The Park Cities Group - Morgan Stanley Team - Dallas, TX
Morgan Stanley
The Park Cities Group
at Morgan Stanley
Consulting Group
8383 Preston Center Plaza
Suite 400
Dallas, TX 75225
tel: (214) 696-7105
toll-free: (800) 933-3936
fax: (214) 696-7108
Brett Diamond
Brett Diamond
First Vice President
Financial Advisor
tel: (214) 696-7035
toll-free: (800) 933-3936
fax: (214) 696-7108

View my profile on LinkedIn
Professional Details
  • Experience:
    Morgan Stanley*
    First Vice President
    Financial Advisor
    Fidelity Investments
  • Credentials:
    BS - University of Kansas
    Business Administration & Finance
    Series 7, 31, 63 & 65 Licensed
    Life, Annuity & Long-Term Care Insurance Licensed
  • Associations:
    Community Homes for Adults-Board
    Jewish Federation of Dallas-Board
    National Young Leadership Cabinet
  • Awards:
    Zesmer Young Leadership Award
    Bnai Zion New Leadership Award
    Good Works Under 40-Dallas Foundation
  • MS Awards:
    Century Club
    Blue Chip Council
Brett Diamond holds the following registrations:
Securities Agent: CA, CO, CT, DE, FL, GA, IL, KS, LA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;

Jason A. Bottenfield
Jason A. Bottenfield, CFP
Vice President
Financial Advisor
tel: (214) 696-7183
toll-free: (800) 933-3936
fax: (214) 696-7108

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Professional Details
  • Experience:
    Morgan Stanley Wealth Management Financial Advisor - Vice President - Boston Red Sox - Professional Athlete
  • Credentials:
    Certified Financial Planner
    BS Financial Services - UNT
    Certified Divorce Financial Analyst
    Series 7, 31, 63 & 65 Licensed
    Life, Annuity & Long-Term Care Insurance Licensed
  • Associations:
    Major League Baseball Players Alumni
    North Texas Amatuer Baseball League
    Financial Planning Association
  • Morgan Stanley Awards:
    Pacesetter
    Blue Chip Council
  • Morgan Stanley Technology Council:
    Advisory Member
Jason A. Bottenfield, CFP  holds the following registrations:
Securities Agent: AR, CA, CO, CT, DE, FL, GA, IL, KS, LA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;

Viktor Szucs
Viktor Szucs, CFP
Senior Vice President
Financial Advisor
tel: (214) 696-7140
toll-free: (800) 933-3936
fax: (214) 696-7108
Professional Details
  • Certified Financial Planner
  • Series 7, 63, 65, 31
  • Group 1 - Life Insurance Registered
Viktor Szucs, CFP  holds the following registrations:
Securities Agent: CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;

Rita Karl
Rita Karl, CFP, ADPA
Financial Advisor
tel: (214) 696-7141
toll-free: (800) 933-3936
fax: (214) 696-7108

View my profile on LinkedIn
Professional Details
  • Certified Financial Planner
  • Series 7, 66
  • Insurance Licensed
Rita Karl, CFP , ADPA  holds the following registrations:
Securities Agent: CO, CT, FL, IL, LA, MI, MT, NC, NJ, NV, NY, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative;

Donna Petrucello
Senior Client Service Associate
tel: 214.696.7105
fax: 214.696.7108



Professional Details
  • Joined Morgan Stanley* in 2007. Previous firms include UBS and Prudential Financial Services.
  • Series 4, 7, 31, 55, 66
  • BS - Marketing
    Fairleigh Dickenson University
    Madison, NJ
  • Group 1 - Life Insurance Registered

Randall White
Registered Client Service Associate
tel: 214-696-7142
fax: 214-696-7108



Professional Details
  • University of Texas | Dallas
  • Series 7, 66

Zachary Strueby
Client Service Associate
tel: 214-696-7105
fax: 214-696-7108




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