Paulina L Barwise

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2016 → 05/2019
  Southern Methodist University
  Dallas, TX
• 05/2019 → 06/2019
  Extended Travel
  Athens
• 06/2017 → 08/2017
  Mira Vista Country Club
  Fort Worth, TX
• 11/2018 → 01/2019
  Match Group
  Dallas, TX
• 08/2019 → 03/2023
  Bank Of America, N.A.
  Fort Worth, TX
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 05/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2019-11-04 → 2023-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Fort Worth, TX

Other Businesses

*546567 - PL22 Asset Management LLC; Investment related: Yes; Fort Worth, Texas; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 0; After business hours: 0; asset protection and investment purposes *625883- Autobahn Porsche; Investment related: No; Fort Worth, Texas; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 30; After business hours: 90; Sales/Marketing *676374 - 6208 Troon Rd; Investment related: Yes; Fort Worth, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 10; I just help with some of the design choices, Bradley does everything else

Exams

• S66 Uniform Combined State Law Examination
  2019-10-20

Other Names

• Paulina Lanasa
• Paulina Paige Lanasa