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John Lawrence Atlas

Advisor at Morgan Stanley — Peachtree City, GA Westpark Dr

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Peachtree City, GA 30269

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,178

Across 1,024 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

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Peachtree City, GA Westpark Dr

500 Westpark Dr, Suite 100

Peachtree City GA 30269

Advisors at this office

9

Most active in

Georgia · Texas

Work history

33 years of industry experience

Morgan Stanley Private Bank, National Association

2015 - Present • 11 years

New York, NY

Morgan Stanley Smith Barney

2009 - Present • 17 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cassian N

Series 65

Fairburn, GA

RINO INVEST Wealth Management LLC

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Real estate investing
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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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David T

Series 65

Peachtree City, GA

Thompson Capital Management

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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