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 Yates is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Citigroup Global Markets since 2006, Lehman Brothers Inc. in 2004, and Morgan Stanley Dw Inc. in 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery processes and advanced modeling tools, serving clients directly and through Corporate Financial Planning agreements.

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 credentials and bringing 32 years of industry experience. His career includes positions at Citigroup Global Markets from 2003 to 2009 and Morgan Stanley Smith Barney since 2009, with service at Morgan Stanley Private Bank from 2015 to the present. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Secular Return Estimates and Monte Carlo simulations in their planning process.

Kaelen Herlihy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, Herlihy worked at E*Trade Securities and has experience with various roles including at Shenanigans and ARCO Design/Build. Morgan Stanley Wealth Management provides advisory programs and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning processes supported by firm-approved tools and projections.

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 in Atlanta, GA, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with Morgan Stanley since 2015 and previously worked at Merrill for one year. His career includes a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 operates with a structured approach to planning without providing individual security recommendations as part of standalone services.

Thomas Pulliam is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Taylor Sketch is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Lenders Title Solutions for two years. He is also involved with Vantage Point Title, Inc., receiving commissions from residual business referrals to the title insurance company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and investment analysis frameworks, while offering a broad range of investment services.

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 at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations. He joined Morgan Stanley in 2025 and has prior experience at Elevation Point Wealth Partners, ReliaQuest, JusCollege, and roles in educational institutions. Outside of finance, he has been involved with Wolf Hospitality—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 focused on tailored financial planning, supported by firm‑approved tools and research, 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.