Our Story

At The Thomas and Doom Group, we don't just see numbers or charts; we see individuals with dreams, families with aspirations, and businesses with potential. Our philosophy is grounded in the understanding that every financial journey is unique, and so is every solution we craft.

Your financial aspirations are personal, and we take them to heart. Drawing from our Investment Advisory and Portfolio Manager experience, we offer a hands-on approach to wealth management. Whether you're building wealth, navigating retirement transitions, or seeking optimized investment outcomes, our focus remains steady: protecting your wealth, nurturing its growth, and generating sustainable income for your present and future.

We recognize the intricacies of the financial realm and weave them into holistic 360-degree strategies. From anticipating rising healthcare costs in retirement and maximizing your social security benefits to insightful estate transferring strategies, we have you covered.

Our investment philosophies lean into deep discount, value, and contrarian themes, ensuring a diversified and resilient approach for every financial scenario.

At The Thomas and Doom Group, trust is not just earned; it's cherished. Our relationship-driven approach means we see our clients as extended family. It's about celebrating milestones together, being present during both jubilant and challenging times, and most importantly, walking this financial journey side by side.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

OUR PROCESS

As your dedicated wealth management team, our role is to tailor a personalized financial strategy that fits your needs. We want to help save you money, build your net worth, hit your goals, and feel comfortable with your financial decisions.
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    1. Discovery Process
    We take the time to fully understand you and your family. Whether you’re planning for retirement, living in a new city, purchasing a home, or living out your golden years, we consider all of your challenges, goals, and aspirations when building your financial picture.
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    2. Forming Your Strategy
    Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success. We help analyze your income and lifestyle to identify and tailor planning techniques that are used to address your objectives.
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    3. Strategic and Tactical Asset Allocation
    Your customized asset allocation is designed to create a sustainable lifetime income. We strategize in both long and short term planning. With daily investment monitoring, we are able to adjust and rebalance in order to create a uniquely tailored plan.
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    4. Implementing Your Plan
    We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios.
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    5. Ongoing Relationship
    We conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs. We are committed to you reaching your goals. We want to create a long lasting relationship and be a source you can count on.

MOVING TO TEXAS

Our team of advisors specializes in personally assisting the transition from residency in another state to becoming full time Texas residents. We stand ready to help you with your questions and connect you with other local professionals if necessary to help in your transition. There are quite a few benefits to becoming a full time Texas resident, and not just the beautiful weather and great community. Please give the office a call at (972) 450-6663 and we will be happy to assist you!
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    Texas Domicile (Residency)
    Looking to buy a home?
    Want help qualifying as a Texas resident?
    Need help with estate planning?
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    Investments, Retirement Savings, and Banking Relationships
    Assist in moving accounts to Texas. We can relieve the stress of transferring accounts.
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    Professional Referrals
    We want to help guide you to the benefits of living in Texas. We will refer you to the correct people involving taxes, estate planning, and insurance.
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    Financial Documents and Relationships
    Moving is difficult. We want to make sure you feel secure with your documents.
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    Driver's License/Voting
    We can help with getting a license and making sure you are properly registered to vote.
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    More to Discuss
    We would love to discuss any other topics you have in mind. Please give us a call at (972) 450-6663

PROTECTING YOUR ONLINE SECURITY

Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.

The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Protecting Yourself
  • Safegaurd Your Information
  • Enhance your Security
  • Report an Online Security Concern
Security Features and Proactive Defenses
  • VoiceID
  • Multi-Factor Authentication (MFA)
  • Fraud Detection and Prevention
  • Alerts and Notifications
  • Digital Tools
  • Automatic Session Time Out
  • Threat Landscape Monitoring
  • Cybersecurity Fusion Centers
  • Employee Training and Testing

MODERN WEALTH MANAGEMENT TOOLS

Our comprehensive suite of secure digital tools are designed to help enhance every aspect of your financial life while ensuring your data is protected. Here are a few of the technologies we have to offer our clients.
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    Cybersecurity
    At Morgan Stanley, safeguarding your assets and personal information is our top priority. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
    Click here to learn more:
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    Total Tax 365
    Tax management that is integrated into your investment process 365 days a year is an essential part of growing your wealth. That’s why we offer access to a broad range of tax solutions to help you maximize your after-tax wealth.
    Click here to learn more:
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    Reserved Living & Giving
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
    Click here to learn more:
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    LifeView
    LifeView begins with a thorough understanding of you, your needs, your lifestyle, and your family. This provides our clients with comprehensive investing and planning solutions for their individual goals.
    Click here to learn more:
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    Morgan Stanley Online
    Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:

    - eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
    - eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
    - Managing your everyday finances such as paying bills online, sending money or transferring funds.
    Click here to learn more:
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    Total Wealth View
    Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.

    Integrating investment accounts is essential in developing a comprehensive plan.

    Total Wealth View allows for dynamic financial planning with current information from outside accounts. It helps clients stay ahead of any unexpected surprises.

    The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.

    Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
    Click here to learn more:
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    Investor Resources
    Staying updated with relevant information is important. Read the latest article "Fall Planning for Your Finances".
    Read Here

Location

5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6663(972) 450-6663
Toll-Free:
(800) 999-1942(800) 999-1942

Meet The Thomas And Doom Group

About John G Doom

Since 2007, John has been an instrumental part of the Morgan Stanley family. Recognizing that your financial journey is unique, he prioritizes a client-centric approach that emphasizes informed, strategic decision-making. John specializes in guiding individuals like you towards confident retirement planning.

