Thomas J Fitzsimmons
Executive Director, Financial Advisor, Senior Investment Management Consultant
Phone:
(210) 366-6604(210) 366-6604
The South Texas Heritage Team at Morgan Stanley
Our Mission Statement
Delivering the Global Resources of Morgan Stanley with a Boutique Feel
We are dedicated to becoming our clients’ most trusted partner and advocate in their financial lives.
We are dedicated to becoming our clients’ most trusted partner and advocate in their financial lives.
Our Story and Services
The South Texas Heritage Team is an innovative and forward-thinking wealth management practice comprised of deeply committed professionals who provide tailored guidance and an elevated standard of client care to a select group of uniquely successful individuals, families, and businesses—both locally and across the country.
Our mission is to become our clients’ most trusted partner and advocate in their financial lives. We achieve this by bringing the best of our experience, resources, and passion to every relationship, helping clients realize their vision of financial success through all stages of life and across multiple generations.
• Through our Collaborative Approach, we provide our clients with clarity and confidence around their preparedness for the future.
• Our clients take comfort in the Tailored Guidance that we provide, knowing we have a genuine interest in their goals and will use every ounce of our ability and our resources to get the job done.
• We are ready to assist and always strive to exceed our clients’ expectations because of our commitment to Personal Attention.
Our mission is to become our clients’ most trusted partner and advocate in their financial lives. We achieve this by bringing the best of our experience, resources, and passion to every relationship, helping clients realize their vision of financial success through all stages of life and across multiple generations.
• Through our Collaborative Approach, we provide our clients with clarity and confidence around their preparedness for the future.
• Our clients take comfort in the Tailored Guidance that we provide, knowing we have a genuine interest in their goals and will use every ounce of our ability and our resources to get the job done.
• We are ready to assist and always strive to exceed our clients’ expectations because of our commitment to Personal Attention.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our clients hire us to help them manage their current wealth, while achieving future goals. Our process provides the context to develop and implement highly customized strategies focused on helping you achieve your financial priorities.
Step 1: Introductory Discussion
We begin with an informal conversation to understand your financial concerns and determine how we can add value to your situation. If we agree to move forward, we schedule our next meeting and request important financial information.
Step 2: Discover
During this in-depth conversation, we listen carefully to what is important to you. We learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you have prepared and begin to define your priorities.
Step 3: Analysis
Here, we review the information collected to ensure the data is accurate before we prepare your wealth plan. We also discuss important investment concepts and provide details on our investment philosophy.
Step 4: Plan Preparation and Presentation
In this step, we develop your personalized wealth management plan, utilizing proprietary tools and insights from Morgan Stanley. We then present our recommendations along with key action steps for implementing your plan.
Step 5: Implementation
As we execute your plan, we set up tools to provide convenient access to your accounts. We also provide ongoing updates and follow up on key items to ensure your plan is implemented as expected.
Step 6: Ongoing Service
We apply a strict due diligence process to evaluate investment performance. As a result, we set up regular calls to discuss progress towards your goals. In these discussions, we determine if any adjustments are needed, since personal goals and market conditions can change over time.
Valuable Tools and Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Wire Instructions
For directions regarding US Dollar denominated wires used to fund Morgan Stanley accounts please reference the link below.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
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.
Goal Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at the markets, asset class performance and fixed income.
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, form our firm's leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategists for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Multigenerational Wealth Management
With our emphasis on providing comprehensive wealth management to families, we have found that our clients are increasingly focused on issues that span generations.
While all clients want to feel secure about their financial picture for themselves and their spouses, many also include future generations as part of their wealth planning.
Common concerns include:
Family Governance
We help establish and assist with the "tough conversations" as needed.
Wealth Education for Coming Generations
We work with children and grandchildren to help them understand the importance of wealth stewardship.
Family Mission Statement
Knowing what you want to accomplish with your wealth provides clear parameter for family decisions.
Legacy Planning
How do you want to be remembered? We help create and maintain the appropriate strategies to fulfill your wishes.
Estate Planning Strategies
We work with your trusted advisors to integrate estate planning strategies into your overall wealth management strategy.
