Karl Schiefer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as an assistant tennis coach at St. Andrew's School in Savannah, GA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that include Monte Carlo simulations and secular return estimates.

Cherie Beasley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 63 designation with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Robert Guerry is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009 and 2008, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including customized financial planning supported by firm-approved tools and risk modeling techniques, managing approximately $2.74 trillion in client assets.

Celeste Dinerman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Baylis Gruber is a financial advisor at Morgan Stanley with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is president of a software company that designs and sells software programs and is an officer of a company that creates and sells children’s games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research.

Timothy Mixon is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a director for the Georgia National Guard Family Support Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a range of advisory programs.

Erin Murray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Nathan Link is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Chad Streetman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021, following four years at Edward Jones and three years at Verizon Wireless. Outside of his advisory work, he owns a rental property in Tupelo, Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and models without providing individual security recommendations as part of standalone programs.

Gurminder Multani is a Certified Financial Planner® with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Multani serves as a board member and officer of the Georgia Indo American Chamber of Commerce. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Chelsey Melton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is affiliated with Think Vertical Storage Solutions LLC, a wholesale and distribution business based in Dallas, Georgia. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery processes and firm-approved tools in its financial planning approach.

Dan Zhang is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is Vice President of Vista International Group LLC, where he provides education consulting to students, and he is also involved as a partner and board member in two technology firms, Home Dots LLC and Intelligent Dots LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning solutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and engages clients primarily in an advisory capacity.

Michael Edmonds is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. His professional background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning through dedicated advisors and its Estate Planning Strategies Group.

Leidy Passow is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo, as well as in oral surgery and dental implant centers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Joshua Lewis is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

James Adams Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Jennifer Stephens is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA. She has 20 years of industry experience, including nine years at J.P. Morgan Securities LLC prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and market outlook models.

Ronald Nadel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Morgan Stanley in 2016, he spent 32 years at Merrill. Outside of his advisory role, he is involved in a photography LLC that supports his daughter’s launch of a book publishing career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management services with specialized offerings such as private funds and principal trading.

Patrick Hayes is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. Hayes is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered 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 modeling techniques.

William May is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.