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Joseph R

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Joseph Reihing is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley, he worked at UBS Financial Services from 2016 to 2022 and spent 11 years in education before beginning his financial services career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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Carter B

Series 66

Atlanta, GA

Morgan Stanley

Carter Beck is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and 20 years of industry experience. Before joining Morgan Stanley in 2023, he worked at Merrill from 2016 to 2023 and spent a year at Rockefeller Financial LLC in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Sandra W

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Sandra Weinbrecht is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and having 40 years of industry experience. She has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she has held a sales clerk position in the gift department at Von Maur. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with access to extensive investment resources and strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured tools and the Global Investment Committee’s analyses.

General estate planning guidance
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Stephanie B

Series 66

Atlanta, GA

Morgan Stanley

Stephanie Bragg is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and having 21 years of industry experience. Her prior experience includes roles at UBS Financial Services Inc. and Elevation Point Wealth Partners, LLC. Outside of her advisory work, she owns a personal rental property managed by her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved tools to support client goals.

General estate planning guidance
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Angelia B

Series 66

Atlanta, GA

Morgan Stanley

Angelia Brown is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2015. She has 20 years of industry experience. Outside of her financial advisory role, she owns a lifestyle consulting business and is involved in supervising models and promotional events for Barbizon USA on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research models.

General estate planning guidance
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James C

Series 66

Atlanta, GA

Morgan Stanley

James Cook is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Dominic N

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Dominic Nash is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Nash has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory methods without individual security recommendations as part of its standalone planning services.

General estate planning guidance
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K. S

Series 63, Series 65

Atlanta, GA

Morgan Stanley

K. Sims is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Sims has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Merrill. Outside of advisory work, Sims serves as Treasurer and Co-Chair for the Atlanta Women's Foundation and holds a position on the Oxford College Board of Counselors. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, delivering tailored financial plans primarily in an advisory capacity.

General estate planning guidance
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Jennifer W

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Jennifer White is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Javier R

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Javier Reyes is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and offering 13 years of industry experience. His prior work history includes roles at NewEdge Advisors, LPL Financial, Triad Advisors, TD Ameritrade, and SunTrust Investments. Reyes rejoined Morgan Stanley in 2024 after previously working there from 2022 to 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Monika N

Series 66

Atlanta, GA

Morgan Stanley

Monika Nicotera is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Based in Atlanta, GA, she has spent over a decade at the firm. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 and modeling techniques as part of its advisory process.

General estate planning guidance
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Abigail L

Series 66

Atlanta, GA

Morgan Stanley

Abigail Lewis is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She has recently begun her career in the financial industry, joining Morgan Stanley in 2026 after prior experience at William Blair and several roles at the University of Georgia. Outside of finance, she has worked with the Beth Fowler School of Dance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services 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 a range of services from individual financial plans to Corporate Financial Planning agreements.

General estate planning guidance
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Sarah P

Series 66

Atlanta, GA

Morgan Stanley

Sarah Peter is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2025 after a brief tenure at Raymond James and has a background in education, having worked at both the University of South Carolina and local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and proprietary modeling tools.

General estate planning guidance
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Brett P

Series 63

Atlanta, GA

Morgan Stanley

Brett Peavy is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include 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 supported by firm-approved tools and investment committee estimates.

General estate planning guidance
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Maxim R

Series 66

Atlanta, GA

Morgan Stanley

Maxim Renke is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley, he was affiliated with Advisor Group and has maintained a connection with Emory University both as a professional and as a member of its Goizueta Business School Alumni Board. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery conversations and firm-approved tools, employing sophisticated models such as Monte Carlo simulations, while typically acting in an advisory capacity without providing individual security recommendations within standalone plans.

General estate planning guidance
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