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Robert G

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Robert Given is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley, he worked in education and fitness, including roles at Colorado State University-Global and OneLife Fitness. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, combining structured financial planning with extensive investment resources. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial plans and institutional strategies.

General estate planning guidance
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Kevin M

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Kevin Mayer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for nearly a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual 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 provides services both directly and through employer-based financial planning agreements.

General estate planning guidance
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Jerry K

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Jerry King is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities. Outside of finance, he owns and operates a pressure washing company based in College Park, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Renee G

Series 66

Alpharetta, GA

Morgan Stanley

Renee Gauthier is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and E*Trade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Samuel C

Series 66

Alpharetta, GA

Morgan Stanley

Samuel Calixte is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, with a one-year tenure at E*Trade Securities in between. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 proprietary tools and methodologies.

General estate planning guidance
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Michael N

Series 66

Alpharetta, GA

Morgan Stanley

Michael Nguyen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2019 to 2021, and at Atlanta Financial Associates from 2016 to 2018. Outside of his advisory role, he is a commissioned Notary Public involved in notarizing legal documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

General estate planning guidance
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James J

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

James Johnson is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations with nine years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, PFS Investments Inc., Primerica Financial Services, and TJ Distribution. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

General estate planning guidance
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Kourtney C

Series 66

Alpharetta, GA

Morgan Stanley

Kourtney Cooper is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previous experience with E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade, and T-Mobile. 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 strategies.

General estate planning guidance
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Vivian M

Series 66

Alpharetta, GA

Morgan Stanley

Vivian Melillo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 12 years of industry experience. She has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

General estate planning guidance
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William E

Series 66

Alpharetta, GA

Morgan Stanley

William Evans is a financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at E*TRADE Capital Management, CARMAX, and General Dynamics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

General estate planning guidance
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Galen D

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Galen Daugherty is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2018 to 2023. Prior to his financial services career, he worked at P.F. Chang's Bistro from 2010 to 2018. 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 manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

General estate planning guidance
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Christian P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Christian Pattillo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory work, he owns and operates BuildingaBar, an online business selling bars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using firm-approved tools and methodologies, operating primarily in an advisory capacity.

General estate planning guidance
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Chris T

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Chris Tyas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC, where he worked for over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Justin B

Series 66

Alpharetta, GA

Morgan Stanley

Justin Baker is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and three years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a three-year period at Jackson National Life. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that emphasize structured financial planning without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Aidan O

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at E*Trade Securities LLC and Supply and Save. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

General estate planning guidance
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Kenyatta K

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Kenyatta King is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to that, she was with E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

General estate planning guidance
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Zachary C

Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Zachary Coburn is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at E*TRADE Securities, Wells Fargo Clearing Services, TD Ameritrade, and Regions Bank. 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 programs, including tailored financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Sabrina J

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Sabrina Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, and World Financial Group/Transamerica. Prior to her financial services career, she spent 18 years at The Coca-Cola Company. Outside of advising, she owns a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Christopher O

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Christopher Otufale is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life, and also has experience running a franchise business. Outside of his financial career, he has worked as a delivery driver for Uber Eats. 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 analysis techniques.

General estate planning guidance
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Lee K

CFP®, Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Lee Koster is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Alpharetta, GA. He previously spent over two decades with E*TRADE Securities and its affiliated entities before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and corporate financial planning agreements.

General estate planning guidance
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