St Simons Island, GA Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
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
Location
475 Sea Island Road
St Simons Island GA 31522
Advisors at this office
4
Advisors at this office
James B
CFP®, Series 66
St Simons Island, GA
Morgan Stanley
James Brown is a CFP® professional with 22 years of experience in financial services. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Bank of America and Merrill from 2009 to 2017. He is based in St Simons Island, GA. 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 a range of advisory programs, managing approximately $2.74 trillion in client assets.
Christian M
Series 63, Series 66
St Simons Island, GA
Morgan Stanley
Christian Mahany is a financial advisor with Morgan Stanley in St. Simons Island, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Enterprise Holdings. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering 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 planning process supported by firm-approved tools and modeling techniques.
Glenn F
Series 63, Series 65
St Simons Island, GA
Morgan Stanley
Glenn Ferrell is a financial advisor with Morgan Stanley in St. Simons Island, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Merrill from 2011 to 2017. Outside of his advisory role, he serves on the investment committee of the Alpha Delta Pi Foundation in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad array of investment services for both direct clients and corporate financial planning agreements.
John R
CFP®, Series 66
St Simons Island, GA
Morgan Stanley
John Rose is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Morgan Stanley in St Simons Island, GA. His prior experience includes roles at Bank of America and Merrill. He is also a board member of Gamma Kappa Properties, Inc., a nonprofit organization based in Statesboro, GA. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, providing 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 and modeling techniques to support client financial plans.
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