Alpharetta Branch Office

Keener and his leadership team seeks to empower and equip Financial Advisors and their teams to make a difference and have an impact in the lives of their clients through the provision of sound financial advice.

With 25 years at Fortune 100 financial services companies, Keener is an experienced Wealth Management executive who has helped over 1500 advisors master the business of advice.

During his career he has demonstrated ability building and leading teams that delivered 25 years of annual net revenue growth, developed and deployed training & coaching programs at three firms, and grew market share in ten markets as a result of strategic leadership, recruiting/hiring, community involvement, new partnerships and coaching.

After getting his start in the industry as a Financial Advisor, he was promoted into leadership, management and business development roles. Keener is a CERTIFIED FINANCIAL PLANNER^® practitioner. He holds the FINRA series 8, 7, 3, 63, 65, and Group I life insurance licenses.

Keener rose to the rank of Major serving as an infantry officer in the US Marine Corps on active duty and in the Reserves for ten years.

Keener holds a BS in economic history from Vanderbilt University which he attended on a Naval ROTC scholarship.

Keener enjoys powder skiing, bird hunting and mountain climbing as well as traveling with his wife and three children. After living in Palm Springs, Houston, and Miami they have called Atlanta home since 2006.

Jim Adams is the Consulting Group Regional Advisory Director for the Southeast and region of Morgan Stanley. He is responsible for managing the CG Advisory Directors that supports the region.

Jim is also responsible for working with Financial Advisors helping to provide comprehensive Investment Management and Investment Consulting solutions for retail, high net worth and institutional clients. Prior to his current role at Morgan Stanley Jim held several management roles at Smith Barney including Divisional CG Sales Manager, Divisional Advisory Development Manager and Associate Divisional Director positions. Jim was employed with Legg Mason Wood Walker from 1997 to 2006 holding a succession of roles, the last of which as the director of Investment Management Services, responsible for FA Discretionary, Non-Discretionary, Mutual Fund Advisory and Separately Managed account programs and platforms. He began his financial services career in 1987 at Mercantile-Safe Deposit & Trust Co. where he managed the Corporate Trust and Stock Transfer departments.

Jim is a graduate of Towson University where he earned a degree in Business Administration with a concentration in Finance and a minor in Economics. He has completed certificate programs in Trust Administration and Trust Operations at the Cannon Financial Institute. Jim holds the designations of Certified Public Accountant (CPA-Inactive) and Certified Investment Management Analyst (CIMA). He is a member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC). Licenses: FINRA 7, 66, 9 &10.

Maranda Barbour is a Private Banker serving Morgan Stanley’s Wealth Management offices in Georgia.

Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as a Loan Portfolio Manager in the Southeast. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.

Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking. Maranda currently lives in Alpharetta, Georgia with her spouse and their three children Chloe, Ethan, and Riley.

NMLS ID #1182370

Erin has been with Morgan Stanley since 1981 in multiple capacities, but primarily as a Risk Officer, partnering with advisors, their teams and their clients to navigate the world of risk and regulation. She holds her Series 7, 9, 10, 31 and 66 licenses. Outside of work, she enjoys gaming with her son, hiking, climbing mountains and writing mountains - of fiction.

With a career in financial services spanning back to 2006, David brings a wealth of experience to his role as Business Service Officer, a position he assumed in 2022. Before joining the firm, he served as a Registered Regional Supervision Principal for Merrill Lynch’s Central Supervision Team based in New Jersey.

Outside of work, David enjoys the simple pleasures of life: cooking, reading, writing, good company, and long leisurely walks with his family. Currently calling Roswell, Georgia home, he resides with his wife Purpose and their two youngest children, John-Maverick, and Franklynn Winter-Rose.

Born in Atlanta and came back for college after living in Norther Virginia and North Texas. Graduated Georgia Tech in 2003, before starting my career at Smith Barney in 2004 as a Client Service Associate. I moved into the Consulting Group as a Regional Tech Analyst in 2006, working my way up to Sales Director. But I left that role to work for a small, boutique asset manager. I returned to Morgan Stanley by early 2020 in my current role, supporting the Atlanta Perimeter Market as the Business Development Manager. Currently, I reside with my wife Chelsea and our daughter Madeleine in Smyrna, GA.

Dayna May is a Risk Officer and Assistant Vice President responsible for a wide variety of supervisory, compliance and risk functions.

Dayna has experience in financial services roles at various firms including sales support, financial advisor and operations management. She began her career assisting institutional bond traders at Morgan Stanley’s Atlanta office in 2001, and went on to support roles at Wachovia and Deutsche Bank Alex Brown. In 2012, Dayna joined JP Morgan and rose from Administrative Assistant to Operations Manager before becoming a Supervisory Manager for the Atlanta office. When an opportunity arose at Morgan Stanley in 2019, Dayna’s career path came full circle and she gladly rejoined the firm, ultimately serving in the role of Risk Officer.

Dayna is a graduate of the University of Georgia and holds her Series 7, 63, 66, 9/10 and 4 licenses. She lives in Roswell, Georgia with her husband Jason and their 10 year old son Sawyer. When they are not attending soccer games or swim meets, Dayna enjoys travelling with her family to new places and spending time in the great outdoors.