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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

Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

770-419-8989

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

Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Andrew Band

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2254

Goodwin Investment Advisory

Goodwin Investment Advisory

3380 Trickum Rd
Bldg 800 Ste 102

Woodstock, GA 30188

678-741-2370

David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

List of Additional Financial Advisors in Atlanta, Georgia*

* Additional advisor listing is provided in partnership with Yext

Neal Sumter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6562

David Forston - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1719

Ron Caruso - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 240

Atlanta, GA 30350
770-641-0980

Michael Wagner - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6516

Ray Abernathy - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3655

Matt Genco - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6920

The Palisades

5909 Peachtree Dunwoody Road Bdg D
Ste 1100

Atlanta, GA 30328
770-730-2000

The Telos Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Tim Jeffrey - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3275

Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

Joseph R Rearden - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3859

Richard Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

Jeremy Becht - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6122

Acumen Investment Strategies, LLC

1800 Phoenix Blvd. Bldg 400
Suite 400-14

Atlanta, GA 30349
404-487-0046

Centurion Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6302

Patrick Varriano - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

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

Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

Jason Taylor Gay - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7390

Todd Mitman - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

J. Cory Marcus - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6067

Blake Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5934

Regimen Wealth - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

Leslie Cook - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

Raine Ayers - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3039

McGrath Consulting - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3145

Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

Hanna LaHood - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3232

The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

Daniel Bradley - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-6001

Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

Durham A Hamilton - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Bo Cook - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

Mark A Houghton - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3835

The Keystone Group South - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3905

Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

John Skinner - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6774

Christopher Brock - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2131

Hollis Montgomery - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6031

Derrick Rivera - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2450

Jesse Walton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

Jake Bryant - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

Jason R Pace - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6311

Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

Richard Warren

3300 Cumberland Blvd SE

Atlanta, GA 30339
678-419-5042

Mike Scarbrough - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3882

The Bravo Kilo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6900

DTLR

1425 Cumberland Mall
Space 206

Atlanta, GA 30339
678-842-0038

Leigh Holbrook - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2588

Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

Lee Haverstock - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2272

Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

Halberg Financial Associates

404-667-0652

Susan M Mayhugh - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6085

Scott B Smith - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3116

Jubal Gatwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2306

Stephen Cardwell - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3203

Foote Welch Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3808

Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

Scott King - Ameriprise Financial Services, LLC

1200 Abernathy Rd
Ste 1750

Atlanta, GA 30328
404-460-1734

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

Timothy Fitzgerald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-1672

Shane Austin - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1743

Gary Neigeborn - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1767

Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

Chris Payne - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4229

Peter Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Moreland Bell - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1757

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

Paul W Horning - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6335

Spencer Horowitz - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6622

Shpigel Financial Group - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

Janet B. Spector, LTCP, CLTC Financial Adviser

5909 Peachtree Dunwoody Road
Building D, Suite 1100

Atlanta, GA 30328
770-730-2200

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

Zak Koffler - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3526

Alexander Small - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3606

Fujiyama Wealth Management

7000 Central Parkway NE
Suite 260

Atlanta, GA 30328
678-736-5194

Clark Howell - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3024

Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

The Hamilton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

Fuller Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5957

The Fisher Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2125

Highpointe Wealth Advisors - Ameriprise Financial Services, LLC

7840 Roswell Rd
Ste 405

Atlanta, GA 30350
678-334-2440

Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

Manka Kaur - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-995-8671

Thomas H. Steele - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3820

Joseph Carroll - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

Michael Perez - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-464-7150

Fraser Duke - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1714

Harries/Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

Jeremy Reese - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

Steven Moore - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3650

Edwin Mayer - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1748

James C. Hansberger - Morgan Stanley

3280 Peachtree Rd NE
Ste 2000

Atlanta, GA 30305
404-264-4269

Chad D Meisner - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Pam Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4180

Duncan Walker - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3569

Dick Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3558

The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

Bob Wang - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1746

Nigel Mannington Fleming - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8525

Donn Walter Sant - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1019

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

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3246

Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

Marcus Welborn - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2455

Mark Delmonte - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2463

Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

The Amos - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

The Pasky Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Meridian Wealth Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3123

Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

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

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1087

Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

Financial Innovations

6111 Peachtree Dunwoody Rd
F 101

Atlanta, GA 30328
404-458-0065

Martin Neary - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2575

Ari Dardik - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3683

Bayne Hill - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-5968

The Grace & Johnson Investment Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1042

John R Kelly II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6531

Mark Nevins - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3512

Priscilla Pauley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5942

The Kusiel Lapp Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1035

H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

The Bailey Wealth Management Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3123

Taylor Sketch - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6616

Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

Edward Wood - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3062

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

Lisa Lubar - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1752

Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

Kerry Beaver - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

Kristen Fricks-Roman - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3812

Fifth Third Private Bank - Lauren Puglisi

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4541

Evan Fishman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1738

Gavin E McQuiston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3128

Grey Duddleston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2159

Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

Allen Shpigel - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

David G. Feroleto, CFP - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3251

