Lauren Moore is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, she held roles at a variety of organizations including the Shooting Star Jackson Hole Golf Club and Jackson Hole Mountain Resort. Outside of financial services, her background includes experience in retail and hospitality sectors. 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 employs a structured planning process using firm-approved tools and offers a broad range of investment and planning services.

Alysia Van Beverhoudt is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at law firms and service positions at UberEats and Kroger. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools.

Christopher Brantley is a financial advisor at Morgan Stanley in Atlanta, GA, with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor for multiple estates and is sole proprietor of an agricultural business involving farmland in Georgia. 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 a range of advisory programs, managing approximately $2.74 trillion in client assets.

Hollis Montgomery is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 11 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Montgomery serves as a general partner and officer in family limited partnerships and holding companies focused on investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a wide range of retail and institutional services.

Alex Cann Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he is involved with Mountain Folly LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and established investment models in its financial planning process.

Jeffrey Ritchie is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Atlanta, GA, having previously spent 14 years at Wilmington Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jason Pace is a financial advisor at Morgan Stanley in Atlanta, GA, with 27 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Samuel Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following ten years at Jefferies & Company and four years at Credit Suisse Securities. Outside of his advisory role, he serves on the advisory board of Wolfpack Fourth and Ten, an education-related organization based in Atlanta. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Nicholas Breitfeller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2022 and is currently with Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he attended Oglethorpe University from 2018 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

James Croley IV is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Citigroup Global Markets. 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 tools to support its advisory services.

Christopher Woodhouse is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Woodhouse Capital Finance LLC, Marcus & Millichap, and Matthews. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans and offers a broad range of retail and institutional investment services.

Griffin Unterreiner is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and previously served five years in the US Army. Before his financial career, he held various roles including positions in golf clubs and the moving and restaurant industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Ashley Stephan is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Morgan Stanley since 2017 and was previously affiliated with the University of Georgia from 2013 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sharon Moscoso is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at FFC Capital Advisors and Catholic Charities. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and modeling techniques.

Walter Stith is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory work, Stith is involved in art and culture as a comedic writer and performer and owns a motivational speaking business called The Athlete Whisperer LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its service.

Sylvia Gort is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Gort serves on the boards of the Jewish Women's Fund of Atlanta and EQ Housing, LLC, a nonprofit focused on affordable housing. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines its planning services with extensive retail and institutional investment offerings.

Nina Shawl is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent 11 years at McCalla Raymer Leibert Pierce LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Charles Traylor is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2020. 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 that utilizes firm-approved tools and scenarios to support client decision-making.

Steven Thompson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses. He has 23 years of industry experience, including nine years at Invesco Distributors and his current role at Morgan Stanley since 2023. Outside of his advisory work, he owns several rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment resources.

Taylor Gayle is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, Taylor worked for Benchmark Physical Therapy from 2015 to 2017. Taylor has worked with Morgan Stanley Private Bank and Morgan Stanley Wealth Management during their tenure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. It offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.