Peachtree City, GA Westpark Dr Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

9

Of 23,178 advisors across 1,024 offices

Location

500 Westpark Dr, Suite 100

Peachtree City GA 30269

Advisors at this office

9

Advisors at this office

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Scott C

Series 63, Series 65

Peachtree City, GA

Morgan Stanley

Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.

General estate planning guidance
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John A

Series 63, Series 65

Peachtree City, GA

Morgan Stanley

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 planning process supported by firm-approved tools and global market analysis.

General estate planning guidance
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Allison M

Series 63, Series 65, Series 66

Peachtree City, GA

Morgan Stanley

Allison Mc Donell is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Merrill and Candescet Media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Pamela N

Series 63, Series 65, Series 66

Peachtree City, GA

Morgan Stanley

Pamela Nichols is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farm in Macon, GA. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs supported by firm-approved planning tools and a wide array of retail and institutional products.

General estate planning guidance
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Jenna W

Series 66

Peachtree City, GA

Morgan Stanley

Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Brandon M

Series 63, Series 65

Peachtree City, GA

Morgan Stanley

Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.

General estate planning guidance
user avatar

Ashley W

Series 66

Peachtree City, GA

Morgan Stanley

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

General estate planning guidance
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Christina C

Series 66

Peachtree City, GA

Morgan Stanley

Christina Clark is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 financial planning process.

General estate planning guidance
user avatar

Zachary M

Series 66

Peachtree City, GA

Morgan Stanley

Zachary Mulherin is a financial advisor with Morgan Stanley in Peachtree City, GA. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2025. Prior to joining Morgan Stanley, he worked at Presidio from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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.

General estate planning guidance
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