Matthew Berman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Citlaly Julian is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at E*Trade Securities for one year. Outside her advisory role, she volunteers with the Financial Planning Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 a diverse suite of investment products and services.

Alexander Zimmerman is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Edelweiss Creations LLC, an art and culture business, and is currently writing a book. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored 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 tools combined with broad investment offerings.

Bruce Swift is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following four years at The Vanguard Group. Swift holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, including modeling techniques such as Monte Carlo simulations, while clients are responsible for implementing and updating their plans.

Alex Cornett is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He is involved with creative ventures outside the firm, including co-creating and recording a podcast called Monsters Vs Men and participating as a minority owner in Alceja Productions. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment solutions.

Eric Garbade is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career spans roles within both wealth management and private banking. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and market simulations to support client financial goals.

James Keel III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 26-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Leslie Castrejon is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 license and having seven years of industry experience. Before joining Morgan Stanley in 2017, Leslie worked at UBS Financial Services and was also employed at Kennesaw State University. Outside of finance, Leslie owns and operates a coffee shop called El Chisme LLC in Lawrenceville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Taneil Brown Prudence is a financial advisor with Morgan Stanley in Atlanta, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2023, Taneil worked at E*Trade Securities LLC and has a diverse background including roles at FedEx Ground, Door Dash, Floor and Decor, Randstad, and Chime Solutions. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis techniques.

Jesse Walton Jr. is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a member of the Finance Committee at The Walker School in Marietta, Georgia, where he participates in financial decision-making and fundraising activities. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by advanced modeling tools and a substantial client asset base.

David Austin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley entities since 2014, including the Private Bank and Smith Barney. 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 supported by firm-approved tools and a structured discovery process.

Tyriq Hardimon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked in various roles including at Advise Sports and Entertainment, a sports and entertainment family office where he is involved in marketing and branding. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages significant client assets and serves clients through both direct and corporate financial planning agreements.

Kimberly Long is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley from 2015 to 2017 and from 2019 to the present. 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 utilizes structured planning tools and scenario modeling in its advisory process.

Udel Richardson II is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing and Edward Jones. He is currently based in Atlanta, GA. 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 emphasizes a structured planning process using firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.

Daniel Robson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He previously worked at JPMorgan Chase & Co from 2009 to 2018 and briefly at Edward Jones in 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Edward Wood is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in baseball instruction in Kennesaw, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, utilizing structured planning tools and comprehensive asset management.

Daniel Allender is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Merrill and PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Steven Grosswald is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as President of the Dunwoody Homeowners Association and participates on finance and investment committees for local nonprofit organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Michael Fowler is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced financial modeling tools.

Michael Sherwood is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2020, including time at Morgan Stanley Private Bank. Prior to that, he was employed at Ameriprise Financial Services and Brightview Advisors. He serves as a board member of the Finance Committee for the Tally Green Homeowners 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 through a structured planning process supported by firm-approved tools and analyses.