The Liberty Group of Texas at Morgan Stanley

For over 35 years, Ryan has been fortunate to live out his passion for making a positive impact in the lives of his clients.  He finds the work he does with the Liberty Group of Texas at Morgan Stanley, truly gratifying and fulfilling.  He can see the fruits of the team’s labor playing out in his clients’ lives as they help fulfill their retirement dreams.  Another one of Ryan’s passions is giving back to his community through volunteer work.  Currently he serves as a mentor with BridgeBuilders, a local inner city ministry.  Here, he is able to walk alongside men, many of whom had previously been incarcerated, by helping them regain footing, find jobs and gain a renewed sense of dignity in their lives.  More importantly, he believes through this work, he can help to restore hope to those who have lost hope.

A native of Fayetteville, Arkansas, Ryan received his Bachelor of Science degree in Geology, in May 1982, from the University of Arkansas.  Upon graduating college, Ryan began working as a geologist with Enserch Exploration in Dallas.  He departed from Enserch, in the summer of 1984, to serve as President of Lynx Exploration, Inc., an independent oil and gas exploration company.  Ryan's career with Morgan Stanley, as a Financial Advisor, began in the spring of 1988.

Outside of the office, Ryan enjoys spending time with his children Canon and Lily.  He also enjoys participating in an array of leisure and athletic activities such as alpine skiing, fly fishing, martial arts, running, cycling and mountain biking.

Driven by legacy aspirations, Keith strives to leave things better than he found them. Whether he is making a positive impact in his clients’ lives or in his community, he feels an immense responsibility to help his fellow man. This is a core value for him which truly fires him up and gets him out of bed every day. His desire to help people led him to build career as a financial advisor with Smith Barney back in 1976. Over the years, Keith has established himself as a true veteran of the financial services industry with a wealth of experience behind him. He joined Morgan Stanley in 2003, attracted to its institutional research, investment banking capabilities, and private banking and lending resources.

Born and Raised in Texarkana, Texas, Keith would eventually attend Dallas’s Southern Methodist University, where he received both his Bachelor of Business Administration degree and his Master of Business Administration degree. He has lived in Dallas with his loving family ever since.
Keith and his wife, Marilyn, have two sons, Drew and Clay. Drew is married to Hannah-Marie Avants from Thibodaux, LA. Clay is married to Blake Johnston from Metairie, LA. Keith’s oldest son, Jeff, has a daughter named Sarah and is a soon-to-be graduate in the Honors College of the University of Houston. She makes Keith an extremely proud “Grandpa Keith”.

Outside of his family and work, Keith is dedicated to his alma mater and to his community. For more than forty years Keith has been involved with the SMU Mustang Club. He and his family are members of the Highland Park United Methodist Church.

Lisa Fasse is a Senior Registered Associate. With over 35 years of financial experience at the firm. Lisa has gathered extensive knowledge in wealth management and financial planning. She works closely with The Liberty Group of Texas at Morgan Stanley to assist clients in the day to day operations. Her responsibilities include client onboarding, online user experience, and routine account disbursements among other administrative matters and being a reliable source for information. Lisa holds her FINRA Series 7, 63, 65, 9 and 10 licenses.

Lisa lives in Sachse, TX where she enjoys spending time with her family and friends. In her free time, she enjoys singing in her church choir, baking and being a grandmother. Lisa is an active member of her community where she loves meeting new people and building strong relationships.

A Houston native, Cailey Patterson earned her MA in Economics and International Relations from the University of St Andrews in Scotland. Before joining Morgan Stanley as the Team Administrator, she was the team's intern for two consecutive summers, equipping her with a comprehensive understanding of Wealth Management.

At Morgan Stanley, Cailey has established herself as a dedicated professional, continuously aiming to provide financial solutions tailored to individual client needs. With her firm foundation in economics and a forward-thinking approach, she offers strategic insights to help clients navigate the complexities of finance and make informed decisions.

Beyond her core profession, Cailey's interests span motorsport, notably Formula 1, engineering, and emerging tech. As the Executive Director of her University's Formula Student team and a member of the Institution of Mechanical Engineers (IMechE), she displays her multifaceted talents. Further emphasizing her commitment to innovation, Cailey contributed to the Carbotnic podcast, exploring clean tech and renewable developments.

Outside of her professional life, Cailey enjoys the finesse of equestrian polo. Clients at Morgan Stanley can anticipate not only her enthusiasm for her work, but also her attention to detail.