Alpharetta, GA 3 Edison Drive Office

Matthew Moore is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023 after roles at E*Trade Capital Management, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Whitney Naylor is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE Securities LLC in various roles since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Carly Spanolios is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2017 and was previously with Retirement Advisory Consultants, LLC. Outside of her advisory role, she owns a rental property in Tarpon Springs, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by the firm’s Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial plans.

Karla Merritt is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Stephanie Lawson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. She has been with Morgan Stanley since 2022 and has prior work experience in various industries including distribution and cleaning solutions. Outside of her advisory role, she is the sole proprietor of Earth Angel Compassion Initiative Inc., an elder care business based in Conyers, 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Charles Major is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment committee analyses.

Tim Hoag is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held roles at E*TRADE Capital Management, Cetera, and Regions Bank. Outside of his advisory work, he is employed as an usher at LiveNation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and investment committee insights.

James Reeves is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Scott Johnson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at E*TRADE Capital Management LLC and Fidelity Brokerage Service LLC. Outside of his advisory role, he operates a DIY credit repair business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and established tools, and it offers diverse investment solutions alongside traditional wealth management services.

Zeeshan Dossani is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christian Lacquement is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he has worked in various roles across multiple industries including education and service businesses. 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, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Jason Kinley is a financial advisor at Morgan Stanley in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at E*TRADE Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He holds Series 63 and Series 66 designations. 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 utilizes structured planning tools and scenario modeling as part of its process.

Yung Lun Lo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at T-Mobile USA in various roles and had brief stints at Target, True Food, and as a self-employed professional. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Dean is a CFP® credentialed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023. Prior to Morgan Stanley, he worked at E*TRADE Capital Management and E*Trade Securities, and he has been involved with Abridge Media since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through designated groups. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Rhys Lutz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. He also has experience with Caddie Services Inc. at Piedmont Driving Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, with clients responsible for implementing plans.