Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(210) 366-6614(210) 366-6614
The Loeb Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
The Loeb Group at Morgan Stanley is well positioned to assist clients with specific objectives and financial goals in today's complex global marketplace. As your Financial Advisors, we can work together to preserve and grow your wealth. We believe in building a comprehensive roadmap that seeks to ensure financial success over multiple generations. The Loeb Group at Morgan Stanley is positioned to be an advisor for almost all of your financial needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Individual Plans For Individuals Like You
Goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass virtually all the elements of your financial and personal life, helping make sure they align with your current and future goals. Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, we can help you take charge of your financial future and achieve your goals.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with you to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Welcome to Our Life Navigator
One of our goals is to help our clients navigate different life events. Here you will find a wide range of content and materials covering a variety of life events and milestones that you might face.
Birth
Welcoming a child into the family is a joyous occasion for everyone. As a trusted advisor to my clients, I play a critical role in helping you plan and prepare for the financial components that a new child introduces into your lives.
Business
Many of our clients have complex business arrangements with a wide range of needs. As your Financial Advisor, I play a critical role in helping you navigate the complexities of business ownership.
Post-Career
Today's 65-year-olds have a high likelihood of living until their mid-80s, meaning you need to plan for a retirement that will span two decades and potentially much more. As your Financial Advisor, I make sure to put a plan in place so that you are able to take on any curveball retirement may throw at you.
Marriage
There are few events more exciting than when our client decides to align their life with the person they love. As your Financial Advisor, I can play an important role in helping you plan for these milestones and guiding your conversations.
Financial Literacy
Education is a major investment and expense for most of our clients—one that often requires years of careful, advanced planning. As educational costs continue to rise, we can help you approach the range of educational expenses, with appropriate funding strategies for your particular situations.
Death
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention, including administration of the estate. I believe that is better to plan ahead to ensure that your wishes and your will are followed. A proactive approach to estate planning as a family is better than a reactive one.
Caregiving
Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
Location
7600 Broadway
Ste 100
San Antonio, TX 78209
US
Direct:
(210) 366-6614(210) 366-6614
Toll-Free:
(800) 733-3041(800) 733-3041
Fax:
(800) 227-6121(800) 227-6121
Meet The Loeb Group
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(210) 366-6667(210) 366-6667
Blake Biddle
Financial Advisor
Phone:
(210) 277-4454(210) 277-4454
First Vice President, Financial Advisor, Senior Portfolio Manager, Senior Investment Management Consultant
Phone:
(210) 271-6107(210) 271-6107
Phone:
(210) 271-6110(210) 271-6110
First Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant
Phone:
(210) 271-6177(210) 271-6177
Phone:
(210) 277-4428(210) 277-4428
Joe Ward
Assistant Vice President, Group Director
Phone:
(210) 366-6699(210) 366-6699
Linda Hickman
Portfolio Associate
Phone:
(210) 366-6671(210) 366-6671
Michael Lollman
Senior Client Service Associate
Phone:
(210) 366-6620(210) 366-6620
Elias Zavala
Registered Client Service Associate
Phone:
(210) 366-6621(210) 366-6621
Nicole General
Client Service Associate
Phone:
(210) 366-6676(210) 366-6676
Kirstin Bradley
Client Service Associate
Phone:
(210) 366-6623(210) 366-6623
About Stephen A Loeb
1977 - Present:Morgan Stanley*
Managing Director,Wealth Management Financial Advisor,Senior Portfolio Management Director
1973 - 1977:Bache Corporation
1969 - 1973:United States Air Force
Captain-Vietnam War Bronze Star Recipient
