Frank Doherty is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 proprietary tools and modeling techniques.

Jennifer Coffey is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at both UBS Financial Services and Morgan Stanley Smith Barney LLC in prior roles. Coffey is based in Atlanta, GA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to support client outcomes and manages approximately $2.74 trillion in client assets.

Andrew Jones is a Series 66-licensed financial advisor with Morgan Stanley, based in Atlanta, GA, and has two years of industry experience. His prior work includes roles at Wells Fargo and Kroger, among others. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, delivering planning services in an advisory capacity without individual security recommendations as part of standalone plans.

Matthew Edwards is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of Morgan Stanley since 2015. Outside of his advisory role, he is a partner in an agricultural venture, EEE Ranch, based in Athens, 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 variety of advisory programs, utilizing structured planning tools and proprietary investment modeling.

Alexis Sullivan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, Alexis worked at Insight Global and has a background that includes four years at the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Stephanie Meeks is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Desiah Wofford is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, Wofford worked at Wells Fargo for three years and spent six years at Amazon, where they also participated as an Amazon Flex driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm employs a structured planning process utilizing firm-approved tools and models and manages approximately $2.74 trillion in client assets.

Robert Brown is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked at Bank of America, Merrill, and Ameriprise Financial Services. Outside of his advisory role, he is involved as a contractor in the entertainment industry and participates in civic and community activities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jaymie Dietz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Dietz worked at T. Rowe Price and has a diverse background including roles with IDEA Public Schools, the Spanish Ministry of Education, and the Aldo Group. Outside of financial advising, Dietz is involved as a content creator on platforms such as TikTok, Etsy, and the Amazon Influencer Program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Elizabeth Porter is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a 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 planning process that incorporates firm-approved tools and market-based modeling techniques.

Eric Jacobs is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was employed by Southern Company from 2018 to 2022 and has held positions at Raymond James and Tulane University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning utilizing a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harry Haber is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. His prior work history includes roles at AppleOne Employment Services and teaching positions at Georgia Tech and Druid Hills High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through various programs and corporate financial planning agreements.

Jacob Ludwick is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, N.A. since 2023. 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 tailored financial planning services, utilizing structured discovery processes and proprietary planning tools.

Joseph Coleman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Coleman serves as faculty at Mercer University and works as an independent contractor providing tutoring services through Hey Tutor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Lucas Vernoia is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Oxford Retirement Advisors for three years and has entrepreneurial experience with Crema Espresso Gourmet. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 a structured planning process supported by firm-approved tools and modeling techniques.

Luanne Stone is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Stifel and Wells Fargo Advisors. Outside of her advisory work, she is involved as a partner in an accounting and bookkeeping business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools as part of its advisory process.

Steven Kilinski is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a co-owner of Honey Pot Holdings LLC, involved in managing residential rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Timothy Truxillo is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Morgan Stanley Smith Barney LLC. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved processes to support client financial planning.

James Dennard Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Dennard serves as a board member and officer on the investment committee of The Endowment Fund of the Episcopal Church of St. Martin in the Fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment analyses in its advisory services.

Melissa Kaufman Lovell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.