Philanthropy Strategies
There are many tactics to maximize the impact of the bequests you choose - we can help work through the intricacies as needed.
Business Succession Planning
If you own a business, what are your plans for the future? We have access to services that can help.
Location
7600 Broadway
Ste 100
San Antonio, TX 78209
US
Meet The South Texas Heritage Team
Phone:
(210) 301-3203(210) 301-3203
Robert Wyckoff, CEPA®
Senior Vice President, Wealth Management, Financial Advisor, Certified Exit Planning Advisor™ (CEPA)
Phone:
(210) 366-6610(210) 366-6610
Senior Vice President, Wealth Management, Financial Advisor, Certified Investment Management Analyst
Phone:
(210) 366-6661(210) 366-6661
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Certified Divorce Financial Analyst
Phone:
(210) 277-4463(210) 277-4463
Steven Fitzsimmons
Vice President, Wealth Management, Financial Advisor
Phone:
(210) 366-6617(210) 366-6617
Adriana Estevez
Vice President, Wealth Management Associate
Ellie Lackey
Client Service Associate
Nancy Nirdlinger
Client Service Associate
Mason Nelson
Registered Client Service Associate
Josselyn Ramirez
Senior Client Service Associate
About Thomas J Fitzsimmons
Thomas J. Fitzsimmons is Executive Director and Senior Investment Management Consultant at Morgan Stanley, an accomplished financial services executive with over 40 years of experience in providing tailored wealth management solutions. He has a proven history of advising individuals, families, and institutions through goals based financial planning, custom investment strategies, retirement planning, and estate planning.
Since launching his career in 1985 with E.F. Hutton, then Shearson Lehman Brothers in 1986, Tom has remained with the firm through its evolution into Morgan Stanley. He has cultivated a distinguished record of guiding high-net worth individuals and families through every stage of wealth planning. He specializes in delivering customized, tax-efficient strategies through intentional upfront discovery, retirement planning, custom investment management solutions, estate planning services, and philanthropic giving. All designed to assist clients with their current financial needs, grow wealth, transferring their legacy according to their unique goals and values.
Tom earned a Bachelor of Business Administration in Finance from Texas State University.
He is an active member of the Association of Professional Investment Consultants (APIC) and the National Committee on Planned Giving. Committed to service beyond his profession, he has served as President of the Leukemia & Lymphoma Society, a Board Member of the Juvenile Diabetes Research Foundation, and most recently on the Board of Trustees for Meals on Wheels SA.
Tom contributes his leadership to University Methodist Church and has dedicated years to youth ministry, and currently serves on the UMC Foundation committee. Originally from New York City and raised in San Antonio, he and his wife, Kathy have three grown children, Shauna, Steven, and Mitchel. Outside the office, Tom enjoys time with family, friends, golf, fitness, travel, and his sweet dog, Sadie.
Since launching his career in 1985 with E.F. Hutton, then Shearson Lehman Brothers in 1986, Tom has remained with the firm through its evolution into Morgan Stanley. He has cultivated a distinguished record of guiding high-net worth individuals and families through every stage of wealth planning. He specializes in delivering customized, tax-efficient strategies through intentional upfront discovery, retirement planning, custom investment management solutions, estate planning services, and philanthropic giving. All designed to assist clients with their current financial needs, grow wealth, transferring their legacy according to their unique goals and values.
Tom earned a Bachelor of Business Administration in Finance from Texas State University.
He is an active member of the Association of Professional Investment Consultants (APIC) and the National Committee on Planned Giving. Committed to service beyond his profession, he has served as President of the Leukemia & Lymphoma Society, a Board Member of the Juvenile Diabetes Research Foundation, and most recently on the Board of Trustees for Meals on Wheels SA.
Tom contributes his leadership to University Methodist Church and has dedicated years to youth ministry, and currently serves on the UMC Foundation committee. Originally from New York City and raised in San Antonio, he and his wife, Kathy have three grown children, Shauna, Steven, and Mitchel. Outside the office, Tom enjoys time with family, friends, golf, fitness, travel, and his sweet dog, Sadie.