Ever faced a challenging financial decision? John stands by your side, helping you navigate complex choices—from optimizing spending to adhering to a budget. He is committed to delivering honest, clear advice, even if it's challenging to hear. Why? Because he believes in cultivating a relationship rooted in trust.

Working closely with a compassionate and highly skilled team in Dallas, including Mark Doom and Brad Thomas, John ensures that every client benefits from a synergistic approach to financial planning. His sharp analytical prowess and vast financial planning knowledge elevate the team’s capability to serve you better.

As a Senior Portfolio Manager with the esteemed Certified Financial Planner professional designation, John crafts holistic financial plans that align with your long-term aspirations. Whether it's investment analysis, asset management, insurance, or financial planning, he is dedicated to turning your dreams into actionable plans. John is not just your advisor; he's your partner in building a secure future. Together, let's craft your financial success story.
Securities Agent: NY, IN, WA, TX, TN, KS, ID, CT, AZ, OR, NM, MA, GA, CO, WI, OH, NC, HI, NJ, MS, SD, SC, DE, WV, ND, MT, MI, AR, AL, UT, MD, IL, FL, CA, VA, LA, OK, NV, MO, MN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265019
CA Insurance License #: 0F66799

About Bradley D Thomas

Brad Thomas is a dedicated Executive Director with a rich 40 plus year history in financial services, ensuring that your financial future is in experienced hands. Since joining Morgan Stanley in 1981, Brad has achieved the esteemed title of Senior Portfolio Management Director, a testament to his commitment to excellence.

Understanding that every client's financial journey is unique, Brad crafts tailored financial strategies aimed at wealth preservation, growth, and ensuring a comfortable retirement. He doesn't just manage your assets; he aligns your financial plan with your aspirations, challenges, and core values. Whether you're navigating wealth management, planning for retirement, considering a 401(K) rollover, or seeking experienced advice on asset and cash management. Brad is an excellent resource.

A proud alumnus of Purdue University, Brad holds a Bachelor of Science in Management Accounting, Finance, and Marketing. Beyond his professional accolades, he's deeply rooted in the Dallas, Texas community, where he resides with his loving wife, Kim.

Together, they formed a cause close to their hearts: The Thomas Foundation Second Chance Horse Rescue. This foundation reflects their shared commitment to giving back, by rescuing and rehabilitating horses at risk. Outside of his professional and philanthropic endeavors, Brad enjoys Indy car racing, working out at the gym, seeing a Broadway musical, and watching football as a loyal Dallas Cowboys supporter. But above all, he cherishes moments spent with family and values the connections he makes within his community. When you work with Brad, you're not just gaining a financial advisor; you're working with someone who genuinely cares about your future and the community at large.
Securities Agent: TX, NC, HI, KS, IL, CT, NV, MS, IN, MI, GA, AR, WI, UT, OR, ND, FL, CO, NY, AZ, OH, WV, VA, NJ, MD, LA, AL, SD, SC, MO, ID, TN, KY, OK, NM, MN, MA, DE, CA, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1398803

About Justine Hwaynate

Justine is a Registered Associate and has been working with The Doom Group since late 2021. She has five years of experience working in the financial services industry, previously working at Charles Schwab. Justine currently holds the Series 7, 63, and 65 licenses. She is committed to providing world class service to each client and plays a key role in helping clients with their operational, administrative, and financial needs.

Justine is originally from the San Francisco Bay Area, with most of her family still living there. She graduated with a bachelor’s degree in economics from UC Davis in 2019. She moved to the Dallas area for work after graduation. In her free time, you can find her reading books, baking desserts, taking ballet classes, and volunteering at church.

About Carole Grau

With over 43 years in the financial sector, Carole Grau has distinguished herself as a source of trust and reliability. Partnering with Brad Thomas for 28 of those years, Carole has been instrumental in creating personalized service that revolves around you, the client.

For Carole, it's about ensuring that every client feels secure, understood, and supported. Her commitment is showcased in her proactive and efficient response to clients' needs. Your peace of mind is her top priority, and she's always just a phone call away to offer assistance. In every interaction, Carole's principle is clear: treat every client the way she'd like to be treated, making her a genuine resource. Her dedication to excellence has earned her the Morgan Stanley's 35 Year Loyal Service Award.

Carole's roots trace back to Long Island, New York, and her educational journey led her to James Madison University in Virginia. Making Dallas her home since 1980, family values resonate deeply with her, and she takes pride in her two sons, and 2 grandchildren, and their achievements in Dallas.

When Carole is not at work, she and her husband enjoy listening to country music and exploring new places especially beach destinations. In addition, Carole stays active by participating in group exercises at LA Fitness and Club Pilates while her husband is a world competitive three event water skier and baseball player.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Randy Payne

Randy Payne is a Senior Private Banker serving Morgan Stanley Wealth Management offices in the Dallas/Fort Worth Market.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.

Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
NMLS#: 1214288
Wealth Management
From Our Team

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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
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

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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
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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
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Taking Control of Your Finances After Death of a Spouse

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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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Thomas And Doom Group today.
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1Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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3Morgan 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.

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4When 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.

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5Morgan 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.

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6Morgan 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.

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7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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8Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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11Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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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.

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.

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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)