Madison, GA Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

5

Of 23,178 advisors across 1,023 offices

Location

124 West Jefferson Street

Madison GA 30650

Advisors at this office

5

Advisors at this office

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Emily R

Series 66

Madison, GA

Morgan Stanley

Emily Ross is a financial advisor at Morgan Stanley with a Series 66 designation and six years of experience at the firm. She previously worked at The Agents' Marketing Group and Treadwell, Tamplin & Co., accumulating a total of ten years in the industry. 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 and tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Joseph C

Series 63, Series 65

Madison, GA

Morgan Stanley

Joseph Cardwell III is a financial advisor with Morgan Stanley in Madison, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Cardwell serves in fiduciary roles including executor and trustee for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing customized financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and investment research.

General estate planning guidance
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Jeffrey A

Series 66

Madison, GA

Morgan Stanley

Jeffrey Andrise is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2022. His prior experience includes roles at Bank of America, Merrill, and Georgia State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Robert T

Series 63, Series 65

Madison, GA

Morgan Stanley

Robert Trulock is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in an agriculture-related business and serves as vice chair of the Madison Planning Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that extend from retail investors to employer-sponsored financial planning agreements.

General estate planning guidance
user avatar

Thomas C

ChFC®, Series 63, Series 66

Madison, GA

Morgan Stanley

Thomas Cornelia is a financial advisor with Morgan Stanley, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as co-treasurer of the Rotary Club of Greene & Putnam Counties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and modeling tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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