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Talyia B
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Talyia Bradshaw is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with one year of industry experience. Her prior roles include positions at the Center on Budget Policy Priorities, The White House, and Securing America’s Future Energy. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate advanced modeling techniques but do not include individual security recommendations as part of standalone plans.
Jake O
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jake Oliver is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He joined Morgan Stanley in 2025 and has a diverse work background including roles at Mill Creek Residential Trust and Graco Inc., as well as entrepreneurial experience at Big John's Christmas Trees Inc. 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 utilizing firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.
Justin F
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.
Christopher R
Series 66
Alpharetta, GA
Morgan Stanley
Christopher Reynolds is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. His earlier career includes roles at The Reliable Automatic Sprinkler Co., Inc. and Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and models to help guide client decision-making.
Alexander L
Series 65, Series 63
Alpharetta, GA
Morgan Stanley
Alexander Lee is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. He also has several years of experience at Auburn University and Mt. Paran Christian School. 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 financial planning process supported by firm‑approved tools and modeling techniques.
Dawnell S
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Dawnell Simms Codrington is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, she worked at Fulton County schools. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support personalized financial plans.
Mason W
Series 66
Alpharetta, GA
Morgan Stanley
Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. 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 structured planning tools supported by its Global Investment Committee.
Thomas M
Series 66
Alpharetta, GA
Morgan Stanley
Thomas Mc Dermott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 after serving eight years in the United States Army. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.
Joshua H
Series 65, Series 63
Alpharetta, GA
Morgan Stanley
Joshua Helms is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Publix, Integritas Investment Management, and teaching positions at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.
William K
Series 66
Alpharetta, GA
Morgan Stanley
William Kitto is a financial advisor at Morgan Stanley with the Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he held various roles, including multiple positions at Trinity University and work at SSS-Steel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.
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