Allan J. Klenke
Executive Director, Financial Advisor, Senior Portfolio Manager
Phone:
(713) 651-5892(713) 651-5892
The Journey Group at Morgan Stanley
Direct:
(713) 658-2717(713) 658-2717
Our Mission Statement
The Journey Group at Morgan Stanley works with its institutional and affluent family clients to help develop and manage customized investment portfolios with the intent of maximizing return potential within an appropriate risk tolerance.
Welcome
The Journey Group is a diligently assembled team of investment and wealth management professionals. We collectively have the requisite vital skills, knowledge and experience to provide a full spectrum of customized strategies to help meet the specialized needs of institutions and affluent families.
We believe every journey begins with a plan and a financial one is no different. We focus on developing plans for our clients that we continuously monitor for achievability and risk mitigation. Risks could be as common as a market downturn or more serious like a loss of health or employment. We have experienced almost every situation you can consider, but if a unique circumstance arises then we roll our sleeves up and work with you to help resolve the issue.
Investing and managing portfolios is both an art (human element) and a science. Morgan Stanley has a best-in-class investment platform tied to first class digital tools. The combination is powerful in allowing us to deliver industry leading financial services. Our open access investment platform allows us to tailor portfolios to the client, utilizing publicly traded securities, real estate or private investments, with the aim of achieving our clients’ goals or objectives with the least amount of risk.
We know we can serve your financial needs and ask for the opportunity to prove we are the ones you want on YOUR JOURNEY! See the profiles below to select a member of The Journey Group at Morgan Stanley to begin the discussion.
We believe every journey begins with a plan and a financial one is no different. We focus on developing plans for our clients that we continuously monitor for achievability and risk mitigation. Risks could be as common as a market downturn or more serious like a loss of health or employment. We have experienced almost every situation you can consider, but if a unique circumstance arises then we roll our sleeves up and work with you to help resolve the issue.
Investing and managing portfolios is both an art (human element) and a science. Morgan Stanley has a best-in-class investment platform tied to first class digital tools. The combination is powerful in allowing us to deliver industry leading financial services. Our open access investment platform allows us to tailor portfolios to the client, utilizing publicly traded securities, real estate or private investments, with the aim of achieving our clients’ goals or objectives with the least amount of risk.
We know we can serve your financial needs and ask for the opportunity to prove we are the ones you want on YOUR JOURNEY! See the profiles below to select a member of The Journey Group at Morgan Stanley to begin the discussion.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
• We believe in managing risks that the headlines aren’t even reporting yet. We focus on what we can do today to help keep your financial goals intact for tomorrow.
• We believe we can help you prepare for life’s financial challenges. Why? Because we’ve seen it all. Our experience keeps us patient, agile, and focused on you.
• We believe knowledge is power. We strive to educate you and your family so that you’re confident about the decisions you make—next week, next year, and beyond.
• We believe in building lasting relationships. Our team has the youth and the experience to guide your family for generations to come.
• We believe in open and consistent communication. Whether it’s a quarterly face-to-face or a standing monthly phone call, regular contact helps us keep your financial plan aligned with your goals.
• We believe in the value of a handshake and the sincerity of our word. This business is our life’s work and integrity is everything.
• We believe we can help you prepare for life’s financial challenges. Why? Because we’ve seen it all. Our experience keeps us patient, agile, and focused on you.
• We believe knowledge is power. We strive to educate you and your family so that you’re confident about the decisions you make—next week, next year, and beyond.
• We believe in building lasting relationships. Our team has the youth and the experience to guide your family for generations to come.
• We believe in open and consistent communication. Whether it’s a quarterly face-to-face or a standing monthly phone call, regular contact helps us keep your financial plan aligned with your goals.
• We believe in the value of a handshake and the sincerity of our word. This business is our life’s work and integrity is everything.
CUSTOMIZED SOLUTIONS
As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your particular priorities and goals.
Wealth Management
Wealth management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career, and your legacy goals to develop an integrated strategy that is uniquely yours.
