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.

Robert Tamarkin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes 18 years at UBS Financial Services before joining Elevation Point Wealth Partners, LLC, and subsequently Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-supported financial planning services.

Alice Neill is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, previously at Morgan Stanley Smith Barney starting in 2009, and at Citigroup Global Markets since 1996. She holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides a range of advisory programs to 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 offers services through direct client relationships as well as corporate financial planning agreements.

Michael Neal is a financial advisor at Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies to model potential outcomes.

Byron Sanders is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist in financial planning.

Juan Mujica is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Private Bank Suisse and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, emphasizing tailored financial planning and a structured planning process that incorporates firm-approved tools and modeling techniques.

Anna Paris is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Truist Securities, Avanza Healthcare Strategies, The Coca-Cola Company, and Mansfield Oil Company. 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 using firm-approved tools and methodologies.

J Roberts is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Bradley Cull is a Certified Financial Planner (CFP®) with 22 years of experience, currently serving as an advisor at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Leanne Decook is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, with prior experience at UBS Financial Services, PNC Wealth Management, and the University of South Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and estate planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Todd Urowsky is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 financial planning approach incorporates structured discovery and advanced modeling tools but does not include individual security recommendations as part of standalone planning.

Andrew Lavrennikov is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services, Inc. for six years and at The Gersh Agency for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 advanced modeling tools.

Jeremy Becht is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank and MML Investors Services LLC, as well as MassMutual Life Insurance Co. 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 services through Financial Advisors and specialized groups such as the Estate Planning Strategies Group.

Scott Mayer is a financial advisor at Morgan Stanley in Atlanta, GA, with 13 years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services, INC., Bank of America, N.A., and Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and firm-approved tools.

Angelique Deleva is a CFP®-certified financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad 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 economic modeling.

Shwe Waddy is a financial advisor at Morgan Stanley in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Waddy worked at Goldman Sachs and has diverse experience including roles at Gyi Industries Ltd., Residence G Service Apartments, and Emory University. Waddy also has a background connected to educational and cultural institutions, having worked at the Michael C. Carlos Museum and the International School Yangon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

William Jameson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he is the sole proprietor of Morningside Management, LLC, a property management business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and integrates various investment and risk modeling tools as part of its services.

Whitney Rife is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Based in Atlanta, GA, she provides advisory services through a well-established firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Spector is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he serves on the golf committee at Ansley Golf Club in Atlanta. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves both direct clients and corporate financial planning agreements without providing individual security recommendations as part of standalone plans.

Tremelle Lester is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Silicon Valley Bank/First Citizens Bank and Attentive Mobile. He holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its financial planning services.