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Alexander T

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Alexander Templeton is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Fidelity Investments, E*TRADE Securities, and Salesforce. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Trenton A

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Trenton Austin 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 and E*TRADE Securities. Before entering the financial sector, he was employed at P.F. Chang's China Bistro for ten years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and does not provide individual security recommendations as part of its standalone planning services.

General estate planning guidance
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Clayton R

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Clayton Rimmer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities LLC. Outside of his advisory role, he is involved with Cinderfella's Residential & Commercial Cleaning Atlanta, LLC, where he assists with taxes and bookkeeping duties. Morgan Stanley Wealth Management provides 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 approach utilizes structured discovery conversations and firm-approved tools to support tailored financial plans.

General estate planning guidance
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John Z

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

John Zent is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. His prior roles include positions at E*TRADE Securities LLC, The Milner Group, and K. Mark Simons PC. Outside of his advisory work, he is an independent owner of a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Amit P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Amit Patel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools.

General estate planning guidance
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Spencer O

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Spencer Osei 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 JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Emmanuel M

Series 66

Alpharetta, GA

Morgan Stanley

Emmanuel Mirali is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds a Series 66 designation and has three years of industry experience. Before joining Morgan Stanley in 2022, his background includes roles in the hospitality industry. He is also the sole proprietor of Mirali LLC, an automotive and transportation customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

General estate planning guidance
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Matthew M

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Matthew Maddox is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley in 2023, he spent over a decade at E*TRADE in various capital management and securities roles. Outside of his advisory work, he runs Maddox Photography, focusing on professional photo production and editing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas P

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Nicholas Pacheco is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at E*Trade Securities and Wells Fargo & Co, and had an early career period at Subway. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

General estate planning guidance
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Nicholas R

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Nicholas Roth is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC, as well as a position at Supermetrics Inc. He also spent four years at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Steven H

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Tyler L

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Tyler Lott is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at New York Life Insurance Company and CrossCountry Mortgage, LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process utilizing firm‑approved tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Emily E

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

General estate planning guidance
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Joy B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Joy Baxley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held roles in education at Cherokee County School District and First Presbyterian Day School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Joshua W

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Joshua Wilson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at E*Trade Capital Management and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on 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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Michael B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Michael Beard is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. 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 a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Johnathan E

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Johnathan Etherly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and maintains a long-term role at Ingles Markets Inc. outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Ernest M

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Ernest Madyun is a financial advisor at Morgan Stanley with six years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

General estate planning guidance
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Abdul A

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he was involved with Suboy Auto Enterprise, where he served as owner of an automotive and transportation business. 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, including tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Todd G

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers both direct and employer-based financial planning services.

General estate planning guidance
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