Our Story and Services

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services Include
  • Retirement Planning1
  • 401(k) Rollovers
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Cash Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

Southlake Town Square, 1400 Civic Place
Suite 200
Southlake, TX 76092
US
Direct:
(817) 416-4470(817) 416-4470
Toll-Free:
(844) 841-9118(844) 841-9118
Fax:
(817) 416-4467(817) 416-4467

Meet The Gunnip Group

Photo of Randy Gunnip

Randy Gunnip, CIMA®

Senior Vice President, Wealth Management, Wealth Advisor, Senior Institutional Consultant, Portfolio Management Director

Phone:
(817) 416-4470(817) 416-4470
Photo of Matt Gunnip

Matt Gunnip, CIMA®

Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Management Director

Phone:
(817) 416-4472(817) 416-4472

About Me

Since joining Morgan Stanley in 1989, Randy has earned the designations of Senior Institutional Consultant, Senior Vice President, Wealth Advisor, Portfolio Manager and has 10 consecutive years 1999 – 2008 of membership in the company’s Chairman's Club. In May 2010 he was elected to a three-year term on the national board of directors for the Association of Professional Investment Consultants (APIC). APIC is a community of leading Morgan Stanley consultants and their team members designed to enhance their level of knowledge in consulting and providing exceptional service to their clients.

Randy offers his clients a blend of knowledge, dedication, and personal service. His areas of concentration include money management, alternative investments, and cash management. He holds the CIMA® (Certified Investment Management Analyst®) and is an Estate Planning Consultant. Randy has been a guest speaker at financial seminars for Morgan Stanley financial advisors nationwide and has presented at the University of Pennsylvania’s Wharton School of Business.

He served as a Naval officer and aviator, having graduated first in his flight training class, and spent nine years as president and CFO of a diversified, privately-held corporation. Randy earned a Bachelors of Business Administration in Accounting from Texas Christian University; while in college he worked for Weaver and Tidwell, at the time the largest privately held accounting firm in the southwestern United States. Randy and his wife, Grace, are avid boaters and enjoy spending time on the ocean at their vacation home in Florida. Randy volunteers with the U.S. Coast Guard and serves on two Ministry Boards.
Securities Agent: TX, WY, WA, VA, UT, SC, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MA, LA, KY, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1265150

About Me

Matt started working in the financial services industry with Morgan Stanley and its predecessor firms as an intern in 1993, then full-time in 1996, joining his father, Randy, to form The Gunnip Group. The Gunnips are fortunate to be in the industry with family members encompassing two generations, both of whom hold the designation of Certified Investment Management Analyst®, (CIMA®). Matt earned his CIMA® from the Investment Management Consultants Association at the University of Pennsylvania’s Wharton School of Business, the designations of Senior Vice President, Wealth Advisor and Senior Portfolio Manager, was honored with Morgan Stanley’s National Sales Director Award in 1998. Matt enjoys working with clients and developing comprehensive financial plans to help achieve their long term goals and objectives. His areas of concentration include separately managed accounts (SMAs) and exchange-traded funds (ETFs).

Matt graduated with a degree in Accounting from Texas Wesleyan University. A life-long resident of the Fort Worth area, he is married, and has three children who keep him busy when he is not in the office. In addition to enjoying spending his free time with his family, Matt donates his time and energy to the Boys and Girls Clubs of Fort Worth’s Panther Club, a subsidiary for young professionals in support of the Boys and Girls Clubs of Fort Worth. He was recognized with Rookie of the Year honors in his first year of service to the club.
Securities Agent: TX, WY, WA, VA, UT, SC, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MA, LA, KY, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1252932

About Me

Jennetta began her career in the financial service industry in 1986, has over 30 years of experience across wealth advisory operations, including operations management and advisory support. She takes pride in delivering exemplary client service, including the advancement of client queries, requests and documentation. She performs duties that support the team, including but not limited to, identifying Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs. Jennetta is a Portfolio Associate and holds both Series 7 and 66 securities licenses.

As native Californians, Jennetta, her husband Darryl Sir, enjoy traveling together. The Claiborne’s relocated to Texas twice, in 1989 and 1998. They treasure their annual trip with their son Darryl II and grandchildren, Kylah, Darryl III, Devon and Dylan. Jennetta enjoys reading presidential biographies and spending time with friends. She is a USTA 4.0 tennis player, active in both Metro and USTA leagues in Dallas Fort Worth, and volunteers with Dallas CASA as a children’s rights advocate.

About Me

Rayeann came to Morgan Stanley and its predecessor firms initially not seeking a career in Finance; however she was intrigued by the job description. That initial intrigue has led to a career extending back to 1989. Having this depth of experience and knowledge to oversee daily operations, including supervision of her fellow Client Service Associate has proven to be an asset for the Gunnip Group, in addition to helping expedite and assure quality client service. Rayeann’s responsibilities include the opening and processing of Separately Managed Accounts; Select UMA, Consulting and Evaluations, Morgan Stanley Advisory and the support of Portfolio Management. In addition, she serves as liaison between clients and the Financial Advisors on the team. As a Wealth Management Associate, Rayeann is Series 7, 63, 65, and 31 licensed.

A native of Honolulu, Hawaii, she attended the University of Hawaii at Manoa. Rayeann, her husband Dell, and their children, Alyssa, Caitlin, and Dylan, relocated to Fort Worth in 2005 from Hawaii. The Ison family also includes their two West Highland Terrier dogs Kekoa and Kailani as well as a Yorkie named Kalena. Rayeann enjoys scrap booking, and spending time with her family. She also volunteers as needed for the organizations and teams in which her children are involved.
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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Morgan Stanley and Justin Rose: A Winning Team

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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.
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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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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 Gunnip Group today.
1Morgan 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.

2Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

4Morgan 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.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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 suitable 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”) 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.


CRC 2019752 10/2018