Karyn Badeaux is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and its wealth management division since 2015. Outside of her advisory role, she is an owner of Paloma Resources/Paloma Partners IV LLC, which leases co-owned land for oil and gas development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment outlooks developed by its Global Investment Committee.

Kerri Lawson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2026 and has prior experience with firms including Lauren Alaina, Canton Wealth Partners, and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Kristen Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at JP Morgan Securities, Merrill Lynch, and Bank of America. Outside of her advisory work, she is the sole proprietor of an agriculture-related business in Marietta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved analytical tools.

Elizabeth Layne is a Certified Financial Planner (CFP®) with 24 years of industry experience. She has been with Morgan Stanley in Atlanta since 2016, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with 9degrees LLC, a consulting business based in Atlanta. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and modeling techniques.

David Mills is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a sole proprietor of a children’s book and is collaborating on a technology app focused on logistics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Blake Callaway Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2019, following two years at Ernst & Young, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jack Hoffman is a financial advisor at Morgan Stanley in Atlanta, GA, with one year of industry experience. He previously worked at Potomac Financial Consultants and has a background that includes roles with the Auburn Athletic Department and Auburn University. Hoffman holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Brett Benson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2012. Outside of his advisory role, he organizes and captains a tournament fishing team known as Team Boaters Republic. Morgan Stanley Wealth Management is a large institution serving 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 employs structured planning tools and investment models to support its financial advisory services.

Nathaniel Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Oglethorpe University and Mill Springs Academy. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through Corporate Financial Planning agreements.

Joshua Morrison is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to his current role, he worked in various positions across multiple industries, including hospitality and logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and economic models.

Sina Taghizadeh is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Sage Mountain Advisors, Voya Investment Management, and Charles Schwab. Outside of advising, he is involved with Lifetime Fitness in a customer service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques.

Marc Jacobson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory roles, he is involved as an advisory and brand ambassador for Rewind, Co., a healthcare company based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm‑approved tools and market modeling techniques.

John Kelly II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Spencer Curtis is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

John Boccaccio Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., where he worked for six years, as well as a year at Carroll Organization. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Anthony Minella is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Morgan Stanley and Lead Strategy, as well as academic experience at the Georgia Institute of Technology. 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 that utilizes structured discovery and firm-approved tools.

Mary Topping is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2019. She has five years of industry experience and previously held positions at ChildPlus Software and several hospitality businesses. Outside of her advisory role, she is involved with Big Sky Buckhead, a food and bar service in Atlanta, where she works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

Constance Visco is a financial advisor at Morgan Stanley based in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017, previously working at UBS Financial Services for one year. 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. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Sophie Courts is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She has one year of industry experience, with prior roles at UBS Financial Services Inc. and Brookwood Associates. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kimberly Garland is a financial advisor at Morgan Stanley in Atlanta, GA, with 27 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Jefferies & Company, Inc. for ten years. Outside of her advisory role, she owns and manages vacation rental properties in Georgia. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive asset management.