Atlas Group

Scott was born and raised in Canton, Ohio. He received a full scholarship to attend the Wharton School at the University of Pennsylvania. After graduating with honors in economics, he began his career at Bankers Trust, where he swiftly advanced to the position of investment officer, overseeing $300 million in equities for corporate retirement funds.

He then left Bankers Trust to attend Harvard Business School and graduated with his MBA in 1978. Scott then joined Salomon Brothers' Investment Bank, where he worked in M&A and Corporate Finance, running the Investment Bank's Steel Group for a decade as the managing director.

In 2002, he merged his passion for investing with extensive management connections and joined Morgan Stanley's Private Wealth Management business. Scott and his team effectively manage around $10.5 billion as of September 30th, 2024 in client assets, focusing on delivering personalized wealth planning, responsive client care, and access to Morgan Stanley's platforms for ultra-high-net-worth individuals and families.

Scott has consistently ranked among the Top 100 Financial Advisors by Barron's from 2009 to 2024, with his highest ranking at #37 in 2024. He is also recognized in Barron's Top 1,200 State By State Advisors (NY). In 2019, he was inducted into the Barron's Hall of Fame Advisor List, an honor reserved for advisors featured on the Barron's Top 100 Advisors List for at least ten years.

Scott is married to Lisa Wilson and is a father to three Millennials. He has actively served as a trustee for the Boys' Club of New York and contributed as a board member of The Hill School in Pottstown, PA, for 10 years. In addition to his career, Scott has accomplished multiple double squash titles, completed two marathons, and is dedicated to enhancing his golfing abilities.


Named to Barron’s 2024 Top 250 Private Wealth Management Teams (barrons.com) 2024 Ranking
Source: Barron's.com (Awarded May 2024) Data compiled by Barron's based on time period from Dec 2022 - Dec 2023.

2009-2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) - Source: Barrons.com (Awarded 2009-2022) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Barron's Top 1,200 Financial Advisors: State-by-State - Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.


Barron's Hall Of Fame 2019 List - Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.

Barron's Top 100 Financial Advisors
​Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.

Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.

Crystal is a Managing Director with the Atlas Group at Morgan Stanley Private Wealth Management, focusing on customized asset allocation strategies for ultra-high-net-worth individuals and families. As a Certified Financial Planner™ (CFP^®), she collaborates closely with clients to build comprehensive financial plans that align with their long-term goals. Crystal is also a key contributor to Morgan Stanley’s Digital Advisory Committee, Alternative Investment Advisory Committee, and EDGE (Excellence in Diversity through Growth and Empowerment) initiative. Before joining Morgan Stanley in 2003, Crystal gained valuable international experience in the arts, interning at prestigious institutions such as Christie’s in New York and Hong Kong, and the Getty Museum in Los Angeles. These roles provided her with rare insights into both the financial and philanthropic aspects of the art world.

Crystal’s experience and leadership have earned her significant recognition, including being named a MAKER at Morgan Stanley in 2016, honoring her advocacy for women in the industry. Barron’s. Most recently, Crystal has appeared on Barron’s and Barron’s Top Private Wealth Management Teams (2021-2024).

Originally from Pasadena, California, Crystal graduated cum laude from Barnard College, Columbia University, with a B.A. in Art History. She now resides in New York City and is a mentor for the Women’s Leadership Alliance. Additionally, she has served on the Legal Aid Society’s New Leadership Board and has been a board member and competitor in the D10 (also known as the Wall Street Decathlon), an athletic competition that supports pediatric cancer research at Memorial Sloan Kettering. Outside of work, Crystal enjoys exploring art galleries and museums, trying new restaurants, and staying active with Barry’s workouts.

Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.


2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Barron's Top 100 Women Financial Advisors
​Source: barrons.com (Awarded July 2024) Data compiled by Barron's for the period Apr 2023-Mar 2024.

Awards Disclosures | Morgan Stanley

Reid Wilson is a second-generation advisor and partner at the Atlas Group. He is passionate about guiding wealthy families from diverse financial backgrounds. He aims to help these families navigate the complexities of substantial wealth, saving them valuable time and assisting them in making responsible choices that can ensure the growth and preservation of their assets.

Reid earned his Bachelor's Degree in Physics from Bowdoin College. Before his tenure at Morgan Stanley, he gained valuable experience at Bloomberg and BlackRock. With designations as a Chartered Alternative Investment Analyst (CAIA) and Certified Investment Manager Analyst (CIMA) advisor, Reid brings his clients a wealth of knowledge and experience.

Reid's professional success is complemented by his strong faith, which shapes his unique client approach. Reid firmly believes that family lies at the heart of generational wealth creation, preservation, and the shaping of a lasting legacy.

When he's not working, Reid enjoys spending time in his hometown of New York City, pursuing his love for cooking, staying active, exploring new destinations, and cherishing moments with friends.

Robin began her career at J & W Seligman mutual funds and has spent the last 30 years on Wall Street with firms L.F. Rothschild, Unterberg, Towbin, PaineWebber and Smith Barney.  She’s worked in various capacities ranging from administration to management. Her interest in finance, coupled with the enjoyment she derives from working with clients led her to join The Atlas Group.  She is a Certified Financial Planner™* and her role includes client service, trading and managing the team.

Robin graduated with a Bachelor of Science degree from the State University of New York at Oneonta, where she studied Speech Communications, Audiology and Speech Pathology.  She lives with her husband, Sol, in East Brunswick, NJ and they have two grown daughters. In her spare time, she loves spending time with her family, reading, photography and traveling.

*This role cannot solicit or provide investment advice

Lawrence joined Morgan Stanley in May of 2025. His role primarily includes investment analysis, fund manager selection, and asset allocation. He works closely with the team’s financial advisors to help meet the investment objectives of clients, and regularly speaks with clients in regards to their portfolios.

Prior to his employment at Morgan Stanley, Lawrence worked at a family office within the Private Client Division at Oppenheimer. He earned his degree in Economics from the University of Connecticut, where he also studied Data Analytics. He is originally from Fairfield, Connecticut, and currently lives in Manhattan. He enjoys skiing, golfing, and traveling with his family and friends.

Daniel started as a Client Service Associate at Morgan Stanley Private Wealth Management in February 2023. In this pivotal role, he is dedicated to providing exceptional service in managing clients' account-related matters, supporting the team with his knowledge and dedication.

Daniel holds a Bachelor of Science in Economics from Villanova University, with a minor in Business. He also has a background in Computer Science. Before joining Morgan Stanley, Daniel worked as an independent adjuster in the insurance industry.

Originally from Cedar Grove, New Jersey, Daniel enjoys playing soccer, working out, and spending time with friends and family in his free time.