About Morgan Stanley:

 

 

Morgan Stanley is in the business of solving financial issues whether personal or business focused. Our service offering on the personal side includes traditional investment management, estate planning, financial planning, educational planning/solutions, insurance products and lending capabilities. With respect to business, we provide both defined benefit and defined contribution (401k) plans as well as have resources to reputable strategic partners for middle market business sales and/or acquisitions.

David and Charlie focus their time primarily on traditional investment management, estate planning around closely held businesses/private equity stakes, and retirement plans. Additionally, we regularly construct financial plans for individuals to provide a road map to the retirement they desire. However, we often tell clients/prospects if an issue is monetary in nature give us a shot at resolving it.

 

Exclusive Offer to EO Members:

 

(1)    Inexpensive access to debt capital backed by traditional investments.

 

 

(2)    Free estate planning around your closely held business;

 

(3)    Free 401k review to ensure your plan is priced at market and designed properly; and/or

 

(4)    Free financial plan for your retirement purposes.

 

How to Reach Us:

 

We are available at most EO events for members to mention any interest they have in the aforementioned or you can call David Galic at 713-658-2737 or email at david.galic@morganstanley.com.

Services/Specialties Estate:

 

(1) Planning

(2) Investment Management

(3) Risk Management

(4) Financial Planning

(5) Liquidity Options via Lending

Our Team:

BACKGROUND:

B.B.A. degree in Finance, Baylor University. Previously worked in the

energy business as an Analyst Former professional tennis player.

David Galic | Financial Advisor

Morgan Stanley

Wealth Management

717 Texas Ave – Suite 3050,

Houston, Texas 77002

713-658-2737

David.galic@morganstanley.com

Charles Vetters CFP®

Morgan Stanley

Wealth Management

717 Texas Ave – Suite 3050,

Houston, Texas 77002

713-658-2737

Charles.vetters@morganstanley.com

BACKGROUND:


B.S degree Chemical Engineering, Texas A&M University, 1986


M.B.A. degree, Finance concentration, The University of Texas, 1988


Worked in financially oriented capacities for the last 20+ years


Completed transactions or work assignments in commercial banking,
treasury, structured finance, M&A, venture capital, private equity, estate planning, and personal wealth management.

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