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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

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Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

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Vincent Bethel

Personal Financial Solutions, LLC

110 Thornton Ct 30214

Fayetteville, GA 30214

770-460-8813

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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2257

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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

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Goodwin Investment Advisory

Goodwin Investment Advisory

3380 Trickum Rd
Bldg 800 Ste 102

Woodstock, GA 30188

678-741-2370

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

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Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

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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

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Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

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A.J. Mahmood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6212

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Allstate Personal Financial Representative: John McGilchrist

3417 Canton Rd
Bldg 7

Marietta, GA 30066
678-777-8960

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Allstate Personal Financial Representative: Pat Nelson

205 N Belair Rd
Ste A

Evans, GA 30809
706-723-9141

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

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

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Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

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The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

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Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

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Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

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Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

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Johnny Elder - Morgan Stanley

945 Broadway

Columbus, GA 31901
706-596-5197

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Alexander Blaire Financial Consulting, Inc.

295 West Crossville Road
Suite 820

Roswell, GA 30075
678-352-8800

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Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

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The Telos Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

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John R Powell - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7630

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First Command Financial Advisor - Jamie Wilson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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First Command Financial Advisor - Chelcie Sirvid

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

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Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

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Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

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Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

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DTLR

2801 Candler Rd
Spaces 51 & 52

Decatur, GA 30034
404-212-1237

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DTLR

7804 Abercorn St
Space 184

Savannah, GA 31406
912-352-9135

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DTLR

5228 Memorial Dr
Space 804

Stone Mountain, GA 30083
404-299-9503

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DTLR

1425 Cumberland Mall
Space 206

Atlanta, GA 30339
678-842-0038

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DTLR

6700 Douglas Blvd

Douglasville, GA 30135
770-577-5471

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Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

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Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

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First Command Financial Advisor - Christopher Mills

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

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Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

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The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

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The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

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Stephen H Hooten - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4614

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Will Lobb - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6028

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DTLR

7179 Georgia Highway 85

Riverdale, GA 30274
770-997-2601

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DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

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James M Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2281

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Allstate Personal Financial Representative: Douglas Perkins

462 Old Prison Camp Rd

MC Rae, GA 31055
866-424-7160

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Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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Jeff Richardson - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2975

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The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

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Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

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Allstate Personal Financial Representative: Christopher O Connell

3000 Old Alabama Rd
Ste 103

Alpharetta, GA 30022
678-485-9103

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Scott Allen - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-643-7655

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James Ralph Compton - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3202

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The Stribling Group - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2275

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Sendhavkumar Nagar

770-242-7163

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AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

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UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

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Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

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Tim Marian - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2963

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Erikson/Rinzler-Lubel Team - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

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Sarah Westcott Wealth Coach

912-414-9956

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David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

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Michael G Sasser - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7693

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DTLR

109 Minus Ave
Suite B4

Garden City, GA 31408
912-964-7834

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Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

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Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

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Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

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Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

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Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

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First Command Financial Advisor - Tom Cheritt

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

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First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Constance L Woods - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3876

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Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

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Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

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One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

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Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

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James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

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Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

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

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

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Katy Hartnett - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7047

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Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

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Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

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Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

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Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

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Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

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Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

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First Command Financial Advisor - Taina Christner

888 Kings Bay Rd.
Suite A

Saint Marys, GA 31558
912-642-0640

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Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

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Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

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Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

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Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

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Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

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Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

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Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

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Scott Schoenberg - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7635

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Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

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Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

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John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

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Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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The Rudolph-Berg Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5989

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Thomas H. Steele - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3820

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Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

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Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

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Matthew P Newall - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7639

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Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

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Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

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E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

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The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

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Allstate Personal Financial Representative: Scott Peterzell

3133 Maple Dr NE
Ste 100

Atlanta, GA 30305
404-307-6118

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Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

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Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

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Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

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My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

