My Story and Services

As your financial advisor my job is to give sound advice with integrity, putting your interests first. Our team follows a disciplined process of listening carefully to what is most important to you and your loved ones. We quantify your hopes and dreams in a formal financial plan that is comprehensive and effective. We implement an investment strategy designed to help achieve what is most important and we monitor your progress regularly. Open communication and transparency are integral to everything we do. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. We are full service planners and facilitate business sale/succession planning, estate planning strategies and philanthropy. We enjoy helping the next generation learn to save and invest wisely.
Services Include
Securities Agent: ID, MA, MD, NC, NV, NY, OR, PA, SC, TX, VA, WY, IL, AL, CA, CO, FL, GA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 544731
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A HOLISTIC PROCESS, WITH YOU IN THE DRIVER'S SEAT

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My mission is to help clients make some of life's most critical choices and appropriate decisions for where they are and where they want to go. From saving for your dream retirement or planning for your child's future education expenses, together we will identify what matters most to you and ensure that your goals are achievable on your timeline.

Similar to a well-oiled machine, the "parts" of a financial plan either serve the strategy or they do not. I will diligently monitor your plan to take into account the changing circumstances of your life and the environment, managing risk at each step of the way.

Leveraging a sophisticated suite of analytical tools and decades of industry experience, my goal is for my clients to feel a sense of peace knowing that their financial plan is on track and in trusted hands.
Step One: Introductory Meeting
We begin with an organic discovery process of uncovering you and your family's most pertinent values, personal and financial circumstances, and pressing concerns to determine how we can add value. We will explore the lifestyle you enjoy and hope to lead in the future, key relationships, and the legacy you would like to leave behind for those who matter most to you. Collecting this information will enable me to capture your complete financial picture.
Step Two: Advise
Based on our initial conversation, I will develop a tailored and cohesive financial plan that balances your attitudes as an investor, risks and opportunities in your profile, and an analysis of the financial markets. With your input, I will then present appropriate investment options and wealth management recommendations that work in tandem to protect and grow your wealth.
Step Three: Implement the Financial Plan
Upon your approval, we will work diligently to ensure a seamless implementation of the various elements of your financial plan, finetuning each part to adjust for changing circumstances. Wherever appropriate, we will consult with other professional individuals in your trusted circle and suggest that you seek additional advice from subject matter experts on particularly complex issues.
Step Four: Track Progress
I am committed to keeping you abreast of any changing market conditions and delivering performance metrics, ultimately making certain that your plan continues to align with your goals and your timeline. I work with a select number of clients, allowing me to keep a high degree of communication with you to ensure that your concerns and requests are being addressed in a timely manner.

Modern Wealth Management Tools

My mission is to ensure that you and your families have access to all of the Morgan Stanley Wealth Management Tools. These tools each provide their own benefit and work succinctly to provide clients with a safe, easy to use, environment friendly, and reliable financial monitoring experience.
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform, powered by Aladdin, analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks.
    Learn More About Aladdin
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    Total Wealth View
    Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
    Learn More About TWV
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    Goals Based Planning
    Working with me, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
    Learn More About GPS
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    Spending & Budgeting Tool
    Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our spending and budgeting tool makes it easy for you and your financial advisor to see your complete financial picture.
    Learn More About the Spending & Budgeting Tool
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
    Learn More About MSO
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    Online Security Center
    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn more about the security measures and use our resources and ideas to help protect yourself online.
    Learn More About Online Security Center
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    Digital Vault
    The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all your documents are stored using encryption.
    Learn More About Digital Vault
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    eDelivery
    eDelivery provides you with the ability t view statements and other firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery
    Enroll Today

WORKING WITH ME: FIVE CORE VALUES

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You have many choices when looking for a Financial Advisor. The best choice often comes down to fit – are your beliefs and ideas in alignment with those of the advisor? To help prospective clients decide, I have identified five “Core Values” that drive my recommendations.
One: Start with where you want to end up
I practice goals-based financial planning, which means that goals must be established before choices are made or recommendations implemented. Your financial plan is like a road map – there is an endless assortment of choices and to make the right decision, you need to know where you are going.
Two: Invest for appropriate growth while minmizing risk
When you have a goal in mind, you can calculate how much risk is required to reach that goal to an extent. In my view, undue risk may be the primary obstacle you will encounter along the way. While a degree of risk is part of every investment, minimizing risk and managing your emotions in times of volatility can help improve your chances of reaching your goals.
Three: Every financial decision is important
A dollar is a dollar, whether it is saved, earned, or gained through investment. So, every single financial decision should align with your overall strategy – AND, if there is a way to save a dollar, it’s one less dollar that you need to earn. That’s why I tell my clients that I want to be their first call when they are making any decision involving money.
Four: Mutual trust and uncompromised confidentiality
Working with multi-generational families, I am often among the first points of contact when my clients experience turmoil in their lives and must navigate complex family dynamics with sensitivity. It is my responsibility to act with extreme caution when handling sensitive information and treat clients fairly when conflicting interests arise.
Five: Know when to listen, and meet my clients where they are
I am privileged to hear stories about my clients' relationships with their families, their career and lifestyle aspirations, and their deepest concerns for the future. I often find that their greatest need is simply to be heard and communicated with in a manner that resonates with them.

WHAT ARE YOUR GOALS?

Some people go through life knowing exactly what they want and have a clear plan for how they are going to make it happen.

In my experience, this is the exception rather than the rule.

Much more common is a vague sense that "I want my family to be okay" or "I want to make sure I don't run out of money." These are valid sentiments and form a viable framework for an investment plan, but they are not defined goals.

It is crucial to identify and clearly articulate specific goals, so we can mitigate your investment risk. By defining specific goals, we can invest for the desired return without incurring undue risk.
So what is a specific goal? Here are a few:
  • Pay for college for my two children or four grandchildren. What will that cost in the appropriate timeframe?
  • Retire from my 'real' career at age 60, so I can transition to a less stressful or fun career. How much wealth will be required?
  • Have enough money for a major international trip twice a year. How much should we allocate?
  • Purchase and maintain a second home. What will that cost up front and on an annual basis?
  • Leave a multi-generational legacy for my family. Do I have an estate plan in place?
  • Give a meaningful gift to a charity that means a great deal to me. How can I account for philanthropy in my wealth management strategy?
My clients include:
  • Business owners, current and former executives, entrepreneurs
  • Families spanning multiple generations
  • Retirees and individuals planning for retirement
  • Professionals across a broad range of industries
  • Ultra high net worth individuals
  • Referrals from existing clients
  • Families with special needs considerations or unique circumstances

Client Service Team

    Stacy Hollinger - Registered Senior Associate
    Phone:
    (770) 664-3324(770) 664-3324
    Email:Stacy.hollinger@morganstanley.com

Location

2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 643-7647(770) 643-7647
Wealth Management
From My Desk

Strategies to Finance Your Business


Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact William DeMartino today.
1Alternative 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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4Morgan 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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5When 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.

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6When 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.

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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 and other legal matters.

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8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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11Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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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12When 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.

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13Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)