Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Timothy M
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Timothy Mc Gaha is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and GC&E Systems Group. Outside of his advisory role, he is involved in education as a securities instructor through Exam FX. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Steven H
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Steven Hennig is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he was involved with Cinco's Mexican Cantina from 2010 to 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client decision-making.
John S
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
John Simmons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and Verizon. Morgan Stanley Wealth Management serves 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 a structured planning process supported by firm-approved tools and modeling techniques.
Joshua H
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Joshua Hamilton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked with E*TRADE Securities LLC and has held positions in the retail sector with Chick-fil-A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling and planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.
Patrick P
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Patrick Perrin 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 held various roles in sectors including fitness, education, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services.
Tim D
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Tim Davis is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Before joining Morgan Stanley in 2023, he worked for E*TRADE Securities LLC from 2015 to 2023. Outside of his advisory role, he owns and operates a landscaping business called Chop Chop Yards. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm‑approved tools and analysis.
Kevin W
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Kevin Watkins 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 2025, he worked at Starbucks for several years and also has experience in retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services rather than individual security recommendations.
Emmanuel C
Series 66
Alpharetta, GA
Morgan Stanley
Emmanuel Chikerema is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating from 2018 across roles at ZB Financial Holdings, Walmart, and in academia at Bindura University of Science Education. He joined Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individuals and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery conversations and firm-approved tools without individual security recommendations as part of standalone plans.
Sharpe S
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Sharpe Sablon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at E*TRADE Capital Management, Northwestern Mutual, and The Piedmont Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Tommy K
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Tommy Kim is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he was involved with Pastries a Go Go, a restaurant business, and has held various positions in education. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving individuals and institutions with a variety of financial planning and investment services.
Ana T
Series 66
Alpharetta, GA
Morgan Stanley
Ana Torres De Pinho is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
Troy J
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Troy Jarman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC since 2015. Outside of his advisory work, he is involved in selling retail goods through various platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 structured planning processes supported by tools such as Monte Carlo simulations.
Richard S
Series 66
Alpharetta, GA
Morgan Stanley
Richard Stokes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he has been involved with Lifetime Fitness since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.
Robert E
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Robert Elwell is a financial advisor at Morgan Stanley in Alpharetta, GA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.
Darion A
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Darion Adams is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services spanning retail and institutional markets.
Mario G
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley, he 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 both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.
Nam N
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Nam Nguyen is a financial advisor at Morgan Stanley in Alpharetta, GA, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, he spent five years at E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process that incorporates firm-approved tools and modeling techniques while providing advisory services without individual security recommendations as part of standalone plans.
Cordelia M
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Cordelia Moragne is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience 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 both 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 a structured planning process incorporating firm-approved tools and modeling techniques.
Joseph S
Series 66
Alpharetta, GA
Morgan Stanley
Joseph Serbinski is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.
Tom I
Series 66
Alpharetta, GA
Morgan Stanley
Tom Inungu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working at Equitable Advisors and American Income Life. Prior to his financial services career, he spent five years at Uber. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters