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Kyle S
Series 66
Atlanta, GA
Morgan Stanley
Kyle Strickland is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Prior to this, he had brief roles at Pebble Tossers and Springmont Montessori School, and worked at Furman University from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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.
Vernasia P
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Vernasia Prescott is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2021, she worked at Bank of America and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and investment management supported by structured processes and a variety of products. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate agreements.
Leigh M
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Leigh Mackler is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. Mackler has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of investment and advisory services.
Kristin S
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Kristin Sarafinis is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley since 2011, with a seven-year period at Merrill in between. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.
Robert F
Series 66
Atlanta, GA
Morgan Stanley
Robert Fowler is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in insurance and several entrepreneurial ventures, including a custom guitar business and a fishing guide service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, serving clients through direct and corporate financial planning agreements.
Frank S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Frank Southers II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, Southers serves on the Finance Committee of Dunwoody Baptist Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, incorporating structured financial planning supported by firm-approved tools and delivered through a large network of financial advisors.
Durham H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Durham Hamilton is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he is a general partner at Whitlock Hamilton, LLC, a real estate business. 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 processes and various analytical tools.
Vionette G
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Vionette Gonzalez is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes positions at Merrill, Edward Jones, LPL Financial, Wells Fargo Clearing, and Wachovia Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.
Fred W
Series 66
Atlanta, GA
Morgan Stanley
Fred Weingart is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following his start at Morgan Stanley Smith Barney in 2011. Based in Atlanta, GA, Weingart primarily serves clients through Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning through dedicated teams and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and via corporate agreements.
David F
Series 66
Atlanta, GA
Morgan Stanley
David Fox is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He began his career at Supreme Lending in 2019 before joining Morgan Stanley and its Private Bank in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models to support advisory services without providing individual security recommendations directly.
Jordan G
Series 66
Atlanta, GA
Morgan Stanley
Jordan Gregory is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Northwestern Mutual and served in educational roles before entering financial services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.
Christopher B
Series 63, Series 65, Series 66
Atlanta, GA
Morgan Stanley
Christopher Brock is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.
Lisa S
ChFC®, Series 63, Series 65
Atlanta, GA
Morgan Stanley
Lisa Schiffer is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, she has worked within Morgan Stanley, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, utilizing structured planning tools and investment modeling techniques without providing individual security recommendations as part of standalone plans.
Vickie M
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Vickie Mitchell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 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 offering a wide range of advisory programs to individual and institutional clients, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its advisory process.
Tomas K
Series 66
Atlanta, GA
Morgan Stanley
Tomas Kim is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He previously worked with Morgan Stanley Private Bank, N.A. from 2016 to 2022 and has been with Morgan Stanley since 2025. Tomas was involved with Casa Kimu LLC dba Amissima 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 range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.
Alexa G
Series 66
Atlanta, GA
Morgan Stanley
Alexa Gevin is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Balentine, and several other firms. She serves as a board member for her homeowners association in Peachtree Corners, GA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client relationships and corporate financial planning agreements.
Timothy F
Series 63
Atlanta, GA
Morgan Stanley
Timothy Fitzgerald is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and previously worked at Morgan Stanley Smith Barney LLC from 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning approach supported by proprietary tools and modeling techniques.
Ethan D
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Ethan Drinkwater is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Goba Capital, Groot Hospitality, The Adecco Group, and United Parcel Service. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.
John E
Series 66
Atlanta, GA
Morgan Stanley
John Elder is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he was employed at Samsara and Stratosphere Quality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and extensive investment research.
Emilie T
Series 66
Atlanta, GA
Morgan Stanley
Emilie Topping is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She has been associated with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is a partner in TLS, LLC, a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized 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 advanced modeling tools.
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