Securities Agent: NY, CA, TX, MI, PA, NC, MT, MO, MD, LA, AZ, UT, NV, IN, GA, CO, VA, NM, AR, AK, MN, MA, HI, DC, CT, WA, SC, OR, NJ, NE, FL, DE, OK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1642531
NMLS#: 1642531
About Glenn E Welch
Glenn E. Welch is a seasoned Financial Advisor with nearly three decades of experience in the financial services industry, all of which have been spent with Morgan Stanley and its predecessor firms. He began his career at Smith Barney and, through a series of mergers and transitions, has remained a dedicated advisor within the Morgan Stanley organization.
Glenn holds the Certified Financial Planner™ (CFP®) designation, underscoring his commitment to comprehensive, client-centered financial planning. His expertise lies in helping individuals and families develop strategic financial plans designed to achieve long-term goals with clarity and confidence.
A graduate of Texas A&M University, Glenn earned a Bachelor of Business Administration in Accounting and previously held CPA credentials. His strong analytical background and financial acumen provide a solid foundation for guiding clients through complex financial decisions.
Glenn grew up in San Angelo, Texas. He has lived in San Antonio, Texas, for over 31 years and is deeply rooted in the community. He and his wife Christina have been married for nearly 25 years and have two sons—George, a student at Ohio State University, and Henry, who will graduate from high school in 2026.
Outside the office, Glenn enjoys traveling with his family, exploring new destinations, and embracing new experiences.
Glenn holds the Certified Financial Planner™ (CFP®) designation, underscoring his commitment to comprehensive, client-centered financial planning. His expertise lies in helping individuals and families develop strategic financial plans designed to achieve long-term goals with clarity and confidence.
A graduate of Texas A&M University, Glenn earned a Bachelor of Business Administration in Accounting and previously held CPA credentials. His strong analytical background and financial acumen provide a solid foundation for guiding clients through complex financial decisions.
Glenn grew up in San Angelo, Texas. He has lived in San Antonio, Texas, for over 31 years and is deeply rooted in the community. He and his wife Christina have been married for nearly 25 years and have two sons—George, a student at Ohio State University, and Henry, who will graduate from high school in 2026.
Outside the office, Glenn enjoys traveling with his family, exploring new destinations, and embracing new experiences.
Securities Agent: UT, AR, MD, MA, TX, NV, HI, CO, NY, MI, FL, DC, NJ, WA, PA, CA, OR, IN, MO, NM, NC, LA, DE, CT, VA, SC, OK, MN, AZ, NE, MT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285228
NMLS#: 1285228
About Rob Wyckoff
Robert R. Wyckoff is a founding partner of the South Texas Heritage Team at Morgan Stanley, where he brings a client-first approach to wealth management. He holds Series 7, Series 66, & Insurance licenses as well as the Portfolio Manager designation. Rob also holds the Certified Exit Planning Advisor (CEPA®) credential, allowing him to guide closely held businesses and their owners through the process of exiting their companies with confidence and clarity.
Within the team, Rob’s specializes in working with business owners, executives, and high-net-worth individuals on long-term strategic planning, portfolio construction, and multigenerational wealth strategies. His work includes advising clients on liquidity events, philanthropic planning, and succession strategies using the Value Acceleration Methodology™. His goal is to help clients align their personal and business financial decisions with what matters most to them.
With 20 years of experience in the financial industry Rob has worked with entrepreneurs and corporate executives across a wide range of industries, as well as professional athletes, charities, and foundations, and closely held companies. He is passionate about helping clients achieve both financial and life goals for themselves and future generations.
A graduate of The University of Texas at Austin, Rob was the President of Delta Sigma Phi Fraternity and was in Naval ROTC. He also interned for George W. Bush when he was the Governor of Texas.
Outside of work, Rob enjoys spending time with his wife Leah who is also a founding partner of the South Texas Heritage Team and their two sons, Maverick & Brennan. Brennan is in flight school with the goal of becoming an airline pilot. Maverick is still in elementary school and enjoys playing football as a linebacker. As a family, they enjoy outdoor adventures, travel, and time on the water. Rob is also a car enthusiast and enjoys restoring classic cars. He even built a replica of The DeLorean Time Machine from the Back to The Future movies. He is a key member of several car clubs.
