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Kayla F

Series 66

Atlanta, GA

Morgan Stanley

Kayla Fleming is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory services.

General estate planning guidance
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Jackson M

Series 66

Atlanta, GA

Morgan Stanley

Jackson Mc Monagle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with less than one year of industry experience. His prior work background includes roles in various industries such as leasing, parking solutions, and education. He is currently affiliated with Auburn University. 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 using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Micah K

Series 66

Atlanta, GA

Morgan Stanley

Micah Kanicki is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at Woodstack BBQ Tavern and Reef Boutique, and he attended Valdosta State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Grace K

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

General estate planning guidance
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David E

Series 66

Atlanta, GA

Morgan Stanley

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 emphasizes structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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William T

Series 66

Atlanta, GA

Morgan Stanley

William Thompson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through various delivery models including direct individual plans and corporate agreements.

General estate planning guidance
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Clayton A

Series 66

Atlanta, GA

Morgan Stanley

Clayton Anthony is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, Clayton serves as a board member for the University of Georgia School of Public and International Affairs Board of Visitors, where he is involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and comprehensive investment research.

General estate planning guidance
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Mary S

Series 66

Atlanta, GA

Morgan Stanley

Mary Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior roles at Bank of America and Merrill. Outside of finance, she is involved as a holiday artist, creating themed art pieces. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by a structured discovery process and firm-approved tools. The firm manages significant client assets and provides a range of investment and planning services without offering individual security recommendations as part of standalone plans.

General estate planning guidance
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Kenyatta H

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Kenyatta Harris is a financial advisor at Morgan Stanley with 15 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Charles Schwab and Charles Schwab Bank from 2010 to 2022. Outside of her advisory role, she is involved in content creation and affiliate marketing through her ownership of JK Effect Media LLC and participates in online sales and delivery services with platforms such as Poshmark, DoorDash, TikTok, and Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

General estate planning guidance
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Middleton P

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Middleton Parker Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the University of Georgia Foundation Board of Trustees and participates on the investment committee of Marist School. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm‑approved tools and serves clients in both advisory and brokerage capacities.

General estate planning guidance
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Edwin S

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Edwin Stamper is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured discovery processes and approved planning tools to develop financial plans.

General estate planning guidance
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Michael C

Series 65, Series 63

Atlanta, GA

Morgan Stanley

Michael Cboski is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Wells Fargo for two years and has experience in construction through his ownership of Eleven 11 Construction Group, Ltd. Co. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 approved tools and market outlook models.

General estate planning guidance
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Martha T

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Martha Takacs is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in Atlanta, GA, her career spans a long tenure at a major wealth management firm. 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 with a financial planning process that uses firm-approved tools and methodologies to help clients develop tailored plans.

General estate planning guidance
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Michael K

CFP®, ChFC®, Series 66

Atlanta, GA

Morgan Stanley

Michael Kennair is a financial advisor at Morgan Stanley in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 17 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.

General estate planning guidance
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Cade M

Series 66

Atlanta, GA

Morgan Stanley

Cade Mac Leod is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at KBC Advisors and has a background that includes time at Georgetown University and Roswell High School. Outside of his advisory role, he provides lacrosse lessons as an instructor and coach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market models.

General estate planning guidance
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Karen T

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Karen Touchstone is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Wilmington Trust for 15 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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David I

Series 66

Atlanta, GA

Morgan Stanley

David Izard is a financial advisor at Morgan Stanley with 23 years of industry experience. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for 11 years. Outside of his advisory role, he serves as a trustee for The Nature Conservancy in Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Joseph W

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Joseph Woo is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

General estate planning guidance
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Leslie R

Series 66

Atlanta, GA

Morgan Stanley

Leslie Ruiz is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2015. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
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Michelle C

Series 66

Atlanta, GA

Morgan Stanley

Michelle Chapman is a Series 66-registered financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2015. She has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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