Lona McManus, Financial Advisor at Morgan Stanley

Lona McManus, Financial Advisor at Morgan Stanley

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Financial Advisor at Morgan Stanley I’ve seen a lot of change, and challenges working in that arena. I look forward to connecting with you. NMLS#: 2370618

Being in philanthropy for 20 years prior to becoming a licensed financial services professional, I was honored to work with numerous anchoring institutions and strategically minded, generous people to build the capacity of our region. My aim is to help bring new, practical ways to support individuals, non-profits organizations and for-profit businesses, so they may thrive and grow their communitie

05/26/2026

I'm pleased to share that I'm now a CFP® professional.

To me, comprehensive financial planning goes beyond investments—it brings together retirement planning, tax strategy, estate planning, and risk management, all guided by a fiduciary standard.

Earning the CFP® designation has been a rigorous and rewarding journey, and my focus remains the same: helping clients navigate life's most important financial decisions with clarity and confidence.

If you're looking to build a plan—or refine the one you have—I'd welcome the chance to connect and explore what's possible.

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Houston, TX