Sean R York
First Vice President, Wealth Management, Financial Advisor, Investment Management Consultant
Phone:
(806) 345-1261(806) 345-1261
The York, Polley Group at Morgan Stanley
Direct:
(806) 345-1200(806) 345-1200
Toll-Free:
(800) 359-2696(800) 359-2696
Our Mission Statement
Our Mission is to deliver comprehensive financial solutions with Texas Panhandle Service, Honesty, and Integrity.
Our Story
Our goal is to thoroughly understand your individual or business financial needs and then align the significant resources of the Firm and experience of our team to help you meet and exceed them. We can help you evaluate near-term concerns and plan for long-term goals including Retirement Income, Social Security Options, Medicare Planning, Long Term Care Planning, Cash Management Services, College Savings accounts and Business Retirement Plans.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Cybersecurity Resources
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Maintaining Good Cybersecurity Habits
Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to reduce the threat of identity theft, online scams, malware, fraud and more.
Learn More
Cybersecurity Terms to Know
When it comes to cybersecurity, knowledge is your first line of defense. Here’s a list of common terms to make it easier for you to comprehend the reports or articles you come across and give you the opportunity to react quickly to threats.
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Tax Season Cybersecurity
While you’re busy gathering your paperwork during tax season, cybercriminals are devising schemes to steal your identity and money. Know how to protect yourself and your loved ones.
Learn More
Talking to Children About Cybersecurity
As a concerned parent, it's easy to feel overwhelmed or conflicted about your child browsing the web. You want your child to be able to take advantage of the good things the internet offers, but you also want to help protect their well-being. Here are some ways to accomplish both.
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Digital Footprint
You’ve likely heard of the term “digital footprint,” but you may not fully understand what that means or how to optimize your online presence for greater privacy and security. In our increasingly digital world, it’s important to be knowledgeable about these matters, so let’s review the basics with this great article.
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Data Privacy
Data privacy continues to be a major concern for many Americans. While data collected online has the potential to provide users with benefits—such as improving efficiency, customizing experiences and promoting better health—there are significant risks involved, too. It’s easy to be overwhelmed by the volume of data being collected every day and to feel powerless to stop it. Learn how to take back control of your information with this article.
Learn MoreDigital Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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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.
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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.
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth ManagementKnowledge Center
We are committed to providing you with the latest market insights and resources available to be better informed in the current market. The most up to date content from Morgan Stanley includes:
Global Investment Committee Weekly
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The GIC weekly looks at the current state of the markets, asset class performance, and fixed income.
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On the Markets Research Report
Monthly collection of commentary on topics such as global equities, monetary policy, investment trends, and more from Morgan Stanley & Co., Morgan Stanley Wealth Management, and external partners.
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Thoughts on the Market Podcast
Short, thoughtful viewpoints on the forces shaping the markets from a variety of voices and perspectives inside Morgan Stanley hosted by Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley.
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Morgan Stanley Research & Insights
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Research & InsightsUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
CRC4192005 02/2025
Online
Location
500 S Taylor St
Unit 320
Amarillo, TX 79101
US
Direct:
(806) 345-1200(806) 345-1200
Toll-Free:
(800) 359-2696(800) 359-2696
Meet The York, Polley Group
John Polley
Vice President, Financial Advisor, Senior Portfolio Manager, Branch Manager
Phone:
(806) 345-1243(806) 345-1243
Brady Schenk
Financial Planning Specialist, Financial Advisor
Phone:
(806) 345-1240(806) 345-1240
Maddie Johnston
Client Service Associate
Phone:
(806) 345-1224(806) 345-1224
About Sean R York
Mr. York attended both West Texas A&M and the University of Texas at Austin, graduating with Bachelors of Science degrees in Finance and Accounting. He began his career with Kidder Peabody in 1985. In 1988, Mr. York then moved to Dean Witter, which became Morgan Stanley after a merger in 1997. He is currently a First Vice President with Morgan Stanley, focusing on Retirement Planning. Mr. York holds his General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 66), Registered Managed Futures Fund Representative (Series 31), and Texas Health and Life Insurance Licenses.
Securities Agent: MN, NM, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, MA, WY, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262103
NMLS#: 1262103
About John Polley
Mr. Polley graduated from Northwestern College in St. Paul, MN with a Bachelor of Science degree in Finance. He began his career as a Financial Advisor with North Star Resource Group in 2006. In January of 2007, he spent a brief amount of time with Wells Fargo as a Private Client Associate before getting married and moving to Texas in the summer of 2007. Mr. Polley has been a converted Texan and Morgan Stanley Advisor since May of 2007 and holds his General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 65), State Representative (Series 63), General Securities Sales Supervisor (Series 9/10), National Commodity Futures (Series 3), and Texas Health and Life Insurance Licenses.
Securities Agent: OR, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, IL, OH, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278946
NMLS#: 1278946
About Brady Schenk
Mr. Schenk’s education includes a degree in Organizational Management from The Master’s University in Newhall, CA and an MBA with a dual emphasis in Finance and Entrepreneurship from Northeastern University in Boston, Ma.
He holds his General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 65), State Representative (Series 63), and Texas Health and Life Insurance licenses and carries a Financial Planning Specialist designation as well.
Having lived in the Panhandle since birth (Wildorado, Umbarger, and Canyon), Mr. Schenk moved into Amarillo in 2021 with Megan (married since 2004) and their two sons. Around serving clients as a Financial Advisor with Morgan Stanley, he enjoys outdoors and sports with his family and friends and serving in various ministries as a member of Evangelical Fellowship Church and as a board member of Another Chance House.
He holds his General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 65), State Representative (Series 63), and Texas Health and Life Insurance licenses and carries a Financial Planning Specialist designation as well.
Having lived in the Panhandle since birth (Wildorado, Umbarger, and Canyon), Mr. Schenk moved into Amarillo in 2021 with Megan (married since 2004) and their two sons. Around serving clients as a Financial Advisor with Morgan Stanley, he enjoys outdoors and sports with his family and friends and serving in various ministries as a member of Evangelical Fellowship Church and as a board member of Another Chance House.
Securities Agent: TN, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY, SC; General Securities Representative; Investment Advisor Representative
About Maddie Johnston
Mrs. Johnston graduated from West Texas A&M University with a Bachelor of Business Administration degree in Management. She began her career in 2020 as a Business Administrator with Edward Jones. She then moved to Morgan Stanley and has worked as a Client Service Associate since March of 2022, assisting Sean York and John Polley.
Contact Sean R York
Contact John Polley
Wealth Management
From Our Team
LifeView® Goal Analysis Client Questionnaire
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The York, Polley Group today.
1Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3When 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.
4Morgan 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
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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3When 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.
4Morgan 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
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)
