Macon, GA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,197

Across 1,020 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

6055 Lakeside Commons Drive, Suite 450

Macon GA 31210

Advisors at this office

18

Advisors at this office

user avatar

Deidre W

Series 63, Series 65

Macon, GA

Morgan Stanley

Deidre Webb is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in a retail and online store business called BagsForTheVagabond. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
user avatar

Monique B

Series 66

Macon, GA

Morgan Stanley

Monique Butler is a financial advisor at Morgan Stanley in Macon, GA, holding a Series 66 license with nine years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016 and 2017, respectively. Outside of her advisory role, she is a sole proprietor of a rental property business in Augusta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive 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 structured planning tools, including Monte Carlo simulations, to support its services.

General estate planning guidance
user avatar

Robert S

Series 63, Series 65

Macon, GA

Morgan Stanley

Robert Stribling is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is involved with a private company focused on real estate enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to assist clients but generally acts in an advisory role rather than as a fiduciary for retirement accounts unless specifically engaged.

General estate planning guidance
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Thomas G

Series 63, Series 65

Macon, GA

Morgan Stanley

Thomas Gibbons is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored financial planning arrangements.

General estate planning guidance
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Alec B

Series 66

Macon, GA

Morgan Stanley

Alec Burriss is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and The First National Bank of McGregor. His background also includes roles outside of finance, such as working in advancement at Covenant College and a position with Bellhops. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its services.

General estate planning guidance
user avatar

Edward J

Series 63, Series 65

Macon, GA

Morgan Stanley

Edward Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar

John W

Series 63, Series 65

Macon, GA

Morgan Stanley

John Walker IV is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and uses a broad range of investment services, including proprietary modeling techniques for outcome projections.

General estate planning guidance
user avatar

William G

Series 63, Series 65

Macon, GA

Morgan Stanley

William Gudenrath is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, 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 models.

General estate planning guidance
user avatar

Robert S

Series 63, Series 65

Macon, GA

Morgan Stanley

Robert Stribling is a financial advisor with Morgan Stanley in Macon, Georgia, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of RCS Farms, LLC, a farming business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment strategies supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
user avatar

Duncan W

Series 66

Macon, GA

Morgan Stanley

Duncan Walker is a financial advisor with Morgan Stanley in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a 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 utilizes structured discovery conversations and firm-approved planning tools.

General estate planning guidance
user avatar

Jack K

Series 63, Series 65

Macon, GA

Morgan Stanley

Jack Krapf is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior career includes 15 years with Bank of America and 16 years with Merrill Lynch. Outside of his advisory role, he serves on the advisory and finance committees of the Georgia Military Academy and is a board member of Georgia Military College, as well as a partner and board member of Chankaska Creek Ranch and Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Joseph P

Series 66

Macon, GA

Morgan Stanley

Joseph Pearson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of Pine Needles Country Club in Fort Valley, Georgia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Tanya G

Series 63, Series 66

Macon, GA

Morgan Stanley

Tanya Garrett is a financial advisor at Morgan Stanley in Macon, Georgia, holding Series 63 and Series 66 licenses with 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is involved as a partner in a retail and online gift business and is the sole proprietor of a construction and engineering firm. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to develop financial plans, serving clients primarily in an advisory capacity.

General estate planning guidance
user avatar

James B

Series 63, Series 65

Macon, GA

Morgan Stanley

James Butler is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 designations and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Outside of his advisory work, he owns a rental property in Augusta, GA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and access to various investment products.

General estate planning guidance
user avatar

Ralph L

Series 63, Series 65

Macon, GA

Morgan Stanley

Ralph Lineberger III is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2002, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member of Burgess Pigment Company, a manufacturing firm in Georgia. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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