1968:Bachelor of Arts in History from Louisiana State University, Baton Rouge, LA
Series 1 Licensed - General Securities Representative
Series 3 Licensed - National Commodity Futures Contracts
Series 5 Licensed - Interest Rate Options
Series 63 Licensed - Uniform Securities Agent State Law Examination
Texas Life, Health & Variable Annuity Insurance Licensed
Member of Director's Council (Add Year(s)) and Portfolio Management Institute Morgan Stanley
Chairman's Club Morgan Stanley (Add Year(s))
LSU Student Government Member
Member of the Patriots Circle with the National WWII Museum
Strong supporter of the American Cancer Society and the Boy Scouts of America
Previous Board Member of Temple Sinai
Managing Director,Wealth Management Financial Advisor,Senior Portfolio Management Director
1973 - 1977:Bache Corporation
1969 - 1973:United States Air Force
Captain-Vietnam War Bronze Star Recipient
1968:Bachelor of Arts in History from Louisiana State University, Baton Rouge, LA
Series 1 Licensed - General Securities Representative
Series 3 Licensed - National Commodity Futures Contracts
Series 5 Licensed - Interest Rate Options
Series 63 Licensed - Uniform Securities Agent State Law Examination
Texas Life, Health & Variable Annuity Insurance Licensed
Member of Director's Council (Add Year(s)) and Portfolio Management Institute Morgan Stanley
Chairman's Club Morgan Stanley (Add Year(s))
LSU Student Government Member
Member of the Patriots Circle with the National WWII Museum
Strong supporter of the American Cancer Society and the Boy Scouts of America
Previous Board Member of Temple Sinai
Securities Agent: ME, DC, VA, NC, MS, IA, AK, OR, NM, KS, WV, OK, NY, MT, AR, HI, PR, VT, WY, CT, RI, ID, ND, TN, MA, LA, WI, TX, NV, MN, KY, AZ, MD, SD, GA, CA, AL, WA, UT, PA, CO, VI, NJ, NH, NE, MO, IN, IL, FL, DE, SC, OH, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288278
CA Insurance License #: OE86881
AR Insurance License #: 2838296
NMLS#: 1288278
CA Insurance License #: OE86881
AR Insurance License #: 2838296
About Kameron E.A. Wood
2006 - Present:Morgan Stanley*
Managing Director
Senior Portfolio Management Director
2004 - 2006:Raymond James Financial
Financial Advisor, San Antonio, TX
2000:Dell Inc.
Corporate Account Manager, Austin, TX
2000:Bachelor of Arts in Business from Texas Lutheran University, Sequin, TX
Financial Planning Specialist Designation
Morgan Stanley*
Texas Life, Health & Variable Annuity Insurance Licensed
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Big Brothers Big Sisters of America Mentor, San Antonio, TX
Texas Lutheran University Alumni Association Member, Seguin, TX
Managing Director
Senior Portfolio Management Director
2004 - 2006:Raymond James Financial
Financial Advisor, San Antonio, TX
2000:Dell Inc.
Corporate Account Manager, Austin, TX
2000:Bachelor of Arts in Business from Texas Lutheran University, Sequin, TX
Financial Planning Specialist Designation
Morgan Stanley*
Texas Life, Health & Variable Annuity Insurance Licensed
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Big Brothers Big Sisters of America Mentor, San Antonio, TX
Texas Lutheran University Alumni Association Member, Seguin, TX
Securities Agent: PR, OH, AL, TX, NE, SC, WA, PA, MI, AZ, WY, MT, RI, VT, ND, ID, HI, CT, VI, WV, NY, NC, MN, ME, OK, NJ, MA, IN, IL, IA, DE, VA, TN, MD, AK, WI, SD, NV, MS, MO, GA, OR, KS, FL, DC, AR, UT, NH, KY, CA, NM, LA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1383190
CA Insurance License #: OM33323
NMLS#: 1383190
CA Insurance License #: OM33323
About Blake Biddle
NMLS # 1902229
Securities Agent: KY, GA, NH, KS, IA, TN, SC, PA, OK, NM, LA, IN, IL, NE, MO, ME, DE, CO, ID, WY, HI, VI, PR, ND, VT, RI, CT, MT, WV, TX, SD, OR, DC, CA, AK, WI, UT, NC, MS, MI, MD, MA, AZ, VA, NY, AL, WA, FL, OH, NV, NJ, MN, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2587374
NMLS#: 2587374
About Christopher Saunders
Chris began his University career as a physics major but quickly realized that was not for him. Since statistics came easy to Chris, the chair of the physics department suggested finance. Chris' parents lived in Tokyo and Singapore so he was keenly aware that finance and capital markets in particular are globally interconnected. Spending time all over Asia as the underpinnings of the Internet were being built has been of particular value from a perspective standpoint.
