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Our Team at Morgan Stanley Atlanta Buckhead Complex

About Me

Max is currently the Buckhead Complex manager and Private Wealth Management Regional Manager based in Atlanta GA.

An Atlanta native, Max attended the United States Military Academy at West Point. Upon graduation, he and his wife Ingrid (also a native Atlantan) moved to Germany where they lived for three years. While there, he was twice deployed to the former Yugoslavia in both Bosnia and Kosovo. Max finished his tour with the US Army at Ft Benning, GA where he served as an instructor at the Officer Candidate School.

For the past 17 years, Max has held many leadership positions across the Southeast for Morgan Stanley & predecessor firms. He began his career as a financial advisor in the Solomon Smith Barney Atlanta Perimeter office. In 2006, he moved into a management role as the assistant branch manager of the Pinnacle office in Buckhead. Since that move into management, Max has held sales and leadership roles covering many offices throughout Mississippi, Alabama, Georgia and Florida – including leading the Perimeter branch where he started as a trainee in the bullpen. Max was most recently responsible for leading the Atlanta Private Wealth Management office which included Private Wealth Advisors located throughout NC, TN, AL, GA and FL.

Outside of work, Max is a passionate supporter of numerous Veteran Support organizations and enjoys the adventures of being a dad to his two teenagers.

3/2019 CRC 2474615
Securities Agent: AL, CA, FL, GA, KS, MA, MD, ME, NC, NY, OH; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Me

Aaron Stowell received a Finance degree from Kennesaw State University and an MBA from the University of Massachusetts. He began his career in financial services as a Manager of the derivatives trading desk at E*TRADE Financial/ Capital Markets. Aaron joined Morgan Stanley in 2007 as Complex Service Manager of the Northpoint Alpharetta branch, and in February 2010 was appointed to Senior Complex Service Manager of the Atlanta Buckhead Complex. In March of 2015, Aaron transitioned to his current role of Associate Complex Manager. Aaron resides in Woodstock, Georgia with his wife and three daughters.


3/19 CRC 2478409
Securities Agent: CA, FL, GA, IL, ME, MI, SC, TN; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Me

Karlie grew up in Kennesaw, GA and received a Finance degree from Troy University in Troy, AL , where she also played collegiate soccer all four years at Troy University. In 2008, Karlie entered the financial services field and joined Morgan Stanley in 2012. Currently Karlie plays a key role in leveraging the resources of the Firm as the Associate Complex Manager. Karlie’s goal is to adhere to the high standards and quality service Morgan Stanley provides clients. She is a resource for clients, Financial Advisors and their teams to uncover opportunities and solutions. Outside of the office you will often find Karlie in the yoga studio, either practicing yoga or even teaching a yoga class. Karlie resides in Brookhaven, GA with her husband Nathan and daughter Savannah (3).

3/2019 CRC 2476061

About Me

William Allen has over a decade of experience across a number of roles within financial services. He is currently Business Development Manager at Morgan Stanley in Atlanta, GA. In this role, Mr. Allen is focused on delivering all of the resources of Morgan Stanley to our advisors, ultimately helping to grow and sustain their respective practices. Prior to joining Morgan Stanley, Mr. Allen was Senior Associate, Consultant Relations for Nuveen/TIAA. Mr. Allen was based in Nuveen/TIAA’s Chicago office, where he focused on institutional consultant firms in both the central and southeastern parts of the US.
Prior to joining Nuveen/TIAA, Mr. Allen was an investment consultant at Deutsche Asset and Wealth Management. He primarily focused on creating financial plans that focused on his clients’ goals and objectives for their respective families.

Mr. Allen attended Florida A&M University and received a B.S. (with honors) in Economics and Business.


3/2019 CRC 2474627
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Principal; General Securities Representative

About Me

AJ began his career in 2007 at Wachovia Securities and later joined Morgan Stanley in 2010 in the Miami Complex. He has held both Service and Risk roles during his time at Morgan Stanley, most recently serving in the Southeast Region as an Associate Regional Business Service Officer. He holds a BS in Finance from Nova Southeastern University, as well as the Series 3, 7, 9, 10, 63, and 65 licenses. Outside of work, he enjoys reading and watching anything around finance. He is a big NFL fan and loves spending time with family and friends on the weekends.

