The Dallas Consulting Group at Morgan Stanley

Rusty Cooper is a distinguished financial advisor with an extensive career spanning four decades at Morgan Stanley. Holding the titles of Senior Vice President, Family Wealth Director, Corporate Retirement Director, Senior Institutional Consultant, and Financial Advisor, he has demonstrated exceptional expertise in wealth management. In 1993 he started the Dallas Consulting Group at Morgan Stanley which consists of a 10 person highly experience professional team that manages assets for families and institutions, including endowment funds, foundations, pension plans and 401(k) plans. His primary focus is on family wealth, aiming to assist individuals in managing their assets tax-efficiently and ensuring a comfortable retirement while accomplishing their goals and objectives without the risk of outliving their money.

Mr. Cooper's most notable professional accomplishment lies in effectively managing $1.6 billion for clients who place their trust in him and his team. He prioritizes building strong, collaborative relationships with clients and their families to understand their financial objectives, goals, and risk tolerance, providing creative, solid solutions utilizing sophisticated investment tools and strategies. This approach to managing money is a source of great pride for him.

Before joining Morgan Stanley in 1984, Mr. Cooper gained valuable experience working for General Electric Computer Services for four years. This role provided him with a solid foundation in computer science and business operations, which he later leveraged to excel in the financial sector.

Mr. Cooper’s academic background, including a Bachelor of Science in business and information systems, has been instrumental in shaping his analytical skills and strategic thinking. He attributes his remarkable success to his unwavering dedication, tireless work ethic, and commitment to delivering exceptional services that always prioritize the best interests of their clients. His excellence has been recognized through various awards, including the prestigious Master's Club award from Morgan Stanley in 2024, Forbes America's Top Wealth Advisors and Best-In-State Wealth Advisors and is an honored listee in Marquis Who’s Who in America.

In addition to his professional achievements, Mr. Cooper is actively involved in civic-minded organizations. He has been Board Chairman for several organizations including the Dallas Jewish Community Foundation and Southwest Community Foundation. His contributions to the community reflect his commitment to philanthropy and social responsibility.

Outside of his professional life, Mr. Cooper enjoys spending time with his family, playing guitar in 2 classic rock/pop bands, working out and skiing. Rusty has been married 43 years, has 3 married children and 5 loving grandchildren.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.

David N. Bower concentrates in alternative investments, capital markets, and trading, with a career spanning over 35 years at Morgan Stanley. As an
Alternative Investments Director, David harnesses his market insights and extensive experience to offer strategic investment solutions, catering to high-net-worth families and institutions. His work in investment consulting has earned him the accolade of Forbes Best-In-State Wealth Advisor for 2024.

David's educational background includes a Bachelor of Science in Management (B.S.M.) from Tulane University, which laid the foundation for his successful career. Notably, he is a founding member of the Dallas Consulting Group, a 10 person team dedicated to providing investment advice to families, corporate executives, endowments and institutional clients.

Beyond his professional achievements, David is a proud family man, married with three grown boys. He enjoys spending his leisure time on the golf course, where he finds both relaxation and enjoyment.

Forbes Best-In-State Wealth Advisor 2024
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.

Tim began his career at Morgan Stanley as a summer intern in 2005, with plans at the time to go to law school. He quickly learned how much he loves working in wealth management, and he’s never left. Tim joined the firm's Financial Advisor training program immediately after graduating from University of Maryland, where he earned bachelor’s degrees in Economics and Government.

Tim is passionate about helping clients create a vision for their future and enabling them to make decisions with confidence. He prides himself on being process and planning driven. His recommendations are part of an optimized plan for each client to reach their goals. Tim holds the CFP^® (CERTIFIED FINANCIAL PLANNER™) designation and focuses in Equity Compensation / Executive Financial Services, Concentrated Positions, and Alternative Investments.

“Everything our team does for our clients revolves around reaching their goals while managing risks or obstacles. Our team is focused on detailed financial planning as the core of our client relationships. We utilize Morgan Stanley resources strategically, tailoring them to each client’s unique situation. Members of our team include early, mid, and late career professionals in both advice and service. We are stewards of something larger than ourselves as individuals, and working as a team to maintain our reputation is very rewarding.”

Tim and his wife Courtney have two children and two West Highland White Terriers. His son is an avid ice hockey player, and his daughter plays tennis and rides horses. Both children are competitive swimmers. Tim and his family are members of the Church of the Incarnation in Dallas. His hobbies include hunting, hiking, camping, overland/off-road driving, classic/collectible automobiles, and the Oxford comma. As a member of the Exchange Club of Lake Highlands, he volunteers in our community and helps to raise funds for scholarships.

• Focus on corporate services including equity compensation/stock plans, financial planning, digital engagement
• B.A. in Political Science from the University of Iowa
• Graduate of the Digital/Wealth Advisor Associate programs at Morgan Stanley
• Well versed in Morgan Stanley's financial planning and digital tools available to clients
• Ice hockey official with USA Hockey and the American Collegiate Hockey Association since 2010
• Moved to Dallas in the summer of 2019

Victor Olivera is a Portfolio Manager, Global Sports and Entertainment Associate Director, and Financial Planning Specialist at Morgan Stanley. He brings over a decade of experience to the team. He is also a Chartered Retirement Planning Counselor SM or CRPC^® designee which is a designation awarded by the College for Financial Planning. Victor is determined to help clients organize and prioritize their financial goals and help develop a financial strategy that is in line with their objectives. He leverages the firm's sophisticated planning tools to design a custom financial plan for all of his clients.