From a learning perspective, Chris is a deconstructionist, meaning he breaks a system or concept into its fundamental pieces to better understand the importance of and the relationships with other parts of the machine. This is particularly useful when working with complex dynamic concepts such as risk. This is also beneficial in building systematic processes for portfolio construction and evaluation.
Chris became a Financial Advisor in the 1990s when an advisor he was friends with needed someone to help manage the math and build the necessary processes to transition his client base. Most people would describe Chris as smart but he thinks it's more accurate to suggest that he has an atypical framework for deconstructing and understanding various problem sets. Within the Loeb Group, Chris is fortunate to work with a team of individuals who are extremely good at what they do. Chris likes data and the insights that can be teased from it and his teammates allow him to focus on what Chris is good at. In exchange, Chris is able to focus his abilities on building and maintaining models and systems that provide scale for the business and narratives as market regimes ebb and flow.
Chris resides in Alamo Heights with his wife, their two wonderful children, and their two cats and dog.
Professional Certifications
Certified Investment Management Analyst (CIMA), Senior Portfolio Manager, Senior Investment Management Consultant
Education
Trinity University, Bachelor of Science, Finance, Econ Minor
The Wharton School of Business, Certified Investment Management Analyst MBA
From a learning perspective, Chris is a deconstructionist, meaning he breaks a system or concept into its fundamental pieces to better understand the importance of and the relationships with other parts of the machine. This is particularly useful when working with complex dynamic concepts such as risk. This is also beneficial in building systematic processes for portfolio construction and evaluation.
Chris became a Financial Advisor in the 1990s when an advisor he was friends with needed someone to help manage the math and build the necessary processes to transition his client base. Most people would describe Chris as smart but he thinks it's more accurate to suggest that he has an atypical framework for deconstructing and understanding various problem sets. Within the Loeb Group, Chris is fortunate to work with a team of individuals who are extremely good at what they do. Chris likes data and the insights that can be teased from it and his teammates allow him to focus on what Chris is good at. In exchange, Chris is able to focus his abilities on building and maintaining models and systems that provide scale for the business and narratives as market regimes ebb and flow.
Chris resides in Alamo Heights with his wife, their two wonderful children, and their two cats and dog.
Professional Certifications
Certified Investment Management Analyst (CIMA), Senior Portfolio Manager, Senior Investment Management Consultant
Education
Trinity University, Bachelor of Science, Finance, Econ Minor
The Wharton School of Business, Certified Investment Management Analyst MBA
Securities Agent: MO, ME, IN, AL, OR, LA, WA, SC, NV, UT, OH, NY, MS, KY, IL, GA, CA, AR, OK, NM, DC, CT, VT, PR, MT, ID, MN, HI, VI, WY, RI, ND, TN, MI, MA, KS, AZ, SD, AK, FL, DE, CO, VA, MD, WV, PA, NJ, IA, WI, TX, NH, NE, NC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1454857
NMLS#: 1454857
About Albert Steves
Albert started in the financial services industry by connecting with his grandfather's financial advisor. Right off the bat, Albert knew that being a financial advisor was exactly what he wanted to do as it combines the two things he enjoys, working with people and the everchanging markets. Albert began his career with Dean Witter in 1987 and eventually became a part of Morgan Stanley when the firms merged in 1997. Albert sees a deep value in what the team has to offer, with each advisor in the group having a specific niche, creating a holistic approach to clients' financial needs. The most important part of being a financial advisor in Albert's eyes is having strong communication skills, a trait he has honed over his many years as an advisor and something he believes the team as a whole excels at.
