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Shane J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Shane Johnson II 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 2025, he worked in education and with ThreatAdvice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.
John E
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
John Eisenhauer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience at DCR Systems LLC. Outside of finance, he has been involved with St. Brigid Catholic Church and has worked in educational roles at Auburn University, Marist School, and Holy Redeemer Catholic School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment programs and strategies.
Claret P
Series 66
Alpharetta, GA
Morgan Stanley
Claret Porras is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Porras worked at GEA Integral Solutions LLC from 2018 to 2021. Outside of finance, Porras is involved in several entertainment-related ventures, including roles in multiple casting companies focused on background work for TV shows and movies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.
Timothy B
Series 66
Alpharetta, GA
Morgan Stanley
Timothy Bassett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Hudson Management LLC, a manufacturing business based in Birmingham, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.
Ethan P
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Ethan Pino 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, he worked in various roles including at Mimi's Table and University Park Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.
Matthew R
Series 63, Series 66
1 Edison Drive, GA
Morgan Stanley
Matthew Russell is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Logical Computer Solutions and Computer Programs & Systems Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.
Christian P
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Christian Pellman 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, he worked at The Collegiate Hotel and has ongoing roles with Dive and previously with Coastal Kitchen & Daquiri Bar. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Carl P
Series 66
Alpharetta, GA
Morgan Stanley
Carl Palmer III is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at DoorDash, The Avenue Wealth Management, and AutoZone Inc. Outside of his advisory role, Palmer is a partner in a retail and online store business affiliated with Amway. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.
Jason V
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jason Vorhauer Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience in recreation and wellness at Auburn University. 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 and financial planning programs, managing approximately $2.74 trillion in client assets.
Daniel L
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Daniel Libow is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Morgan Stanley and academic positions at Florida State University, Tallahassee State College, and the University of North Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without offering individual security recommendations as part of its standalone planning services.
Cristal D
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Cristal De La Torre 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, Cristal worked at COUNTRY Financial and Macerich and has a background connected to the University of Colorado Boulder. Outside of her advisory role, she has been involved with the Veterans Memorial Aquatic Center. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.
Dawn A
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Dawn Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to her current role, she was a homemaker for 14 years. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.
Grace J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Grace Jolly is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2024, she held positions at the University of Alabama and was involved in various roles including at Session Cocktails and Spirits and Merritt Real Estate Professionals. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.
Cody S
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Cody Stimson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at John Hancock and John Hancock Distributors LLC from 2021 to 2024. He spent 19 years in full-time education before beginning his financial services career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analysis from its Global Investment Committee.
Mason K
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Mason Kumiega is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has served on the Advisory Board for the University of North Carolina at Chapel Hill's Kenan-Flagler Business School Center for Excellence in Investment Management, providing career advice to students. Prior to joining Morgan Stanley, his background includes experience with Face to Nails Etc., a day spa business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, serving clients with tailored financial and estate planning solutions.
Bradley S
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Bradley Sabo Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He joined the firm in 2026 and has prior experience in various roles outside the financial industry. 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 employs a structured planning process using firm-approved tools and modeling techniques.
Camden V
Series 66
Alpharetta, GA
Morgan Stanley
Camden Vining is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He has one year of industry experience, beginning his career at Morgan Stanley in 2026. Prior to his financial advisory role, he served in the United States Military from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support its financial planning process.
Karim M
Series 66
Alpharetta, GA
Morgan Stanley
Karim Mecharrafie is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential. He has professional experience working with firms including NYLIFE Securities LLC and B&H Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and analytical tools to model outcomes, offering services primarily in an advisory capacity.
Spencer S
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Spencer Short is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His work history includes positions at Merrill Lynch and the Lynd Company. In addition to his advisory role, he serves on the advisory board of the Dwight and Marlene Short Legacy Fund, a religious-based charity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.
Cecilia R
Series 66
Alpharetta, GA
Morgan Stanley
Cecilia Rozema is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Sacred Heart Model School for two years and has experience in education and retail. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.
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