John Terry
Managing Director, Market Executive
Phone:
(205) 969-7037(205) 969-7037
Morgan Stanley
Birmingham Market Office
You define success, we help you achieve it
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Market:
(205) 969-7000(205) 969-7000
Market Executive
John TerryPhone:
(205) 969-7037(205) 969-7037
About Morgan Stanley Birmingham Market
Everything We Do Starts with You
At Morgan Stanley, our people are our greatest asset, taking on challenges - big and small - to help our clients realize their goals. We promote collaboration. We inspire creativity and innovation. We value diversity and we encourage giving back to our community.
Our Financial Advisors represent a wealth of different backgrounds and bring their unique perspectives, ideas and experience to help cultivate a workplace that is resilient, results-driven, and effective.
Our clients are at the center of everything we do. We look forward to working together.
At Morgan Stanley, our people are our greatest asset, taking on challenges - big and small - to help our clients realize their goals. We promote collaboration. We inspire creativity and innovation. We value diversity and we encourage giving back to our community.
Our Financial Advisors represent a wealth of different backgrounds and bring their unique perspectives, ideas and experience to help cultivate a workplace that is resilient, results-driven, and effective.
Our clients are at the center of everything we do. We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Birmingham Market
Joey Paganelli
First Vice President, Associate Market Manager
Phone:
(205) 969-7071(205) 969-7071
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.
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.
About Joey Paganelli
Experienced in investment operations, risk, compliance, and sales with over 20 years in the financial services industry. Currently an Associate Market Manager at Morgan Stanley, helping drive strategy, support advisors, and keep things running smoothly. Passionate about building strong teams and making complex processes simple.
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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
Dothan Branch
Find a Financial AdvisorBranch 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 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
Details
RSA Battle House Tower
Suite 16290 on the 16th floor
Suite 16290 on the 16th floor
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
Huntsville Branch
Find a Financial AdvisorBranch 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 Address
105 South Court Street
Florence, AL 35630
US
Branch:
(256) 760-5377(256) 760-5377
Fax:
(256) 417-4306(256) 417-4306
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 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
Pensacola Branch
Find a Financial AdvisorBranch 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 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
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
300 Market Street NE
Suite 101
Decatur, AL 35601
US
Branch:
(256) 351-7805(256) 351-7805
Fax:
(256) 355-2109(256) 355-2109
Hot Springs Branch
Find a Financial AdvisorBranch 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 Address
305 Church St
Ste 720
Huntsville, AL 35801
US
Branch:
(256) 533-2150(256) 533-2150
Fax:
(256) 535-2820(256) 535-2820
Tuscaloosa Branch
Find a Financial AdvisorBranch 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 Address
7515 Halcyon Summit Dr
Ste 300
Montgomery, AL 36117
US
Branch:
(334) 270-2600(334) 270-2600
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
Birmingham Branch
Find a Financial AdvisorBranch Address
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Branch:
(205) 969-7000(205) 969-7000
Fax:
(205) 969-7001(205) 969-7001
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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