Angela Caffey

First Vice President, Financial Advisor, Wealth Advisor

Contact Me
Angela Caffey

MY MISSION STATEMENT

Comprehensive wealth planning, uniquely tailored portfolios and dedicated personal service

My Story and Services

My Story

Angela Caffey is a Wealth Advisor at Morgan Stanley in Austin, Texas with nearly 20 years of experience.  With origins in Midland, Texas, Angela is regularly recognized by her charming southern drawl.  She received her Bachelor of Science Degree from Texas A&M University and is an absolute die hard Aggie fan.

Angela's investment process focuses on managing risks and delivering returns in a tax efficient manner.  She works seamlessly with clients' accountants and their attorneys to simplify her clients' financial lives.  By working with Angela, clients gain access to some of the world’s best investment professionals, trading platforms and a full spectrum of investment choices.

Angela has an outgoing, competitive spirit, enjoying a broad spectrum of board games, dominoes, shuffle board, cards, washer toss and horseshoes.  She thoroughly enjoys travel to sunny destinations by plane or cruise ship.  Her black Labrador Luke barks a mighty big bark but truly is a gentle giant.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Wealth Management
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Lending Products
  • Exchange Traded Funds
  • Alternative Investments
  • Fixed Income
  • Municipal Bonds

Securities Agent: AZ, CA, CO, FL, GA, MA, MO, NE, NY, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1265071


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Education

Education

  • Texas A&M University, Bachelor of Science, 1995
  • Series 7-General Securities Representative
  • Series 63-Uniform State Exam
  • Series 65-Investment Advisory Agent
  • Series 31-Managed Futures and Commodities
  • Group 1-Life Insurance, fixed annuity, variable annuity, long term care insurance licensed

Experience

Experience

Morgan Stanley Wealth Management
1998 - Present

Client Service Team

Client Service Team

Dawn Lacy

Portfolio Associate


Dawn Lacy is a Portfolio Associate at Morgan Stanley in Austin, Texas.  She is committed to delivering a high level of service and personalized solutions to Angela Caffey and her clients. A born and raised Texan, Dawn grew up in South Texas and moved to College Station to attend Texas A&M University.  After receiving her Bachelors of Arts in Marketing, Dawn spent 11 years in Houston with Merrill Lynch before coming to Morgan Stanley in Austin in 2006.  Dawn is married with two sons and enjoys watching sports and boating on Lake LBJ.

Education

Bachelor of Arts—1993
Texas A&M University
College Station, TX

Business Experience
2006-Present: Morgan Stanley
1995-2006: Merrill Lynch

Licenses
Series 7-General Securities Representative
Series 63-Uniform State Exam
Series 65-Investment Advisory Agent
Series 31-Managed Futures & Commodities
Series 3-National Commodities & Futures Exam

Location

Location

  • 301 Congress Avenue Suite 1400
  • Austin, TX 78701


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact Angela Caffey today.

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