Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sophia J
Series 66
Atlanta, GA
Morgan Stanley
Sophia Johnston is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and several years at Auburn University. 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 financial planning services. The firm integrates structured discovery conversations and firm‑approved planning tools to support tailored financial plans.
Jonathan B
Series 66
Atlanta, GA
Morgan Stanley
Jonathan Brinson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.
Kenneth Z
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Kenneth Zielmanski Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.
Joshua W
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Joshua Weber is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
James K
Series 66
Atlanta, GA
Morgan Stanley
James Keel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.
John S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
John Snodgrass is a financial advisor at Morgan Stanley in Atlanta, GA, with 42 years of industry experience. He has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.
Scott S
Series 66
Atlanta, GA
Morgan Stanley
Scott Smith 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 Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the board of the Land Cruiser Heritage Museum and is involved with Offroad Training & Logistics LLC, a recreation and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling.
Tinamarie B
Series 63
Atlanta, GA
Morgan Stanley
Tinamarie Bryant is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011, totaling 15 years at the firm. 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 that utilizes structured discovery conversations and firm-approved tools to model client outcomes.
Cortney R
Series 66
Atlanta, GA
Morgan Stanley
Cortney Rice is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. She has been with Morgan Stanley since 2014. 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 financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.
Clark H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Clark Howell III is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, working in both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in Atlanta, GA. 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.
Laura B
Series 66
Atlanta, GA
Morgan Stanley
Laura Byars is a financial advisor at Morgan Stanley with 20 years of industry experience and holds the Series 66 designation. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ameriprise, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.
Barry G
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Barry Gorowitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Colby C
CFP®, Series 66
Atlanta, GA
Morgan Stanley
Colby Craig is a CFP® with 28 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, with prior experience at Bank of America and Merrill spanning over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.
Richard V
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Richard Vaughan is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.
Kaiden C
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Kaiden Cisneros is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, his work history spans roles at Pyramid Logistics, Russell and Lazarus APC, and Align Medical. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by firm-approved tools and a structured planning process.
Jonathan B
Series 66
Atlanta, GA
Morgan Stanley
Jonathan Byrd is a Series 66-licensed financial advisor at Morgan Stanley in Atlanta, Georgia, with 20 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2019 before joining Morgan Stanley in 2019. Outside of his advisory role, he serves as President of the Dunlap Pointe Homeowners Association. Morgan Stanley Wealth Management provides advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment programs and strategies.
Sanaa W
Series 66
Atlanta, GA
Morgan Stanley
Sanaa Wong is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Proven Investments Ltd. and has held roles in education at Middlebury College, UWC Changshu China, and Campion College. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.
Carolyn O
Series 66
Atlanta, GA
Morgan Stanley
Carolyn Ogletree is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years and joined Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.
Niraj B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Niraj Bhandari is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he serves as president of two homeowners associations in Marietta, GA. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and corporate financial planning agreements.
Edward G
Series 66
Atlanta, GA
Morgan Stanley
Edward Gibbs 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 since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters