David M. Thailing

Mr. Thailing earned his BBA from Southern Methodist University followed by an MBA from the Jones Graduate School of Business at Rice University in 2002. Mr. Thailing has been a financial advisor with Morgan Stanley Wealth Management since 2012. Previously he was founder and CEO of retail investment firm Priority Capital Group. From 2002 until 2008, he was managing vice president of AmREIT Inc., where he was the capital markets executive in charge of the securities division responsible for originating and distributing managed real estate securities offered through financial advisors. Prior to that, he worked in financial services and consulting with Arthur Andersen, PaineWebber and Dean Witter. 

Morgan Stanley Smith Barney (doing business as Morgan Stanley Wealth Management, or MSWM) formed in 2009 as a joint venture between Morgan Stanley and Citigroup. MSWM is one of the world’s largest retail brokerages, boasting $1.7 trillion under management and a network of almost 17,000 financial advisors. It serves individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, and retirement and trust services. Morgan Stanley upped its stake from 51% to 65% in 2012 as a prelude to acquiring the company outright.