Cassandra Morris brings a dynamic background in entrepreneurship, financial planning, and community engagement to The MB Group at Morgan Stanley. She earned her associate degree in Business Administration from Brightpoint Community College before founding a wedding photography and videography business. Through that venture, she gained firsthand experience in small business ownership and financial management, which sparked her passion for guiding others on their financial journeys.

Cassandra later earned her bachelor’s degree in Financial Planning from Liberty University, where she served as President of Barkada, a Filipino student organization, and worked as a Peer Financial Coach. She interned at Charles Schwab before joining Morgan Stanley, where she now holds her SIE, Series 7, Series 66, Financial Planning Specialist designation, and OK Life, Accident and Health or Sickness Insurance License.

Now based in Oklahoma City, Cassandra is deeply involved in the local Asian community. She is an Ambassador for the Greater Oklahoma City Asian Chamber of Commerce and actively participates in organizations such as the Philippine-American Civic Organization of Oklahoma, Kapwa OKC, and the Asia Society of Oklahoma.

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