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Richard B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.
Timothy H
Series 66
Atlanta, GA
Morgan Stanley
Timothy Hourihan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative models as part of its advisory approach.
Cody H
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. 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, including tailored financial planning supported by firm-approved tools and analysis methods.
Hyunwoo C
Series 66
Atlanta, GA
Morgan Stanley
Hyunwoo Cho is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill. 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, 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 planning process.
Jessica S
Series 66
Atlanta, GA
Morgan Stanley
Jessica Shaughnessy is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.
Jared M
Series 63
Atlanta, GA
Morgan Stanley
Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.
Mark N
Series 66
Atlanta, GA
Morgan Stanley
Mark Nevins is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2005. Outside of his advisory work, he is involved with Ashantilly LLC, a business related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.
Blake G
Series 66
Atlanta, GA
Morgan Stanley
Blake Goodman is a financial advisor at Morgan Stanley in Atlanta, GA, with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its predecessor firms since 2009. 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 that utilizes structured discovery and firm-approved tools to model outcomes.
Agustin H
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at J.P. Morgan Securities and JP Morgan Chase Bank. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.
Judy W
Series 63
Atlanta, GA
Morgan Stanley
Judy Wimpey is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 63 designation with 39 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2003, including her current role since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.
Dunning S
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Dunning Silliman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His work history includes long-term roles with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., along with running a trust advisory business since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model outcomes.
Brent D
Series 66
Atlanta, GA
Morgan Stanley
Brent Duncan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and three years of industry experience. He worked at Morgan Stanley beginning in 2022 and previously spent six years at the University of Tampa. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.
Daniel K
CFP®, Series 66
Atlanta, GA
Morgan Stanley
Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Earl H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Earl Harrison III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2005, previously spending seven years at Banc of America Investment Services. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.
Bert M
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Bert Madden, Jr. Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 certifications and bringing 42 years of industry experience. He has been with various Morgan Stanley entities since 2003. Outside of his advisory role, he is involved as president of Lucas Cove, an S-Corp dealing with residential real estate lots, and is the sole proprietor of Madden Brothers Farm in Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.
Andrew K
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
William S
Series 66
Atlanta, GA
Morgan Stanley
William Slade is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 using firm-approved tools and modeling techniques.
Carla W
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.
Leigh H
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Leigh Holbrook is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Robert R
Series 66
Atlanta, GA
Morgan Stanley
Robert Runkle Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Private Bank, N.A. alongside Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array 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 market modeling techniques.
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