Rob is an active member of his church and serves as a Deacon. He’s also a former board member for Big Brothers Big Sisters of South Texas and a former Cub Scout Den Leader.
“I absolutely love our business and our team. Our clients trust us with one of the most important aspects of their lives which is their financial well-being. It’s a responsibility that we don’t take lightly. We strive every day to exceed their expectations while delivering timely and well thought out strategies to help them meet their goals.”
Within the team, Rob’s specializes in working with business owners, executives, and high-net-worth individuals on long-term strategic planning, portfolio construction, and multigenerational wealth strategies. His work includes advising clients on liquidity events, philanthropic planning, and succession strategies using the Value Acceleration Methodology™. His goal is to help clients align their personal and business financial decisions with what matters most to them.
With 20 years of experience in the financial industry Rob has worked with entrepreneurs and corporate executives across a wide range of industries, as well as professional athletes, charities, and foundations, and closely held companies. He is passionate about helping clients achieve both financial and life goals for themselves and future generations.
A graduate of The University of Texas at Austin, Rob was the President of Delta Sigma Phi Fraternity and was in Naval ROTC. He also interned for George W. Bush when he was the Governor of Texas.
Outside of work, Rob enjoys spending time with his wife Leah who is also a founding partner of the South Texas Heritage Team and their two sons, Maverick & Brennan. Brennan is in flight school with the goal of becoming an airline pilot. Maverick is still in elementary school and enjoys playing football as a linebacker. As a family, they enjoy outdoor adventures, travel, and time on the water. Rob is also a car enthusiast and enjoys restoring classic cars. He even built a replica of The DeLorean Time Machine from the Back to The Future movies. He is a key member of several car clubs.
Rob is an active member of his church and serves as a Deacon. He’s also a former board member for Big Brothers Big Sisters of South Texas and a former Cub Scout Den Leader.
“I absolutely love our business and our team. Our clients trust us with one of the most important aspects of their lives which is their financial well-being. It’s a responsibility that we don’t take lightly. We strive every day to exceed their expectations while delivering timely and well thought out strategies to help them meet their goals.”
Securities Agent: MI, MD, CT, CA, UT, OR, LA, IN, FL, DE, CO, OK, AR, PA, MT, DC, VA, NC, HI, AZ, NY, MN, NM, TX, MA, SC, NV, WA, NE, MO, NJ; General Securities Representative; Investment Advisor Representative
About Walter P Tramontin
Walter P. Tramontin has been a dedicated professional in the financial services industry since 1987. Throughout his career, he has remained with the same firm through mergers and acquisitions, beginning with Shearson Lehman and continuing to serve clients today at Morgan Stanley. His deep institutional knowledge and continuity in leadership has made him a trusted advisor for decades.
Walter holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute, and his areas of expertise include estate planning and wealth management.
He earned his Bachelor of Science degree in Management and Economics from Manhattan University.
Originally from New York, NY, Walter has lived in San Antonio since 1983. He and his wife Mary enjoy life with their beloved dog, a Labradoodle named Penny Lane. In his spare time, Walter enjoys travel, food and wine, and fly fishing.
Deeply committed to his community, Walter serves on the Board of Directors for the San Antonio Food Bank.
Walter holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute, and his areas of expertise include estate planning and wealth management.
He earned his Bachelor of Science degree in Management and Economics from Manhattan University.
Originally from New York, NY, Walter has lived in San Antonio since 1983. He and his wife Mary enjoy life with their beloved dog, a Labradoodle named Penny Lane. In his spare time, Walter enjoys travel, food and wine, and fly fishing.
Deeply committed to his community, Walter serves on the Board of Directors for the San Antonio Food Bank.
