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Camden C
Series 66
Alpharetta, GA
Morgan Stanley
Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.
Preston N
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Preston Nevil Rincon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of finance, he is associated with 30 Bar, a non-investment business activity. 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 a structured planning process supported by firm-approved tools and research.
William G
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.
John S
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
John Stockmeyer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Techtronic Industries and Discount Tire Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.
John M
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
John Mason Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cahaba Wealth Management. Outside of finance, he has experience working with a university student print organization and in the restaurant industry. 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’s planning process uses structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.
Bryant T
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Bryant Thomas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Byrd-Mclellan Agency, Inc. and The River Golf Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and advisory programs. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored planning to principal trading activities.
Elizabeth W
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Elizabeth Walton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley, she worked at AchieveIt and has been involved with Select Model Management Atlanta, a modeling agency, as an independent contractor since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment research.
Jack N
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jack Norwood is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. His prior experience includes roles at George Pickett and Associates, State Street Corporation, and Blackbridge Financial, as well as involvement with White Sand Beach Association. Outside of finance, he was affiliated with Wears Woody for seven years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through both direct and corporate financial planning agreements.
Brendan B
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Brendan Borowsky is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at several firms, including Four Pillars Financial Group, Raymond James Financial Services, and Northwestern Mutual. Outside of finance, he has experience related to Mamaroneck Boats & Motors and has been involved with Fenway Golf Club and Fordham Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers a broad range of investment and planning services.
Benjamin S
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Benjamin Shapiro is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Florida Financial Advisors DBA Georgia Financial Advisors and has held roles outside finance, including ownership of Icebox CoolStuff LLC and operating the Silver Dollar Bar. He studied at the University of Georgia 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 centered on financial planning and uses firm-approved tools and analyses to model outcomes for clients.
Henry D
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Henry Dodson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities for several years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.
Roberto M
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Roberto Morejon Hernandez is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Prior to his financial services career, he held positions at the US Census, Dominos, Premier Rental Purchase, and Cracker Barrel. Outside of his advisor role, he is also active as a rideshare driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.
Robert W
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Robert Walton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at Morgan Stanley and E*Trade Securities, as well as various positions at The University of Alabama and several organizations prior to his advisory work. 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 focused on tailored financial planning supported by firm-approved tools and methodologies.
Anne B
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Anne Butz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held various roles at Sherwin Williams. She also spent time engaged in extended travel and worked at Kennesaw State University. 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 firm-approved tools and methodologies.
Kadijatou D
Series 66
Alpharetta, GA
Morgan Stanley
Kadijatou Diallo is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and TD Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling to support its financial planning services.
Jairus B
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jairus Bethel is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including at ProCare Therapy, Primerica, and served five years in the United States Navy. Morgan Stanley Wealth Management provides advisory programs and financial planning services 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, offering advisory services without individual security recommendations in standalone plans.
Vincent O
Series 66
Alpharetta, GA
Morgan Stanley
Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.
Vrinda P
Series 66
Alpharetta, GA
Morgan Stanley
Vrinda Pitre is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2021 and previously worked for Forsyth County Schools from 2018 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.
Darian A
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Darian Avery 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, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. 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 and financial planning services supported by structured planning tools and extensive asset management.
Robert W
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
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