3/2019 CRC 2475039

About Me

David began his career in management in1982 immediately after graduating from Michigan State University with a B.A. in Business. He has held numerous leadership positions including Team Leader, District Manager, Region & Divisional Operations Manager, Area Director, Complex Business Development Manager, and various Branch Manager roles.
In 1988, David made the move to become a Financial Advisor; a decision that has driven his career path since. With predecessor firm Smith Barney since 2001, in 2007 David joined Morgan Stanley as a Branch Manager in Michigan. After having served the firm in two different Branch Management roles, as well as a Complex Business Development Manager, he moved to Atlanta in May of 2015 to his current role, Non-Producing Branch Manager inside the Buckhead Complex.
David serves in a variety of efforts focused on FA/PWA business modernization & growth, assisting the Complex team running the business on a daily basis with the over 200 advisors located in Terminus. He is a strong proponent of the Morgan Stanley story, and invests significantly in the firm’s recruitment efforts with lateral recruits.
David enjoys all-things Michigan State University, and is himself a National Collegiate Champion Cheerleader. Spending time with his beautiful wife Laura and his four sons, David, Ryne, Connor & Reilly, as well as his dogs Bode, Lily & Willow brings David great joy. David proudly serves on The Buckhead Complex Diversity Council, spearheading recruitment efforts, and currently resides on Lake Lanier.

3/19 CRC 2478528

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Southeast Region PWM Branch

Branch Address

3280 Peachtree Rd NE
Ste 2000
Atlanta, GA 30305
US
Branch:
(404) 949-4100(404) 949-4100
Fax:
(404) 812-8360(404) 812-8360

Branch Manager

Max Hilsman

Naples PWM Branch

Branch Address

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Branch:
(404) 949-4100(404) 949-4100
Fax:
(404) 812-8360(404) 812-8360

Branch Manager

Max Hilsman

Atlanta Branch

Branch Address

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Branch:
(404) 949-4100(404) 949-4100
Fax:
(404) 812-8360(404) 812-8360

Branch Manager

Max Hilsman

Atlanta Branch

Branch Address

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Branch:
(404) 949-4100(404) 949-4100
Fax:
(404) 812-8360(404) 812-8360

Branch Manager

Max Hilsman

Atlanta - Pinnacle Branch

Branch Address

3280 Peachtree Rd NE
Ste 1600
Atlanta, GA 30305
US
Branch:
(404) 365-3500(404) 365-3500
Toll-Free:
(800) 676-0676(800) 676-0676
Fax:
(404) 231-0541(404) 231-0541

Branch Manager

David Green
Phone:
(404) 365-3565(404) 365-3565

Atlanta - Terminus Branch

Branch Address

3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Branch:
(404) 266-6300(404) 266-6300
Fax:
(404) 935-9854(404) 935-9854

Branch Manager

Max Hilsman

Branch Address

820 Broad Street, 1st
Floor
Chattanooga, TN 37402
US
Branch:
(423) 752-4700(423) 752-4700
Toll-Free:
(800) 745-7745(800) 745-7745
Fax:
(423) 752-4724(423) 752-4724

Branch Manager

Michael Tomshack
Phone:
(423) 752-4739(423) 752-4739

Details

We are located on Broad Street, directly across from The Read House and Starbucks. Turn into our parking lot from Broad Street. The first three parking spaces on the right are free for Morgan Stanley clients. If these spaces are full, parking will be validated.

Atlanta Branch

Branch Address

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Branch:
(404) 949-4100(404) 949-4100
Toll-Free:
(800) 879-1657(800) 879-1657
Fax:
(404) 812-8360(404) 812-8360

Branch Manager

Max Hilsman
Phone:
(404) 266-6594(404) 266-6594
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).


CRC#2324683 12/2018