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Lavar L

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Lavar Leak is a financial advisor at Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and agreements with employers.

General estate planning guidance
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Benjamin M

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Benjamin Marshall is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at E*Trade Securities and E*Trade Capital Management prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Vittorio V

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Vittorio Valentine is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Atrium Staffing, Capstone Financial, and Clarity Capital Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and firm-approved tools, providing advisory services without individual security recommendations as part of standalone planning.

General estate planning guidance
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Cooper B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Cooper Brookhart is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Allstate, and various positions outside financial services. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, combining tailored financial planning with a suite of investment and planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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Alisa E

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Alisa Eichinger is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and E*TRADE Capital Management. 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 investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through structured discovery processes and a broad spectrum of investment offerings.

General estate planning guidance
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Umaru S

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Umaru Sow is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a partner in an LLC aiming to establish a daycare facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning with sophisticated modeling tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Evan M

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Evan Meyer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for seven years. Outside of his advisory role, Meyer is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Jenna B

Series 66

Alpharetta, GA

Morgan Stanley

Jenna Burt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including ProEquities, Raymond James & Associates, Bank of America, Merrill, and JJBW Law. Outside of finance, she is involved with Richard Burt Architect in a professional capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian K

Series 66

Alpharetta, GA

Morgan Stanley

Brian Katz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. His work history also includes various roles outside finance in hospitality and food service. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 utilizing firm-approved tools and investment committee data.

General estate planning guidance
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Ehsanur C

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Ehsanur Chowdhury is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. Prior to joining Morgan Stanley in 2025, Chowdhury held positions at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He has also worked in the automotive and retail sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Devin B

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Devin Bulna is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Atlantic Mortgage Consultants for two years. Outside of his advisory role, he is involved with Peter Glenn Ski & Sports, a retail and online store based in Sandy Springs, Georgia, where he participates in sales and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 utilizes a structured planning process supported by advanced analytical tools.

General estate planning guidance
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Douglas H

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Douglas Himel is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities, E*TRADE Capital Management, and USAA Financial Advisors. Douglas is based in Alpharetta, GA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate agreements.

General estate planning guidance
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Ifejika O

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Ifejika Okonkwo is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Morgan Stanley, Okonkwo worked at E*TRADE Capital Management and E*TRADE Securities, and operated Ifejika Okonkwo and Associates as well as Legacy Global Ltd., a business consulting service based in Nigeria. Outside of his advisory role, he is involved in business consulting activities, including consulting services in Nigeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved planning tools and investment modeling techniques.

General estate planning guidance
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Paul J

Series 66

Alpharetta, GA

Morgan Stanley

Paul Jones is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Paul provides ongoing advice and adjusts clients’ portfolios as their circumstances evolve. He brings expertise in areas including general investing, retirement planning, and saving for unexpected expenses. Paul focuses on understanding what is important to each client in order to guide them in pursuing their financial objectives. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Morehouse College.

General retirement planning Wealth management Cash flow / budgeting Elder care planning College savings (529s, UTMA, etc.)
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Jonathan M

Series 66

Alpharetta, GA

Morgan Stanley

Jonathan Mc Daniel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and two years of industry experience. Prior to his current role, he has held positions at Georgia State University and was involved with BPI Photography. Outside of his advisory work, he is a self-publishing author. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to assist in financial plan development.

General estate planning guidance
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John S

Series 66

Alpharetta, GA

Morgan Stanley

John Seay is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously led Seay Team, LLC and worked at The University of Alabama for seven years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and scenario modeling.

General estate planning guidance
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Amina A

Series 66

Alpharetta, GA

Morgan Stanley

Amina Adams is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities 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 and offering a range of investment and planning solutions.

General estate planning guidance
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Steven T

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Steven Torres is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. 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 employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its process.

General estate planning guidance
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Blake T

Series 66

Alpharetta, GA

Morgan Stanley

Blake Taylor is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with three years of industry experience. Prior to his tenure at Morgan Stanley Smith Barney LLC beginning in 2022, he held roles at Amazon, XPO Logistics, Sweet Hut, and Andy Frain Services. 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 uses structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Kirat V

Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Kirat Vyas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at JP Morgan Chase, Panera Bread, and in education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

General estate planning guidance
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