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How To Find Best Financial Advisors & Planners in Atlanta?

Looking for a qualified financial advisor in Atlanta? We can help you by narrowing down your options & listing the best financial advisors in Atlanta as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Atlanta near you with the list of certified and vetted Atlanta financial advisors.

List of Qualified Financial Advisors in Atlanta, Georgia

Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

Advisory South

Advisory South

3740 Davinci Court
Suite 430

Norcross, GA 30092

770-843-6333

Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2257

John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

List of Additional Financial Advisors in Atlanta, Georgia*

* Additional advisor listing is provided in partnership with Yext

Centurion Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6302

Sean Houston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3049

Joseph Coleman - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6348

Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

K. Michele Sims - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6457

The Palisades

5909 Peachtree Dunwoody Road Bdg D
Ste 1100

Atlanta, GA 30328
770-730-2000

The Platinum Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3314

Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

Susan L Smith - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6391

The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

John Skinner

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6774

Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

Acumen Investment Strategies, LLC

1800 Phoenix Blvd. Bldg 400
Suite 400-14

Atlanta, GA 30349
404-487-0046

McGrath Consulting - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3260

Sendhavkumar Nagar

770-242-7163

Steve Zamojski - Morgan Stanley Financial Advisor

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6842

4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

Broadland Wealth Management - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6446

Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

George David Fritts - Ameriprise Financial Services, LLC

6000 Lake Forrest Dr
Ste 107

Atlanta, GA 30328
770-609-6322

Daniel Spencer - Ameriprise Financial Services, Inc.

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Fifth Third Private Bank - Raanan Pritzker

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4512

Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

The Telos Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Regimen Wealth - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

Ragan Earl DeFreese - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
404-760-3047

Donn Walter Sant - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1019

Spencer Horowitz - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6622

Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

Coleman H Rudolph - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6388

Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

Hunter Hamm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3015

Matthew Herzwurm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3025

Marek M. Misewicz - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3147

Chris Wynne - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1740

Nigel Mannington Fleming - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8525

The Mercury Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

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

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

Lisa Lubar - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1752

Enos Slauson - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

Allen Shpigel - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

Durham Hamilton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2117

Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

Derek Giddings - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-1699

Grey Duddleston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2159

Bruce G Dutcher - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7301

Kerry Beaver - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

Michael Wagner - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6516

Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

Richard Warren

3300 Cumberland Blvd SE

Atlanta, GA 30339
678-419-5042

TFA Financial Planning

2940 W. Stubbs Rd.

Atlanta, GA 30349
404-952-9284

Margaret Graff - Ameriprise Financial Services, LLC

999 Peachtree St NE
Ste 2820

Atlanta, GA 30309
855-999-2820

Fifth Third Private Bank - Nicole Domis

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4583

Thomas Calvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3156

Peter Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Angela Calvin - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1072

The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

Steven Moore - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3650

Scott B Smith - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3116

Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

Andrew Chitwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6604

Leslie Cook - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

Lee Haverstock - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2272

Michael Sanders - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3255

Tripp Rawls, CFP? - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3100

Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

Halberg Financial Associates

404-667-0652

Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

Allstate Personal Financial Representative: Kenneth Yingling

400 Galleria Pkwy SE
Ste 1160

Atlanta, GA 30339
678-993-3640

Shirley Wallace - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6393

Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Michael Altman - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

New Corporate Xpress

3379 Peachtree Rd NE
Ste 555

Atlanta, GA 30326
844-480-3863

Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

Brooke Sberna - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6404

L. Dale Wicker - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5956

Paul W Horning - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6335

Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

Daniel Bradley - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-6001

The Hamilton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

Fujiyama Wealth Management

7000 Central Parkway NE
Suite 260

Atlanta, GA 30328
678-736-5194

H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

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

Mike Scarbrough - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3882

Clark Howell - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3024

Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

Joshua S. Weber - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2112

Gita Narayanan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6836

Alan L Sitkoff - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3850

Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

Kristen Fricks-Roman - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3812

Jesse Walton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

Charlie P. Anderson - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6312

Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

Frank Corrigan - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3541

Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

Ray Abernathy - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3655

Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

Edward Jones - Financial Advisor: Alexx K Franklin, CRPC®

3343 Peachtree Rd NE
Ste 560

Atlanta, GA 30326
404-816-0968

Mark Sullivan - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3582

Bob Wang - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1746

Shannon Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

Manka Kaur - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-995-8671

Douglas B Roberts - Ameriprise Financial Services, LLC

2300 Windy Ridge Pkwy SE
Ste R-65

Atlanta, GA 30339
770-575-9385

Jamie Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

Andreas Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Scott King - Ameriprise Financial Services, LLC

1200 Abernathy Rd
Ste 1750

Atlanta, GA 30328
404-460-1734

Richard Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

William Grubbs - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Magellan Planning Group

4170 Ashford Dunwoody Road
Suite 480

Atlanta, GA 30319
404-257-8811

Gary Neigeborn - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1767

The Amos - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

Aaron Michael Golden - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3267

The Pasky Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Christopher Moseley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6113

