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

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

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

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • Morgan Stanley’s Chairman and CEO James Gorman was featured in the June 29th New York Times SundayBusiness cover story  “Going Against Type”.    To learn more about Mr. Gorman’s legacy at Morgan Stanley, click here.

Amy Cagle holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, GA, IL, KY, MN, MO, NC, NM, NV, OH, OK, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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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