The Wisdom Dove Group at Morgan Stanley

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.

Pragya was born and raised in the enchanting country of Nepal, nestled within the majestic Himalayas and famed for being the home of Mount Everest. In pursuit of greater educational opportunities, she and her husband moved to the United States. While working towards her PhD in Sociology at Texas A&M University in the College of Liberal Arts, she joyfully welcomed her first child and decided to embrace the role of a full-time mother.

Beginning her professional journey in 2011 at JP Morgan Chase, Pragya committed a decade to cultivating her career. Through her exceptional passion and dedication, she advanced to the position of Private Client Advisor, achieving recognition as a National Achiever for five consecutive years and earning a place in the President’s Club twice. In 2021, she took a significant step by transitioning to Morgan Stanley, where she co-founded her own practice, The Wisdom Dove Group, alongside several colleagues.

Pragya is deeply committed to building trust and nurturing long-lasting relationships with her clients. As a trusted advisor, she works collaboratively with them to help achieve their financial aspirations.

Currently, Pragya calls Dallas home, where she lives with her husband, their two children, and two cherished dogs. She values quality time spent with friends and family and delights in hiking, traveling, and exploring new cultures and experiences.

Barbara Turner Crabtree helps individuals nearing or in retirement implement strategies that empower them to control their financial destiny.

Barby has created customized comprehensive strategies for her clients to improve their financial situation for more than 25 years. With over 40 years of industry experience, she is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional. The combination of Barby’s experience and demonstrated commitment to refining her planning skills enable her to set realistic goals and outcomes for her clients.

Barby believes individuals nearing retirement have a real possibility of living in retirement for as many or more years than they have worked to save for retirement. She strives to prepare her clients financially and emotionally for this outcome by designing custom financial plans.

Volunteerism is an important part of community involvement for Barby. She is especially proud of her involvement with Zonta Club of Dallas and Zonta International, an organization with a mission to empower women through service and advocacy. She is passionate about serving the women of her community and advocating for those across the globe without a voice. In addition, she volunteers with Buckner International, a group dedicated to helping children and families around the world.

In her free time, Barby enjoys cooking, entertaining, exercising, reading, and playing with her two dogs. She also enjoys shooting sporting clays and has participated in the planning of the annual Dallas Sporting Clays Challenge.

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.

Stephanie joined the firm in July 1999 as an associate working for a large portfolio manager in the Dallas complex. While in this role, she gained tons of experience researching stocks, building spreadsheets to monitor daily performance, creating financial, retirement and educational plans for client meetings and assisting clients with their banking and technology needs. She also worked for other advisors throughout the complex and gained extensive knowledge in branch generated stock plans (heavy trading), assistant syndicate coordinator, estate planning and running LifeView goal analysis plans.

Stephanie transferred to the bank side in October 2007 to work for Citi Trust as an Assistant Trust Officer. Citi had just installed new trust technology and her first project consisted of transferring all the old data to the new system and then training the trust team on the new technology. When Citi Trust sold their trust division in October 2013, Stephanie transferred back to the brokerage side and has been in the Dallas complex since then.

Stephanie’s hobbies include learning new technology, bank fishing, watching Marvel movies, making homemade glazed pecans, and weekend video calls with her family. She is also a Veteran and enjoys researching new veteran benefits and then sharing the details with her husband Michael and two sons who are also veterans. Stephanie was born and raised in Maryland but after 25+ years now considers Texas her home.