Donald DeLaHunt
Senior Vice President, Wealth Advisor, Portfolio Management Director
Phone:
(770) 643-7690(770) 643-7690
The DeLaHunt Group at Morgan Stanley
Direct:
(770) 643-7692(770) 643-7692
Toll-Free:
(800) 965-3169(800) 965-3169
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
As your portfolio has grown, so too has its complexity and the resources needed to manage it. As Financial Advisors, we have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.Working closely with you, we will develop an investment strategy focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley, one of the world’s largest financial firms.When you look at wealth management from a longterm perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important your progress toward your goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 643-7692(770) 643-7692
Toll-Free:
(800) 965-3169(800) 965-3169
Meet The DeLaHunt Group
Thomas DeLaHunt
Financial Advisor, Portfolio Management Director, Vice President
Phone:
(770) 643-7672(770) 643-7672
James DeLaHunt
Financial Advisor, Vice President, Senior Portfolio Manager, Financial Planning Specialist
Phone:
(770) 643-7691(770) 643-7691
Regan Yates
Senior Client Service Associate
Phone:
(770) 643-7692(770) 643-7692
About Donald DeLaHunt
As a Portfolio Management Director and Wealth Advisor, Don brings vast knowledge and a targeted passion for the capital markets to his practice every day, just as he has for the last 34 years. He is committed to using his experience and skill to help clients generate wealth and preserve what matters most. Outside of work, Don enjoys spending time with his wife Pam and visiting with his 9 grandchildren. He is an avid fisherman and recently commenced over three decades of coaching youth athletics.
Securities Agent: OK, SC, TN, TX, UT, VA, OH, NY, NV, NC, MN, MD, KY, KS, IL, ID, HI, GA, FL, DE, CO, CA, AZ, AL, MI; General Securities Representative; Investment Advisor Representative
About Thomas DeLaHunt
Portfolio Management and Custom Wealth Planning are two cornerstone disciplines that Thomas brings to The DeLaHunt Group dynamic. He finds passion in his career with a vision of quality service and the integrity to always act in the best interest of his clients. Living in Milton, GA with his wife Ashli and two children, Thomas maintains balance in life by traveling, enjoying live music and coaching youth sports.
Securities Agent: MD, TX, AZ, CO, NY, NV, KS, HI, DE, SC, UT, VA, GA, ID, CA, MN, IL, OK, NC, AL, KY, TN, FL, OH, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1310722
NMLS#: 1310722
About James DeLaHunt
As a member of The DeLaHunt Group, James provides a solutions driven approach through financial planning, dynamic asset allocation and professional wealth management. He adds years of banking and lending experience alongside knowledge in insurance, annuities and other areas of risk management. James and his daughter live in Downtown Woodstock, while his oldest daughter is attending the University of Alabama. As an active volunteer in his church and football coach he looks to lead with service to his community.
Securities Agent: MD, AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, ME, MN, NC, NV, NY, OH, OK, SC, TN, TX, UT, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1482037
NMLS#: 1482037
About Regan Yates
As an industry veteran with over 25 years of experience, Regan provides a superior and consistent client experience. Her comprehensive industry knowledge and administrative leadership has been a welcomed addition to The DeLaHunt Group since joining in 2006. Regan and her husband Brett reside in Roswell, GA and spend their free time boating on Lake Lanier and travelling with friends and family.
Contact Donald DeLaHunt
Contact Thomas DeLaHunt
Contact James DeLaHunt
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The DeLaHunt Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
