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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Laura B

Series 66

Atlanta, GA

Morgan Stanley

Laura Byars is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Morgan Stanley and has previously worked at Ameriprise, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs, including tailored financial planning that uses firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

General estate planning guidance
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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.

General estate planning guidance
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Colby C

CFP®, Series 66

Atlanta, GA

Morgan Stanley

Colby Craig is a CFP® with 27 years of experience in the financial services industry. He currently works at Morgan Stanley, having previously held roles at Bank of America and Merrill. Craig is based in Atlanta, GA, and holds a Series 66 license. 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 processes and firm-approved tools to support client planning.

General estate planning guidance
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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.

General estate planning guidance
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Kaiden C

Series 66, Series 63

Atlanta, GA

Morgan Stanley

Kaiden Cisneros is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to Morgan Stanley, he held roles across various companies including Pyramid Logistics and Russell and Lazarus APC. He has also worked in educational settings such as San Diego State University and Saddleback College. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutions, offering tailored financial planning services supported by firm-approved tools and strategies.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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