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Christopher T

Series 63, Series 65

Atlanta, GA

Morgan Stanley

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.

General estate planning guidance
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William B

Series 66

Atlanta, GA

Morgan Stanley

William Blumberg is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he was self-employed and operated a business called FanClub from 2021 to 2022. Morgan Stanley Wealth Management is a large firm serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process that incorporates firm-approved tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

General estate planning guidance
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Christopher A

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Christopher Anderson 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 RBC Capital Markets for six years before joining Morgan Stanley in 2020. Outside of his advisory role, he is involved with Deerbird Stables LLC and Deerbird Farm, LLC, which focus on real estate and agricultural property management activities. 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.

General estate planning guidance
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Jack U

Series 66

Atlanta, GA

Morgan Stanley

Jack Uber is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Citigroup, Merrill, and several positions at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and models, providing services primarily in an advisory capacity.

General estate planning guidance
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Laura C

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Laura Clackler is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 2004. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-related financial planning agreements.

General estate planning guidance
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Jeffrey L

Series 66

Atlanta, GA

Morgan Stanley

Jeffrey Lim is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, Georgia, where he has worked since 2011, accumulating 14 years of industry experience. In addition to his advisory role, he owns and operates Limitless Partners, LLC, a retail and online store based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial and estate planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Thomas W

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Thomas Watkins is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Watkins serves on the Investment Committee of Peachtree Road United Methodist Church in Atlanta, Georgia. Morgan Stanley Wealth Management provides a wide 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 financial planning process relies on structured discovery conversations and firm-approved tools to support client goals.

General estate planning guidance
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Elizabeth B

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Elizabeth Baker is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 65 designations. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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David H

Series 63, Series 65

Atlanta, GA

Morgan Stanley

David Hilsman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Old Corps Partners, LLC, an investment and finance firm based in Atlanta. 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 incorporate firm-approved tools and analytics to model potential outcomes.

General estate planning guidance
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Ashley B

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Ashley Brown is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley in 2019, Brown worked at E*TRADE Securities LLC and has one year of experience at Chick-Fil-A Calhoun. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling to support client financial plans.

General estate planning guidance
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Matthew G

Series 66

Atlanta, GA

Morgan Stanley

Matthew Genco is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Christopher P

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Christopher Payne is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

General estate planning guidance
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Adrian P

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Adrian Powell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets beginning in 2005. Outside of his advisory role, Powell coaches youth soccer for a nonprofit organization and serves as president of the board of directors for Camp Twin Lakes, a charitable foundation. He is also involved with Leadership Atlanta’s investment committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Laura P

Series 66

Atlanta, GA

Morgan Stanley

Laura Paul is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2005. She has 16 years of industry experience. Outside of her advisory role, she owns a rental property in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

General estate planning guidance
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John K

Series 63, Series 65

Atlanta, GA

Morgan Stanley

John Kennedy is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

General estate planning guidance
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Susan M

Series 63

Atlanta, GA

Morgan Stanley

Susan Mayhugh is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2004. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

General estate planning guidance
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Christopher D

Series 66

Atlanta, GA

Morgan Stanley

Christopher Dodd is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide array 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 uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Michael W

Series 66

Atlanta, GA

Morgan Stanley

Michael Wagner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He is based in Atlanta, GA. 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 with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Shawn S

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Shawn Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 uses structured discovery processes and firm-approved tools in its planning services.

General estate planning guidance
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Omar T

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Omar Talbi is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 and firm-approved tools.

General estate planning guidance
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