Donald Whitehead
Managing Director, Wealth Management, Financial Advisor, Workplace Advisor – Equity Compensation, Certified Wealth Strategist, Portfolio Management Director
Phone:
(713) 965-5060(713) 965-5060
The Magnolia Group at Morgan Stanley
Direct:
(713) 965-5060(713) 965-5060
Toll-Free:
(800) 231-0060(800) 231-0060
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
Our Story and Services
Helping you establish financial security and independence is what The Magnolia Group aims to do. We want to see you achieve your fiscal goals, and we create clear guidelines that allow for you to benchmark your success. The foundation of our business was built on the values of providing world class customer service and establishing an alignment of interest with you, our client, by making your goals our own. We strive to break the traditional mold of the advisor-client relationship by creating an environment that nurtures trust, friendship and mutual respect.
Our team has developed and refined a process called the Thirteen Wealth Management Issues. The Thirteen Wealth Management Issues utilizes the Three Ds, Discover, Develop, and Deploy, and helps our team create the road map to success for each individual client and their family. Our goal is to provide you with a professional wealth advisory team that has a reputation for integrity, reliability and superior service. For the Magnolia Group, our clients’ needs are the top priority, and we work to personalize our financial plans to the individual goals and objectives of each client. It would be a privilege for us to help you reach those goals.
To contact us, please email us at:
themagnoliagroup@morganstanley.com
Our team has developed and refined a process called the Thirteen Wealth Management Issues. The Thirteen Wealth Management Issues utilizes the Three Ds, Discover, Develop, and Deploy, and helps our team create the road map to success for each individual client and their family. Our goal is to provide you with a professional wealth advisory team that has a reputation for integrity, reliability and superior service. For the Magnolia Group, our clients’ needs are the top priority, and we work to personalize our financial plans to the individual goals and objectives of each client. It would be a privilege for us to help you reach those goals.
To contact us, please email us at:
themagnoliagroup@morganstanley.com
Services Include
- Wealth ManagementFootnote1
- 401(k) Rollovers
- Business PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Financial PlanningFootnote4
- Lending Products
- Long Term Care InsuranceFootnote5
- Planning for Individuals with Special Needs
- Professional Portfolio ManagementFootnote6
- Retirement PlanningFootnote7
- Alternative InvestmentsFootnote8
- Stock Plan ServicesFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service.
Discovery Process
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a new home, or living out your golden years - we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to helping to achieve your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to help ensure swift decisive action in all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being
Who and What is a Equity Compensation Workplace Advisor?
Morgan Stanley Equity Compensation Workplace Advisors are financial advisors who receive unique training and education on company specific plans to service their clients’ needs. These designated advisors can help you determine how your equity compensation fits into your overall goals and financial strategy; they utilize the resources and tools of Morgan Stanley Wealth Management including goals based strategies, personalized financial plans and customized solutions.
Equity Compensation Workplace Advisors are positioned to service and educate on the full suite of workplace benefits and can help you address questions related to grants/awards, vesting events, restricted stock units, and more. Some common types of equity compensation include: Restricted Stock Units (RSUs), Stock Options and Employee Stock Purchase Plans (ESPPs). Companies may offer a combination of equity compensation offerings to employees. For many, equity in their company is an important piece of their full financial picture and since everyone’s situation is unique, a Morgan Stanley Equity Compensation Workplace Advisor can help create a plan that caters specifically to your needs and goals.
Equity Compensation Workplace Advisors are positioned to service and educate on the full suite of workplace benefits and can help you address questions related to grants/awards, vesting events, restricted stock units, and more. Some common types of equity compensation include: Restricted Stock Units (RSUs), Stock Options and Employee Stock Purchase Plans (ESPPs). Companies may offer a combination of equity compensation offerings to employees. For many, equity in their company is an important piece of their full financial picture and since everyone’s situation is unique, a Morgan Stanley Equity Compensation Workplace Advisor can help create a plan that caters specifically to your needs and goals.
Equity Compensation 101
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.
Click Here to Learn More About Equity Compensation
Stock Options
Click Here to Learn More
Restricted Stock Units (RSU)
Click Here to Learn More
Employee Stock Purchase Plans (ESPP)
Click Here to Learn MoreMorgan Stanley's Digital Offerings
We believe that digital technology plays a crucial role in how our clients communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Learn More About MSO- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Portfolio Risk Platform – Powered by Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Learn How We Mitigate Risk For Clients
Goals Planning System
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide our clients with comprehensive investing and planning solutions for their individual goals.
Contact the Magnolia Group at Morgan Stanley to start the conversation.
Learn More About GPSContact the Magnolia Group at Morgan Stanley to start the conversation.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
The Digital Vault on Morgan Stanley Online and the Mobile App allows clients and their families to build a central, shared document library where all documents are stored using encryption.
Learn More About Digital VaultThe Digital Vault on Morgan Stanley Online and the Mobile App allows clients and their families to build a central, shared document library where all documents are stored using encryption.
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
- Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Learn More About Our Online Security Measures- Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
2023, 2024 Forbes Best-In-State Wealth Management Team
Disclosure:
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Award DisclosuresSource: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
2022, 2023 Barron's Top 1,200 Financial Advisors
Disclosure:
2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Award Disclosures2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2023 Forbes Best-In-State Wealth Advisors
Disclosure:
Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Award DisclosuresSource: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2012-2023 Five Star Wealth Manager
Disclosure:
Source: fivestarprofessional.com (Awarded 2012-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Award DisclosuresSource: fivestarprofessional.com (Awarded 2012-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Financial Times 400 Top Financial Advisors
Disclosure:
Source: ft.com (Awarded Apr 2020) Data compiled by the Financial Times based on time period from 6/30/16 - 6/30/19.
Award DisclosuresSource: ft.com (Awarded Apr 2020) Data compiled by the Financial Times based on time period from 6/30/16 - 6/30/19.
Community Involvement
- Achilles International
- Healing for Boots
- JrAHA
- Kingdom Advisors
- Lone Survivor
- Meals on Wheels
- The Daughters of the American Revolution (DAR)
- The Institution for Rehabilitation and Research (TIRR)
- The Pancreatic Cancer Foundation
- Healing for Boots
- JrAHA
- Kingdom Advisors
- Lone Survivor
- Meals on Wheels
- The Daughters of the American Revolution (DAR)
- The Institution for Rehabilitation and Research (TIRR)
- The Pancreatic Cancer Foundation
Location
2800 Post Oak Blvd
18th Fl
Houston, TX 77056
US
Direct:
(713) 965-5060(713) 965-5060
Toll-Free:
(800) 231-0060(800) 231-0060
Meet The Magnolia Group
Phone:
(281) 263-1601(281) 263-1601
Kolby Crew
Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(713) 965-5063(713) 965-5063
Phone:
(713) 658-2712(713) 658-2712
Phone:
(713) 993-2760(713) 993-2760
Beth Goetzman
Portfolio Associate, Financial Planning Specialist
Phone:
(713) 965-5080(713) 965-5080
Abryn Neal
Senior Registered Associate
Phone:
(713) 965-5026(713) 965-5026
Michelle Cassidy
Senior Registered Associate
Phone:
(713) 965-8081(713) 965-8081
Doug Hendricks
Assistant Vice President, Consulting Group Analyst
Phone:
(713) 965-5038(713) 965-5038
Jennifer Benbow
Registered Client Relationship Analyst
Phone:
(713) 965-5064(713) 965-5064
About Donald Whitehead
Don puts his passions to work in and out of the office. He sees his greatest role is as an advocate for his clients as well as those experiencing similar physical disabilities. In 1994, Don was in a life changing accident and is now in a wheelchair. He uses this disability as a source of inspiration for others as he volunteers with The Institute for Rehabilitation and Research (TIRR) to mentor victims and families experiencing similar lifestyle changes.
He has refused to let his disability affect his business life and has continued to thrive in the financial industry for several decades. With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major fiscal decisions. Don knows firsthand how unpredictable life can be. He provides his valued clients with a comprehensive plan, providing clarity in an otherwise unpredictable environment.
He has earned the title of Managing Director and has also garnered notoriety from Barron's as a top 1,200 Advisor for 2022 in addition to Forbes as a Best-In-State Wealth Advisor for 2021. He has also gained recognition as a Financial Times Top 400 Advisor in 2016. As a recipient of these awards, Don firmly believes that it is imperative to build trust with clients to help them identify, communicate and reach their true financial goals. Don is more than just an advisor; he is a friend.
