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Jennifer B
Series 63, Series 66
Atlanta, GA
Morgan Stanley
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 B
Series 66
Atlanta, GA
Morgan Stanley
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 G
Series 66
Atlanta, GA
Morgan Stanley
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 G
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Paula Gulich is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, following a brief period at Merrill in 2002. 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 supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.
Christopher G
Series 63, Series 65
Atlanta, GA
Morgan Stanley
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 S
Series 63, Series 66
Atlanta, GA
Morgan Stanley
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 B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Reginald Brown Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as prior positions at Citigroup Global Markets and Truist Securities. He is also involved as Treasurer and Secretary of a private company, N19PE LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.
Dennis M
Series 63, Series 65
Atlanta, GA
Morgan Stanley
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 M
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Jonathan Marcus is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through both direct and employer-based financial planning agreements.
Christopher M
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Christopher Moseley is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, previously holding positions at Citigroup Global Markets and J.P. Morgan Securities. Moseley serves as a board member of the Mountain Park Community Pool in Stone Mountain, Georgia. 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’s planning process uses structured discovery conversations and firm-approved tools, offering a range of financial products and services through its extensive network of advisors.
Connor E
Series 66
Atlanta, GA
Morgan Stanley
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 R
Series 63, Series 65
Atlanta, GA
Morgan Stanley
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 J
Series 63, Series 66
Atlanta, GA
Morgan Stanley
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 L
Series 63, Series 65
Atlanta, GA
Morgan Stanley
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 B
Series 66
Atlanta, GA
Morgan Stanley
Jayson Best is a financial advisor at Morgan Stanley in Atlanta, GA, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, Allen Mooney & Barnes, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
William B
Series 66
Atlanta, GA
Morgan Stanley
William Browning III is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he is involved as a partner in a real estate investment and modeling business. 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’s planning process utilizes structured discovery and firm-approved tools to model financial outcomes while typically acting in an advisory capacity without offering individual security recommendations in standalone planning.
Stephen C
Series 63, Series 65
Atlanta, GA
Morgan Stanley
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 M
Series 66
Atlanta, GA
Morgan Stanley
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 S
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Frederick Sumter III is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent 10 years at Citigroup Global Markets. He is also active as a trustee in an investment-related capacity in Atlanta, Georgia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.
John S
Series 63, Series 66
Atlanta, GA
Morgan Stanley
John Skinner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, currently serving in the Morgan Stanley Private Bank, N.A. since 2026. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and models to support client decision-making.
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