The Halo Group

As The Halo Group at Morgan Stanley, we work with a select group of affluent individuals and families who value our depth of knowledge and experience in providing comprehensive strategies that are tailored to help achieve their most important goals.

Our mission is simple: to enhance the lives of our clients through personal service, sound advice and an integrated, goals-based approach to wealth management. We seek to accomplish this through the development of long-term relationships with you and your family, and by continually aligning your goals and values with a tailored plan that evolves with your needs over time.

Our Group was founded in the latter part of 2015 by Jeff Davis, a Morgan Stanley Financial advisor since 2009, and Sonia Ginnell, a Financial advisor that relocated from Merrill Lynch in 2014. Jeff and Sonia have spent more than two decades in the industry cultivating and nurturing relationships with their respective clients, taking pride in delivering custom solutions and services for each individuals unique financial needs.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Asset Management3
  • Estate Planning Strategies4
  • Financial Planning5
  • Professional Portfolio Management6
  • Retirement Planning7
  • Sustainable Investing8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

5001 Spring Valley Rd
Ste 900
Dallas, TX 75244
US
Direct:
(972) 774-6537(972) 774-6537
Toll-Free:
(800) 366-9194(800) 366-9194

Meet The Halo Group

About Me

Jeff joined Morgan Stanley in 2009 and brings over 29 years of experience in the financial services industry to the team, having served as an Investment Advisor at both Merrill Lynch and UBS Financial Services. Jeff provides comprehensive wealth management to families, focusing on retirement planning and risk management. He helps grow and protect wealth by building long-lasting relationships through deeply understanding individuals needs at all different stages of life.

Jeff is a graduate of the University of North Texas where he majored in Finance. Jeff is a Registered Player Financial Advisor with the National Football League Players Association.

Jeff resides in Frisco, and has three boys. He enjoys hunting and fishing.
Securities Agent: TX, WV, WA, VA, TN, SC, PA, OK, OH, NY, NV, NM, NC, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1544235

About Me

Sonia has been in the Financial Services industry for over 36 years; she spent 27 years at Merrill Lynch. Her group moved to Morgan Stanley in 2014. She is dedicated to understanding the priorities of affluent families and providing the finest individually tailored approach to planning and investing.

Sonia graduated Magna Cum Laude from Minnesota State University with a B.S. in Business. She has the Chartered Retirement Planning Counselor, CRPC, from the College of Financial Planning. She was Resident Director of the Arlington, TX Merrill Lynch office for five years.

Sonia has three children; a graduate from Pepperdine University, a senior at University of Oklahoma-OU, and a junior at New York University.
Securities Agent: TX, WI, WA, VA, TN, OK, NM, MT, MN, MI, MA, LA, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 535901

About Me

Monica joined Morgan Stanley in 2009 and has 42 years of experience in the Financial Services industry. She started her career at Merrill Lynch and transitioned to UBS Financial Services for 25 years.

Monica is originally from Ennis, TX and has lived in the Dallas area all her life. In her free time, she enjoys gardening and boating.

About Me

Laura joined Morgan Stanley in 2014 after two and a half years with Merrill Lynch. She began her career as a Financial Consultant with AXA Advisors, where she focused on retirement planning for over two years. She has the Chartered Retirement Planning Counselor CRPC, from the College of Financial Planning. Laura graduated Summa Cum Laude from Texas A&M University with a Bachelor of Business Administration.

Laura and her husband currently reside in Richardson, Texas, where she is from originally. She enjoys traveling, spending time outdoors with her dog Scout, and attending and playing sporting events.

About Me

Sterling Hopkins joined The Halo Group at Morgan Stanley in 2018. She has four years of experience in the banking industry, all of which have provided her with the skills to offer exceptional client service. In addition to serving clients, her role includes supporting the team in administrative and operational capacities.

Sterling is a native of South Carolina and relocated to Irving upon graduating. She earned a BA in Public Relations from the University of South Carolina and will begin studying for her Series 7 license.  She enjoys traveling, reading and spending time with her family.

Investment and Market Perspectives

On the Markets

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.

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.

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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Ready to start a conversation? Contact The Halo Group today.
Market Information Delayed 20 Minutes
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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.

3Morgan 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.

4Morgan 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.

5Morgan 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.

6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

7Morgan 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.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

9Morgan 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.

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.


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