Financial Planning
The cornerstone of an effective wealth management plan is comprehensive financial planning, which captures your goals, resources and expectations for the future. Effective planning can potentially lead to successful education and retirement income funding. It helps eliminate blind spots, and helps ensure legacy goals are met.
Professional Portfolio Management
We study investment trends and leverage the global resources of the firm to develop a personalized investment strategy. We’ll develop a personalized portfolio to help you meet your requirements for growth, income or wealth conservation within your risk constraints.
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person’s death. Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. The tax implications of the plan should also be thoroughly documented.
INVESTOR RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here to Read the Report
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here to Read the Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check out the latest episode
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episodeMANAGING YOUR MONEY IN THE 21ST CENTURY
We offer a comprehensive suite of tools to manage your wealth more effectively in today’s busy world. We are happy to assist you in signing up for any of these services.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Click Here to Learn More
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.
Click Here to Learn More
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Click Here to Learn More
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures for necessary paperwork. There is no registration process to begin using E-Sign – all you need is a valid email address and phone number.
Click Here to Learn More
E-Delivery
E-Delivery allows you to securely save, print, send and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Click Here to Learn More
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
Click Here to Learn More
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Click Here to Learn More
Goals Planning System (GPS)
GPS is our financial planning software. It helps define what you want out of life, so we can create a financial framework to bring these goals to fruition.
Click Here to Learn MoreLocation
717 Texas Avenue
Suite 3050
Houston, TX 77002
US
Direct:
(713) 658-2717(713) 658-2717
1330 Post Oak Blvd
Suite 900
Houston, TX 77056
US
Direct:
(713) 968-3129(713) 968-3129
24 Waterway Ave
Ste 600
Houston, TX 77380
US
Direct:
(281) 362-4706(281) 362-4706
Meet The Journey Group
Greg Owen Klenke
Executive Director, Financial Advisor
Phone:
(713) 651-5893(713) 651-5893
Timothy L. O'Connor
Vice President, Financial Advisor
Phone:
(713) 651-5894(713) 651-5894
Maria Navarro
Portfolio Associate
Phone:
(713) 658-2757(713) 658-2757
Julia Hine
Client Service Associate
Phone:
(713) 968-3035(713) 968-3035
Mark Dahl
Vice President, Wealth Management Associate
Phone:
(713) 651-5898(713) 651-5898
Lyndsay Shick
Assistant Vice President, Wealth Management Associate
Phone:
(713) 651-5897(713) 651-5897
About Allan J. Klenke
Allan Klenke brought his team to Morgan Stanley in August 2020, after 28 years with UBS. Their focus is to serve corporations and their employees in the equity compensation segment. As a partner of The Austin Silicon Hills Group, Allan’s primary responsibilities include overall team strategy and working with key corporate and individual clients.
He started in the industry after earning a BA in Business from the University of Kansas and an MBA in Finance from the University of Notre Dame in 1990. He developed the business serving clients of major corporations. For three years, Allan turned his focus to the UBS home office product area and took on responsibilities of branch management. He returned to the team with new skills from that experience. Allan then sought the Senior Portfolio Manager designation, which was awarded in 2010. The team was then able to focus on portfolio construction for ultra-high net worth executives. Allan was named to Financial Times 400 Top Financial Advisers in March 2018.
Allan serves on the board of Paradisus Dei, a faith-based non-profit that works to strengthen marriages and families and runs a men’s program, That Man is You!, which has over 25,000 active participants across the country each week.
For leisure, Allan enjoys running, golf, and snow skiing, when he can get
away. He and his brothers own a ranch near Columbus, Texas, where they have planted a vineyard and enjoy gathering the entire Klenke clan.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
He started in the industry after earning a BA in Business from the University of Kansas and an MBA in Finance from the University of Notre Dame in 1990. He developed the business serving clients of major corporations. For three years, Allan turned his focus to the UBS home office product area and took on responsibilities of branch management. He returned to the team with new skills from that experience. Allan then sought the Senior Portfolio Manager designation, which was awarded in 2010. The team was then able to focus on portfolio construction for ultra-high net worth executives. Allan was named to Financial Times 400 Top Financial Advisers in March 2018.