Don and his team seek to provide clients with top-tier customer service and cater to their individual needs, and help put clients’ money to work for them. Don advocates for the client, and his personal mission is to help ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions, managing client portfolios or recommending investment platforms. This top-customer service is constantly evolving as life changing events occur. Don knows just how unpredictable life can be. He can’t see the future, but he helps clients plan for it.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/15.
He has refused to let his disability affect his business life and has continued to thrive in the financial industry for several decades. With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major fiscal decisions. Don knows firsthand how unpredictable life can be. He provides his valued clients with a comprehensive plan, providing clarity in an otherwise unpredictable environment.
He has earned the title of Managing Director and has also garnered notoriety from Barron's as a top 1,200 Advisor for 2022 in addition to Forbes as a Best-In-State Wealth Advisor for 2021. He has also gained recognition as a Financial Times Top 400 Advisor in 2016. As a recipient of these awards, Don firmly believes that it is imperative to build trust with clients to help them identify, communicate and reach their true financial goals. Don is more than just an advisor; he is a friend.
Don and his team seek to provide clients with top-tier customer service and cater to their individual needs, and help put clients’ money to work for them. Don advocates for the client, and his personal mission is to help ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions, managing client portfolios or recommending investment platforms. This top-customer service is constantly evolving as life changing events occur. Don knows just how unpredictable life can be. He can’t see the future, but he helps clients plan for it.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/15.
Securities Agent: PA, CO, NY, NJ, NE, AK, WI, SC, OH, NM, IL, GA, FL, DE, VA, OR, NH, MO, LA, HI, CA, WY, NV, IN, CT, TX, ND, MN, ME, MD, AL, TN, MT, MS, MI, MA, KY, DC, AR, OK, NC, ID, IA, AZ, WA, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261922
NMLS#: 1261922
About Michael Merritt
In 1983, Michael began his career in the financial industry as a financial advisor at Dean Witter Reynolds. After 5 years as a financial advisor, Michael transitioned into a role as an assistant branch manager. In 1994, Michael was asked to open the Sugar Land office, eventually growing the office to over 20 financial advisors.
Michael enjoyed his experience as a Branch Manager but he missed developing personal relationships with clients. Michael decided to leave management and resume his role as a financial advisor. His role as a financial advisor allows him to help his clients attain their goals by engaging in a holistic approach to financial planning whether formal or yellow pad, it should be in writing.
In his spare time, Michael teaches automobile car control and safety to teens and high performance track driving to adults with Porsche Club, BMW Club and others.
Michael enjoyed his experience as a Branch Manager but he missed developing personal relationships with clients. Michael decided to leave management and resume his role as a financial advisor. His role as a financial advisor allows him to help his clients attain their goals by engaging in a holistic approach to financial planning whether formal or yellow pad, it should be in writing.
In his spare time, Michael teaches automobile car control and safety to teens and high performance track driving to adults with Porsche Club, BMW Club and others.
Securities Agent: ME, AL, WY, OH, MT, MS, MO, MA, ID, HI, AZ, AK, WI, TN, OK, NV, MI, MD, IN, GA, PA, DE, DC, VA, SC, NJ, TX, OR, KY, CO, AR, NM, FL, CT, NY, NE, MN, NC, LA, IL, IA, WA, ND, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1288317
NMLS#: 1288317
About Kolby Crew
Kolby is a Financial Advisor with the Magnolia Group at Morgan Stanley in Houston, Texas. Among his many responsibilities, he helps the team create comprehensive financial plans and manage investment portfolios.
Kolby is deeply committed to building strong, enduring relationships and exceeding client's expectations. He seeks to achieve those objectives by taking full advantage of Morgan Stanley's global resources, educating investors about his carefully researched recommendations, and delivering consistent level of high-quality client service.
Known within the team for his strong attention to detail, Kolby works with the team to identify each client's specific needs and concerns and works diligently to create a custom, comprehensive financial plan to help them achieve their long-term goals. He makes himself readily available to clients to answer their questions in a succinct, easy-to-understand manner and stays in close contact with them throughout the relationship to help ensure they remain comfortable with their financial plan in all types of market and economic environments.
Born and raised in Louisiana, Kolby moved to Houston after earning his MBA with a concentration in Finance from Mississippi College, a private Christian university. While earning his degree, Kolby spent two years working with a large team within Morgan Stanley managing +$1B in assets. Always working to extend his knowledge, Kolby is currently pursuing certification to become a Certified Financial Planner.
