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Shana S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Shana Starks is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent two years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers financial planning and investment services through its Financial Advisors and Estate Planning Strategies Group.
Suzanne B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Suzanne Bruder is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Ameriprise and Wells Fargo entities spanning from 2006 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.
Amanda K
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Amanda Kombosch is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including JPMorgan Securities, Fidelity Investments, UBS Financial Services, and Fidelity Brokerage Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.
Andrea C
Series 66
Atlanta, GA
Morgan Stanley
Andrea Crase is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked at High Country Outfitters, John Foy and Associates, and Kaine Law, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Tomelia B
Series 66
Atlanta, GA
Morgan Stanley
Tomelia Barnes is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022. Her prior experience includes roles at New Western Acquisitions, Iora Health, New York Presbyterian Hospital - Weill Cornell, and Nordstrom, Inc. 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 and financial planning services supported by structured processes and firm-approved tools.
Ryan A
Series 66
Atlanta, GA
Morgan Stanley
Ryan Austin is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. His prior experience includes positions at RaceTrac Inc., Georgia Institute of Technology, and WOW! Factor of Atlanta. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 structured planning tools and investment modeling techniques as part of its advisory process.
Elizabeth T
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Elizabeth Terrell is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1993. 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 supported by firm-approved tools and modeling techniques.
Erin M
Series 66
Atlanta, GA
Morgan Stanley
Erin Mc Guirk is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at The Granted Network, LLC, a nonprofit consulting firm she owned. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a broad range of advisory programs and tailored financial planning through a structured process supported by firm-approved tools.
Michael W
Series 66
Atlanta, GA
Morgan Stanley
Michael Womack is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked specifically with Morgan Stanley Private Bank, National Association since 2017. 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 tailored financial planning services, utilizing firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates in its planning process.
Jack L
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Jack Levine is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of CEL LLC, which involves various investments. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive services including estate planning and access to specialized investment products.
Michael L
Series 63, Series 65, Series 66
Atlanta, GA
Morgan Stanley
Michael Laura is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, and Invesco Advisers. Outside of his advisory work, he serves on the Finance Committee of the Cumberland Academy of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Shane L
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Shane Lussier is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in educational roles at Wofford College and Greater Atlanta Christian School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analysis methods.
Carol M
Series 63
Atlanta, GA
Morgan Stanley
Carol Murphy is a Series 63 licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 26 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 that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market-based modeling techniques.
Zachary A
Series 66
Atlanta, GA
Morgan Stanley
Zachary Allen is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Geneva. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and methodologies.
Charles M
Series 66
Atlanta, GA
Morgan Stanley
Charles Milner is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Morgan Stanley in Atlanta, GA, having worked there in various capacities since 2018, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Milner owns and operates a boat rental business, MilnerTime Boating LLC. 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 research, managing approximately $2.74 trillion in client assets.
Lisa L
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Lisa Lubar is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Morgan Stanley and its private bank division since 2017 and previously at Bank of America and Merrill from 2015 to 2017. Outside of her advisory role, she is listed as a sole proprietor of a property management business in Alabama and serves as an executor/co-executor in a related fiduciary capacity. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers these services through a wide range of programs, including custom planning and corporate financial planning agreements.
Faith F
Series 66, Series 63
Atlanta, GA
Morgan Stanley
Faith Fletcher is a financial advisor at Morgan Stanley in Atlanta, GA, with eight years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities, Transamerica Investors Securities, and E*TRADE Securities. Outside of financial services, she has a concurrent role at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses such as Monte Carlo simulations to assist clients in financial decision-making.
Matthew W
Series 66, Series 65
Atlanta, GA
Morgan Stanley
Matthew Watkins is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2020. His prior roles include positions at Miller/Howard Investments Inc. and Foreside Fund Services, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models.
Christopher W
CFP®, ChFC®, Series 63, Series 65
Atlanta, GA
Morgan Stanley
Christopher Wynne is a financial advisor with Morgan Stanley in Atlanta, GA, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.
Mary F
CFP®, Series 63, Series 66
Atlanta, GA
Morgan Stanley
Mary Fazio is a CFP® with 25 years of industry experience, currently affiliated with Morgan Stanley in Atlanta, GA. Her prior experience includes roles at Bank of America, Merrill, JPMorgan Securities, and Oppenheimer. 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 planning tools and investment modeling to support client goals.
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