Simon Carter is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Philips Healthcare from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and proprietary investment models to support its advisory services while managing approximately $2.74 trillion in client assets.

Justin Jenniges is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Palmer Scarritt is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2021, followed by positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Swarnim Kanth is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. 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, managing approximately $2.74 trillion in client assets.

Karen Tekulsky is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. She holds Series 63 and Series 66 certifications and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved with Congregation Bet Haverim in a finance-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 offers services that include broad retail and institutional investment options.

Jordan Shivers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior work includes 15 years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.