In his free time, he enjoys playing golf, watching sporting events, notably football, baseball and basketball, and spending time with his friends and family.
Kolby is deeply committed to building strong, enduring relationships and exceeding client's expectations. He seeks to achieve those objectives by taking full advantage of Morgan Stanley's global resources, educating investors about his carefully researched recommendations, and delivering consistent level of high-quality client service.
Known within the team for his strong attention to detail, Kolby works with the team to identify each client's specific needs and concerns and works diligently to create a custom, comprehensive financial plan to help them achieve their long-term goals. He makes himself readily available to clients to answer their questions in a succinct, easy-to-understand manner and stays in close contact with them throughout the relationship to help ensure they remain comfortable with their financial plan in all types of market and economic environments.
Born and raised in Louisiana, Kolby moved to Houston after earning his MBA with a concentration in Finance from Mississippi College, a private Christian university. While earning his degree, Kolby spent two years working with a large team within Morgan Stanley managing +$1B in assets. Always working to extend his knowledge, Kolby is currently pursuing certification to become a Certified Financial Planner.
In his free time, he enjoys playing golf, watching sporting events, notably football, baseball and basketball, and spending time with his friends and family.
Securities Agent: WY, NY, NJ, NE, NC, KS, ID, AL, NM, MA, IN, IA, CO, WI, AR, MT, MS, KY, DC, TN, MI, GA, CT, TX, OK, ND, IL, FL, AZ, MO, MD, LA, SC, OR, OH, NH, DE, WA, VA, MN, AK, NV, HI, CA, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 2380606
NMLS#: 2380606
About Scott Zindler
A fifth-generation Houstonian, Scott Zindler is a Certified Financial Planner® professional with more than 25 years of experience. He works with a broad range of affluent investors, including high-net-worth and ultra-high-net-worth individuals and their families, business owners, entrepreneurs and professionals.
Scott's clients appreciate the comprehensive financial planning acumen that he brings to every relationship. His holistic approach to helping clients achieve their financial goals combined with Morgan Stanley's expertise in investment management, tax-efficiency, liability management, wealth education and family governance allow him to address and help navigate every facet of a family's financial journey.
As a current board member of the Houston Estate and Financial Forum, Scott is very comfortable collaborating with his client's CPA, Estate Attorney and other tax-advisers in order to help devise and implement strategies to reduce current and future estate, income and capital gain tax liabilities.
Scott is active in the community. He is an executive board member of the Spring Branch Education Foundation and very involved with activities of the Gregory Reid Ferris Empathetic Care Fund at the Methodist Hospital Foundation.
Prior to joining Morgan Stanley, Scott served as a financial consultant within the wealth management group of a large global bank. He was also the Founder, President, and Chief Investment Officer of Zindler Financial Group, a boutique financial planning firm in Houston.
When not at work, Scott enjoys fishing in Galveston Bay, attending Houston Astros Games, and spending time with his wife Katie and children Haley, Ashley, and Bradley.
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Scott's clients appreciate the comprehensive financial planning acumen that he brings to every relationship. His holistic approach to helping clients achieve their financial goals combined with Morgan Stanley's expertise in investment management, tax-efficiency, liability management, wealth education and family governance allow him to address and help navigate every facet of a family's financial journey.
As a current board member of the Houston Estate and Financial Forum, Scott is very comfortable collaborating with his client's CPA, Estate Attorney and other tax-advisers in order to help devise and implement strategies to reduce current and future estate, income and capital gain tax liabilities.
Scott is active in the community. He is an executive board member of the Spring Branch Education Foundation and very involved with activities of the Gregory Reid Ferris Empathetic Care Fund at the Methodist Hospital Foundation.
Prior to joining Morgan Stanley, Scott served as a financial consultant within the wealth management group of a large global bank. He was also the Founder, President, and Chief Investment Officer of Zindler Financial Group, a boutique financial planning firm in Houston.
When not at work, Scott enjoys fishing in Galveston Bay, attending Houston Astros Games, and spending time with his wife Katie and children Haley, Ashley, and Bradley.
