Atlanta, GA Peachtree Road North East Office

Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 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 work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Timothy Hourihan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative models as part of its advisory approach.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.

Hyunwoo Cho is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill. 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 uses structured planning tools and modeling techniques as part of its planning process.

Jessica Shaughnessy is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2016. 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 uses structured planning tools and market modeling in its financial planning process.

Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Mark Nevins is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, and his career also includes experience at Bank of America and Merrill Lynch. Outside of his advisory role, he is associated with Ashantilly LLC, a business unrelated to his financial services work. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm uses a structured planning process supported by firm-approved tools and provides access to extensive resources, including the Global Investment Committee’s market analyses and modeling techniques.

Blake Goodman is a financial advisor at Morgan Stanley in Atlanta, GA, with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its predecessor entity 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 wide array of advisory programs, including tailored financial planning that utilizes firm-approved tools and structured discovery conversations.

Agustin Hays is a financial advisor with Morgan Stanley in Atlanta, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He worked at Emunah Corporation before entering the financial services industry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Judy Wimpey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs and 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 models to support client goals.

Dunning Silliman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007 and has been self-employed since 1996. Silliman also serves as a trust advisor. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Brent Duncan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he spent six years affiliated with the University of Tampa. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models while acting primarily in an advisory capacity.

Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Earl Harrison III is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

Bert Madden, Jr. Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its related entities since 2008 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in farming through Madden Brothers Farm in Oklahoma and serves as president of a real estate residential lots S corporation in Atlanta. 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 focused on financial planning and manages approximately $2.74 trillion in client assets.