Our Story and Services

To Exceed Client Expectations

Saying it is easy. Doing it takes competence and commitment.

At the Gulf Coast Group, we’ve established one of Morgan Stanley*’s leading teams of experienced and dedicated professionals. We’re committed to a common mission to exceed client expectations. As a team, we share proven principles that guide our efforts. We are client centered and solution oriented. Working with our clients, we identify the issues and leverage thought leaders to deliver strategies not products. We have considerable years of experience, education and professional development. We follow a disciplined process working with individuals, families and their employers to develop a long term, dependable and predictable plan designed to meet each of your life’s most important priorities.

Explore in these pages how our approach, our practice, and our work together as our team serves our most valued relationships, the families we work for on a daily basis.

Consider an exploratory meeting to learn more about how these capabilities might fit with your needs.

And remember,

“It takes a lifetime to accumulate wealth, but it can be lost in a blink of an eye. Be Prudent….Be Thoughtful” - David A. Novelli, team founder and Managing Director at Morgan Stanley*.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(713) 512-6652(713) 512-6652

Meet The Gulf Coast Group

About Me

Tom has worked in Wealth Management since 2002.  Prior to Morgan Stanley he worked as an advisor for Smith Barney and Sands Brothers Investment Bank.  As a Certified Financial Planner Designee and Certified Private Wealth Advisor, Tom applies in-depth financial strategies for corporations and individuals.  Helping families manage the complex, multi-generational challenges that accompany significant wealth, assisting businesses in accessing capital markets and monetization, and working with corporate executives to maximize their employee benefits are a few examples of how he adds value for clients.
Securities Agent: TX, WA, VA, PA, NY, NV, NM, NE, NC, MT, MO, MI, MA, LA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1290389

About Me

1997 - Present:
Morgan Stanley*
Financial Advisor
Guided Portfolio Manager
Houston, TX



BBA - Bachelor of Business
Administration/Finance, 1988
Stephen F. Austin State University
Nacogdoches, TX



Financial Planning Specialist Program
Smith Barney



Westbury Little League
1997 - 2010: Board of Directors
Vice President - Operations
President, VP of Marketing, Treasurer
Houston, TX



Westbury Civic Associations



Willow Waterhole Greenspace Conservation Committee



Bellaire FFA Booster Club and Chapter, Board Member, Treasurer
Securities Agent: TX, WY, WA, TN, RI, PA, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MS, MO, MI, MA, LA, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278613

About Me

Founder and Managing Partner of The Law Firm Group at Morgan Stanley
Five Star Wealth Manager - Texas Monthly, 2014 - 2018
40 under 40 (HM) - Houston Business Journal
South Texas College of Law - JD
University of Texas - BA
Securities Agent: TX, WA, VA, UT, TN, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MS, MO, MI, MD, MA, LA, KS, IN, IL, HI, GA, FL, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1383173

About Me

David A. Novelli
Managing Director
Private Wealth Advisor
Senior Portfolio Management Director

•             Certified Financial Planner™

•             University of Texas - BBA in Accounting

•             Born in Houston, Texas

•             Enjoys running, skiing, flying, travel and spending time with his sons


david.a.novelli@morganstanleypwm.com
713-512-4519
Securities Agent: TX, OK, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1274484

About Me

Securities Agent: TX, WV, WI, WA, VA, UT, OK, OH, NV, NM, NJ, NH, ND, NC, MT, MO, MI, MD, MA, LA, IL, ID, HI, GA, FL, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272780

About Me

Securities Agent: TX, WV, VA, UT, PA, OK, NY, NM, NJ, NE, ND, NC, MT, MO, MI, IL, ID, HI, FL, CO, CA, AZ, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282416

About Me

Rhett has been with Morgan Stanley Wealth Management and its predecessor firms for 49 years.  Rhett has served as an Assistant Branch Manager in San Antonio and Branch Manager in the Austin office. Prior to forming The Stone Group, he worked as a director for the Consulting Group covering the Southwest Region and Oklahoma.  Rhett focuses on providing objective counsel on the research, selection, and monitoring of leading professional money managers focusing on high net worth clients and institutions.
Securities Agent: TX, WA, VA, PA, NY, NV, NM, NE, NC, MO, MI, MD, MA, LA, IL, GA, FL, DC, CT, CO, CA, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
NMLS#: 1273050

About Me

John C. Vander Voort
Senior Vice President
Private Wealth Advisor
Stock Plan Director
Senior Portfolio Manager
• New York University — MBA in Finance
• University of Albany — B.A. in Economics
• Certified Equity Professional and Certified Financial Planner TM
• Born in Middletown, New York.
• John and his wife, Laura, have three children. John enjoys cooking, fitness and the outdoors.
john.c.vandervoort@morganstanleypwm.com
713-512-4462
Securities Agent: TX, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; General Securities Principal; Investment Advisor Representative
NMLS#: 1272858

About Me

David Galic is a Financial Advisor with The Journey Group at Morgan Stanley. With extensive financial services experience, he focuses on asset management and financial planning for executives, business owners, and families.

A native of Australia, Dave graduated from Baylor University where he earned a bachelor’s degree in business administration with a concentration in Finance. He worked as a business analyst at TXU Energy before pursuing a wealth management career and joining Morgan Stanley in 2012. Dave was named to Morgan Stanley’s Pacesetter’s Club in 2017 and 2018, a global recognition program for financial advisors who demonstrate first class client service within their first five years.

Dedicated to putting his clients’ needs first, Dave understands that building an effective financial plan starts with being a good listener. He builds planning and investment strategies from the ground up, starting with a deep understanding of each client’s unique goals and aspirations. He then communicates often so that he can better anticipate needs, minimize risk, and adjust plans as needed.

Outside of work, Dave enjoys staying active in his community and attending church. A former professional tennis player, he is a U.S. “Over 30” Doubles Champion and a Host Committee member for the Game Set Match Gala. Dave is a big fan of both Harley Davidson's and dogs. At home, he has an American Mastiff named Jaxx and an American Bulldog named Molly.
Securities Agent: TX, WA, TN, OK, NY, NV, NM, NJ, MT, MN, MI, LA, IL, IA, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1288199

About Me

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Me

Securities Agent: TX, WY, VI, VA, UT, TN, SD, SC, PA, OR, OK, NY, NM, NJ, NE, NC, MT, MS, MO, MN, MI, MD, LA, KY, IN, IL, GA, FL, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1398707

About Me

University of Houston Downtown - BBA Finance
Born in Houston, Texas
Enjoys running and spending time with friends and family

About Me

Baylor University - BBA in Economics & Financial Planning and Services
Born in Houston, Texas
Enjoys spending time with family, rugby, the outdoors, and spending time at his family's ranch

About Me

University of Texas- BFA in Theatre
Born in Houston, Texas
Enjoys reading, running, yoga, and spending time with her family

About Me

Texas A&M University - BBA in Finance
Born in Beaumont, Texas
Enjoys cycling, sporting clays, fishing and traveling
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

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“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Gulf Coast Group today.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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