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Securities Agent: ND, CT, TN, GA, FL, SC, LA, CA, OK, NE, IN, VA, OR, NM, NC, MS, HI, WA, TX, MN, AL, DC, MO, MD, ID, IA, AR, AK, DE, IL, ME, KY, KS, AZ, MT, MI, MA, CO, WY, WI, PA, OH, NY, NV, NJ, NH; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2211636
CA Insurance License #: 1653859
NMLS#: 2211636
CA Insurance License #: 1653859
About Veronica Visbal
Veronica Visbal has more than 19 years in the financial services industry- she started her career at UBS, and also worked for Merrill Lynch. Veronica received her MBA with a concentration in Finance, and graduated Magna Cum Laude from the Chapman Graduate School of Business at Florida International University. She also obtained a dual Bachelor of Science in Economics and Broadcast Journalism from the University of Miami and attended Rice University for her CFP® education.
Veronica's guidance is tailored to helping simplify client's decisions, as well as bringing clarity to their financial lives in pursuit of their long-term goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Veronica's primary role within the team is to create & manage customized, comprehensive Financial Plans that are appropriate for client's personal circumstances, their unique feelings, risk profiles and attitudes. Veronica provides a disciplined approach to investment and retirement planning focusing on estate planning strategies, improving tax efficiencies, legacy planning and retirement income needs. She is committed to helping clients preserve and grow their wealth over multiple generations.
Veronica is a former ballet dancer, and enjoys camping, cycling and going to the theater with her husband Leo. They are both passionate about giving back to the community in their area and abroad. She was a former board member for Hope for Kasai and they are still very active with that foundation and other non-profits in the area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™in the U.S.
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Veronica's guidance is tailored to helping simplify client's decisions, as well as bringing clarity to their financial lives in pursuit of their long-term goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Veronica's primary role within the team is to create & manage customized, comprehensive Financial Plans that are appropriate for client's personal circumstances, their unique feelings, risk profiles and attitudes. Veronica provides a disciplined approach to investment and retirement planning focusing on estate planning strategies, improving tax efficiencies, legacy planning and retirement income needs. She is committed to helping clients preserve and grow their wealth over multiple generations.
Veronica is a former ballet dancer, and enjoys camping, cycling and going to the theater with her husband Leo. They are both passionate about giving back to the community in their area and abroad. She was a former board member for Hope for Kasai and they are still very active with that foundation and other non-profits in the area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™in the U.S.
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Securities Agent: AZ, WI, TN, NC, MS, MI, IA, DE, SC, OK, NM, MA, LA, IL, ID, GA, CO, OR, NV, MT, MN, ME, TX, ND, MO, MD, AK, NJ, CT, NY, NE, WA, FL, AL, WY, VA, PA, OH, DC, CA, AR, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1392949
NMLS#: 1392949
About Beth Goetzman
Beth's 30 years of experience in the financial industry makes her the most experienced member of the team It is her extensive knowledge of financial products, services and processes that make her an invaluable asset to the team as well as our clients She is able to simplify complex financial jargon and help clients navigate the intricacies of the financial industry- ultimately enhancing the client experience and keeping clients informed.
She began as a Client Service Associate (CSA), and in 2004, she transitioned into her role as operations manager After three years in the position, Beth decided that she missed the interaction with clients that her CSA role provides, and she once again made a change.
Outside of work, Beth is heavily involved with The Daughters of the American Revolution (DAR) and extremely passionate about causes that support our actively deployed military and veterans She has also lead several Morgan Stanley initiatives for branch-wide drives for military bases overseas
She began as a Client Service Associate (CSA), and in 2004, she transitioned into her role as operations manager After three years in the position, Beth decided that she missed the interaction with clients that her CSA role provides, and she once again made a change.
Outside of work, Beth is heavily involved with The Daughters of the American Revolution (DAR) and extremely passionate about causes that support our actively deployed military and veterans She has also lead several Morgan Stanley initiatives for branch-wide drives for military bases overseas
About Abryn Neal
Abryn has 15 years of experience in the financial services industry previously working for both JPMorgan and TIAA. She’s found her niche in client service and helping them fulfill their financial goals. She combines her knowledge in financial planning with operational excellence to identify service strategies that deepen client relationships to help ensure an excellent client experience.
Although born and raised in Kansas, she now considers herself a true Texan after spending the last 16 years between both Dallas and Houston. In her free time, Abryn enjoys spending time with her family and traveling within the U.S. and abroad.
Although born and raised in Kansas, she now considers herself a true Texan after spending the last 16 years between both Dallas and Houston. In her free time, Abryn enjoys spending time with her family and traveling within the U.S. and abroad.
