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Jerson M
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Jerson Maldonado is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2024, his diverse work history includes roles at DoorDash, New York Life Insurance, and various other businesses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations as part of standalone plans.
Jaedon H
Series 66
Alpharetta, GA
Morgan Stanley
Jaedon Hands is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, with one year of industry experience. Prior to his current role, he was employed at Fidelity Investments for two years and has held multiple positions including work with Year Up and Georgia Southwestern State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of individual and corporate financial planning arrangements.
Paul J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Paul Jammeh is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley, he worked extensively with E*TRADE Capital Management and E*TRADE Securities. He also serves as president of United Kalorn America, a social and philanthropic organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 research methodologies.
Danica R
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.
Andrew Y
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Andrew Yenn Batah is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Mass Mutual Investors Services. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of retail and institutional offerings.
Taylor R
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Taylor Robinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley since 2023. Prior to that, he was employed by E*TRADE Securities LLC and Discover Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, with financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.
Nartasha C
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Nartasha Cooper is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and Capital Management prior to joining Morgan Stanley. Outside of her advisory role, she is involved with Intele Travel, a travel agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client outcomes.
Lauren C
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Lauren Carney is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining Morgan Stanley, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for over a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual 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 combine advisory planning with various investment and brokerage offerings.
Joseph A
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Joseph Audu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously worked with E*TRADE Capital Management and E*TRADE Securities between 2008 and 2021. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory services.
Wesley J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Wesley Jones is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities, and has a background that includes a year at Dick's Sporting Goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.
Derek M
Series 66
Alpharetta, GA
Morgan Stanley
Derek Murphy is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. His career includes roles at E*Trade Securities and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.
Raymond H
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Raymond Harrison is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is an independent performing artist and songwriter with Far Out Family LLC and serves as an officer in a real estate business focused on renovating and selling affordable homes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and research from its Global Investment Committee.
Zimanei S
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Zimanei Slocum is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Morgan Stanley, Slocum held various roles including positions at Lyft, Inc. and Uber Technologies, Inc., where he worked in customer service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment insights.
Jonathan M
Series 66
Alpharetta, GA
Morgan Stanley
Jonathan Miller is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and Avantax Investment Services, and he also held a client service associate role at Legacy Capital Advisors. Miller’s background includes processing applications for annuities and alternative investments as well as supporting operational functions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.
Henry S
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Henry Sears III 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, he worked in various roles including positions at Publix Super Markets and in real estate. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets, providing advisory programs and tailored financial planning to both individual and institutional clients. The firm employs a structured planning process supported by firm-approved tools and modeling techniques.
Ryan S
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Ryan Squibbs is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at E*Trade Securities and E*TRADE Capital Management from 2016 to 2022. Outside of his advisory role, Squibbs serves as an officer on the Canterbury Farms Property Owner's Association board in Atlanta, contributing to neighborhood improvement and management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual 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 financial planning process supported by proprietary tools and market modeling techniques.
Joseph C
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Joseph Coffee is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Viking Alchemist Meadery for five years and held positions in public education within Gwinnett and Fulton County schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 various arrangements, including corporate financial planning agreements.
Vincent R
Series 66, Series 63
Alpharetta, GA
Morgan Stanley
Vincent Ruiz is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at E*Trade Securities, Empower Retirement, and PNC Bank. Ruiz has worked with Morgan Stanley since 2023. 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 uses structured planning tools and market modeling to support its financial planning process.
Jeffery J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.
Wilfred C
Series 66
Alpharetta, GA
Morgan Stanley
Wilfred Cuthbert is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Morgan Stanley in Alpharetta, GA. Prior to joining Morgan Stanley, he worked at E*Trade Securities and E*TRADE Capital Management. Outside of his advisory role, he provides private music lessons and leads worship through songwriting and performance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.
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