IBLP in Chicago before becoming self-employed. In 2017, Winston transitioned to Merrill Lynch, joining The Calvin / Clayton Group. The conservative and successful approach of the Calvin/Clayton Group enables them to create an enhanced level of service to help individuals meet their financial objectives. In 2022 the team made a Firm change to Morgan Stanley.
Outside the office, Winston enjoys spending time with his wife Melody, and their children, actively engaging in their academic and athletic endeavors. Winston is also a member of Christ Community Church.
Securities Agent: NJ, AR, MD, OK, NV, TN, MO, MA, IN, GA, CA, AZ, VA, SC, OR, OH, FL, WI, MI, WA, MN, KY, KS, NC, LA, IL, HI, DE, TX, PA, ME, CO, AL, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1593664
NMLS#: 1593664
About Margaret Bryant
With more than 25 years of experience in the financial service industry, Margaret is a Senior Registered Client Service associate who assists the team’s clients with their administrative needs. She is a certified notary and holds the Series 7, Series 66 and Insurance/Annuities licenses.
Margaret and her husband Ken have been married 39 years. They live in Leander, TX and they have 4 children 16 grandchildren and 6 great grandbabies. When Margaret is not working she enjoys cooking, gardening and spending time with family.
Margaret and her husband Ken have been married 39 years. They live in Leander, TX and they have 4 children 16 grandchildren and 6 great grandbabies. When Margaret is not working she enjoys cooking, gardening and spending time with family.
Contact Michael Calvin
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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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Calvin / Clayton 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:
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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.
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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.
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)