Amy Cagle - Morgan Stanley Financial Advisor - Houston, TX
Morgan Stanley
Amy Cagle
Vice President
Wealth Advisor
5051 Westheimer Galleria Tower II
Suite 2100
Houston, TX 77056
tel: (713) 966-6883
toll-free: (800) 666-6069 
fax: (713) 966-6808
Amy Cagle

Vice President
Senior Portfolio Manager
The Cooper Network

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Students with Amazing Potential S.W.A.P.
  • Baylor University Women's Association
Services
  • Asset Management
  • Retirement Planning
  • 401(k) Rollovers
  • Fixed Income
  • Municipal Bonds
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Access to Lending Services
  • Life Insurance
  • Annuities
  • Insurance Services
  • Family Consulting
Education and Licensing
  • Bachelor of Arts - History, 1976
    Baylor University
    Waco, TX
  • Portfolio Management Program
  • Series 7 - General Securities Representative, 1997
  • Series 63 - Uniform State Exam, 1997
  • Series 65 - Investment Advisory Agent, 1997
Honors and Recognition
  • 2011 Five Star Wealth Manager - Texas Monthly -
  • 2010 Five Star Wealth Manager -Texas Monthly
  • 2012 Five Star Wealth Manager - Texas Monthly
  • 2013 Five Star Wealth Manager - Texas Monthly
Business Experience
  • 1996 - Present: Morgan Stanley*

    Vice President
    Senior Portfolio Manager
    The Cooper Network
    Houston, Texas
  • 1976 - 1996: A T & T

    Market Analyst
    Houston, Texas

Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

  • See August On the Markets from the Global Investment Committee featuring

    “The Signal and the Noise” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how investors need to learn to distinguish between economic and market data, which is the signal, and the volatility, which is often just the noise.

    “Five Reasons to Be Bullish on Equities” The Global Investment Committee remains bullish on global equities, and here is a series of charts that help to explain why.

    “Do Falling Yields Point to Recession?” Sometimes they do, but this is not one of them. Zachary Apoian, senior asset allocation strategist, explains how other factors are distorting the message from the bond market.

    • Plus, look for more on emerging market equities, and fixed income and alternative investments.

  • Morgan Stanley applies innovative strategies, guidance from among the best minds in the industry and rigorous due diligence to help create an alternative investment strategy that complements your portfolio. Learn more –  watch the video.

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

Amy Cagle holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, LA, MD, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, PA, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1285382

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.
Awards Disclosures

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