Our Team at Morgan Stanley Alabama Market

About John Terry

JT has spent his entire 25-year wealth management career at Morgan Stanley and its predecessor firms. He is a Managing Director & currently serves as the Market Executive for the Alabama/Arkansas/FL Panhandle complex, a role he has held since 20016. From 2009 to 2016 JT managed a market that included Arkansas, Mississippi & west Tennessee. He first entered leadership in 2006 as a manager for offices in Augusta, GA & Aiken, SC. JT got his start in the business as a financial advisor in 1997.

As a leader JT is known for a focus on culture, and believes his role is to foster an environment that encourages growth & teamwork. JT is a graduate of the University of Oklahoma. He has been married to wife Michelle for 24 years & they have 3 kids – two in college and a senior in high school.

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Branch Address

7515 Halcyon Summit Dr
Ste 300
Montgomery, AL 36117
US
Branch:
(334) 270-2600(334) 270-2600

Branch Manager

Brett Crawford
Phone:
(334) 270-2606(334) 270-2606

Branch Address

2211 Fowler Dr
Ste A
Jonesboro, AR 72401
US
Branch:
(870) 972-0002(870) 972-0002
Toll-Free:
(800) 473-4473(800) 473-4473
Fax:
(870) 972-8831(870) 972-8831

Branch Manager

John Terry
Phone:
(205) 969-7037(205) 969-7037

Branch Address

3120 Frederick Road
Suite G
Opelika, AL 36801
US
Branch:
(334) 821-1300(334) 821-1300
Toll-Free:
(888) 599-9651(888) 599-9651
Fax:
(334) 821-1310(334) 821-1310

Branch Manager

Charles R. Brown Jr.
Phone:
(334) 501-3344(334) 501-3344

Branch Address

305 Church St
Ste 720
Huntsville, AL 35801
US
Branch:
(256) 533-2150(256) 533-2150
Fax:
(256) 535-2820(256) 535-2820

Branch Manager

Sonja C. Lamar
Phone:
(205) 503-3924(205) 503-3924

Huntsville Branch

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Branch Address

305 Church St
Ste 720
Huntsville, AL 35801
US
Branch:
(256) 533-2150(256) 533-2150

Branch Manager

Sonja C. Lamar
Phone:
(205) 503-3924(205) 503-3924

Branch Address

101 O'Brannan Park Drive
Dothan, AL 36303
US
Branch:
(334) 340-4020(334) 340-4020
Fax:
(334) 340-4021(334) 340-4021

Branch Manager

C. Thomas Lee
Phone:
(334) 340-4026(334) 340-4026

Pensacola Branch

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Branch Address

850 S Palafox St.
Ste 200
Pensacola, FL 32502
US
Branch:
(850) 433-3156(850) 433-3156
Fax:
(251) 472-2898(251) 472-2898

Branch Manager

Paul R. Snider
Phone:
(850) 470-8014(850) 470-8014

Branch Address

2200 N Rodney Parham Rd
Ste 100
Little Rock, AR 72212
US
Branch:
(501) 221-6100(501) 221-6100
Toll-Free:
(800) 879-0089(800) 879-0089
Fax:
(501) 221-6162(501) 221-6162

Branch Manager

Tad Davis
Phone:
(479) 571-6204(479) 571-6204

Details

Located on the first floor in the Cypress Building - green 3 story building on the corner of N Rodney Parham, Rodney Parham, Hinson and Green Mountain Drive.

Branch Address

438 Millsap Rd
Ste 100
Fayetteville, AR 72703
US
Branch:
(479) 575-1400(479) 575-1400
Toll-Free:
(800) 487-4880(800) 487-4880
Fax:
(479) 444-7435(479) 444-7435

Branch Manager

Patrick R. Kelley
Phone:
(479) 571-6237(479) 571-6237

Branch Address

105 South Court Street
Florence, AL 35630
US
Branch:
(256) 760-5377(256) 760-5377
Fax:
(256) 417-4306(256) 417-4306

Branch Manager

David R. Jeffery
Phone:
(256) 760-5379(256) 760-5379

Tuscaloosa Branch

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Branch Address

1470 Northbank Parkway
Ste 280
Tuscaloosa, AL 35406
US
Branch:
(205) 344-8443(205) 344-8443
Fax:
(205) 343-6930(205) 343-6930

Branch Manager

Michael C. Warr
Phone:
(205) 344-8450(205) 344-8450

Branch Address

300 Market Street NE
Suite 101
Decatur, AL 35601
US
Branch:
(256) 351-7805(256) 351-7805
Fax:
(256) 355-2109(256) 355-2109

Branch Manager

Lee L. Clark
Phone:
(256) 552-9433(256) 552-9433

Hot Springs Branch

Find a Financial Advisor

Branch Address

4262 Central Ave
Ste A
Hot Springs, AR 71913
US
Branch:
(501) 624-5215(501) 624-5215
Fax:
(501) 624-6311(501) 624-6311

Branch Manager

John Terry
Phone:
(205) 969-7037(205) 969-7037

Branch Address

7530 Parker Road
Fairhope, AL 36532
US
Branch:
(251) 990-2930(251) 990-2930
Toll-Free:
(866) 253-7980(866) 253-7980
Fax:
(251) 990-2960(251) 990-2960

Branch Manager

Francisco D. D'Oliveira
Phone:
(251) 990-2938(251) 990-2938

Branch Address

2200 N Rodney Parham Rd
Ste 100
Little Rock, AR 72212
US
Branch:
(501) 221-6100(501) 221-6100
Toll-Free:
(800) 755-3326(800) 755-3326
Fax:
(501) 221-6162(501) 221-6162

Branch Manager

Tad Davis
Phone:
(479) 571-6204(479) 571-6204

Branch Address

4458 Legendary Drive
Suite 300
Destin, FL 32541
US
Branch:
(850) 650-7300(850) 650-7300
Fax:
(850) 650-7338(850) 650-7338

Branch Manager

Richard Wright
Phone:
(850) 470-8008(850) 470-8008

Branch Address

11 N Water St
Suite 16290
Mobile, AL 36602
US
Branch:
(251) 470-1060(251) 470-1060
Fax:
(251) 470-1100(251) 470-1100

Branch Manager

Francisco D’Oliviera
Phone:
(251) 990-2938(251) 990-2938

Details

RSA Battle House Tower
Suite 16290 on the 16th floor

Branch Address

3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Branch:
(205) 969-7000(205) 969-7000
Fax:
(205) 969-7001(205) 969-7001

Branch Manager

John Terry
Phone:
(205) 969-7037(205) 969-7037
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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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, charitable giving, philanthropic planning and other legal matters.

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8Morgan 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, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024