Gregory Rose is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.

William Nichols is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2013. He has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Nichols teaches a financial planning course titled "Blueprint for Financial Success" at Emory University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Shelly Smith is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations, while generally acting in an advisory capacity rather than as a fiduciary unless specifically engaged.

Dayna May is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was employed by J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop comprehensive financial plans.

Walter Jameson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is involved in real estate as a partner and sole proprietor in several investment properties in North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm combines structured discovery processes with analytical tools like Monte Carlo simulations to develop planning outcomes, managing approximately $2.74 trillion in client assets.

Thomas Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and models while managing approximately $2.74 trillion in client assets.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through personalized planning and broader investment services.

Jason Rothfarb is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with experience spanning roles at Morgan Stanley Private Bank, Morgan Stanley, Jackson and Coker LLC, and prior positions in education. His background includes four years at Jackson and Coker LLC and a combined seven years in educational roles at The University of Alabama and Johns Creek High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Gerald Sentell is a Series 66 licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions at several companies including Conklin Metal Industries, Jekyll Brewing, and Fiserv. He attended Washington and Lee University from 2020 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Derek Giddings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Charles Shakar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a partner in CWS Ventures LLC, a construction and engineering business based in Alpharetta. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Katlyn Bradach is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. She has been with Morgan Stanley since 2020 and previously focused on family life as a stay-at-home mom for eight years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and firm research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

R Smith is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and focuses on structured discovery conversations, with advice delivered in an advisory capacity.

Jeremy Mauldin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he owns land in Stephens County, GA, planned for timber replanting and future harvest. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Marykay Lindtner is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she is a part-time independent Avon representative, managing online catalog sales after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Seamus Worsley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Hospitality South LLC / Infusia Inc. and worked at College Hunks Hauling Junk & Moving. Outside of advising, he is employed by DoorDash. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and economic modeling techniques.

Thomas Kinney III is a Series 66-licensed financial advisor with Morgan Stanley, based in Alpharetta, GA, and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Kinney serves on the Finance Committee of the Northbrook UMC Preschool, a nonprofit organization in Roswell, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Juling Yang is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Prior to joining Morgan Stanley, Yang worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through directly contracted advisors as well as corporate financial planning agreements.

Lindsey Flynn is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, utilizing modeling techniques such as Monte Carlo simulations.

William May II is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He holds a Series 66 designation and is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.