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Paul H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Paul Horning II 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 been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.
Allie B
Series 66
Atlanta, GA
Morgan Stanley
Allie Berk is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Voya Investments Distributor, Voya Investment Management, and Invesco. Before entering the financial industry, she worked in the restaurant and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment strategies.
Jacob L
Series 66
Atlanta, GA
Morgan Stanley
Jacob Lazo is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He has less than one year of industry experience and previously held roles at Johnson & Johnson, The GEO Group, and City National Bank of Florida. Lazo attended the University of Florida and worked at Belen Jesuit Preparatory School prior to his current position. Morgan Stanley Wealth Management provides financial advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning based on structured discovery conversations and firm-approved tools, with a range of investment and advisory programs.
Daniel K
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Daniel Kim is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Robert W. Baird and experience outside finance at Dogtopia and Aqua-Tots Swim School. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment and brokerage offerings.
Jeffery N
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Jeffery Nolde is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Citigroup Global Markets before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment modeling to support its clients.
Charles E
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Charles Elsas is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning and wealth management services supported by extensive research and firm-approved planning tools.
Michael M
Series 63, Series 65, Series 66
Atlanta, GA
Morgan Stanley
Michael Morgan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, Wilmington Trust, Wells Fargo Clearing, and Morgan Stanley DW Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 various channels, including its Financial Advisors and Estate Planning Strategies Group.
Kate R
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Kate Rives is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked in various roles in the health and fitness and service industries. Morgan Stanley Wealth Management is an SEC-registered 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 integrates structured planning tools and risk modeling in its financial planning process.
Jennifer M
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Jennifer Maher is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 28 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 individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based modeling techniques.
Paige K
Series 63, Series 65, Series 66
Atlanta, GA
Morgan Stanley
Paige Kerr is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and previously worked at The Strategic Financial Alliance, Inc. for seven years. Outside of her advisory role, she is a partner in SPH Farms LLC, involved in accounting and bookkeeping activities. 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 models to support its advisory services.
Bryce K
Series 66
Atlanta, GA
Morgan Stanley
Bryce Kenny is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process utilizing firm-approved tools and modeling techniques.
Matthew B
Series 66
Atlanta, GA
Morgan Stanley
Matthew Bapst is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise, Perfect Game USA, OTR Solutions, and a four-year period at Belmont Abbey College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.
Todd S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Todd Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the Burge Club and is a board member of The Piedmont Driving Club, both private social clubs in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its clients’ financial goals.
Daymeon F
Series 66
Atlanta, GA
Morgan Stanley
Daymeon Fishback is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of finance, Fishback teaches fundamentals of basketball at a monthly basketball camp and works as a college basketball color analyst for ESPN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 but does not offer individual security recommendations as part of standalone plans.
Ronald E
Series 66
Atlanta, GA
Morgan Stanley
Ronald Elswick II is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Aptask, FedEx, JC TaxPros Group, and Loeb Electric. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.
Mary B
Series 66
Atlanta, GA
Morgan Stanley
Mary Boyce is a Series 66 licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2014. She has six years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate firm-approved planning tools and investment insights from the Global Investment Committee.
Evan F
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Evan Fishman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent 14 years with UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.
Donald D
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Donald Demba is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wilmington Trust for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process includes firm-approved tools and modeling techniques, with an advisory approach that generally does not involve individual security recommendations.
Andrew W
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Andrew Wise is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.
Jubal G
Series 66
Atlanta, GA
Morgan Stanley
Jubal Gatwood is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association, and previously spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and investment models.
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