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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 63, Series 66

Alpharetta, GA

Morgan Stanley

Evan Meyer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for seven years. Outside of finance, he is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured processes and firm-approved tools, serving clients 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 at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, his background includes roles in the hospitality industry, such as managing pizzerias and restaurants. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

General estate planning guidance
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Ehsanur C

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Ehsanur Chowdhury 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 2025, Chowdhury worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He has also been involved in small business activities, including roles at Synergy Windows of Atlanta LLC and Us Auto Sales in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using 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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Devin B

Series 63, Series 66

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, he worked at Atlantic Mortgage Consultants and has experience in both educational and retail sectors. Outside of advisory work, he is involved with Peter Glenn Ski & Sports in Sandy Springs, Georgia, focusing on sales and marketing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment research to support tailored financial plans, primarily acting in an advisory capacity.

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 Series 66-credentialed financial advisor at Morgan Stanley in Alpharetta, GA, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he led Seay Team, LLC for two years and spent seven years at The University of Alabama. Morgan Stanley Wealth Management serves individuals 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 employs a structured financial planning process that incorporates firm‑approved tools and modeling techniques.

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 11 years of industry experience. She holds a Series 66 designation and has worked previously at E*TRADE and Merrill. 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 both direct and employer-sponsored financial planning services.

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 four years of industry experience. His prior work includes roles at Amazon, XPO Logistics, and Sweet Hut. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and modeling techniques.

General estate planning guidance
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Kirat V

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Kirat Vyas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses. Vyas joined Morgan Stanley in 2026 after working at JP Morgan Chase and has a background that includes experience outside finance, such as roles at Panera Bread and in education. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Colby H

Series 66

Alpharetta, GA

Morgan Stanley

Colby Hutchings is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Harrisdirect LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to support clients’ financial plans while operating primarily in an advisory capacity.

General estate planning guidance
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Patrick G

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Patrick Grey is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles at Morgan Stanley and work related to Camp Stanislaus and Georgia College & State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, 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 planning services that incorporate advanced modeling techniques without offering individual security recommendations in standalone planning.

General estate planning guidance
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Keith P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Keith Powell is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he was with E*TRADE Capital Management and E*Trade Securities for over a decade. Outside of his advisory work, Powell is a partner in Automatic Goods LLC, a business involved in automotive, publishing, and retail sectors. 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 that include broad retail and institutional offerings as well as private funds and structured-product activities.

General estate planning guidance
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Mario P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining Morgan Stanley, he worked in various roles including a position at Hudson River Park Trust and operated Peruz's Transportation & Contracting Services LTD. He also has a background in education, having worked at The University of the West Indies St. Augustine Campus. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and employs structured planning tools to guide clients, while emphasizing an advisory role without providing individual security recommendations as part of its standalone planning services.

General estate planning guidance
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