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Robert D

Series 63

Columbus, GA

Morgan Stanley

Robert David Jr. is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds a Series 63 designation and has worked at 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 serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured processes and proprietary tools.

General estate planning guidance
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Wright W

Series 63, Series 65

Columbus, GA

Morgan Stanley

Wright Waddell is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a co-owner of hunting land through The Ridges Plantation, Inc. 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 a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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Derek S

Series 63, Series 65

Columbus, GA

Morgan Stanley

Derek Scrivner is a financial advisor at Morgan Stanley with 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. He holds the Series 63 and Series 65 credentials. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Antonia D

Series 63, Series 66

Columbus, GA

Morgan Stanley

Antonia Bearden is a financial advisor with Morgan Stanley in Columbus, GA, holding Series 63 and Series 66 registrations and two years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Synovus, Charles Schwab, and legal work at the Law Office of Thomas Tebeau III. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate firm-approved tools and market outlook models.

General estate planning guidance
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Campbell B

Series 66

Columbus, GA

Morgan Stanley

Campbell Bleke is a financial advisor with Morgan Stanley in Columbus, GA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015, including a role at 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 variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Lori A

Series 63, Series 66

Columbus, GA

Morgan Stanley

Lori Allen is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is an independent contractor for Mary Kay Cosmetics. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

General estate planning guidance
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Robert D

Series 66

Columbus, GA

Morgan Stanley

Robert David III is a financial advisor with Morgan Stanley in Columbus, GA, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Dennis C

Series 63

Columbus, GA

Morgan Stanley

Dennis Cavender is a financial advisor with Morgan Stanley in Columbus, GA, holding a Series 63 designation and with 46 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven planning process that includes scenario modeling to support client decision-making.

General estate planning guidance
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