Allan serves on the board of Paradisus Dei, a faith-based non-profit that works to strengthen marriages and families and runs a men’s program, That Man is You!, which has over 25,000 active participants across the country each week.
For leisure, Allan enjoys running, golf, and snow skiing, when he can get
away. He and his brothers own a ranch near Columbus, Texas, where they have planted a vineyard and enjoy gathering the entire Klenke clan.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Securities Agent: LA, IA, NY, FL, DC, WA, OR, NM, NH, CA, MI, IL, NV, MT, KS, CO, AZ, NC, AR, WI, VA, MO, GA, PA, NJ, WV, UT, TX, OK, MN; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2078586
NMLS#: 2078586
About Greg Owen Klenke
Securities Agent: MT, VA, NV, NM, DC, TX, AR, UT, MN, MI, LA, IN, CA, WA, NJ, KS, IA, GA, FL, AZ, WI, OR, OK, NH, CO, PA, NC, MO, IL, NY, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2058458
NMLS#: 2058458
About Timothy L. O'Connor
Timothy O’Connor has been in wealth management since 1992 and currently heads up Portfolio Management and Client Engagement with The Austin Silicon Hills Group. He earned a Bachelor of Science from University of Notre Dame in 1986 – he actually started out in Pre-med - and an MBA in Finance from University of Texas at Austin in 1988.
Tim’s first job was with MONY Financial Services, which was limited to offering insurance and annuity products, but it sparked his interest and began a foundation in estate planning. Tim has found that working with a team of talented and committed people allows the individuals to develop the skills and knowledge that benefit the group and complements aptitudes that make our work life more enjoyable. Our team has found a niche delivering personalized advice and wealth management acumen to corporate stock benefit plan participants and executives. We have a depth of knowledge on tax management and strategies to help handle concentrated positions. Tailored financial planning is the keystone to delivering personalized investment strategies that help our clients meet liquidity needs, address the challenge of longevity, and consider the legacy they will leave to the next generation and their community.
Tim is a 3rd generation Houstonian. He is happiest with his wife of 27 years, Kari, who is a life-long teacher and now director of the pre-school that their daughter, Caroline, attended. Caroline is now a pre-med student at TCU. Tim and Kari are regular church members and enjoy supporting a food fair outreach project. Tim is a fan of the Rockets and of course the Irish. Go Irish!
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Tim’s first job was with MONY Financial Services, which was limited to offering insurance and annuity products, but it sparked his interest and began a foundation in estate planning. Tim has found that working with a team of talented and committed people allows the individuals to develop the skills and knowledge that benefit the group and complements aptitudes that make our work life more enjoyable. Our team has found a niche delivering personalized advice and wealth management acumen to corporate stock benefit plan participants and executives. We have a depth of knowledge on tax management and strategies to help handle concentrated positions. Tailored financial planning is the keystone to delivering personalized investment strategies that help our clients meet liquidity needs, address the challenge of longevity, and consider the legacy they will leave to the next generation and their community.
Tim is a 3rd generation Houstonian. He is happiest with his wife of 27 years, Kari, who is a life-long teacher and now director of the pre-school that their daughter, Caroline, attended. Caroline is now a pre-med student at TCU. Tim and Kari are regular church members and enjoy supporting a food fair outreach project. Tim is a fan of the Rockets and of course the Irish. Go Irish!
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: PA, OK, MO, MN, CO, OR, MI, CA, TX, NH, MT, NY, AR, VA, NV, NJ, KS, DC, WV, LA, IL, NM, NC, WA, IA, GA, FL, AZ, WI, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 828583
NMLS#: 828583
About Maria Navarro
Born in Nuevo Laredo, Mexico
Enjoys spending time with family camping and fishing as well as participating in local triathlons
Enjoys spending time with family camping and fishing as well as participating in local triathlons
Contact Allan J. Klenke
Contact Greg Owen Klenke
Contact Timothy L. O'Connor
Wealth Management
Global Investment Office
Portfolio Insights
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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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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
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
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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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Journey Group today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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:
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 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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:
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 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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)