Outside of work, Albert is a member of many philanthropic organizations in the San Antonio community such as sitting on the board of the Argyle and the St. Mark's Church Investment Committee. Albert enjoys spending time with his wife, children, friends, and pets and can often be found strumming the guitar.
Professional Certifications
Series 7, 31, 63, 65, 8
Education
Southern Methodist University, BBA in Finance
Outside of work, Albert is a member of many philanthropic organizations in the San Antonio community such as sitting on the board of the Argyle and the St. Mark's Church Investment Committee. Albert enjoys spending time with his wife, children, friends, and pets and can often be found strumming the guitar.
Professional Certifications
Series 7, 31, 63, 65, 8
Education
Southern Methodist University, BBA in Finance
Securities Agent: VI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, WY, WV, WI, WA, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, VT, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
About Virginia Raborn
Ginger started in the business a month before the tech bubble burst in 2000. Her first few years were spent not only learning the business, but trying to understand why risk and investing was so important. Ginger realized becoming a "functional practitioner" allowed for avoiding issues while it also allowed her to look under the hood to find where issues lay in waiting so that she could course correct before the problem arose.
Ginger prefers to tell people she doesn't like forms, she likes conversation. Financial Planning can mean so many things and can be different for each individual or family. Ginger feels it is incredibly satisfying to navigate each client to find not only success but to reduce overall anxiety.
Ginger has been in the business since 2000 and has worn every hat imaginable. However, her favorite and most fulfilling hat is one of holistic financial planning. Being the planner on the team allows Ginger to come into each relationship and be effective because she is genuinely trying to simplify and make relationships the most effective that they can be. Ginger utilizes her other team members for the pieces that she may not enjoy as much or that frankly, feels they do better. Ginger believes it is truly an effort to create the most effective relationship with the client. Ginger thinks that her clients would describe her as direct, but caring, honest, and thorough.
Ginger lives in New Braunfels and plays tennis (on USTA and SAPTA teams). She has been involved in the city to create awareness through various city campaigns. Ginger also volunteers for various charities such as, the New Braunfels Food Bank and the Oakwood Food Pantry.
Ginger is married with two daughters (previous marriage), two grown step kids and 6 grandchildren. Her daughters are still high school and college so she is still an active mom. Ginger has three dogs who love going for walks daily. She and her husband are active in their tennis club and neighborhood activities. They travel often and just try to live life with the "why not" philosophy.
Professional Certifications
CFP, Series 7, 31, 63, 65, Insurance License
Education
Texas A&M University, BBA Marketing
Ginger prefers to tell people she doesn't like forms, she likes conversation. Financial Planning can mean so many things and can be different for each individual or family. Ginger feels it is incredibly satisfying to navigate each client to find not only success but to reduce overall anxiety.
Ginger has been in the business since 2000 and has worn every hat imaginable. However, her favorite and most fulfilling hat is one of holistic financial planning. Being the planner on the team allows Ginger to come into each relationship and be effective because she is genuinely trying to simplify and make relationships the most effective that they can be. Ginger utilizes her other team members for the pieces that she may not enjoy as much or that frankly, feels they do better. Ginger believes it is truly an effort to create the most effective relationship with the client. Ginger thinks that her clients would describe her as direct, but caring, honest, and thorough.
Ginger lives in New Braunfels and plays tennis (on USTA and SAPTA teams). She has been involved in the city to create awareness through various city campaigns. Ginger also volunteers for various charities such as, the New Braunfels Food Bank and the Oakwood Food Pantry.
Ginger is married with two daughters (previous marriage), two grown step kids and 6 grandchildren. Her daughters are still high school and college so she is still an active mom. Ginger has three dogs who love going for walks daily. She and her husband are active in their tennis club and neighborhood activities. They travel often and just try to live life with the "why not" philosophy.
