Our Story

The 34 North Group is a team of dedicated professionals, with over 90 combined years of experience with Morgan Stanley, who are passionately focused on helping affluent individuals and families achieve their financial goals.  We work with our clients to take a multi-generational wealth management approach, utilizing our team's experience and Morgan Stanley's intellectual capital and resources.  This allows us to customize solutions to help our clients with the growth, preservation and ultimate transfer of their wealth.  The focus of our practice is to assist our clients in achieving financial security so that they can enjoy the things that matter most in their lives.
Services Include
  • Life Insurance1
  • Long Term Care Insurance2
  • Professional Portfolio Management3
  • Alternative Investments4
  • Cash Management5
  • Estate Planning Strategies6
  • Financial Planning7
  • Fixed Income8
  • Retirement Planning9
  • Wealth Management10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Alan Proctor has been with Morgan Stanley since 1983. He is a Senior Vice President and holds an MBA from Georgia State University.

Dan Collins has been with Morgan Stanley since 1979. He is a Vice President and holds an MBA from Georgia State University.

Steve Keener has been with Morgan Stanley since 1998. He is a Vice President and holds an MBA from the University of Florida. He also holds a CFP® designation.

    Working With You

    We work with our clients to take a multi-generational wealth management approach, utilizing our team's experience and Morgan Stanley's intellectual capital and resources.  This allows us to customize solutions to help our clients with the growth, preservation and ultimate transfer of their wealth.

      Our Clients

      Our clients are normal, everyday people like you who have worked hard to create wealth and are looking for a comprehensive approach to their financial planning to help them in achieving financial security so that they can enjoy the things that matter most in their lives.

        Events

        As a team we try to provide our clients and prospective clients several opportunities throughout the year to hear from outside industry leaders on various topics that may impact their financial lives. Upcoming Events:

          Location

          2400 Lakeview Pkwy
          Suite 300
          Alpharetta, GA 30009
          US
          Direct:
          (770) 643-7622(770) 643-7622
          Toll-Free:
          (800) 229-4190(800) 229-4190

          Meet 34 North Group

          About Me

          Steve began his career with Morgan Stanley in 1998 in Gainesville, Florida, and joined the Atlanta office in 2003. Steve currently works as the primary Portfolio Manager for the 34 North Group. Steve enjoys fundamental analysis of securities markets and manages portfolios with a focus on compounded returns.
          Steve holds a Master of Business Administration in Finance from the University of Florida (1998) and a Bachelor of Science in Business Administration from Shippensburg University of Pennsylvania (1992).  Steve also received the CFP designation in 2003.
          Steve, his wife Christy, and children Lexy, Luke and Libby reside in Roswell, Georgia.  The entire family is involved with sports.  Steve enjoys playing ice hockey and golf and has helped coach baseball and ice hockey.  The children participate in ballet, baseball and gymnastics.
          Securities Agent: TX, GA, VT, VA, TN, SC, PA, OH, NY, NJ, NC, MS, MD, MA, KY, IN, IL, FL, CT, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1278843

          About Me

          Alan L. Proctor
          Senior Vice President
          Wealth Advisor
          Alan began his career with Morgan Stanley in 1983. Prior to joining Morgan Stanley, Alan was a Senior Financial Analyst & Accounting Officer with C & S National Bank (now Bank of America) from 1979 to 1982. He also worked as an Assistant Buyer & Statistical Analyst at Davison’s (now Macy’s) from 1978 to 1979. Alan’s current role in the 34 North Group is the primary Relationship Manager. He enjoys building relationships with his clients and takes pride in managing their portfolios through changing market conditions. 
          Alan received his Bachelor of Science in Business Administration from the University of Florida in 1976. He then went on to complete his Master of Business Administration in Finance from Georgia State University in 1977.
          Alan and his wife Susan reside in Johns Creek, Georgia.  Their daughter Rebecca recently graduated with a master’s degree from the University of Florida.  She is a 5th grade teacher at an alternative school in Miami, Florida.
          Securities Agent: TX, GA, WV, WA, VT, VA, TN, SC, RI, PA, OH, NY, NJ, NC, MS, MD, MA, LA, KY, IN, IL, FL, DC, CO, CA, AZ, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
          NMLS#: 1393866
          Investment and Market Perspectives

          On the Markets

          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
          The Simple Six-Step Retirement Checkup

          The Simple Six-Step Retirement Checkup

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          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
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

          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
          Financial Transition: A Guide for Women

          Financial Transition: A Guide for Women

          Here's how to take control of your finances if a death or divorce leaves you holding the reins.

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
          6 Keys to Building a Startup

          6 Keys to Building a Startup

          Entrepreneurs share ideas and learnings from the experience of starting a company.

          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
          A New Roadmap for Mission Alignment

          A New Roadmap for Mission Alignment

          Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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          Morgan Stanley and Justin Rose: A Winning Team

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          Reserved | Living & Giving

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          Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
          Learn more about Reserved | Living & Giving
          Sign Up for eDelivery

          Sign Up for eDelivery

          With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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          Access Morgan Stanley Online

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          Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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          Ready to start a conversation? Contact 34 North Group today.
          Market Information Delayed 20 Minutes
          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

          1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

          4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

          5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

          Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

          6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

          7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

          8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

          9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          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 suitable 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”) 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.


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