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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.
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.
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.
Laura C
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Laura Clackler is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009. Her prior experience includes roles at Citigroup Global Markets and A. G. Edwards & Sons, Inc. 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 provides financial planning through a structured process focused on discovery and modeling potential outcomes.
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.
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 designations and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he spent seven years at Citigroup Global Markets. He serves on the investment committee of Peachtree Road United Methodist Church in Atlanta. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional financial services.
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.
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.
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.
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.
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 having 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.
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 bringing 21 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2005 to 2009. Outside of his advisory work, Powell coaches youth soccer and serves as President of the Board of Directors for Camp Twin Lakes, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques in its financial planning process.
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.
John K
Series 63, Series 65
Atlanta, GA
Morgan Stanley
John Kennedy is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he was with Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.
Susan M
Series 63
Atlanta, GA
Morgan Stanley
Susan Mayhugh is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by structured planning tools and investment modeling.
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.
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.
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 licenses with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent ten years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and a structured planning process.
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.
Samuel G
Series 66
Atlanta, GA
Morgan Stanley
Samuel Green is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including four years at Morgan Stanley Private Bank, N.A. He serves on the finance committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 relationships and corporate financial planning agreements.
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