Professional Certifications
CFP, Series 7, 31, 63, 65, Insurance License
Education
Texas A&M University, BBA Marketing
Securities Agent: VA, NV, MI, FL, CA, WV, TN, PA, NH, ME, KS, CO, TX, DE, SC, OH, LA, DC, NY, MO, KY, MD, MA, AK, OR, NE, MS, UT, SD, NC, IL, IA, GA, AZ, AR, VT, CT, RI, HI, ID, VI, PR, WY, MT, ND, WI, OK, NJ, MN, IN, AL, WA, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1466807
NMLS#: 1466807
About Travis Mayfield
Travis' service model is centered around taking exceptional care of his clients and working hard on their behalf.
His favorite part of this business is the relationships that develop. He gets to meet new people, they become clients, and over time those relationships often grow into close friendships many of which feel like extended family. Some of his closest client relationships go back to when he started in this business 17 years ago, with Travis feeling it's been a true privilege to walk alongside them through life's milestones.
Being actively involved in his community is deeply important to Travis. Travis and his wife were founding members of the Bridge Fellowship, a church plant in Boerne, TX, launched in 2020. He has served in various ways but currently on the set up/tear down team. He is also involved with Hill Country Daily Bread as a men's mentor and has served in Bible Study Fellowship (BSF) as a children's leader, teaching leader, and a group discussion leader. Beyond faith-based service, Travis has enjoyed coaching a supporting local youth through Boerne Little League and is proud to be a part of the Boerne 100, a group of men committed to supporting local nonprofits and causes.
At home, Travis is most passionate about being present and actively involved in his family's life. He also loves investing his time, talent and resources into people in his community. Travis is drawn to deep, meaningful friendships with those who are open, honest, transparent and willing to grow and live life together. He values relationships that encourage and challenge himself and his family to live with purpose and love well.
Professional Certifications
Series 7, 63, 66, Group 1 and Certified Wealth Strategist®
Education
Texas Tech University; Degree in Economics
His favorite part of this business is the relationships that develop. He gets to meet new people, they become clients, and over time those relationships often grow into close friendships many of which feel like extended family. Some of his closest client relationships go back to when he started in this business 17 years ago, with Travis feeling it's been a true privilege to walk alongside them through life's milestones.
Being actively involved in his community is deeply important to Travis. Travis and his wife were founding members of the Bridge Fellowship, a church plant in Boerne, TX, launched in 2020. He has served in various ways but currently on the set up/tear down team. He is also involved with Hill Country Daily Bread as a men's mentor and has served in Bible Study Fellowship (BSF) as a children's leader, teaching leader, and a group discussion leader. Beyond faith-based service, Travis has enjoyed coaching a supporting local youth through Boerne Little League and is proud to be a part of the Boerne 100, a group of men committed to supporting local nonprofits and causes.
At home, Travis is most passionate about being present and actively involved in his family's life. He also loves investing his time, talent and resources into people in his community. Travis is drawn to deep, meaningful friendships with those who are open, honest, transparent and willing to grow and live life together. He values relationships that encourage and challenge himself and his family to live with purpose and love well.
Professional Certifications
Series 7, 63, 66, Group 1 and Certified Wealth Strategist®
Education
Texas Tech University; Degree in Economics
Securities Agent: DC, OH, GA, FL, MI, WV, WI, SC, PA, OK, NH, IL, AR, VI, VA, UT, NC, MO, IN, TN, SD, OR, MA, ID, IA, HI, DE, MD, CO, RI, NE, ND, MT, MN, CT, AL, PR, AZ, MS, ME, NJ, KS, WA, LA, WY, VT, NV, KY, AK, TX, NY, CA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 2521283
NMLS#: 2521283
About Joe Ward
An East Texas native, Joe has called San Antonio home for nearly 20 years now. He brings over 15 years of financial services experience to the team and currently serves as Group Director for The Loeb Group. Joe joined Morgan Stanley in 2008 as a Client Service Associate and has been a member of The Loeb Group since 2009.
