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Michael M
Series 66
Atlanta, GA
Morgan Stanley
Michael Moses is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Merrill from 2007 to 2026 before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, data-driven planning process.
Ayanna F
Series 66
Atlanta, GA
Morgan Stanley
Ayanna Fears is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Her career also includes positions at Merrill Lynch, Bank of America, and roles outside finance such as work with the DeKalb Board of Health and in the hospitality industry. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and offers broad retail and institutional investment services.
Ethan S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Ethan Staats is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Staats owns a pilot services business based in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs supported by established planning tools and investment research.
Peter S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Peter Siegel is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and advanced modeling tools such as Monte Carlo simulations, while typically acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.
Loring B
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Loring Brown II is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools and analyses.
Thomas S
Series 66
Atlanta, GA
Morgan Stanley
Thomas Steele is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. He is based in Atlanta, GA. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.
Lara O
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Lara O'Leary is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and prior positions with Minnesota Life Insurance Company and GV Financial Advisors, Inc. Morgan Stanley Wealth Management is an SEC-registered firm providing advisory and brokerage services to individuals and institutions, 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 provides a broad array of investment and planning programs.
Jordan E
Series 66
Atlanta, GA
Morgan Stanley
Jordan Eison is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of finance, Jordan operates a private gymnastics instruction business in Atlanta, which he has run since 2002. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process using firm-approved tools and methodologies.
Constance W
Series 63, Series 66
Atlanta, GA
Morgan Stanley
Constance Woods is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, 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 that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and the Global Investment Committee’s analysis.
Shalo W
Series 63
Atlanta, GA
Morgan Stanley
Shalo Watts is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 1995. He holds the Series 63 designation and is based 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 utilizing firm-approved tools, and manages approximately $2.74 trillion in client assets.
Michael G
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Michael Grace is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following a 12-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.
Christopher Z
Series 66
Atlanta, GA
Morgan Stanley
Christopher Zowine is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work experience at KPMG LLP and the University of Georgia. 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, including tailored financial planning supported by firm-approved tools and methodologies.
Laura V
Series 66
Atlanta, GA
Morgan Stanley
Laura Veach is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. She joined Morgan Stanley in 2019 after two years at Bridgewater Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety 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 both direct client relationships and corporate financial planning agreements.
Shelia H
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Shelia Henry is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers services through direct client relationships as well as corporate financial planning agreements.
Charles M
Series 66
Atlanta, GA
Morgan Stanley
Charles Minter is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Finance Officer and Executive Committee member for the Waldo M. Slaton American Legion Post 140 and its associated veterans foundation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs structured planning tools supported by its Global Investment Committee.
Jeffrey S
Series 63, Series 65
Atlanta, GA
Morgan Stanley
Jeffrey Stevenson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Outside of his advisory role, he is involved as a co-trustee for several trusts and has interests in asset management and real estate through Stevenson Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. 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.
William P
Series 63, Series 65
Atlanta, GA
Morgan Stanley
William Patrick is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 a structured planning process supported by firm-approved tools and market modeling techniques.
Jonathan A
Series 66
Atlanta, GA
Morgan Stanley
Jonathan Alvares Segura is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. from 2025 to present. Prior to joining Morgan Stanley, he held positions at CR Auto Center and Costco. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models without providing individual security recommendations as part of standalone financial plans.
Ronnie B
Series 66
Atlanta, GA
Morgan Stanley
Ronnie Brown is a Series 66-credentialed financial advisor at Morgan Stanley with eight years of industry experience. He has previously worked at UBS Financial Services and Wells Fargo Clearing Services. Outside of finance, Brown works as a freelance sideline reporter for Auburn football during the fall. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee analyses and Monte Carlo simulations.
Joseph R
Series 65, Series 66
Atlanta, GA
Morgan Stanley
Joseph Rearden is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.
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