Trinity River Wealth Management at Morgan Stanley

Joel is a First Vice President, Portfolio Management Director, and Financial Advisor with Morgan Stanley. He holds both a Master of Business Administration and Master of Science in Finance from Northeastern University in Boston.

As the co-founder of Trinity River Wealth Advisors at Morgan Stanley and it’s overarching strategic vision, Joel’s expertise is in Portfolio construction as he personally creates and actively manages a full portfolio or custom strategies providing our clients with bespoke investment solutions tailored to their individual needs. Using alternative investments as a compliment to investment portfolios, clients receive a boutique investment experience: white glove service and personalized investment attention.

Additionally, with his specialization in 401k plans, he helps business owners and plan sponsors be more cost effective and compliant. He seeks to help reduce the administrative burden that comes with managing a plan, while satisfying fiduciary obligations.

Joel is a native of Amarillo, Texas and originally began his career in the financial services industry after interning with MetLife and AIG while in college. Joel completed his undergraduate studies at West Texas A&M University. Joel has been with Morgan Stanley since 2011 and brings years of experience both as an entrepreneur and advisor.

Joel currently resides in Fort Worth with his wife, Janet, and together they have five children. In his free time, Joel is an avid runner participating in both competitive running and Ironman competitions. Additionally, as a classically trained musician, he is active in serving at his local church through music. When he is not reading market research, he enjoys reading historical novels, traveling, and spending time with his wife and kids.

Joel currently holds his General Securities Representative (Series 7) License, Registered Investment Advisor Representative (Series 66) License, General Security Sales Supervisor (Series 9/10) License and holds a Texas Life, Health, and Long-Term Care Insurance License

Jamie is Financial Advisor, Alternative Investment Director, and Portfolio Manager. She along with Joel Travis co-founded and lead the Trinity River Wealth Management at Morgan Stanley. Our group prides itself on our multi-generational approach to wealth management. Her team delivers the full complement of services and experience needed to help address the complex, multifaceted challenges of managing significant wealth.

Jamie was born in Germany and grew up in a third-generation military family. She grew up all over the US and different parts of the world but calls Texas and Idaho home. With her love of business and education she pursued a Master’s in Business Administration from Texas A&M University. Jamie also holds a bachelor’s degree in Elementary Education from Boise State University and before joining the financial services industry she was a teacher. Prior to Morgan Stanley, Jamie was Senior Portfolio Manager at Merrill Lynch for nearly a decade.

Jamie and her husband Bryan, a VP in sales for a fortune 500 company, live in DFW with their son Sam and Vizsla Bella. When Jamie is not reading research reports or books about investing and the markets, she is an avid exerciser and pilates enthusiast. Jamie and her husband enjoy hiking, skiing, cycling, motorcycles and traveling together.

Jamie currently holds her General Securities Representative (Series 7) License, Registered Investment Advisor Representative (Series 66) License, and holds a Texas Life, Health, and Long-Term Care Insurance License.

With more than 15 years of experience in the Financial Services industry Cooper Lane uses her extensive knowledge to deliver service to clients. She holds her Series 7 & 66 license and was recently promoted to Wealth Management Associate. She plays a key role in helping clients with their operational and administrative needs. Cooper takes a lead role in the team’s coordination and day-to-day operations. She has a passion and focus to help clients achieve their financial goals.

Cooper was born and raised in Wichita Falls, Texas and graduated from Midwestern State University with a bachelor’s degree in Business Management. She lives in Roanoke, Texas with her husband, Brady, and their two daughters Lakely (4) and Logan (1). Cooper is very involved in her church and enjoys serving in her community. She also loves to travel and spend time with family and friends.

Randy Payne is a Sr Private Banker FVP for Morgan Stanley Private Bank in the North Texas Market. Randy has 30 years of banking experience. Prior to joining Morgan Stanley Private Bank in April 2014, he held senior roles in lending, banking, and sales management. His previous employers include Wells Fargo Advisors, Citigroup/Smith Barney and Merrill Lynch. Randy has expertise in partnering with Financial Advisors and their clients on providing best in class advice and implementation on Liability and Cash Management strategies.

Randy holds a BS in Management/Accounting from Rensselaer Polytechnic Institute (RPI).

NMLS#1214288

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.

Elizabeth Chand is a Family Office Resources Generalist for Morgan Stanley's Family Office Resources, covering the Central Region. In this capacity, Elizabeth provides specialized expertise to Financial Advisors and their UNHW clients, educating and advising across a broad spectrum of family wealth management concerns, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education and lifestyle advisory.

Most recently, Elizabeth worked with New York Life in their Advanced Planning Group working with agents and their UNHW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and business. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.

Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.