Michael Borchers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Sherry Perchik is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she is involved with Camvid LLC, a real estate-related business based in Atlanta. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Brenda Estrada is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wells Fargo Clearing Services, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer-based financial planning agreements.

Gary Casey is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Zachary Koffler is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, he serves on the Finance Committee and Advisory Board of Jewish Family & Career Services in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines comprehensive financial services with access to both retail and institutional investment offerings.

Margery Farr is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.

James Burk is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Meredith Jordan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, with a brief period at Dogwood Wealth Advisors and Raymond James Financial Services in 2022 and 2023. She is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources without providing individual security recommendations as part of standalone planning.

Pamela Osterland is a financial advisor at Morgan Stanley in Atlanta, GA, with 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley & Co, Inc. since 1999. Outside of her advisory role, she has worked as an independent contractor in casting for film productions. 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.

Warren Small is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery conversations and planning tools, with a broad range of retail and institutional investment options.

Alexandria Rasin is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 services through both direct client relationships and corporate agreements.

Martin Neary is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Samuel Wesselschmidt is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill between 2013 and the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process supported by proprietary tools and investment estimates.

Frank Corrigan Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Holly Pecarek is a CFP®-certified financial advisor with Morgan Stanley in Atlanta, GA, bringing 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is involved in retail and online sales through a business on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to various investment products and strategies as part of its comprehensive wealth management services.

Michael Siegel is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and proprietary tools.

Cynthia Lane is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2003, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in an estate investment activity based in Richmond, TX. Morgan Stanley Wealth Management serves individual 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 firm-approved tools and offers various investment and financial product services through its broad platform.

Ray Abernathy is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, Abernathy serves as a board member and participates on the Investment & Finance Committee of the Alpha Tau Omega Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning without individual security recommendations as part of the standalone service. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates.

Katherine Evans is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2017. 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 utilizes a structured planning process supported by firm-approved tools and methodologies.

Shannon Webb is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. Webb previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 18 years before joining Morgan Stanley Smith Barney LLC in 2020. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.