About Michelle Cassidy
Before joining Morgan Stanley in 2022, Michelle worked at BBVA Wealth Management as an International Associate Financial Consultant and International Insurance Coordinator for five years after more than a decade in legal industry. This is where Michelle established her love for the financial services industry.
Michelle graduated from Universidad de Monterrey in Mexico, with a BA in International Marketing in 2000. She is fluent in English and Spanish to enhance relationships with both our domestic and international clients.
As our team’s Client Concierge, Michelle will be the first point of contact when clients connect with our team. Her primary responsibility is to provide a white-glove level of service to our clientele by ensuring that their requests, inquiries, and transactions are executed efficiently and effectively by the proper channel within our group. Additionally, Michelle is responsible for scheduling client meetings and reviews, coordinating client events, as well as managing our team’s digital footprint, including website and social media communications.
Outside of work, Michelle’s passion is spending time with friends and family, especially with her children, Marion and Luke. Michelle also enjoys mentoring high school and college students helping them make quality life decisions along their journey through her church.
Michelle graduated from Universidad de Monterrey in Mexico, with a BA in International Marketing in 2000. She is fluent in English and Spanish to enhance relationships with both our domestic and international clients.
As our team’s Client Concierge, Michelle will be the first point of contact when clients connect with our team. Her primary responsibility is to provide a white-glove level of service to our clientele by ensuring that their requests, inquiries, and transactions are executed efficiently and effectively by the proper channel within our group. Additionally, Michelle is responsible for scheduling client meetings and reviews, coordinating client events, as well as managing our team’s digital footprint, including website and social media communications.
Outside of work, Michelle’s passion is spending time with friends and family, especially with her children, Marion and Luke. Michelle also enjoys mentoring high school and college students helping them make quality life decisions along their journey through her church.
About Doug Hendricks
Doug joined The Magnolia Group in 2021 as a Consulting Group Analyst to assist the team’s advisors in managing investment portfolios and constructing financial plans. Prior to joining The Magnolia Group, he worked at Morgan Stanley in Rockville, MD where he was a Consulting Group Analyst for a team managing $1.25 billion in client assets. From this experience, he is able to work effectively with advisors to develop tailored portfolio recommendations for clients in order to help them pursue their financial goals. Most importantly, he focuses on cultivating and maintaining long lasting relationships with clients, so he can truly understand their needs and provide them with the best possible experience.
Doug graduated from Hood College in 2011 with a degree in business management, concentrated in finance, and attended American University’s Kogod School of Business in Washington D.C. earning his MBA. Currently, Doug is working towards enhancing his knowledge and the level of service that he provides to the team’s clients.
Doug currently lives in Houston’s Galleria Area and enjoys spending time with his wife, Kelsey, reading, exercising, watching Formula 1 racing and baseball.
Doug graduated from Hood College in 2011 with a degree in business management, concentrated in finance, and attended American University’s Kogod School of Business in Washington D.C. earning his MBA. Currently, Doug is working towards enhancing his knowledge and the level of service that he provides to the team’s clients.
Doug currently lives in Houston’s Galleria Area and enjoys spending time with his wife, Kelsey, reading, exercising, watching Formula 1 racing and baseball.
About Jennifer Benbow
Before joining Morgan Stanley in 2022, Jen worked at Harvard Medical School, SharkNinja, and Dartmouth College, where her roles focused largely on budget planning and analysis, client satisfaction, facilities, real estate and space management, and strategic company initiatives. Her devotion to building strong relationships with clients as well as her love of assessing financial goals and evaluating performance has led her to the financial services industry where she has found her niche.
Jen grew up in Connecticut and spent years living in Boston before moving to New Hampshire where she joined Morgan Stanley. She recently relocated to Houston with her husband, Wes, and their two Labrador retrievers. Their three adult children still live in the northeast and visit regularly. In her free time, Jen enjoys hiking with her dogs, downhill skiing, traveling, and exploring her new hometown.
Jen grew up in Connecticut and spent years living in Boston before moving to New Hampshire where she joined Morgan Stanley. She recently relocated to Houston with her husband, Wes, and their two Labrador retrievers. Their three adult children still live in the northeast and visit regularly. In her free time, Jen enjoys hiking with her dogs, downhill skiing, traveling, and exploring her new hometown.
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Financial Planning for Life After Selling a Business
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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.
7When 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.
8Alternative 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.
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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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.
7When 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.
8Alternative 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.
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.
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)
