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Genai Walker Macklin was born in Little Rock, Arkansas on the 4th of July. She was a standout scholar athlete in high school. Genai spent her formative years playing basketball. Her passion for the game, along with a strong focus on academics, earned her scholarships to the University of Central Arkansas. After graduating cum laude with a Bachelor of Science and then earning a Master of Science degree, she decided she still wanted to play ball. She spent the next eight years playing professional basketball with several teams in Europe and finally with the Tulsa Shock of the WNBA, earning a second Bachelor of Arts degree in Spanish along the way. After retiring from the sport, she and her husband Demetrius moved to Texas to focus on their careers and family. Genai began her career in 2013 at a large national bank, providing personal banking solutions to her clients. In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.

University of Huelva

University of Central Arkansas

Financial Advisor

Genai Walker Macklin

Morgan Stanley

Financial Advisor, Financial Planning Specialist

In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.

Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and administrative costs.

Process new Amerivest account paperwork including suitability and systematic forms; Process cases/ISIS items/internal & external Chat/Kana/inbox items; Interface with clients on outbound calls and occasional inbound calls; Ensure requirements of RIA are met before accounts are invested; Coordinate with Amerivest operations, new accounts, branch Investment Consultants (ICs), Branch Resource Desk (BRD), Resource Desk (RD) and Investor Services (IS) department, providing support for resolution. Manage service level agreements of departments with the sales force via written correspondence, chat, ISIS and continual training; Monitor and manage Amerivest account issues; Assist with special projects as needed around new product release, education or processes; Responsible for investing accounts into new product 

TD Ameritrade

Amerivest Operations

Responsible for performing duties and support related to branch operational activities and financial services; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services. 

Bank of America

Investment Banker

Helped cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts, activating atm/debit cards. Supported clients in all banking transactions. Assisted in all clerical responsibilities within the bank. Maintained proper cash limits, cashed checks, issued cashier’s checks, money orders, cash advances, and funds transfers.

Arvest Bank

CSR & Loan Specialist

Played hard on the court in games and in practice and represented my team in public. Was a role model for children. As a player, I made shots, set screens, steals, and rebounded. I did whatever it took to help my team win. Supported my fellow teammates and produced good teamwork when in play. Listened and accomplished what my coaches are trying to achieve. Maintained good physical conditions at all times for the games.

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