Savannah, GA Hodgson Memorial Drive Office

Casey Roberts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Private Bank, N.A. He has also spent time affiliated with the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Rhonda Padgett is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 66 and Series 63 licenses and 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 variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Porter III is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models in its financial planning process.

Philip Mcalpin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs 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 a structured financial planning process supported by firm-approved tools and models.

Lloyd Childs is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked for six years with the Fulton County School System. 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 directly and through Corporate Financial Planning agreements.

Thomas White IV is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Sharon Coursey is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2002 to 2009. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning and manages approximately $2.74 trillion in client assets.

John Powell is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Frank Chisholm III is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Morgan Stanley, he worked for TMX Finance Family of Companies for nine years. Outside of his advisory role, he serves as an officer of Warsaw Pines Timber Company, a recreational property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a 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 a structured planning process supported by advanced modeling tools.

Carlos Guarderas is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2015 and 2016 respectively, as well as at Bank of America since 2010. Outside of his advisory role, Guarderas is involved as a partner in an Airbnb-related customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides financial planning both directly and through corporate agreements.

Brian Orr is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes seven years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and the Morgan Stanley Private Bank, National Association in 2015. Outside of advising, he is involved in managing Cloverhurst Farms, a family-owned cattle farm and related administrative activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies.

Daniel Umbel is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Smith Barney. He serves on the boards of America's Second Harvest of Coastal Georgia and Horizons Savannah, local nonprofit organizations focused on health, welfare, and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee guidance to support client goals.

Frank Chisholm Jr. is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also involved in outdoor recreation ventures and serves on the investment committee of a local charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Patricia Mallard is a financial advisor with Morgan Stanley in Savannah, GA, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as an executor for an estate and is a partner in a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ira Ruby is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, following 14 years at Citigroup Global Markets. Outside of his advisory role, Ruby serves as president and board member of Chatham Club, a restaurant and nightclub in Savannah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.