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DTLR

3450 Wrightsboro Rd
Space 1460

Augusta, GA 30909
706-736-8091

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DTLR

3131 Manchester Expressway

Columbus, GA 31909
706-322-2554

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Signature Processing, Inc

800-948-0525

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The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

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Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

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J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

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Cornerstone Management

655 Engineering Drive
Suite 110

Peachtree Corners, GA 30092
770-449-7799

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The Beacon Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2365

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Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

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Edmond M Smith III - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8143

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Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

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Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

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Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

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DTLR

3050 X1-X5 MLK Jr Dr SW

Atlanta, GA 30311
404-696-9109

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Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

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DTLR

2929 Turner Hill
Space1790

Lithonia, GA 30038
678-323-8004

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DTLR

3614 Marketplace Blvd
Space 520

East Point, GA 30344
404-629-5783

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DTLR Outlet

1540 Southlake Parkway
Suite 8A

Morrow, GA 30260
678-422-0946

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Allstate Personal Financial Representative: William Leo

186 Cornelia Xing Shpg Ctr

Cornelia, GA 30531
706-754-5357

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Victor Ferrugia - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3549

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Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

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The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

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Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

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Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

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Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

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Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

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The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

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Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

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Lisa Rinzler-Lubel - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3900

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H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

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Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

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Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619

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Tim Jeffrey - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3275

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Chris Stewart - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7643

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Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

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Allstate Personal Financial Representative: Farrah Naugher

803N N Tennessee St

Cartersville, GA 30120
706-566-0046

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John Atlas - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9370

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Harbor View Wealth Management - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3040

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Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

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John F. Thomas II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-949-4156

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The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

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Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

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Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

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Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

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Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

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Allstate Personal Financial Representative: Dean Vernoia

30 Whitlock Pl SW

Marietta, GA 30064
678-488-0175

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Darlenes Virtual Services

770-714-0392

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Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

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Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

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Thomas Edward Gibbons - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2267

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Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

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Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

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Brown-Rose Wealth Management - Morgan Stanley

475 Sea Island Road

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

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Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

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Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

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Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

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Sonia Balfour-Fears - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3908

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Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

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David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

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Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

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First Command Financial Advisor - James Morris

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

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Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

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James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

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J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

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Jeremy E Wilson - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8116

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Allstate Personal Financial Representative: Weldon Coleman

393 Keys Ferry St

McDonough, GA 30253
404-295-6513

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The Varriano Lajevardi Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

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The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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Richard Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

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Christian Cherniak - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7615

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Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

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W. Field Gudenrath - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2283

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Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

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Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

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Derek P Scrivner - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5831

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

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1087

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Jeffrey Hollis - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7613

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Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

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Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

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Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

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Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

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The David Group - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-324-5471

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Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

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The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

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Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

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Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

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Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

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Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

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The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

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Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

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MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

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James L O'Quinn - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8101

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Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

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Jeremy Ragan

600 Bellevue Ave.

Dublin, GA 31021
478-410-5000

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Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

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The DeFreese Group - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
404-760-3047

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K. Michele Sims - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6457

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The Mixon Smith Thomason Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7621

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First Command Financial Advisor - Christina Rodriguez

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

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Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

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First Command Financial Advisor - Chris Dryden

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Antan R. Wilson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3851

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Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

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Jason Moss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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Lisa Lubar - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1752

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Vittorio Marius Pisciotta - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3623

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The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

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Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

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Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

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Brian Keith - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8114

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Centric Wealth Group - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5940

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Dick Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3558

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The Walton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

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Morgan Stanley Financial Advisors

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4600

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Matthew A Berman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2193

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Travis Doyle - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3627

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John E Porter - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4601

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Sandra J Vantrease - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8117

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

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J. Cory Marcus - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6067

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William E Davis - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8105

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Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

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Ronald Nadel - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7612

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Maria H. McCann - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3824

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Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

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Baylis Gruber - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7608

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Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

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Bo Cook - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

