Robert Loftis Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Jennifer Borus is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2021. She has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Emily Bradshaw is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior experience in real estate with CBRE and ran private chef services from 2021 to 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Paul Griffin is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Paula Gulich is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. She is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 and firm-approved methodologies in its financial planning process.

Christopher Gannon is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, Jpmorgan Chase Bank, UBS Financial Services, and Deutsche Bank Securities. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support financial plans.

Charmaine Sylvester is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Reginald Brown Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is the treasurer and secretary of a private company, N19PE LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning tools and advisory-capacity relationships without individual security recommendations in standalone plans.

Dennis Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using Global Investment Committee estimates and Monte Carlo simulations.

Jonathan Marcus is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning guided by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

Christopher Moseley is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. In addition to his advisory role, Moseley serves as a board member for the Mountain Park Community Pool in Stone Mountain, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models but generally acts as an advisor rather than an ERISA fiduciary unless specifically engaged.

Connor Esposito is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Securities America, Inc., the Professional Economic Growth Group, and a previous stint at Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and modeling techniques.

Chawandia Robson is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at E*Trade Securities LLC and Anthem Inc. before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Katherine Jenkins is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and with 12 years of industry experience. She has been with Morgan Stanley since 2015 and currently works with Morgan Stanley Private Bank, N.A. In addition to her advisory role, she is involved in sales and marketing activities as a contractor for Nu Skin. 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, using structured discovery processes and firm-approved planning tools to support client goals.

William Lobb II is a financial advisor at Morgan Stanley with 48 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves as a board member of the Southeastern Horticultural Society, assisting with the implementation of horticultural events. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and analyses to model potential outcomes.

Jayson Best is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at Merrill, Edward Jones, Allen Mooney & Barnes, and Bank of America. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

William Browning III is a financial advisor at Morgan Stanley in Atlanta, GA, with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, Browning is involved in real estate investment and modeling as a partner in an unofficial partnership. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Stephen Caphton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning. 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.

Robert Marmorato Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Outside of his advisory role, he is the owner and active manager of The Cooinda Conservancy, which focuses on timber farming and natural resource conservation in Cedartown, GA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Frederick Sumter III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He also serves as a trustee in an investment-related capacity outside of his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.