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Mark H

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Mark Hitt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools without offering individual security recommendations as part of standalone plans.

General estate planning guidance
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Eunice J

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Eunice Jairrels is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and held positions in staffing and aviation companies. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Noah D

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Noah Dangar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at E*Trade Securities and Horizon Counseling, as well as a background in insurance and real estate. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Andrew B

Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Andrew Bowie is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with E*TRADE Capital Management and Morgan Stanley since 2015. Outside of his advisory role, he serves as Treasurer for the Hyde Park Homeowners Association, managing dues collection and payment of communal expenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

General estate planning guidance
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Jimmy L

Series 66, Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Jimmy Laffiteau is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66, 65, and 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Prudential Insurance Company of America and PRUCO Securities from 2014 to 2019. Outside of his advisory role, he is involved with Michel Laffite LLC, a consulting business, and is a member of the online retail platform Poshmark. 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 a structured planning process.

General estate planning guidance
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Matthew K

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

General estate planning guidance
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Alexander D

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Alexander Dodd is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Morgan Stanley, he was involved with A2Z Installations LLC and Mobile Assembly LLC. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Cassey A

Series 66

Alpharetta, GA

Morgan Stanley

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
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Mohamed A

Series 66

Alpharetta, GA

Morgan Stanley

Mohamed Ali is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for the United Arab Emirates Ministry of Education from 2015 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Tatenda S

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Tatenda Sekeso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Morgan Stanley, Sekeso worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Marshall W

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Marshall Whitworth is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously held various roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2005 to 2023. Whitworth holds Series 63 and Series 66 credentials and is based in Alpharetta, GA. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Justin R

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Justin Ramaglia is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and E*TRADE Capital Management. Ramaglia is based in Alpharetta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee’s Secular Return Estimates.

General estate planning guidance
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Joseph G

Series 66

Alpharetta, GA

Morgan Stanley

Joseph Gutierrez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. His previous broker activities included commissions from variable universal life and long-term disability insurance products, though he is no longer active in those roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes approved tools and modeling techniques without providing individual security recommendations in standalone plans.

General estate planning guidance
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Michael S

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Michael Stokes is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has 8 years of industry experience. His prior work includes roles at E*TRADE Securities LLC and State Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning that utilizes firm-approved tools and methodologies to model client outcomes.

General estate planning guidance
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Elizabeth N

Series 66

Alpharetta, GA

Morgan Stanley

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.

General estate planning guidance
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Stephen P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing 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 both directly to individuals and through corporate financial planning agreements.

General estate planning guidance
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Ross L

Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Ross Leikvoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Northwestern Mutual, Truist Bank, and multiple terms at Target. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive advisory approach without offering individual security recommendations as part of standalone plans.

General estate planning guidance
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Matthew E

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Christian M

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

General estate planning guidance
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Carter B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Carter Breeling is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Citizens Bank and has experience across several other service and hospitality roles. He has also been affiliated with educational institutions including EM Strasbourg Business School and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm‑approved tools and broad investment resources.

General estate planning guidance
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