Broadland Wealth Management at Morgan Stanley

Steve is a Managing Director at Morgan Stanley and founder of the Broadland Wealth Management team. With 25 years of experience in investments and financial planning, Steve began his career at Robinson-Humphrey/Smith Barney, a predecessor of Morgan Stanley. His early professional experiences laid a strong foundation in analytical and strategic decision-making, which has been instrumental in his approach to discretionary portfolio management.

Steve wants to help clients navigate opportunities from risk and trade-offs, offering not only financial planning but also complex estate planning and tax management strategies. He has a particular focus on the needs of families and closely held family businesses, assisting them in preserving and continuing their wealth and work ethic across generations.

In his role as a Senior Portfolio Management Director, Steve stays informed on research and capital markets to make informed portfolio decisions for clients. He is a Certified Portfolio Manager^®, a certification from the Academy of Certified Portfolio Managers obtained through Columbia University. Additionally, Steve is a CERTIFIED FINANCIAL PLANNER^® as well as a Morgan Stanley Family Wealth Director—a designation held by fewer than 4% of Morgan Stanley advisors.

Steve holds a bachelor’s degree in economics from the University of Georgia. He serves on the Board of Trustees of Darlington School in Rome, Georgia and the Board of Directors for the Academy of Certified Portfolio Managers. He is also a member of Morgan Stanley’s President’s Council.

Steve and his wife, Kimberly, have two children: Ansley, a University of Georgia graduate working in Digital Marketing, and Andrew, a Rhodes College graduate who has joined the practice at Morgan Stanley as Financial Advisor. In late 2025, Andrew and his wife, Alex, welcomed a baby boy, Braden Wesley Earle. Outside of work, Steve and his family are members of Peachtree Road United Methodist Church. He volunteers with the Juvenile Diabetes Research Foundation and other charitable organizations. An avid outdoorsman, Steve enjoys hunting, fly-fishing, visiting scenic parks, and spending time with friends and his British Labrador, Macie.

As an Advisor on the team I focus on assisting our clients with asset and portfolio management, liquidity needs, and estate planning strategies. I work with high-net-worth individuals, families, and small businesses in planning for generational wealth transfers. I enjoy collaborating with the next generation and focus on how to craft a wealth accumulation mind-set.

Prior to joining Morgan Stanley, I was an underwriting analyst based in Memphis with Greystone Servicing Corporation. In that role, I worked on commercial real estate loans and assisted multifamily investors with evaluating potential properties and underwriting the loan prior to them being submitted to Fannie Mae and Freddie Mac. I enjoyed my time at Greystone because I was able to travel across the country and build relationships with investors.

I grew up in Atlanta and attended Holy Innocents’ Episcopal School prior to going to Rhodes College in Memphis, TN where I played football and graduated with a degree in Political Science. My wife, Alex and I met in college and are members of Peachtree Road United Methodist Church and enjoy spending time traveling as well as playing golf and tennis. When we aren’t doing one of those things you can find us outside with our Boykin Spaniel, Miller. In my free time I am an avid outdoorsman and sports enthusiast. I love traveling to new places and discovering what nature has to offer. As a Type One Diabetic, I also spend my time volunteering with JDRF, the Juvenile Diabetes Research Foundations, and am a part of the Young Leadership Committee.

Andrew has been recognized as a member of the Firm’s 2025 Pacesetters Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.

I am responsible for aligning portfolios with asset allocation models, rebalancing portfolios as needed, helping address cash-flow distribution and implementing financial plans, among other functions. Through all aspects of my work, I strive to provide exceptional service and develop long-lasting client relationships.

I have an extensive background in the financial services industry spanning more than 40 years, including 24 years in institutional investments and 16 years in individual wealth management. I attended the University of Alabama.

My husband, Bob, and I have three grown children, two of whom have followed in our footsteps into the financial industry. I am a member of the Roswell Presbyterian Church, where I volunteer at church-hosted events and work with young people through various programs. In my free time, I enjoy cooking, gardening, reading, biking, running and spending time with my family, especially my grandchildren.

Rebalancing and asset allocation do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

I manage the day-to-day operations for Broadland Wealth Management, focusing on the client experience, and helping the team run more efficiently. My goal for the team is to continue to enhance our value to clients as trusted resources and sounding boards.

With over 20 years in financial services in working with clients, I appreciate the needs and expectations of our clients for the highest level of service possible. And, with 7, 63, 66 and 24 FINRA securities registrations, my knowledge and experience complements the capable Broadland team capabilities. I also hold a Six Sigma Green Belt certification.

I am happy to say I am a native Atlantan and graduated with a Bachelor of Arts in Economics from Agnes Scott College, though I cheer for the Georgia Bulldogs! Outside the office, I enjoy landscaping and gardening.

*This role cannot solicit or provide investment advice.

I am a CFP^® professional and hold the FINRA 7 and 66 securities registrations. I have particular expertise helping clients navigate the complex rules around retirement accounts. I also support all aspects of the client experience, including daily administrative and operational responsibilities of the business and attending to a broad variety of service needs.

After graduating from the University of South Florida, I worked in financial services for two years before taking an opportunity to teach English in Spain. I also taught algebra and Spanish upon my return to the States. At Broadland Wealth Management, I now enjoy combining my knowledge of the industry with my passion for continuous learning and my understanding of others from all backgrounds.

I am originally from Illinois but have lived in Florida, Spain, and Texas before landing in Georgia. Outside of work, I enjoy traveling, the outdoors, and spending time with family and friends.

*This role cannot solicit or provide investment advice.