John Albert is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and involvement with the Gilbert Albert Community Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, serving a wide range of retail and institutional investors.

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.

Deanna Long is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 license with one year of industry experience. She previously worked at Wells Fargo Clearing for four years and has held roles at Swift Straw II, LLC, UPS, and Oglethorpe University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis models.

Steven Earle is a financial advisor at Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of advisory work, he is involved in agriculture and timber management as a partner with Earle Woodward Creek LLC in Atlanta. Morgan Stanley Wealth Management serves both 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 employs a structured planning process supported by firm-approved tools and broad investment offerings.

Samuel Hill is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, Hill serves on the Endowment Committee for Camp Twin Lakes, a nonprofit focused on children and youth in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support client goals, while generally acting in an advisory capacity.

Erika Carlson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, Northwestern Mutual, and State Farm. 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 tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Katherine Douglas is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at Kasey Gartner and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets using structured planning tools and a variety of advisory programs.

Karlie Skidmore is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Her prior experience includes positions at SPC, Large and Gilbert Wealth Advisory, and Waddell & Reed. Morgan Stanley Wealth Management provides advisory programs to both individual 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 serves clients through direct engagements and corporate financial planning agreements.

Garrett Ordway is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at Northwestern Mutual and has experience in educational roles at the College of Charleston and Parkland School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-sponsored financial planning agreements.

Raymond Charles Tobias Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved analytical tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and employer-sponsored financial planning agreements.

Olivia Rogers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and previous positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. She also has experience working outside finance, including a year at COREPower Yoga. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering advisory services without individual security recommendations as part of standalone plans.

Wendy Boswell is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2014. She is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and scenario analyses.

Nicole Roberts is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, with 18 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and previously held roles at Bank of America and Merrill from 2014 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, focusing on 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.

Mackenzie Sawicki is a financial advisor with Morgan Stanley in Atlanta, holding Series 63 and Series 65 credentials 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 serving individuals and institutional clients with a wide 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 that incorporates firm-approved tools and scenario modeling.

Margaux Williamson is a Series 66-licensed financial advisor at Morgan Stanley in Atlanta, GA, with 14 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with LOCH V LLC, a real estate investment company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools, serving clients in an advisory capacity without individual security recommendations in standalone plans.

Megan Bielan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Her previous work includes positions at Merrill and Merrill Lynch, along with roles in educational institutions such as the University of Georgia and Wesleyan School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 employs structured planning tools combined with firm-guided methodologies in its advisory process.

Mark Callaway is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and accumulating 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of securities trading, he is a partner at M & A Partners LLC, reviewing real estate investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process utilizing firm‑approved tools and modeling techniques.

Jeffrey Trapnell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Endowment Committee for First Presbyterian Church and is a member of the Advisory Board for the Athens Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual 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 uses structured planning processes supported by firm-approved tools and investment estimates.

Natalie Swords is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities, LPL Financial, and The Vanguard Group. Outside of her advisory role, she is listed as a member of NAT Investments LLC. 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 supported by structured discovery processes and firm-approved tools.

Spencer Horowitz is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2018 and previously spent time at E*TRADE Securities LLC and the Atlanta Athletic Club. Outside of his advisory role, he works as a golf instructor with Atlanta Golf & Social. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive approaches to deliver its services.