The Yonack Group at Morgan Stanley

For over 35 years, Alan has been providing highly customized advice, investment solutions and financial planning services to high net worth individuals, multi-generational families, small business owners, foundations and corporate retirement plans in Dallas and the surrounding areas.

He prides himself on the relationships he has nurtured during his long tenure in the financial services industry and strives to deliver an exceptional experience to his clientele, serving as their chief advocate. His ultimate goal is to develop a comprehensive plan that integrates their unique needs and incorporates estate and tax planning strategies to help them achieve their financial goals and leave the legacy they desire. For Alan, your family’s financial future is just as important to him as it is to you.

Prior to joining Morgan Stanley in 2009, Alan worked at UBS for over 25 years. Alan was honored by Barron’s Top 1,200 Advisers in America in 2009, 2017, 2018, 2019, 2020, 2021, and 2022. Most recently, Alan was appointed to Morgan Stanley’s Financial Advisor Council in 2014, representing the interests of more than 16,000 Financial Advisors across the Firm.

Alan is a graduate of the University of Colorado at Boulder with a Bachelor of Arts degree in Political Science. He received his MBA in Finance from the Graduate School of Business at the University of Texas at Austin.

A current resident of Dallas, Alan and his wife, Sheryl, have three children, Sam, Noah and Sydney. When he is not working directly with his clients or guiding the many organizations he supports, you can find him spending quality time with his family.

2009, 2017-2022 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 2009, 2017-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

CareyAnn knew she wanted to be in the business of investing from a very young age. She was enamored with the stock market and always had a penchant towards helping people, so she knew wealth management was a career where she could pursue both. Majoring in Finance at Oklahoma State University seemed like the natural choice given her interest. She graduated in 2010.

CareyAnn joined Morgan Stanley in 2015 in Chicago, and moved to Dallas in early 2017 where she started with The Yonack Group. She and Alan partner to build custom allocations for clients to meet their financial goals. She is responsible for implementing our investment strategies and coordinates the investment piece of the client onboarding process.

A master of getting it done, her goal is to provide every client with undivided attention making them feel like the valued client they are. She uses her excellent communication skills to build strong relationships with clients and to identify and assist them in achieving their financial goals. Likewise, she is good at getting clients the answers that they need in a timely manner.

Outside of the office, she enjoys spending time with her husband, Corey, and her two children, Hazel Kate (3) and Harrison (1). You will often find them at the Dallas Arboretum or wandering around the Dallas Zoo.

Although she is a proud Okie, who was born and raised in Tulsa, Oklahoma, she and her family now call Dallas home.

NMLS ID 2629285

Mary Beth graduated from the University of Arkansas in May 2023 with a major in Hospitality Management and a minor in Event Management. Although she graduated with a Hospitality degree, she found an interest in finance and decided to couple her studies with this interest to pursue a career in wealth management. She later joined The Yonack Group at Morgan Stanley in April 2024.

Mary Beth has had various experiences in the Hospitality Industry throughout her career. Because of this, she has developed outstanding communication skills and has mastered the art of hospitality. In her role as a Client Service Associate, she leverages these skills to foster strong relationships with clients and help assist their financial needs.

Mary Beth is a proud local from Rockwall, Texas. Her family moved to Rockwall from Pensacola, Florida in 2005 and have lived there ever since. She has two other siblings, Anna (24) and Patrick (21), and her parents are Jerry and Denise Deren.

In her free time, Mary Beth enjoys spending quality time with her friends and family. Her hobbies include going on runs, wake surfing, and playing cards with her loved ones.

Marc is currently the Director of Alternative Investments for the Central U.S. with Morgan Stanley Wealth Management. Prior to his current role, he held several positions in the Morgan Stanley Alternative Investments Group, including his role in Product Development and Management (PDM), where he was responsible for on-boarding and structuring Private Equity, Hedge Funds and Funds of Hedge Funds products. Prior to his PDM experience, Marc was responsible for Alternative Investments Marketing, where he developed and implemented global marketing initiatives for the Alternative Investments platform. Prior to his Marketing role, Marc served as an Alternative Investments Analyst, where he helped perform due diligence on hedge fund strategies and supported portfolio construction of Morgan Stanley’s proprietary fund offerings. Prior to his various roles with the Morgan Stanley Alternative Investments Group, he worked in other areas within Morgan Stanley, including the Securities Based Lending Product Development Group and the Annuities & Insurance Product Development Group.

Marc received his B.S.B.A in Finance from The Catholic University of America in Washington, D.C. He has earned the Chartered Alternative Investments Analyst (CAIA) designation and holds FINRA licenses Series 7 and Series 66. He serves on the Board of Directors for the Westminster Presbyterian Church in Dallas, TX.