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 Kim is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Robert W. Baird and has experience outside finance including roles at Dogtopia and Aqua-Tots Swim School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to support client financial plans.

Jeffery Nolde is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both 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 supported by its Global Investment Committee’s tools and simulations.

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 Morgan is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024 and previously spent 17 years at Wilmington Trust. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

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 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 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 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 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 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 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 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 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 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 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 Wise is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 outlook models.

Jubal Gatwood is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, with 19 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 serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Leslie Wicker is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and has 26 years of industry experience. Leslie has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and advanced modeling tools, serving clients directly and through Corporate Financial Planning agreements.

Julia Price is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. 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 scenario modeling as part of its financial planning process.