One of Joe's primary focuses is developing strong relationships with a portion of the group's high-net-worth clientele and ensuring that each client receives a first-class experience. In addition to his role on the team, Joe has also spent time as the branch's lead trainer and coach for the Client Service Associate staff. He is Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniformed Combined State Law Examination) licensed.
Joe and his wife, Tara, have four children 18-year-old Daniel, 14-year-old Ava, 7-year old Olive and 3-year-old Ronnie. Much of his time away from the office is spent shuttling the kids back and forth to the soccer, softball or dance class. Joe is an avid runner and typically runs a total of 30 miles every week. When he does have free time Joe enjoys spending it with his family and taking in the rich culture of South Texas.
Tel: (210)366-6699
One of Joe's primary focuses is developing strong relationships with a portion of the group's high-net-worth clientele and ensuring that each client receives a first-class experience. In addition to his role on the team, Joe has also spent time as the branch's lead trainer and coach for the Client Service Associate staff. He is Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniformed Combined State Law Examination) licensed.
Joe and his wife, Tara, have four children 18-year-old Daniel, 14-year-old Ava, 7-year old Olive and 3-year-old Ronnie. Much of his time away from the office is spent shuttling the kids back and forth to the soccer, softball or dance class. Joe is an avid runner and typically runs a total of 30 miles every week. When he does have free time Joe enjoys spending it with his family and taking in the rich culture of South Texas.
Tel: (210)366-6699
About Elias Zavala
Elias is a San Antonio native, he studied Finance at Texas A&M University-San Antonio and the University of Texas at San Antonio.
Elias joined Morgan Stanley in 2024 and has been a member of The Loeb Group as a Client Service Associate.
Elias is bilingual in Spanish and aims to assist the team in building relationships and providing a first class experience.
He is Series 7 (General Securities Representative) and Series 66 (Uniformed Combined State Law Examination) licensed.
Elias and his wife have 2 dogs Tinnks and Cleo that keep them on their toes. Elias is a supporter of many sports, notably the San Antonio Spurs and Tottenham Hotspur.
In his free time Elias is on the course playing golf or disc golf, trying different cuisines, at a sporting event, or learning Japanese.
Elias joined Morgan Stanley in 2024 and has been a member of The Loeb Group as a Client Service Associate.
Elias is bilingual in Spanish and aims to assist the team in building relationships and providing a first class experience.
He is Series 7 (General Securities Representative) and Series 66 (Uniformed Combined State Law Examination) licensed.
Elias and his wife have 2 dogs Tinnks and Cleo that keep them on their toes. Elias is a supporter of many sports, notably the San Antonio Spurs and Tottenham Hotspur.
In his free time Elias is on the course playing golf or disc golf, trying different cuisines, at a sporting event, or learning Japanese.
About Kirstin Bradley
Kirstin was born and raised in San Antonio. She graduated in 2022 from the University of Texas at San Antonio with a BBA in Marketing and has worked in Finance ever since.
Kirstin joined Morgan Stanley in 2024 as a Client Service Associate for The Loeb Group and is currently in the process of studying to get her Series 7 (General Securities Representative). Her goal is to assist the team in building relationships and providing a first-class experience.
In her time away from the office Kirstin enjoys traveling, being outdoors, going to dirt bike tracks with her fiancé, and trying new things.
Kirstin joined Morgan Stanley in 2024 as a Client Service Associate for The Loeb Group and is currently in the process of studying to get her Series 7 (General Securities Representative). Her goal is to assist the team in building relationships and providing a first-class experience.
In her time away from the office Kirstin enjoys traveling, being outdoors, going to dirt bike tracks with her fiancé, and trying new things.
Contact Stephen A Loeb
Contact Kameron E.A. Wood
Contact Blake Biddle
Contact Christopher Saunders
Contact Albert Steves
Contact Virginia Raborn
Contact Travis Mayfield
Wealth Management
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529 Plans: A Powerful Tool to Save for Education
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
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Ready to start a conversation? Contact The Loeb Group today.
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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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Alternative 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.
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
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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’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.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Alternative 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.
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)
