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Justin S

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Justin Schneider is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Florida Financial Advisors and PeoplesBank, and has a background that includes roles at Big Y Foods Inc and educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Josue L

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Josue Levis Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials. He has been with Morgan Stanley since 2024 and has prior experience working in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and delivering services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Talyia B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Talyia Bradshaw is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at the Center on Budget and Policy Priorities, The White House, and Securing America’s Future Energy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside the Global Investment Committee’s return estimates to support client planning.

General estate planning guidance
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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 credentials with one year of industry experience. His prior work includes roles at Mill Creek Residential Trust and Graco Inc., as well as entrepreneurial experience running 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, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory programs but does not provide individual security recommendations as part of standalone planning services.

General estate planning guidance
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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.

General estate planning guidance
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Alexander L

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Alexander Lee is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. He also has a background in education, with multiple years at Auburn University and Mt. Paran Christian School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery processes and advanced modeling tools as part of its planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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 with one year of industry experience. Prior to joining Morgan Stanley in 2025, he served eight years in the United States Army. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using advanced modeling tools and offers both direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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Joshua H

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Joshua Helms is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Publix, Integritas Investment Management, and the University of North Georgia. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning programs.

General estate planning guidance
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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.

General estate planning guidance
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