Fifth Third Private Bank - Nicole Domis

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4583

Kim McDougall - Ameriprise Financial Services, LLC

5555 Glenridge Connector
Ste 200

Atlanta, GA 30342
404-459-2392

Jep Hogan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6863

Charlie Minter - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3875

The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

Donnie Robinson Jr - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

The Duddleston/Byrd Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2157

Fifth Third Private Bank - Kevin Johns

3344 Peachtree Road Northeast

Atlanta, GA 30326
678-237-4377

Owen Blank - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7392

Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

Alex Cann Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6448

Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

Bruce G Dutcher - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7301

Fifth Third Private Bank - David Olson

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-789-3139

David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

Michael Siegel - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6798

Aaron Michael Golden - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3267

Geoffrey Gill - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3254

Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

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 Rudolph-Berg Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5989

Alan L Sitkoff - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3850

Brett Peavy - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6924

David Doll Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6055

Marc S. Gendell - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 170

Atlanta, GA 30326
404-848-8585

Compass Financial Advisors - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1014

Mark Sullivan - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3582

Sylvia Gort - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-846-1303

Chadwick Boles - UBS Financial Services Inc.

3455 Peachtree Road
NE Suite 1700 Atlanta

Atlanta, GA 30326
404-848-8523

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

The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

Catherine Zhang ( - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5947

John P. Kennedy - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2274

Deborah A Grote - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2316

Erik H Berg - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6368

Jany A. Brown, CFP - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-8596

Richard D Yow - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3056

James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

John F. Thomas II - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6414

Michael Sanders - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3255

Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

Michael Radetsky - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3144

Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

The Respess Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3230

Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

Tripp Rawls, CFP? - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3100

David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

Christopher Moseley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6113

The Mercury Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

Durham Hamilton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2117

Rob Rumley - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3843

The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

Eric A Leister - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4102

David A Skid - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6849

Allstate Personal Financial Representative: Scott Peterzell

3133 Maple Dr NE
Ste 100

Atlanta, GA 30305
404-307-6118

Jodi R Fleisher - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-1655

Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

Robert R Zerden - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6482

Rob Loftis - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4162

Richard Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

K. Michele Sims - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6457

Shelia A Henry - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3879

Joshua S. Weber - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2112

Alisha N. Rancone - Morgan Stanley Private Wealth Advisor

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2254

Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

The DeFreese Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

The Woodruff Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Day and Mullis Wealth Management - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1003

Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

Cromwell Baun, CFA, CIMA, CFP - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3246

Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

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

Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

The Platinum Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3314

Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

S Neal Rhoney - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-564-4266

Endurance Planning Group - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Margaret Graff - Ameriprise Financial Services, LLC

999 Peachtree St NE
Ste 2820

Atlanta, GA 30309
855-999-2820

Shannon Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

The Starr Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3312

Langley Respess - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3230

Garrett Hurst - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

Marek M. Misewicz - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3147

Ragan Earl DeFreese - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

Sean Carroll - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Thu Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

Xception Advisory Group

2200 Century Parkway NE
Suite 750

Atlanta, GA 30345
404-524-7900

Graham Martin - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6765

William Grubbs - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Susan Riley - Hayes - Ameriprise Financial Services, LLC

7840 Roswell Rd
Ste 405

Atlanta, GA 30350
678-334-2440

Jamie Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

Josh Krohne - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
470-314-0322

Signature Processing, Inc

800-948-0525

Burt Banks - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2462

Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

Maria H. McCann - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3824

Lisa Johnson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3906

Randall L. Hiers - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6377

Michael K Spector - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-239-7613

Bryan Weiss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3552

Gita Narayanan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6836

Joseph Coleman - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6348

Solomon Davis - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3880

DTLR

3050 X1-X5 MLK Jr Dr SW

Atlanta, GA 30311
404-696-9109

Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

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

Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Taylor Bergen, Mortgage Loan Originator

900 Circle 75 Parkway
Suite 750

Atlanta, GA 30339
470-289-6634

Sendhavkumar Nagar

770-242-7163

Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

Element Wealth Advisors - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

Ian Weinstein - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

Richard Garber - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6347

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

3625 Cumberland Boulevard
Suite 1000

Atlanta, GA 30339
770-250-7590

Fifth Third Private Bank - Raanan Pritzker

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4512

Kinship Wealth Partners

1050 Crown Pointe Parkway
Suite 1700

Atlanta, GA 30338
770-512-5192

Andrew D Wise - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6026

The Sentinel Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6055

Saul M Levy - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2110

The Varriano Lajevardi Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

Charles E Elsas - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4202

Thomas Calvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3156

Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

George David Fritts - Ameriprise Financial Services, LLC

6000 Lake Forrest Dr
Ste 107

Atlanta, GA 30328
770-609-6322

The Jeffrey and Polun Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2616

Jamila Hoyett - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1718

Felix Koos Camacho - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2451

Steven Earle - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6446

The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Andrew Chitwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6604

Jay Geaslen - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1753

Brian Connerat - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1771

Brooke Sberna - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6404

Mac McGrew - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2618

Hal West - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6945

Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

Paul A Schmidt - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2289

Matthew Herzwurm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3025

The Walton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731