Securities Agent: IN, CA, NV, NM, MO, MD, LA, NE, NC, HI, UT, AZ, MT, GA, WA, PA, NJ, MI, DE, OR, FL, CT, AK, MA, AR, SC, OK, NY, MN, VA, TX, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279170
CA Insurance License #: 0F54122
NMLS#: 1279170
CA Insurance License #: 0F54122
About Leah Wyckoff
Leah R. Wyckoff specializes in financial planning, cash management, and lending solutions as part of the South Texas Heritage Team at Morgan Stanley. She is a Financial Planning Specialist and a Portfolio Manager who holds the Series 7, 63 & 65 licenses, as well as a Life Insurance license. Leah is passionate about helping clients align their finances with their values, make sound financial decisions and achieve peace of mind. Through one-on-one planning, Leah empowers her clients to identify what truly matters – enabling them to find clarity, confidence, and balance in every stage of life.
Before joining Morgan Stanley in 2015, Leah was a private banker at JPMorgan Chase, where she worked closely with select individuals and their families to deliver highly personalized financial solutions. Her success was built on deep relationships and a strong understanding of her clients’ needs. This experience shaped Leah’s holistic approach to financial advising- one that looks beyond investments to encompass a client’s full financial picture and life’s goals.
Outside of the office Leah and her husband Rob’s world revolves around their two sons, Maverick & Brennan. She is their biggest fan, often cheering them on at sports events. Leah has a passion for pugs and has had four over the past 20 years. A devoted member of Leon Springs Baptist Church, she teaches Sunday school and volunteers with the youth. Health and fitness are also a big part of her life, and she regularly trains for marathons and works out in the gym. Leah’s enthusiasm for cars- especially Corvettes led her to serve as the membership director for the Texas Corvette Association.
“I love helping my clients to feel confident in their financial futures. Every client is different and unique which keeps me passionate and engaged in my role as their advisor. Taking a holistic approach isn’t just about managing investments – it’s about understanding their complete financial landscape to help each client work towards their individual goals.”
Before joining Morgan Stanley in 2015, Leah was a private banker at JPMorgan Chase, where she worked closely with select individuals and their families to deliver highly personalized financial solutions. Her success was built on deep relationships and a strong understanding of her clients’ needs. This experience shaped Leah’s holistic approach to financial advising- one that looks beyond investments to encompass a client’s full financial picture and life’s goals.
Outside of the office Leah and her husband Rob’s world revolves around their two sons, Maverick & Brennan. She is their biggest fan, often cheering them on at sports events. Leah has a passion for pugs and has had four over the past 20 years. A devoted member of Leon Springs Baptist Church, she teaches Sunday school and volunteers with the youth. Health and fitness are also a big part of her life, and she regularly trains for marathons and works out in the gym. Leah’s enthusiasm for cars- especially Corvettes led her to serve as the membership director for the Texas Corvette Association.
“I love helping my clients to feel confident in their financial futures. Every client is different and unique which keeps me passionate and engaged in my role as their advisor. Taking a holistic approach isn’t just about managing investments – it’s about understanding their complete financial landscape to help each client work towards their individual goals.”
Securities Agent: MI, FL, TX, PA, OR, KS, CO, MA, VA, UT, NV, MD, LA, DC, CT, AZ, NC, NY, NJ, CA, OK, WA, SC, MN, IN, NM, NE, MT, MO, HI, DE, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 647663
NMLS#: 647663
About Steven Fitzsimmons
Steven Fitzsimmons is a Financial Advisor and Vice President with Morgan Stanley's South Texas Heritage Team in San Antonio. With a career spanning eleven years in the financial industry, Steven has developed a strong expertise in investment management, financial planning, and business development.
Prior to joining Morgan Stanley in 2016, Steven began his career at Invesco, a leading mutual fund company in Houston, Texas. He holds a Bachelor of Business Administration degree with a concentration in Finance from Baylor University.
As a native San Antonian, Steven is committed to his community and actively participates in local initiatives. Outside of work, he enjoys working out in the gym, playing sports competitively and spending time with family and friends.
At Morgan Stanley, Steven directs new business development for the team and provides personalized investment management services to new and existing clients. He is dedicated to building lasting relationships founded on trust and integrity by helping clients define and pursue their vision of financial success.
