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Crawford L

Series 66

Alpharetta, GA

Morgan Stanley

Crawford Long IV is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to develop tailored financial plans.

General estate planning guidance
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Shannon T

Series 66

Alpharetta, GA

Morgan Stanley

Shannon Thomason is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 tools and models developed by its Global Investment Committee.

General estate planning guidance
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Yingyi L

Series 66

Alpharetta, GA

Morgan Stanley

Yingyi Liu is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, Liu spent several years at the University of Georgia in various roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

General estate planning guidance
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Douglas C

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Douglas Charles is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been 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 individual and institutional clients. The firm offers a 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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Harsh J

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Harsh Jayaswal is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is the sole proprietor of Jayaswal Properties LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, using structured financial planning tools and investment models, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Christopher B

Series 66

Alpharetta, GA

Morgan Stanley

Christopher Birozes is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at both Morgan Stanley and Bank of America, N.A., among other firms. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Steven D

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Steven Domenico is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Alpharetta, GA, his work spans private banking and wealth management services. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian N

Series 66

Alpharetta, GA

Morgan Stanley

Brian Nickerson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as treasurer for the Whittingham Park Home Owners Association, managing its budget and expenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide 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 a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Tory N

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Tory Nixon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Nixon worked at E*Trade Securities LLC from 2018 to 2021 and Verizon Wireless from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

General estate planning guidance
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Robert T

Series 66

Alpharetta, GA

Morgan Stanley

Robert Twardos is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Shantique R

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Shantique Rozell is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the sole proprietor of a property management business, Your Abode on the Road LLC. 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 methodologies.

General estate planning guidance
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Maranda B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Maranda Barbour is a financial advisor with Morgan Stanley in Alpharetta, GA, holding the Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, Barbour serves on a committee for Jack and Jill of America Inc., a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

General estate planning guidance
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Steven R

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Steven Robinson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and CitiGroup Global Markets since 2009 and 2008, respectively. 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 employs structured planning tools and broad investment offerings.

General estate planning guidance
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