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Antan W
Series 66
Atlanta, GA
Morgan Stanley
Antan Wilson is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC for five years before joining Morgan Stanley in 2019. Wilson is also the owner of business ventures involved in real estate through ARW Juggernaut Group and Judd Mcclain, LLC in Atlanta. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad investment capabilities.
Nandipha N
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Nandipha Ncube is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. She has worked at Morgan Stanley since 2018, with additional experience at Truist Bank, SunTrust Bank, and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning approach without providing individual security recommendations within its standalone planning program.
Candice S
Series 66
Atlanta, GA
Morgan Stanley
Candice Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.
Maria M
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Maria Mccann is a financial advisor at Morgan Stanley with 41 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 at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. 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 supported by structured discovery processes and firm-approved tools.
Alexandra C
Series 63
Atlanta, GA
Morgan Stanley
Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.
Michele N
Series 66
Atlanta, GA
Morgan Stanley
Michele Nielsen is a financial advisor at Morgan Stanley based in Atlanta, GA, with four years of industry experience. She holds a Series 66 designation and has previously worked at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, as well as six years at Starbucks. 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 supported by firm-approved tools and analysis methods such as Monte Carlo simulations.
Peter H
Series 66
Atlanta, GA
Morgan Stanley
Peter Heller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and its Estate Planning Strategies Group.
Ross B
Series 66
Atlanta, GA
Morgan Stanley
Ross Bohan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions within Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as work at Florida Atlantic University and Rocky's Aqua. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 under both direct and corporate financial planning agreements.
Joshua L
Series 66
Atlanta, GA
Morgan Stanley
Joshua Lubel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill and Morgan Stanley Private Bank, N.A. 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 planning services that do not include individual security recommendations.
Jonathan L
Series 66
Atlanta, GA
Morgan Stanley
Jonathan Linder is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the managing member of SUNNY BUNDLES LLC, a non-investment-related business based in Marietta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad 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 employs structured financial planning tools and methodologies in its services.
Sidharth G
Series 66
Atlanta, GA
Morgan Stanley
Sidharth Ganju is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he advises a Charlotte-based technology company focused on speech-to-text automation and is involved with Telecom consulting through Teleprises, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 supported by firm-approved tools and modeling techniques.
Deborah R
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Deborah Restauri is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured financial planning process using firm-approved tools and modeling techniques such as Monte Carlo simulations.
Elizabeth C
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Elizabeth Carpio is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2003. 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 advanced modeling tools.
Zachary G
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Zachary Green is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual and IRC Wealth, along with experience at Power Design, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Tyler C
CFP®, Series 66
Atlanta, GA
Morgan Stanley
Tyler Cerone is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Atlanta, GA, having previously worked at UBS Financial Services for 11 years. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate agreements.
Zachary P
Series 66
Atlanta, GA
Morgan Stanley
Zachary Polun is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, employing structured financial planning processes supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.
Charles J
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Charles Johnson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety 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 models.
Mark H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Mark Houghton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as CitiGroup Global Markets during the same period. Outside of his advisory role, he owns and operates an investment-related LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm‑approved tools and modeling techniques.
Patricia R
Series 66
Atlanta, GA
Morgan Stanley
Patricia Rivas is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning program.
Alicia J
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Alicia Jordan is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 customized financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
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