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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Georgia involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Georgia?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Georgia to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Georgia financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Georgia

Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

Vincent Bethel

Personal Financial Solutions, LLC

110 Thornton Ct 30214

Fayetteville, GA 30214

770-460-8813

Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2257

Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

Goodwin Investment Advisory

Goodwin Investment Advisory

3380 Trickum Rd
Bldg 800 Ste 102

Woodstock, GA 30188

678-741-2370

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

Advisory South

Advisory South

3740 Davinci Court
Suite 430

Norcross, GA 30092

770-843-6333

List of Additional Financial Advisors in Georgia*

* Additional advisor listing is provided in partnership with Yext

Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

A.J. Mahmood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6212

Allstate Personal Financial Representative: John McGilchrist

3417 Canton Rd
Bldg 7

Marietta, GA 30066
678-777-8960

Allstate Personal Financial Representative: Pat Nelson

205 N Belair Rd
Ste A

Evans, GA 30809
706-723-9141

Atlanta GA, Private Wealth Management - UBS Financial Services Inc.

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

Johnny Elder - Morgan Stanley

945 Broadway

Columbus, GA 31901
706-596-5197

Alexander Blaire Financial Consulting, Inc.

295 West Crossville Road
Suite 820

Roswell, GA 30075
678-352-8800

Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

The Telos Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

John R Powell - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7630

First Command Financial Advisor - Jamie Wilson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

First Command Financial Advisor - Chelcie Sirvid

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

DTLR

2801 Candler Rd
Spaces 51 & 52

Decatur, GA 30034
404-212-1237

DTLR

7804 Abercorn St
Space 184

Savannah, GA 31406
912-352-9135

DTLR

5228 Memorial Dr
Space 804

Stone Mountain, GA 30083
404-299-9503

DTLR

1425 Cumberland Mall
Space 206

Atlanta, GA 30339
678-842-0038

DTLR

6700 Douglas Blvd

Douglasville, GA 30135
770-577-5471

Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

First Command Financial Advisor - Christopher Mills

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

Stephen H Hooten - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4614

Will Lobb - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6028

DTLR

7179 Georgia Highway 85

Riverdale, GA 30274
770-997-2601

DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

James M Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2281

Allstate Personal Financial Representative: Douglas Perkins

462 Old Prison Camp Rd

MC Rae, GA 31055
866-424-7160

Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Jeff Richardson - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2975

The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

Allstate Personal Financial Representative: Christopher O Connell

3000 Old Alabama Rd
Ste 103

Alpharetta, GA 30022
678-485-9103

Scott Allen - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-643-7655

James Ralph Compton - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3202

The Stribling Group - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2275

Allstate Personal Financial Representative: Jennifer Disrud

157 Mack Rd

Pooler, GA 31322
912-312-5918

Sendhavkumar Nagar

770-242-7163

AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

Tim Marian - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2963

Erikson/Rinzler-Lubel Team - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

Sarah Westcott Wealth Coach

912-414-9956

David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

Michael G Sasser - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7693

DTLR

109 Minus Ave
Suite B4

Garden City, GA 31408
912-964-7834

Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

First Command Financial Advisor - Tom Cheritt

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Constance L Woods - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3876

Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

Katy Hartnett - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7047

Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

First Command Financial Advisor - Taina Christner

888 Kings Bay Rd.
Suite A

Saint Marys, GA 31558
912-642-0640

Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

Scott Schoenberg - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7635

Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

The Rudolph-Berg Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5989

Olson Associates, Home of "The Financial MAXI-MISER Process"

701 Bombay Lane

Roswell, GA 30076
770-740-8744

Thomas H. Steele - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3820

Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

Matthew P Newall - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7639

Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

Allstate Personal Financial Representative: Scott Peterzell

3133 Maple Dr NE
Ste 100

Atlanta, GA 30305
404-307-6118

Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

DTLR

3450 Wrightsboro Rd
Space 1460

Augusta, GA 30909
706-736-8091

DTLR

3131 Manchester Expressway

Columbus, GA 31909
706-322-2554

Signature Processing, Inc

800-948-0525

The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

Cornerstone Management

655 Engineering Drive
Suite 110

Peachtree Corners, GA 30092
770-449-7799

The Beacon Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2365

Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

Edmond M Smith III - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8143

Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

DTLR

3050 X1-X5 MLK Jr Dr SW

Atlanta, GA 30311
404-696-9109

Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

DTLR

2929 Turner Hill
Space1790

Lithonia, GA 30038
678-323-8004

DTLR

3614 Marketplace Blvd
Space 520

East Point, GA 30344
404-629-5783

DTLR Outlet

1540 Southlake Parkway
Suite 8A

Morrow, GA 30260
678-422-0946

Allstate Personal Financial Representative: William Leo

186 Cornelia Xing Shpg Ctr

Cornelia, GA 30531
706-754-5357

Victor Ferrugia - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3549

Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

Lisa Rinzler-Lubel - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3900

H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619

Tim Jeffrey - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3275

Chris Stewart - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7643

Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

Allstate Personal Financial Representative: Farrah Naugher

803N N Tennessee St

Cartersville, GA 30120
706-566-0046

John Atlas - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9370

Harbor View Wealth Management - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3040

Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

John F. Thomas II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-949-4156

The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

Allstate Personal Financial Representative: Dean Vernoia

30 Whitlock Pl SW

Marietta, GA 30064
678-488-0175

Darlenes Virtual Services

770-714-0392

Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

Thomas Edward Gibbons - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2267

Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

Robert S. Prater, Jr. - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

Brown-Rose Wealth Management - Morgan Stanley

475 Sea Island Road

St. Simons Island, GA 31522
844-224-0582

Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

Sonia Balfour-Fears - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3908

Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

First Command Financial Advisor - James Morris

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

Jeremy E Wilson - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8116

Allstate Personal Financial Representative: Weldon Coleman

393 Keys Ferry St

McDonough, GA 30253
404-295-6513

The Varriano Lajevardi Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

Richard Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Christian Cherniak - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7615

Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

W. Field Gudenrath - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2283

Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

Derek P Scrivner - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5831

Peter Ritten, CFP, CMT - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1087

Jeffrey Hollis - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7613

Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

The David Group - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-324-5471

Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

James L O'Quinn - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8101

Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

Jeremy Ragan

600 Bellevue Ave.

Dublin, GA 31021
478-410-5000

Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

The DeFreese Group - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
404-760-3047

K. Michele Sims - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6457

The Mixon Smith Thomason Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7621

First Command Financial Advisor - Christina Rodriguez

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

First Command Financial Advisor - Chris Dryden

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Antan R. Wilson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3851

Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

Jason Moss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

Lisa Lubar - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1752

Vittorio Marius Pisciotta - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3623

The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

Brian Keith - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8114

Centric Wealth Group - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5940

Dick Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3558

The Walton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

Morgan Stanley Financial Advisors

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4600

Matthew A Berman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2193

Travis Doyle - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3627

John E Porter - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4601

Sandra J Vantrease - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8117

Christopher S. Moorman, CFP - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

J. Cory Marcus - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6067

William E Davis - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8105

Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

Ronald Nadel - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7612

Maria H. McCann - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3824

Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

Baylis Gruber - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7608

Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

Bo Cook - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

Campbell Cartledge Bleke - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5178

Joshua S. Weber - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2112

Greg Rose - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7678

Gita Narayanan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6836

Brian P. Orr - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4619

Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

Taylor Sketch - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6616

Jep Hogan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6863

Robert Ruffo - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4609

Key Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5968

Tom Slimp - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3537

The GA 400 Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7614

Craig Ellard

325 Fifth St.

Macon, GA 31201
478-738-6090

Owen Blank - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7392

Hal West - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6945

Charles Shakar - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7670

John R Kelly II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6531

Nathan L Link - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-664-3325

Lynne Kytle - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2961

Joshi L. Clare - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4639

The Axia Team - Morgan Stanley

3280 Peachtree Rd NE
Suite 1600

Atlanta, GA 30305
404-365-3606

Ari Dardik - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3683

Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

Deidre Webb - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3343

Morgan Stanley Financial Advisors

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9140

Amritpal Singh

470-375-3508

First Command Financial Advisor - Sophia Nickelson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Guerry / Kinney Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7660

Morgan Stanley Financial Advisors

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7600

Kevin Tu

470-375-7759

First Command Financial Advisor - Dan Mahoney

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

First Command Financial Advisor - Ed Patisaul

624 S Houston Lake Rd
Suite 200

Warner Robins, GA 31088
478-333-6517

First Command Financial Advisor - Doug Overbey

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

Alan L Sitkoff - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3850

Morgan Stanley Financial Advisors

One 10th St
Suite 600

Augusta, GA 30901
706-724-2601

Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Morgan Stanley Financial Advisors

225 S Milledge Ave

Athens, GA 30605
706-353-0001

Chun-Ket Yau

3169 Holcomb Bridge Road
Suite 465

Norcross, GA 30071
470-299-8880

First Command Financial Advisor - Howard Rush

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Philip M Burger - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3118

Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

Darrell Springer - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

Harsh Jayaswal - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3614

Robert Agnone - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3613

Martin Neary - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2575

Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

Dylan Lantry - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7638

Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

Judd Doster - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4007

Mark A Houghton - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3835

Wesley Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7664

Patrick McArdle

770-418-0300

The Woodruff Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Kristen Fricks-Roman - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3812

Jeffrey Levitan

145 Nobel Court
Suite 200

Alpharetta, GA 30005
770-674-4005

The Respess Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3230

Allstate Personal Financial Representative: Joseph Deloach

4855 River Green Pkwy
Ste 320

Duluth, GA 30096
706-816-0254

Ashley Knox - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8124

Chirag Patel

770-242-7163

Steve Zamojski - Morgan Stanley Financial Advisor

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6842

Joshua Lubel - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3901

Allstate Personal Financial Representative: Heather Holloway

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
770-286-1837

Fifth Third Private Bank - Stephen Che'menju

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4582

Trey Faucher III - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4020

Charlie Minter - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3875

Jacqueline Lister - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4035

First Command Financial Advisor - Katelyn Key

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

First Command Financial Advisor - Heather Brock

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

Dan Zhang - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7644

Focused Financial Planning, LLC: Mike E. Johnson CLU, ChFC, AIF

3625 Cumberland Boulevard
Suite 1000

Atlanta, GA 30339
770-250-7590

Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

The Riverwalk Group - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8152

Day and Mullis Wealth Management - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1003

Christopher A. Smith, CFP - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3620

Monique Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3353

Foote Welch Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3808

First Command Financial Advisor - Bryan Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

First Command Financial Advisor - Addison Olheiser

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

First Command Financial Advisor - James Stevens

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

Wayne Stoneback - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2964

Jeremy Becht - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6122

First Command Financial Advisor - Serrana Mathews

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

Johnny Simpkins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7667