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Jason J
Series 66
Augusta, GA
Morgan Stanley
Jason Jenkins is a financial advisor with Morgan Stanley in Augusta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Jenkins serves on the Investment Committee of the First Baptist Church of Augusta. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory services supported by its Global Investment Committee’s analyses.
Tyler S
Series 66
Augusta, GA
Morgan Stanley
Tyler Scott is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles at TES Distributing LLC, Buzz RX, Appstar Financial, and Total Quality Logistics, among others. He is also involved in TES Distributing LLC as a continuing business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a wide range of advisory programs.
Leigh T
Series 66
Augusta, GA
Morgan Stanley
Leigh Teffeteller is a financial advisor with Morgan Stanley in Augusta, Georgia, holding a Series 66 designation and ten years of industry experience. Prior to joining Morgan Stanley in 2023, Leigh worked at Edward Jones from 2015 to 2023. Outside of advising, Leigh is involved in real estate as a proprietor managing rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Emily J
Series 66
Augusta, GA
Morgan Stanley
Emily Jimenez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017, following three years with UBS Financial Services. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and investment research.
Jessica W
Series 66
Augusta, GA
Morgan Stanley
Jessica Wood is a financial advisor with Morgan Stanley in Augusta, GA. She holds a Series 66 designation and has 5 years of industry experience. Wood has been with Morgan Stanley since 2015 and has worked in Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Michael R
Series 66
Augusta, GA
Morgan Stanley
Michael Reese Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.
Sandra V
Series 63, Series 65
Augusta, GA
Morgan Stanley
Sandra Vantrease is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.
Mei T
Series 63, Series 65
Augusta, GA
Morgan Stanley
Mei Tsang is a financial advisor at Morgan Stanley with 24 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 serving both 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 financial planning process using firm-approved tools and modeling techniques.
Heather A
Series 63, Series 65
Augusta, GA
Morgan Stanley
Heather Atkinson is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved as the sole proprietor of Riverfront Investment Group, LLC, focused on real estate, and acts as the personal representative for her late father's recreation business, Savannah Valley Landscape DBA Par 3 West. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured discovery processes and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in client assets.
Allison B
Series 63, Series 65
Augusta, GA
Morgan Stanley
Allison Barksdale is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.
Randall S
Series 66
Augusta, GA
Morgan Stanley
Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. 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 planning tools.
David M
Series 63, Series 65
Augusta, GA
Morgan Stanley
David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.
Brian T
Series 66
Augusta, GA
Morgan Stanley
Brian Teffeteller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management in Augusta, Georgia. 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 conversations and advanced planning tools.
Stephen A
Series 66
Augusta, GA
Morgan Stanley
Stephen Anaclerio is a financial advisor at Morgan Stanley in Augusta, GA, with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities 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 institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and analyses such as Monte Carlo simulations.
Edmond S
Series 63, Series 65
Augusta, GA
Morgan Stanley
Edmond Smith III is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2000, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through Corporate Financial Planning agreements with employers.
Camille S
Series 63, Series 65
Augusta, GA
Morgan Stanley
Camille Sutton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management serves individual and institutional clients with 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 using firm-approved tools and market scenario modeling.
Lisa N
Series 65, Series 66
Augusta, GA
Morgan Stanley
Lisa Novello is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is the managing member of RLK Group, LLC Dogwood's Grille, a construction and engineering business in North Augusta, South Carolina. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 methodologies.
Terry W
Series 66
Augusta, GA
Morgan Stanley
Terry Watkins is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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.
Jeremy W
Series 66
Augusta, GA
Morgan Stanley
Jeremy Wilson is a Series 66-licensed financial advisor with Morgan Stanley, based in Augusta, GA, and has 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a committee member for Georgia Masonic Charities Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its financial advisory services.
Charles M
CFP®, Series 63, Series 65
Augusta, GA
Morgan Stanley
Charles Marvin IV is a CFP® with 29 years of experience and is currently affiliated with Morgan Stanley in Augusta, GA. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 structured planning tools and modeling techniques as part of its financial planning process.
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