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Campbell Cartledge Bleke - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5178

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Joshua S. Weber - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2112

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Greg Rose - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7678

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Gita Narayanan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6836

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Brian P. Orr - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4619

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Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

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Taylor Sketch - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6616

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Jep Hogan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6863

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Robert Ruffo - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4609

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Key Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5968

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Tom Slimp - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3537

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The GA 400 Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7614

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Craig Ellard

325 Fifth St.

Macon, GA 31201
478-738-6090

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Owen Blank - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7392

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Hal West - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6945

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Charles Shakar - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7670

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John R Kelly II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6531

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Nathan L Link - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-664-3325

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Lynne Kytle - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2961

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Joshi L. Clare - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4639

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The Axia Team - Morgan Stanley

3280 Peachtree Rd NE
Suite 1600

Atlanta, GA 30305
404-365-3606

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Ari Dardik - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3683

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Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

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Deidre Webb - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3343

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Morgan Stanley Financial Advisors

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9140

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Amritpal Singh

470-375-3508

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First Command Financial Advisor - Sophia Nickelson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Guerry / Kinney Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7660

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Morgan Stanley Financial Advisors

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7600

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Kevin Tu

470-375-7759

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First Command Financial Advisor - Dan Mahoney

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

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First Command Financial Advisor - Ed Patisaul

624 S Houston Lake Rd
Suite 200

Warner Robins, GA 31088
478-333-6517

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First Command Financial Advisor - Doug Overbey

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

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Alan L Sitkoff - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3850

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Morgan Stanley Financial Advisors

One 10th St
Suite 600

Augusta, GA 30901
706-724-2601

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Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Morgan Stanley Financial Advisors

225 S Milledge Ave

Athens, GA 30605
706-353-0001

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Chun-Ket Yau

3169 Holcomb Bridge Road
Suite 465

Norcross, GA 30071
470-299-8880

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First Command Financial Advisor - Howard Rush

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Philip M Burger - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3118

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Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

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Darrell Springer - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

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W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

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Harsh Jayaswal - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3614

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Robert Agnone - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3613

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Martin Neary - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2575

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Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

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Dylan Lantry - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7638

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Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

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Judd Doster - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4007

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Mark A Houghton - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3835

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Wesley Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7664

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Patrick McArdle

770-418-0300

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The Woodruff Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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Kristen Fricks-Roman - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3812

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Jeffrey Levitan

145 Nobel Court
Suite 200

Alpharetta, GA 30005
770-674-4005

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The Respess Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3230

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Allstate Personal Financial Representative: Joseph Deloach

4855 River Green Pkwy
Ste 320

Duluth, GA 30096
706-816-0254

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Ashley Knox - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8124

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Chirag Patel

770-242-7163

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Steve Zamojski - Morgan Stanley Financial Advisor

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6842

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Joshua Lubel - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3901

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Allstate Personal Financial Representative: Heather Holloway

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
770-286-1837

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Fifth Third Private Bank - Stephen Che'menju

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4582

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Trey Faucher III - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4020

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Charlie Minter - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3875

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Jacqueline Lister - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4035

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First Command Financial Advisor - Katelyn Key

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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First Command Financial Advisor - Heather Brock

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

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Dan Zhang - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7644

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

3625 Cumberland Boulevard
Suite 1000

Atlanta, GA 30339
770-250-7590

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Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

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The Riverwalk Group - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8152

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Day and Mullis Wealth Management - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1003

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

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3620

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Monique Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3353

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Foote Welch Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3808

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First Command Financial Advisor - Bryan Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

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First Command Financial Advisor - Addison Olheiser

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

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First Command Financial Advisor - James Stevens

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

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Wayne Stoneback - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2964

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Jeremy Becht - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6122

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First Command Financial Advisor - Serrana Mathews

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

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Johnny Simpkins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7667

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