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Philip S

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Philip Stair is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Outside of finance, Stair is involved in music through his activities with Grim Rooster and Rocket 350. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not offer individual security recommendations as part of standalone plans.

General estate planning guidance
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Minesh A

Series 66

Alpharetta, GA

Morgan Stanley

Minesh Amin is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Bb&T Securities. Amin is currently based in Alpharetta, GA, and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Jeffrey H

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Jeffrey Hylton is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Morgan Stanley in 2022. Outside of his advisory role, he is the sole proprietor of several real estate ventures in Gainesville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools to support financial planning and offers both direct and employer-based plans.

General estate planning guidance
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Stacy H

Series 66

Alpharetta, GA

Morgan Stanley

Stacy Hollinger is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2020, Stacy worked at Stifel and Ameriprise Financial and has professional involvement with Anytime Fitness and the Young Women’s Christian Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies.

General estate planning guidance
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Jordan N

Series 66

Alpharetta, GA

Morgan Stanley

Jordan Neuburger is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Morgan Stanley, Neuburger’s background includes roles at The Container Store and Forsyth County Schools. Outside of his advisory work, he continues to be employed by The Container Store. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
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Dylan H

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Dylan Haynes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Farmers Insurance. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

General estate planning guidance
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Erin R

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Erin Raby is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process that includes firm-approved tools and modeling techniques to support client financial plans.

General estate planning guidance
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Christian C

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Christian Cherniak is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is president and owner of P&C Aviation, a flight training business, and serves on the advisory board for Tyler Perry Studios. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide 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 using firm-approved tools and models to guide clients.

General estate planning guidance
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Michael H

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Michael Hugghins is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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 that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Donald D

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Donald Delahunt is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association since 2007. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Suzanne R

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Suzanne Rider is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at RBC from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

General estate planning guidance
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Scott M

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Scott Mc Quilken is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bluechip Wealth Advisors LLC, Arkadios Wealth Advisors, Bank of America, and Merrill. He is also president of SMA Advisors LLC, a non-investment related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

General estate planning guidance
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Jay P

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Jay Pickett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nearly a decade at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 planning services that incorporate advanced modeling techniques without providing individual security recommendations within standalone planning programs.

General estate planning guidance
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Austin A

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Austin Arnett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked with E*TRADE Securities LLC and E*TRADE Capital Management LLC before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers financial plans both directly and through corporate agreements.

General estate planning guidance
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Johnny S

Series 66

Alpharetta, GA

Morgan Stanley

Johnny Simpkins is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range 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 and modeling techniques in its financial planning process.

General estate planning guidance
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Peng L

Series 66

Alpharetta, GA

Morgan Stanley

Peng Li is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously spent seven years at The Coca-Cola Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

General estate planning guidance
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William D

Series 63, Series 65, Series 66

Alpharetta, GA

Morgan Stanley

William Demartino is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he spent 11 years at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range 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 planning process supported by firm-approved tools and models.

General estate planning guidance
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Chris S

Series 63

Alpharetta, GA

Morgan Stanley

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

General estate planning guidance
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Adam S

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Adam Stowell is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Ahmer S

Series 66

Alpharetta, GA

Morgan Stanley

Ahmer Shah is a Series 66-registered financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience with Bank of America and Merrill. Before entering financial services, he spent over two decades at Telenet USA Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and a broad suite of investment services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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