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Aaron O

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Aaron Olalude is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E*Trade Securities and Northwestern Mutual. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through diverse investment strategies and affiliated entities.

General estate planning guidance
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Dean A

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Dean Awuah Fosu is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked at Jersey Mikes and spent over a decade in the Cobb County schooling system. Additionally, he has been affiliated with Georgia State University since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

General estate planning guidance
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Nathan Z

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Nathan Zahm is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at E*TRADE Securities, LLC for 23 years before joining Morgan Stanley Smith Barney LLC in 2022. 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 uses structured discovery conversations and firm-approved tools in its planning process.

General estate planning guidance
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Pedro B

Series 66

Alpharetta, GA

Morgan Stanley

Pedro Bautista 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, he worked at Allen Creek and Amazon, and also has experience in education at both Gainesville High School and Gainesville Middle School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and approved planning tools to guide its financial planning process.

General estate planning guidance
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George P

Series 66

Alpharetta, GA

Morgan Stanley

George Peterson is a Series 66-licensed financial advisor with 19 years of industry experience, currently associated with Morgan Stanley in Alpharetta, Georgia. He previously worked with E*Trade Capital Management and E*Trade Securities for ten years. Outside of his advisory role, he is involved as a basketball referee with the Multi-County Basketball Officials Association and a partner in Krucial Sports Training & Wellness, 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, using structured planning tools and models to assist clients in managing approximately $2.74 trillion in assets.

General estate planning guidance
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Matthew J

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Matthew Janssen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Janssen is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee research to support its financial planning process.

General estate planning guidance
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