Atlanta, GA Glenridge Connector Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

5565 Glenridge Connector, Suite 1900

Atlanta GA 30342

Advisors at this office

51

Advisors at this office

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Antan W

Series 66

Atlanta, GA

Morgan Stanley

Antan Wilson is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC for five years before joining Morgan Stanley in 2019. Wilson is also the owner of business ventures involved in real estate through ARW Juggernaut Group and Judd Mcclain, LLC in Atlanta. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad investment capabilities.

General estate planning guidance
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Nandipha N

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Nandipha Ncube is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, with prior roles at Truist Bank, SunTrust Bank, and E*Trade Securities. Ncube is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range 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 simulations to support its advisory process.

General estate planning guidance
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Candice S

Series 66

Atlanta, GA

Morgan Stanley

Candice Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Maria M

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Maria Mccann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client outcomes.

General estate planning guidance
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Alexandra C

Series 63

Atlanta, GA

Morgan Stanley

Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. 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 employs a structured planning process using firm-approved tools and analyses.

General estate planning guidance
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Michele N

Series 66

Atlanta, GA

Morgan Stanley

Michele Nielsen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at E*Trade Securities LLC and Starbucks. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

General estate planning guidance
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Peter H

Series 66

Atlanta, GA

Morgan Stanley

Peter Heller is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at UBS Financial Services from 2004 to 2010, followed by positions at Morgan Stanley since 2010, including the Morgan Stanley Private Bank since 2015. 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 uses structured discovery conversations and firm-approved tools to model outcomes.

General estate planning guidance
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Ross B

Series 66

Atlanta, GA

Morgan Stanley

Ross Bohan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions within Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as work at Florida Atlantic University and Rocky's Aqua. 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 that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services under both direct and corporate financial planning agreements.

General estate planning guidance
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Joshua L

Series 66

Atlanta, GA

Morgan Stanley

Joshua Lubel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations.

General estate planning guidance
user avatar

Jonathan L

Series 66

Atlanta, GA

Morgan Stanley

Jonathan Linder is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 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 role, he is the managing member of SUNNY BUNDLES LLC, a non-investment-related business based in Marietta, Georgia. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodologies in its services.

General estate planning guidance
user avatar

Sidharth G

Series 66

Atlanta, GA

Morgan Stanley

Sidharth Ganju is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves as an advisor to a Charlotte-based technology company focused on speech-to-text automation. 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 tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and the Estate Planning Strategies Group.

General estate planning guidance
user avatar

Deborah R

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Deborah Restauri is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured financial planning process using firm-approved tools and modeling techniques such as Monte Carlo simulations.

General estate planning guidance
user avatar

Elizabeth C

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Elizabeth Carpio is a financial advisor with Morgan Stanley Wealth Management in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 emphasizes a structured planning process using firm-approved tools and broad retail and institutional offerings.

General estate planning guidance
user avatar

Zachary G

Series 63, Series 65

Atlanta, GA

Morgan Stanley

Zachary Green is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual and IRC Wealth, along with experience at Power Design, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Tyler C

CFP®, Series 66

Atlanta, GA

Morgan Stanley

Tyler Cerone is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Atlanta, GA, having previously worked at UBS Financial Services for 11 years. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate agreements.

General estate planning guidance
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