OUR MISSION STATEMENT
Tailored wealth management to help you reach your financial goals.
Tailored wealth management to help you reach your financial goals.
The Scott House Group at Morgan Stanley provides comprehensive wealth management for successful business leaders. We help clients make the kinds of wise, informed decisions that led to their business success – we gather data, present options, and make a recommendation that reflects your long-term strategy. Our investment approach is quantitative, goal-driven and logical; we believe in strong relationships, exchanging frank ideas and providing wide-ranging advice.
Many clients come to us via referral; here are some of the attributes that distinguish The Scott House Group.
Regardless of what stage your life is in – moving ahead in your career, enjoying retirement or somewhere in between – The Scott House Group can help you achieve your financial goals.
Do you want to purchase a vacation home, fund your children’s or grandchildren’s education, spend your retirement as you’ve dreamed – or all of the above? Together, you and The Scott House Group can create a personalized wealth management strategy to help you prepare for a successful financial future.
Using a suite of tools that includes goal-specific analysis, The Scott House Group can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs. We can also work with you, suggesting modifications as needed to help keep your goals in reach and your strategy on the right course.
As the leader of our team, Scott handles all investment strategy and financial planning. He believes in looking at the “big picture” to help clients achieve their goals.
Scott has spent his entire career at Morgan Stanley, building his business from the ground up. Today, the Scott House Group works with a limited number of successful business leaders, nearly all of whom came to us through referrals.
Scott received his BS from Texas A&M University, where he was a four-year member of the Corps of Cadets, and a Ross Volunteer. He then earned his CIMA® designation from the Wharton School of Business.
Scott is married with three children. In addition to being an active coach of youth sports, he is an elder at Concordia Lutheran Church. He is a board member and past president of Child Advocates of San Antonio. In his spare time, he enjoys boating, playing tennis, collecting wine, and supporting his Fightin’ Texas Aggies.
Securities Agent: AK, AR, AZ, CA, CO, DC, FL, GA, IL, KS, MD, MI, MN, NC, NJ, NM, NY, OR, RI, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Deborah’s almost four decades of experience as a wealth management associate enables her to develop and implement sophisticated and comprehensive financial plans as well as delivering personalized hands on service to her highly valued clientele. Specific areas of focus include asset allocation and money manager selection.
As a Bachelor of Arts graduate of Texas State University, Deborah combines her love of music and missions through serving as a temporary music of minister when needed at Northeast Baptist Church. She also sings in the choir, and serves as a Trustee.
Deborah and her husband Tom enjoy traveling. They have three children, five grandchildren and Deborah’s beloved ward, Michelle. Weekends are spent with family, gardening, church activities and an occasional set of tennis.
Securities Agent: AK, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MD, MI, MN, NC, NM, NY, OR, RI, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Susie is our chief of staff. She handles practice management, reaching out to clients every day, and handling day-to-day operations.
Susie has 10 years experience servicing client relationships in government, business, non-profits and financial services. Early in her career, she served on the White House staff of George H.W. Bush.
Susie is a graduate of Marymount University in Arlington, VA, where she earned a BA in Communications.
She is married with a blended family of six children, two dogs and two cats. Susie is a former youth sports coach, yoga instructor, skier, and craft beer aficionado.
Karina is our newest team member as our analyst-in-training. As our resident millennial, she is also our go-to techie.
Karina is a San Antonio native who graduated from Texas A&M University in College Station, where she earned her BBA in Accounting, and MS in Management of Information Systems.
Karina found her way back to her hometown after her time in public accounting, in pursuit of a career in coaching soccer. She contributes to the game she loves as a founding member and U.S Soccer licensed head coach for a new San Antonio soccer club. She eats, sleeps, and breathes soccer. When she is not at the office, you can find her on a soccer field somewhere in Texas.
She’s a muscle car owner, scary movie buff and a strong believer in the power of meditation.
Amy is our primary contact for day-to day client needs, handling requests and solving problems. She has been with Morgan Stanley for over 20 years. The wealth of industry knowledge she brings to the team is immeasurable.
Amy was born and raised right here in San Antonio. She is married with a daughter and two dogs.
The way Amy relaxes is by keeping busy. In her spare time, she loves visiting garage and estate sales looking for old furniture to refurbish. She enjoys listening to 80’s hair bands while giving facelifts to gems she finds.
Jennie coordinates the overall day-to day client operations for Deborah’s clients. She has over twenty years experience in the financial services industry.
Jennie is married with two grown children, one of which is autistic. She has dedicated her life to being a special needs advocate serving as a consultant to other families navigating through a similar journey as her own.
Jennie enjoys travelling and listening to big hair nation radio. As a lifelong animal lover, she has owned dozens of pets over the years. She hopes to someday make it to Thailand to visit her favorite animal, one in which she has never owned, the elephant.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15