Michael Taylor is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously associated with Serenbe. Outside of his advisory role, he serves as a board member for Serenbe Land Company, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, Zhang is the sole proprietor of Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and ongoing plan management. The firm manages approximately $2.74 trillion in client assets and provides services under a structure that includes financial advisory and estate planning strategies.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 employs structured planning tools alongside diverse investment strategies.

Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. Morgan Stanley Wealth Management serves individuals 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 planning process supported by various analytical tools and offers diverse investment and financial product solutions.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves individuals 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. 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 with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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 supported by structured discovery processes and advanced modeling tools.

John Mcintyre Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 1998. Outside of his advisory role, he is involved in private investments through Cheswell Investment, LLC in Atlanta, GA. Morgan Stanley Wealth Management provides comprehensive 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 serves clients through both direct engagements and corporate agreements.

Claire Rinehart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and The Brick. 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 planning supported by firm-approved tools and methodologies.

Eric Leister is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various divisions of Morgan Stanley since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He 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 employs structured planning tools supported by its Global Investment Committee.

Daniel Remington 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 in 2025, he worked at John Hancock and John Hancock Distributors for three years. His background also includes roles outside finance, including positions at The Home Depot and The Perfect Game. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model outcomes, offering a broad range of investment and financial strategies.

Teraise O'Connor is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Steven Crowley is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he was involved with Perco Equipment Rental, LLC and Southern Land Conservation, LLC. Outside of his advisory role, Crowley has passive partnerships in several land and real estate-related entities and is a passive partner in a tech startup focused on booking outdoor guided trips. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Maureen Dougherty is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008, including 17 years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Paige Calman is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley, she worked in various roles including at Anatolia Cafe and in education at Nickajack Elementary School and ET Booth Middle School. Outside of finance, Paige operates a dog sitting and walking business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Krashonda Gray is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of finance, she owns and operates an interior design business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.

Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Matthew Lichtenstein is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Christopher Tyner is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. for nine years before joining Morgan Stanley in 2019. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves individual and institutional clients by 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 uses structured planning tools and modeling techniques to support client financial plans.