Alex Cann Jr., CFP®
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(404) 266-6448(404) 266-6448
Centurion Group at Morgan Stanley
Direct:
(404) 266-6302(404) 266-6302
Toll-Free:
(800) 688-6002(800) 688-6002
Our Mission Statement
Our team combines experience, intellectual capital, and dedicated personal service to help you clarify and meet your lifelong financial goals through open and clear communication, objective advice, hard work, and a genuine concern for your overall financial well-being.
Our Story
The Centurion Group at Morgan Stanley provides access to the vast resources of Morgan Stanley through the team’s high touch, high service model. We work with a select clientele of foundations, endowments and families to focus on areas of interest to our clients in the Wealth Management, Investment Management or Family Office Resources segments. Our focus is to help preserve and grow assets over multiple generations while providing for current income and cash flow needs. The amount that you keep, after tax, and how you provide it for future generations, is important to our clients. With our 85 years¹ of combined experience, we learn the back story of our clients and provide sound advice, customized financial strategies and concierge-level services while accessing the intellectual capital of a firm as large as Morgan Stanley with $2.4 Trillion in Assets Under Management.
¹Alex Cann Jr. CFP®- 33 years and Susan Smith- 52 years.
¹Alex Cann Jr. CFP®- 33 years and Susan Smith- 52 years.
Services Include
- Wealth Consulting
- Endowments and FoundationsFootnote1
- 401(k) Rollovers
- Wealth ManagementFootnote2
- 529 PlansFootnote3
- Alternative InvestmentsFootnote4
- AnnuitiesFootnote5
- Asset Management
- Cash ManagementFootnote6
- Estate Planning StrategiesFootnote7
- Executive Benefit ServicesFootnote8
- Financial PlanningFootnote9
- Lending Products
- Life InsuranceFootnote10
- Long Term Care InsuranceFootnote11
- Philanthropic Services
- Professional Portfolio ManagementFootnote12
- Retirement PlanningFootnote13
- Sustainable InvestingFootnote14
- Trust AccountsFootnote15
- Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach to Working with Our Clients
The Centurion Group strives to understand our client’s needs, goals, beliefs, dreams, concerns, and challenges. We then develop a customized, personal investment strategy and plan for each client. This is reviewed in detail with our client at every meeting. Next, we will work with the client to develop a comprehensive wealth management and legacy plan depending on the client’s interests. Understanding and planning for the pitfalls of passing assets to a second and third generation is paramount.
We have a clear process to understand your goals and develop appropriate recommendations:
We have a clear process to understand your goals and develop appropriate recommendations:
Online Tools And Features Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
Morgan Stanley Online (MSO)
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
Learn More About MSO
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Discover More With Our Mobile App
LifeView Portal
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More About The LifeView Portal
Goals Planning System (GPS)
As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan’s status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
Learn More about GPS on Morgan Stanley Online
Portfolio Risk Platform (Aladdin)
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Watch a Video on the Portfolio Risk Platform
Total Wealth View
It’s hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Learn More About Total Wealth View
Spending and 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 and Budgeting Tool
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
Watch Video on Digital Vault
eDelivery
You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
Enroll in eDelivery
eAuthorizations
eAuthorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
Enroll in eAuthorizations
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using eSign; all you need is a valid email address and phone number.
Learn More about eSignTop Services
Regardless of what stage your life is in – moving ahead in your career, enjoying retirement or somewhere in between – as your Financial Advisors at Morgan Stanley, we can help you achieve your financial goals. The sophisticated suite of tools and the extensive list of resources our firm offers, allows us to help translate your goals into reality.
Charitable Giving Strategies
At Morgan Stanley, we have many strategies available for Charitable Giving. A person may make gifts to charitable organizations and may receive income, gift and/or estate tax charitable deductions. A private (non-operating) foundation is a charitable entity, usually controlled by the donor, that makes grants to public charities or, in some cases, other private foundations or individuals.
Learn More About Charitable Giving Strategies
401(k) and IRA Rollovers
Help your retirement savings reach your goals with Access Investing from Morgan Stanley. It's easy to rollover your 401(k) into an IRA and automated investing helps keep you on track.
Learn More About Retirement Plans
Wealth Management
For nearly 90 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to help bring you valuable opportunities. Our priority is managing wealth with the highest standard of care and providing financial advice to help support your goals at any stage of life.
View Morgan Stanley Wealth Management's Capabilities Brochure
Financial Planning
We're here to help manage the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we’re here for you.