Prior to joining Morgan Stanley in 2016, Steven began his career at Invesco, a leading mutual fund company in Houston, Texas. He holds a Bachelor of Business Administration degree with a concentration in Finance from Baylor University.
As a native San Antonian, Steven is committed to his community and actively participates in local initiatives. Outside of work, he enjoys working out in the gym, playing sports competitively and spending time with family and friends.
At Morgan Stanley, Steven directs new business development for the team and provides personalized investment management services to new and existing clients. He is dedicated to building lasting relationships founded on trust and integrity by helping clients define and pursue their vision of financial success.
Securities Agent: IN, HI, CO, VA, UT, OK, NE, SC, NJ, NC, MT, CT, AR, AK, OR, MI, LA, FL, DC, MO, AZ, TX, NM, NV, MA, DE, PA, NY, MD, CA, WA, MN; General Securities Representative; Investment Advisor Representative
About Adriana Estevez
Adriana V. Estevez has over 25 years of experience in the financial services industry. She plays a key leadership position of the South Texas Heritage Team at Morgan Stanley. She has spent the past 13 years with the firm and holds the Series 7, 63 & 66 as well as a Life Insurance license.
Adriana is known for her strategic insight and operational excellence. She is deeply committed to the team’s clients. She understands that financial guidance touches the most important parts of a person’s life – and she considers that responsibility both a privilege and a calling. Her focus is to work very closely with the six Financial Advisors of the team and help deliver thoughtful, timely strategies to help clients pursue their goals with confidence and clarity. Adriana oversees the team’s operations as well, ensuring a streamlined service model that upholds the highest standards of efficiency and responsiveness.
A native of San Antonio, Adriana earned he Bachelor of Business Administration from the University of the Incarnate Word, where she served as Student Government President.
Outside of her professional life, Adriana is a proud mother of four – Gabriella, Alex, Evan, and Matthew-and cherishes time with her family, especially traveling and making new memories. She is very curious and enjoys learning and embraces an active lifestyle as part of her commitment to wellness.
Adriana is also a contributing member of Executive Women International®, a premier organization for business professionals. She has served on its Board of Directors and chaired the Philanthropy and Membership committees. Adriana is passionate about her community service and finds it a meaningful complement to her professional life.
Adriana is known for her strategic insight and operational excellence. She is deeply committed to the team’s clients. She understands that financial guidance touches the most important parts of a person’s life – and she considers that responsibility both a privilege and a calling. Her focus is to work very closely with the six Financial Advisors of the team and help deliver thoughtful, timely strategies to help clients pursue their goals with confidence and clarity. Adriana oversees the team’s operations as well, ensuring a streamlined service model that upholds the highest standards of efficiency and responsiveness.
A native of San Antonio, Adriana earned he Bachelor of Business Administration from the University of the Incarnate Word, where she served as Student Government President.
Outside of her professional life, Adriana is a proud mother of four – Gabriella, Alex, Evan, and Matthew-and cherishes time with her family, especially traveling and making new memories. She is very curious and enjoys learning and embraces an active lifestyle as part of her commitment to wellness.
Adriana is also a contributing member of Executive Women International®, a premier organization for business professionals. She has served on its Board of Directors and chaired the Philanthropy and Membership committees. Adriana is passionate about her community service and finds it a meaningful complement to her professional life.
About Ellie Lackey
Ellie Lackey joined Morgan Stanley in 2011. As the primary point of contact for the South Texas Heritage, she oversees all the client service needs, ensuring a seamless and personalized experience with a focus on exceptional satisfaction. Recognized by the Firm as a Client Service Associate with the "Best Attitude", Ellie believes in the power of bringing a smile to the office every day.
Originally from upstate New York, Ellie earned a Bachelor of Science in Education and Psychology from St. Fisher College and a Master's degree in Literacy Instruction from Nazareth College.
Ellie lives in Hickory, NC with her wife Kristin and their daughter Leighton Beau. Outside of work, she enjoys cooking, hitting up every playground in town and supporting animal rights and local farmers. Go Spurs Go!
Originally from upstate New York, Ellie earned a Bachelor of Science in Education and Psychology from St. Fisher College and a Master's degree in Literacy Instruction from Nazareth College.
