Jordan Mayers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Morgan Stanley and its related entities since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Mayers has a personal use real estate holding through Bakers Bay SSP13 LLC. 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 and financial planning services using structured processes and firm-approved tools.

Carol Keen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, N.A. in Atlanta, GA. 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 including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nigel Fleming is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several real estate ventures through ownership and partnership in multiple single-member LLCs and partnerships based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and investment committee estimates and manages approximately $2.74 trillion in client assets.

Brian Ford is a financial advisor with Morgan Stanley in Atlanta, GA, holding the Series 66 designation and bringing 19 years of industry experience. Since 2015, he has been associated with Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery and firm-approved tools, utilizing models such as Secular Return Estimates and Monte Carlo simulations.

David Price is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Kaelen Herlihy is a financial advisor at Morgan Stanley in Atlanta, GA with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has diverse experience including roles outside finance such as at Shenanigans and ARCO Design/Build Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning largely in an advisory capacity.

Charles Hagel is a Series 66-credentialed financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked at SunTrust Advisory Services and Voya Financial in various advisory roles before joining Morgan Stanley in 2024. 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 analysis from its Global Investment Committee.

Anna Jarrard is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Onward Reserve and Social Investment Managers and Advisors, as well as positions in academia and the energy sector. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Jason Zaffos is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley since 2021 and previously spent seven years with Northwestern Mutual in various roles. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including 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 both direct and employer-sponsored financial planning services.

Stephen Takacs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and 2016, respectively. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Pulliam is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Taylor Sketch 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 and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he was employed at Lenders Title Solutions for two years. He is also involved with Vantage Point Title, Inc. as an independent contractor, receiving commissions for residual business referrals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

James Hansberger is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with 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 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Jacob Urowsky is a financial advisor with Morgan Stanley in Atlanta, holding Series 65 and Series 63 licenses. He joined the firm in 2025 and has prior experience in various roles across multiple industries, including technology and hospitality. His previous positions include work with Elevation Point Wealth Partners, ReliaQuest, and JusCollege, as well as involvement with the Recess Club of Tallahassee. 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 that utilize structured analysis and modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Burgess is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. He has held his current position since 2002 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Kalah Martre is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2010 and with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves 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 uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Robert Fell III is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with two years of industry experience. He previously worked at Southeastern Trust Company for six years and Atlantic Capital Bank for two years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

John Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

John Albert is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has worked at Bank of America, Merrill, and Morgan Stanley. He was also involved with the Gilbert Albert Community Center from 2011 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

Alexander Kanko is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020. His prior roles include positions at UBS Financial Services and CitiGroup Global Markets Inc. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based models to support its advisory services.