Brendan L. Dove, CFP®
Senior Vice President, Financial Advisor
Phone:
(972) 943-7291(972) 943-7291
The Wisdom Dove Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
- Retirement PlanningFootnote1
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Our Services
Wealth Management
Let us work together to find the best way to help you manage and grow your wealth. Our fully customizable financial plans will put you on the path to achieving your financial goals.
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Retirement Planning
To create a fully comprehensive plan, we will look at your past, current, and future financial goals and obligations. With this information, we will work with you to see that you can enjoy retirement at the age and capacities that you wish.
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Estate Planning Strategies
Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. Let us work together to ensure a smooth transition of wealth to your heirs.
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Life Insurance
Be able to make sure you family is taken care of in case you are no longer able to.
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Long Term Care Insurance
Prepare now so you do not have to worry later. Make sure you have the funds needed to pay for any medical and non-medical needs later on in life.
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Cash Management
Make sure that you access to your cash anywhere, anytime. Learn more about Cash Plus and the exclusive benefits offered though Morgan Stanley.
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Lending Products
Looking to take out a mortgage, Liquidity Access Line, or some other specific lending product? Explore the possibilities of lending with Morgan Stanley.
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Tax Planning
We will work with you to make sure you are paying the correct amount of taxes for your specific situation.
Click Here to Learn MoreInvestor Resources
Morgan Stanley believes in providing their clients with up to date market data that they can access at any time, anywhere. Feel free to learn more about any of the topics below.
Thoughts on the Market Podcast
This Morgan Stanley podcast looks to give perspective on current events, and the impact they will have on the global markets.
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Cyber Security
In today's digital era, it is extremely important to make sure you are protecting yourself online.
Learn More About Online Security
Total Wealth View
Have access to your entire financial picture in one place. With access to Total Wealth View, your Financial Advisor will be able to fully understand your financial position and ensure your risk is being properly managed.
Find Out More about Total Wealth View
Morgan Stanley Minute
Take a deeper dive into specific topics, and what Morgan Stanley analysts have to say about them.
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Reserved Living and Giving
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Click Here to Learn MoreLocation
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 943-7291(972) 943-7291
Meet The Wisdom Dove Group
Pragya Acharya
Vice President, Financial Advisor, Insurance Planning Director
Phone:
(972) 943-7229(972) 943-7229
Phone:
(972) 450-6622(972) 450-6622
About Brendan L. Dove
Brendan was born in San Antonio, grew up in Dallas and moved to Midland, TX before his family moved back to Frisco. He attended Dallas Jesuit where he played on the golf team and graduated in 2001. He attended Wake Forest University and graduated with a Bachelor of Science in Business in 2005. At Wake Forest he was involved in several charity organizations and also joined the fraternity Pi Kappa Alpha.
Brendan started his career in 2005 with JP Morgan Chase as a Licensed Personal Banker where he worked for the last 16 years. He was promoted to Financial Advisor 13 years ago and has since substantially grown his practice by helping clients plan for and achieve their financial goals. He earned the CFP® designation, and also earned the title of SVP - Investments and Private Client Advisor. As a top 150 advisor at JP Morgan, Brendan had the privilege of becoming a National Achiever Award Recipient at JPMorgan six times.
Brendan is an avid golfer, fisherman, hunter and barbeque enthusiast and loves being outdoors. He now lives in Dallas with his wife Brittany, and their three children.
Brendan started his career in 2005 with JP Morgan Chase as a Licensed Personal Banker where he worked for the last 16 years. He was promoted to Financial Advisor 13 years ago and has since substantially grown his practice by helping clients plan for and achieve their financial goals. He earned the CFP® designation, and also earned the title of SVP - Investments and Private Client Advisor. As a top 150 advisor at JP Morgan, Brendan had the privilege of becoming a National Achiever Award Recipient at JPMorgan six times.
Brendan is an avid golfer, fisherman, hunter and barbeque enthusiast and loves being outdoors. He now lives in Dallas with his wife Brittany, and their three children.
Securities Agent: KS, TX, LA, NH, FL, OR, MS, CA, AZ, TN, NV, NM, WA, OK, IL, AL, VA, PA, NY, VT, OH, AR, NJ, CO, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2172898
NMLS#: 2172898
About Pragya Acharya
Pragya was born and raised in Nepal, a small country tucked in the Himalayas and home to Mount Everest. She immigrated to the US with her husband in pursuit of furthering their education. She was working on her PhD in Sociology at Texas A & M University at the College of Liberal Arts when she was blessed with her first born so she decided to become a full time mother. Pragya started her career at JP Morgan Chase in 2011, where she has worked for the past 10 years. With incredible drive and passion she worked up to becoming a Private Client Advisor. Pragya was a National Achiever for five consecutive years and was initiated into the President’s Club, twice. She firmly believes in building trust and lasting relationships with her clients. As their trusted advisor she works in partnership with her clients to help them achieve their financial goals.
Pragya calls Dallas her home with her husband, two children, and two dogs. She enjoys spending time with friends and family, as well as hiking, traveling and experiencing new places and cultures.
Pragya calls Dallas her home with her husband, two children, and two dogs. She enjoys spending time with friends and family, as well as hiking, traveling and experiencing new places and cultures.
Securities Agent: TN, NH, KS, AL, WA, SC, IL, AR, OK, OH, VA, PA, NY, LA, NV, TX, OR, NM, MS, FL, CO, CA, AZ, NJ, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 608790
NMLS#: 608790
About Barby Crabtree
Securities Agent: AL, DE, SC, MS, PA, NV, AZ, VT, OR, NM, NC, CT, KS, IN, CO, FL, AR, MD, VA, MA, KY, IA, GA, OH, LA, CA, WA, TN, OK, MO, MI, IL, TX, NY, NH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1321609
NMLS#: 1321609
About Me
Securities Agent: CO, MD, IL, AR, TX, OK, NM, LA, CA, DE, KS, AZ, TN, GA, NV, FL, SC, OH, NH, NY, VT, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2546943
NMLS#: 2546943
About Michael D Nettleton
Securities Agent: CT, OK, CA, KY, MO, LA, FL, TX, TN, SC, AR, NY, NV, NM, IL, OH, DE, CO, AZ, VT, NJ, NH, KS, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1272979
NMLS#: 1272979
About Courtney Benavides
Courtney is from Flower Mound, TX and attended Oklahoma State Univeristy. There, she met her husband, Alex. They live in Allen and enjoy playing golf, hanging out on local patios, and hiking with their lab, Wendy. She is a diehard, and sometimes heartbroken, fan of Dallas sports teams and OSU football. Courtney loves to travel and is planning another trip to Europe soon.
Contact Brendan L. Dove
Contact Pragya Acharya
Contact Barby Crabtree
Contact Alicia Blencke
Contact Michael D Nettleton
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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 Wisdom Dove Group 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.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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CRC 6491812 (04/2024)