Ellie lives in Hickory, NC with her wife Kristin and their daughter Leighton Beau. Outside of work, she enjoys cooking, hitting up every playground in town and supporting animal rights and local farmers. Go Spurs Go!
About Nancy Nirdlinger
Nancy A. Nirdlinger brings nearly 20 years of experience in the financial services industry. Prior to joining Morgan Stanley, she worked Optima Capital Management, LLC, a boutique investment firm, where she began her career in operations and expanded into roles focused on financial reporting, international banking, and strengthening client relationships.
Following a merger with Actinver Securities, LLC. Nancy helped launch a new department - Actinver Wealth Management - dedicated to delivering integrated wealth & tax planning strategies. The department became a specialized office serving high-net-worth families, primarily from Mexico. Her work included advising on the structure of domestic LLC’s, LP’s and International LP’s and providing guidance on international tax planning, complex wealth strategies, and succession planning.
Originally from Mexico City, Nancy earned her Bachelor of Business Administration from Universidad Tecnologica De Mexico (UNITEC) and relocated to San Antonio, TX in 2006.
She joined the South Texas Heritage Team at Morgan Stanley in January 2025.
Outside the office, Nancy enjoys regular exercise, spending quality time with friends, and exploring new places and restaurants beyond San Antonio.
Following a merger with Actinver Securities, LLC. Nancy helped launch a new department - Actinver Wealth Management - dedicated to delivering integrated wealth & tax planning strategies. The department became a specialized office serving high-net-worth families, primarily from Mexico. Her work included advising on the structure of domestic LLC’s, LP’s and International LP’s and providing guidance on international tax planning, complex wealth strategies, and succession planning.
Originally from Mexico City, Nancy earned her Bachelor of Business Administration from Universidad Tecnologica De Mexico (UNITEC) and relocated to San Antonio, TX in 2006.
She joined the South Texas Heritage Team at Morgan Stanley in January 2025.
Outside the office, Nancy enjoys regular exercise, spending quality time with friends, and exploring new places and restaurants beyond San Antonio.
About Mason Nelson
Mason Nelson has over three years of experience in the financial service industry, including the past two years with Morgan Stanley. He is a fully registered Client Service Associate who holds his securities licenses Series 7 & Series 66. Mason concentrates in supporting clients with their account service needs, offering a high level of responsiveness and care.
A proud Red Raider, Mason earned his Bachelor of Business Administration with a concentration in Marketing from Texas Tech University. He was born and raised in Kerrville, Texas in the heart of the Texas Hill Country.
Outside of work, Mason enjoys spending time outdoors and staying active. He can often be found hiking, fly fishing, & exploring the many National Parks across the United States.
A proud Red Raider, Mason earned his Bachelor of Business Administration with a concentration in Marketing from Texas Tech University. He was born and raised in Kerrville, Texas in the heart of the Texas Hill Country.
Outside of work, Mason enjoys spending time outdoors and staying active. He can often be found hiking, fly fishing, & exploring the many National Parks across the United States.
About Josselyn Ramirez
With over 23 years of experience as a Client Service Associate, Josselyn Ramirez is passionate about helping people and building meaningful, long-lasting relationships. Throughout her career, she has grown with the firm, contributing to its success while supporting both clients and Financial Advisors with dedication and care.
Outside of work, Josselyn values quality time with her family and friends. She has a love for travel and enjoys discovering new places. She believes in living a balanced life and strives to make the most of every moment – both personally and professionally.
Outside of work, Josselyn values quality time with her family and friends. She has a love for travel and enjoys discovering new places. She believes in living a balanced life and strives to make the most of every moment – both personally and professionally.
Contact Thomas J Fitzsimmons
Contact Glenn E Welch
Contact Robert Wyckoff
Contact Walter P Tramontin
Contact Leah Wyckoff
Contact Steven Fitzsimmons
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Will Curran
Private Banker
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
NMLS#: 797351
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The South Texas Heritage Team today.
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 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.
3Morgan 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.
4Alternative 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
8Morgan 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 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.
3Morgan 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.
4Alternative 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
8Morgan 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)
