Atlanta, GA Peachtree Road NW Office

Justin Thai is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His background includes roles at E*Trade Securities LLC and experience in the food service industry prior to his financial career. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages approximately $2.74 trillion in client assets and includes specialized services such as estate planning and access to private funds.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, with two years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previously worked at Wells Fargo and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagement and employer-sponsored financial planning agreements.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with 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 financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Treasure Edwards is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she owns and operates ART Home Designs LLC, a business specializing in interior decorating services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support client financial goals.

Keaton Russell is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Hilltop Securities, and Southbridge Advisors. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kelly Cobb is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors from 2019 to 2022. Prior to that, she took six years off as a full-time stay-at-home mother. 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 firm-approved tools and research from its Global Investment Committee.

Lisa Greene is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Rodrigo Julian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022, following previous roles at Wells Fargo and Home Depot, as well as a five-year period at Kennesaw State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but are not limited to advisory and estate planning strategies.

Lori Dello Russo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 supported by firm-approved tools and analysis.

Michael Hooker is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations with two years of industry experience. Prior to his advisory role, he worked as an audio engineer and owns Mike Hook Music LLC, a small business focused on audio engineering and recording. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

David Glover III is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at Decimal Technologies, DrFirst, Inc., Lead Forensics, and Innovative Technical Consultants. Outside of his advisory work, he is involved in consulting and sales/marketing through Stable, a business based in Vancouver, British Columbia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without providing individual security recommendations in standalone plans.

Courtney Fell is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for seven years at Chamberlain Hrdlicka White Williams & Aughtry. She holds a Series 66 designation. Outside of her advisory role, she is a partner in a real estate business based in Atlanta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques while generally acting in an advisory capacity rather than as an ERISA fiduciary.

Quiana Jackson is a financial advisor at Morgan Stanley in Atlanta, GA, holding the Series 66 designation with five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she is the author of a book titled *Black Economics The Financial Journey and Activity Plan to Holistic Health* and is involved with the National Coalition of 100 Black Women Metro Atlanta Chapter and local public school committees. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides tailored financial planning and investment services to both individual and institutional clients. The firm employs a structured planning process incorporating firm-approved tools and comprehensive investment analyses.