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Andrew M
Series 66
Atlanta, GA
Morgan Stanley
Andrew Muller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has prior experience at Chatham Capital Group and JF Paint Company, among other roles. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, with services that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate financial planning agreements.
Nekesa S
Series 66
Atlanta, GA
Morgan Stanley
Nekesa Schutte is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at JP Morgan Chase, Fidelity Investments, and The Vanguard Group. Outside of finance, she has been involved with the Center for Leadership and Community Engagement at American University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and firm-supported investment models.
Mari Elaine B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Mari Elaine Bryan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.
Olivia B
Series 66
Atlanta, GA
Morgan Stanley
Olivia Brantley is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2014. 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 conversations and firm-approved planning tools.
Randall M
Series 66
Atlanta, GA
Morgan Stanley
Randall May is a Series 66 licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery conversations and analytical planning tools.
Fuller C
Series 66
Atlanta, GA
Morgan Stanley
Fuller Callaway is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at the Georgia Environmental Finance Authority from 2015 to 2017. Outside of advising, he is the owner of F&A Capital LLC, a real estate investment business based in Atlanta. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.
Brian R
CFP®, Series 63, Series 65
Atlanta, GA
Morgan Stanley
Brian Ranck is a CFP® professional with 19 years of experience, currently with Morgan Stanley in Atlanta, GA. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2023. Ranck serves on the board and finance committees of Mount Pisgah Christian School and Peachtree Road United Methodist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.
George B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
George Bird Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, he is part of a large institutional firm serving a broad client base. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering services that include but are not limited to investment advisory and estate planning strategies.
Virginia W
Series 66
Atlanta, GA
Morgan Stanley
Virginia Willis is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation. Her prior experience includes a role at High Country Outfitters and a four-year period at the University of Georgia. 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 financial planning services that incorporate firm-approved tools and methodologies.
Benjamin P
Series 66
Atlanta, GA
Morgan Stanley
Benjamin Portman is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding a Series 66 designation and 16 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 has appeared as a participant on a Food Network cooking show. 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 focused on tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.
Nicholas H
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Nicholas Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and 12 years of industry experience. Prior to joining Morgan Stanley, he worked at various E*TRADE entities from 2015 to 2023. He serves as a committee member on the Buford City School's Diversity and Inclusion Council. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, utilizing structured financial planning tools and managing approximately $2.74 trillion in client assets.
James E
Series 63, Series 65
Atlanta, GA
Morgan Stanley
James Easterling is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he provides general business advice for a local garbage bin cleaning company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include relationships with investment companies and private funds, commodity pool operations, and principal trading activities.
Graham M
Series 66
Atlanta, GA
Morgan Stanley
Graham Martens is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with four years of industry experience including roles at Voya Investment Management and Walker & Dunlop. He also has experience at Morgan Stanley Private Bank, N.A. since 2026. 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 financial planning process using firm-approved tools and provides tailored solutions through its Financial Advisors and Estate Planning Strategies Group.
Nicolas V
Series 66
Atlanta, GA
Morgan Stanley
Nicolas Velasquez is a financial advisor at Morgan Stanley Wealth Management in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with more specialized investment and trading activities.
Rodney T
Series 66
Atlanta, GA
Morgan Stanley
Rodney Taylor is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in real estate through ownership and management of several investment-related ventures. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, combining tailored financial planning and extensive investment resources. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations in standalone planning services.
Mary S
Series 66
Atlanta, GA
Morgan Stanley
Mary Stockmeyer is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she was involved with the Byrnwyck Neighborhood Association for five years. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Andrew E
Series 66
Atlanta, GA
Morgan Stanley
Andrew Earle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and Greystone Servicing Corp., as well as time spent at Rhodes College. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.
Max D
Series 66
Atlanta, GA
Morgan Stanley
Max Dutcher is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has three years of industry experience. His prior roles include positions at Gladstone Place Partners and FTI Consulting. He currently serves at Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.
Christine L
Series 66
Atlanta, GA
Morgan Stanley
Christine Lu is a Series 66-licensed financial advisor with 15 years of industry experience, currently practicing at Morgan Stanley in Atlanta, GA. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Lee Ann Y
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Lee Ann Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. She is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs 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 modeling techniques as part of its financial planning process.
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