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

Financial Innovations

6111 Peachtree Dunwoody Rd
F 101

Atlanta, GA 30328
404-458-0065

Brian Connerat - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1771

Felix Koos Camacho - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2451

Priscilla Pauley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5942

Trillium Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3301

Stephen Cardwell - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3203

Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

S Neal Rhoney - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-564-4266

Fraser Duke - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1714

Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

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

Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

Jake Bryant - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

The Zerden Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6482

Jeremy Reese - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

The DeFreese Group - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
404-760-3047

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

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1087

Day and Mullis Wealth Management - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1003

Jay Geaslen - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1753

Hanna LaHood - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3232

Fifth Third Private Bank - Kevin Johns

3344 Peachtree Road Northeast

Atlanta, GA 30326
678-237-4377

Andrew Hanna - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

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

Chad D Meisner - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

Fifth Third Private Bank - David Olson

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-789-3139

Burt Banks - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2462

Geoffrey Gill - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3254

Candice Smith - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3888

Meridian Wealth Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3123

Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

David A. Bratcher

3300 Cumberland Blvd SE

Atlanta, GA 30339
919-222-9372

The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

Evercy Wealth - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

The Bailey Wealth Management Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3123

The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

Anthony Shin - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
678-941-9751

David David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

Full Cup Financial

2900 Paces Ferry Road
Building B

Atlanta, GA 30339
770-433-3030

Mitchell Cohen - Ameriprise Financial Services, Inc.

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Deborah A Grote - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2316

William L Ponder - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Alexander Small - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3606

Philip M Burger - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3118

The Stephenson/Baun Wealth Management Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3246

Langley Respess - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3230

Richard D Yow - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3056

Todd Mitman - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

John Mcintyre - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-6003

Natasha Korop - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6387

David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

Victor Ferrugia - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3549

Nancy Harrison - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6091

Fuller Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5957

Shelia A Henry - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3879

David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

Paul A Schmidt - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2289

David Forston - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1719

Taylor Sketch - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6616

The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

Highpointe Wealth Advisors - Ameriprise Financial Services, LLC

7840 Roswell Rd
Ste 405

Atlanta, GA 30350
678-334-2440

Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

David A Skid - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6849

The Axia Team - Morgan Stanley

3280 Peachtree Rd NE
Suite 1600

Atlanta, GA 30305
404-365-3606

Matthew A Berman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2193

Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

Key Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5968

Saul M Levy - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2110

Mike Evanoff - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1736

Jeremy Becht - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6122

Marc S. Gendell - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 170

Atlanta, GA 30326
404-848-8585

Mac McGrew - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2618

Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

Mark Delmonte - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2463

Michael Perez - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-464-7150

Simone Pacely - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

Alice B Neill - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2266

Sylvia Gort - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-846-1303

Solomon Davis - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3880

Catherine Zhang ( - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5947

Peter Heller - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3889

Raluca B. Litvak - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6946

Chuck Tobias - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6070

Shantal Hunte - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3632

Susan Walters Morris - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6921

Lisa Johnson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3906

Susan Riley - Hayes - Ameriprise Financial Services, LLC

7840 Roswell Rd
Ste 405

Atlanta, GA 30350
678-334-2440

Neal Sumter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6562

The Keystone Group South - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3905

Thu Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

Vantage Wealth Management - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6849

David Doll Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6055

Nick Bhandari - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1744

The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

Pam Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4180

Austin Keel - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3047

Bayne Hill - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-5968

Fifth Third Private Bank - Lauren Puglisi

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4541

Shane Austin - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1743

Jason R Pace - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6311

Durham A Hamilton - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

Steve Kilinski - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6373

Joseph R Rearden - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3859

Lisa Taranto Schiffer - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1742

Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

Marcus Welborn - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2455

Xception Advisory Group

2200 Century Parkway NE
Suite 750

Atlanta, GA 30345
404-524-7900

Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

James C. Hansberger - Morgan Stanley

3280 Peachtree Rd NE
Ste 2000

Atlanta, GA 30305
404-264-4269

Graham Martin - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6765

Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

Alex Cann Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6448

Harries/Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

The Bravo Kilo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6900

Sean Carroll - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

John P. Kennedy - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2274

Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

Jeff D Nolde - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6328

Justin A. Jenniges - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

Sherry Perchik - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3210

Angelique Deleva - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5988

Bryan Weiss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3552

Craig T Sellner - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6354

Signature Processing, Inc

800-948-0525

Compass Financial Advisors - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1014

Chris Payne - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4229

Mayers/Leister - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4104

Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

Josh Krohne - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
470-314-0322

George A. Bird Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2225

Duncan Walker - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3569

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

John R Kelly II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6531

Ari Dardik - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3683

Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

Zak Koffler - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3526

The Rumley Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-365-3500

Scott Allen - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-643-7655

Mark Nevins - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3512

The Duddleston/Byrd Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2157

Moreland Bell - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1757

Edward Jones - Financial Advisor: Emily C Lemmy

2849 Paces Ferry Road SE
Ste 140

Atlanta, GA 30339
770-432-7649

Garrett Hurst - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Erik H Berg - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6368

Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

Edward Jones - Financial Advisor: Lucas Martins Vaz

4360 Chamblee Dunwoody
Ste 105

Atlanta, GA 30341
770-220-0229

Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

Reg Brown - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6900

One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

Brian Lusink - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3578