As a Global Sports and Entertainment Associate Director, Victor works closely with NFL and NBA athletes and their agents, CPA’s, and attorneys to help them make sound financial decisions by developing a clear cash flow strategy and financial plan for them. Victor understands the unique needs of professional athletes and is one of few advisors at Morgan Stanley with this expertise and designation.

Victor and his team provide a premier level of in-depth knowledge and high caliber service to affluent clients throughout the country. He splits his time between North Texas and New York City and has access to Morgan Stanley offices in both areas. Clients who've come to the group by way of referrals include entrepreneurs, retirees, doctors, and professional athletes.

Victor is bilingual. He is fluent in Spanish and was raised in Orlando, FL. He earned his Bachelor’s Degree at Stetson University. He currently serves as Dallas Chapter Chair for the Stetson University Alumni Board. Outside of work, Victor enjoys traveling, playing soccer, and exploring new dining experiences. Additionally, Victor travels throughout the country to provide financial literacy education to young student athletes at prestigious events such as Senior Bowl, HoopHall Classic, and youth sports camps.

Allison is a native of Dallas, Texas and began her career in Wealth Management in 2014, joining Morgan Stanley in 2016. She is passionate about providing people with confidence and clarity regarding their financial and personal goals, advising on customized strategies to help improve expected outcomes while managing risks.

Allison is a CFP^® (CERTIFIED FINANCIAL PLANNER™) practitioner and holds the CIMA^® (CERTIFIED INVESTMENT MANAGEMENT ANALYST^®) designation. After graduating from Ursuline Academy of Dallas, she earned her Bachelor’s degree in Accounting and Finance from Texas Christian University, and a Financial Planning Certificate from the University of Texas.

Outside of the office, Allison is an avid rower. She started the sport in high school and learned many valuable lessons that have translated into her career as a Financial Advisor. In rowing, we can't control the wind or the water, but through preparation and discipline we can set ourselves up for better outcomes.

Allison is a member at Dallas Rowing Club and is passionate about education for underprivileged children. In her free time, she enjoys spending time with her family who all live locally, rowing, cooking, traveling, and cheering on the TCU Football team. Allison was recently engaged to her fiancé, Philip.

Kitty began her career in Wealth Management in 1976. She started out at an independent firm in Fort Worth, Texas working with a team of three Financial Advisors. She later joined Morgan Stanley in 1982 and has been a Senior Client Service Associate since then. Kitty’s top priority is keeping our clients’ happy by providing top tier customer service. She loves how the industry is constantly evolving, ensuring that no two days are the same.

Kitty was born in Houston, Texas and moved to Bedford in 1975. She enjoys spending time with her family and still has five living generations. She is passionate about her rescue pets and they are her world. Outside of the office she enjoys working in her yard, riding motorcycles, and attending Mavericks concerts.

Ellen joined Morgan Stanley in 2005. Prior to working at Morgan Stanley, she helped client's secure their financial future for their heirs as a licensed agent at a family owned insurance agency. Transitioning into Wealth Management was a great next step for her career in the Financial Services Industry as it allowed her to expand her knowledge of investment products. She is passionate about helping our clients with a wide variety of their financial needs. Through her extensive knowledge of insurance products, trading, and the day to day account administration, she has been able to foster unique relationships with all of our clients. Ellen’s favorite part of this business is that she is consistently meeting new people and creating lasting relationships with them while continuing to foster the close relationships she has with client's she’s known throughout her entire career at Morgan Stanley. Ellen is a licensed Life, Accident, Health and HMO insurance agent and holds the Series 7, Series 66, Series 31, Series 9, and Series 10 securities licenses.

Outside of work, Ellen strives to serve the community by volunteering at local charities such as The North Texas Food Bank and Habitat for Humanity. As a New Orleans native, she enjoys cooking and trying new seafood, dining out with friends, traveling abroad, and tending to her vegetable garden.

Tyler L. Clark, Consulting Group Analyst is a team member of the Dallas Consulting Group. He graduated from TCU with a degree in Energy, Technology & Engineering, and has been with Morgan Stanley since 2019. Tyler handles operations, technology, and alternative investments, in which he handles a unique blend of responsibilities that allows him to develop ways to integrate each further into practice. The part of the business that he enjoys the most is alternatives; he helps develop alternative investment strategies and handles all alternative operations. Tyler also enjoys the aspect of the business that there is always something more to do and always more to learn. Tyler believes the Dallas Consulting Group stands out due to its unique blend of backgrounds, specialties, and personalities while also remaining relatively small. This allows the team to adapt to pretty much any situation. Tyler has lived in Dallas Fort Worth for 11 years. He is married and has one daughter.

Hanna Loew is a Senior Registered Client Service Associate for the Dallas Consulting Group. She began in the financial services industry in 2011 and joined Morgan Stanley in 2022. Hanna got into the business through interviewing for a part time receptionist role at another firm while she was a college student and ended up accepting a full-time job managing the Operations department. As a client service associate, Hanna is passionate about helping with the day-to-day requests from client’s and Financial Advisors, as well as finding unique ways to make processes easier and more efficient. She prides herself on quick responses and finding solutions to complex issues.

Hanna moved from Los Angeles to Dallas in December of 2022 with her Chihuahua, Peanut who she rescued from an animal shelter in 2010. As a native of Los Angeles, she has volunteered with numerous local charities in the area including Cards for Hospitalized Kids, Operation Backpack, the Los Angeles Food Bank, and Operation Gratitude. Outside of work, Hanna enjoys hiking, cooking, traveling, volunteering, and spending time with her dog.