Learn More About Financial Planning
Asset Management
Morgan Stanley strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
Learn More About Asset Management
Cash Management Solutions
Morgan Stanley has a full suite of Cash Management Solutions for your Cash Needs. Our Active Assets Account allows you to manage your investments and cash in one place. For a dedicated cash account, as an alternative to your traditional bank, explore our Morgan Stanley CashPlus Account.
Learn More About Cash Management Solutions
Professional Portfolio Management
We study investment trends and leverage the global resources of Morgan Stanley to develop a personalized investment strategy. We’ll develop a customized portfolio to help meet your requirements for growth, income, and wealth preservation within your risk constraints.
Learn More About Professional Portfolio Management
Retirement Planning
Planning for retirement has never been easy, but in recent years, it has become increasingly difficult. We’re here to help you create a well-rounded planning approach for retirement. We’ll help you identify your personal goals, track your progress toward achieving them, and work together to create a customized plan.
Learn More About Retirement PlanningResources Available to You
Morgan Stanley is at the forefront of technology in the industry. The Firm strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, smart, fast and flexible. As a part of our services, these resources are readily available for you.
Five Star Wealth Managers
Alex and Susan were named to Atlanta Magazine's FIVE STAR Wealth Managers in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023. Alex and Susan met the eligibility and evaluation criteria that are associated with wealth managers for their dedication to their clients.
2012-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/12 - 07/22/12
2013 Award - 02/4/13 - 07/22/13
2014 Award - 02/4/14 - 07/22/14
2015 Award - 02/4/15 - 07/22/15
2016 Award - 02/4/16 - 07/22/16
2017 Award - 12/30/16 - 07/14/17
2018 Award - 12/29/17 - 07/24/18
2019 Award - 12/10/18 - 07/23/19
2020 Award - 12/23/19 - 07/10/20
2021 Award - 11/30/20 - 06/25/21
2022 Award - 12/31/21 - 6/10/22
2023 Award - 11/14/22 - 5/31/23
2023 FIVE STAR Congratulates The Centurion Group2012-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/12 - 07/22/12
2013 Award - 02/4/13 - 07/22/13
2014 Award - 02/4/14 - 07/22/14
2015 Award - 02/4/15 - 07/22/15
2016 Award - 02/4/16 - 07/22/16
2017 Award - 12/30/16 - 07/14/17
2018 Award - 12/29/17 - 07/24/18
2019 Award - 12/10/18 - 07/23/19
2020 Award - 12/23/19 - 07/10/20
2021 Award - 11/30/20 - 06/25/21
2022 Award - 12/31/21 - 6/10/22
2023 Award - 11/14/22 - 5/31/23
Women & Wealth
Women make up half the population but for so long have been treated like a niche demographic in financial services. Today, women are largely responsible for their families’ financial decision-making, and hold the majority of consumer spending power. Certainly, women are are anything but a niche. Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.
Learn More About Planning For Your Financial Future
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest GIC Weekly Research Report
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest On The Markets Monthly Research Report
2023 Income Tax Tables
Federal Tax Information for 2023, including Income Tax Tables, Contribution Limits, Deadlines, etc.
Click Here To View The 2023 Income Tax Tables2024 Income Tax Tables
Federal Tax Information for 2024, including Income Tax Tables, Contribution Limits, Deadlines, etc.
Click Here To View The 2024 Income Tax Tables
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the Thoughts on The Market Podcasts
Personal Finance
Financial Literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Learn from Morgan Stanley thought leaders about how to manage your wealth and help meet your personal financial goals.
Learn More About Personal Finance
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
View Reserved Offers
How Parents View Kids' Screentime Since the Pandemic
The latest research from Child Mind Institute, supported by Morgan Stanley, shows parents find both pros and cons to the increase in internet usage that came about during the COVID-19 crisis.
Learn More HereLocation
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6302(404) 266-6302
Toll-Free:
(800) 688-6002(800) 688-6002
Meet Centurion Group
Susan L Smith
Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
Phone:
(404) 266-6391(404) 266-6391
Charmaine A. Sylvester
Portfolio Associate
Phone:
(404) 266-6302(404) 266-6302
About Alex Cann Jr.
Alex L. Cann, Jr., CFP®
Senior Vice President
Financial Advisor
Portfolio Management Director
Insurance Planning Director
Alex has been a financial advisor for over 33 years. Alex’s role is in knowing the client very well, and accessing the intellectual capital of Morgan Stanley to provide well thought out, customized solutions to their needs.
He lives in Atlanta/Buckhead with his wife Chris and 2 college aged children, but grew up in Savannah, GA. He graduated from Episcopal High School in Alexandria, VA, and earned a Bachelor of Business Administration in Finance from the University of Georgia while graduating from the Honors Program. He was a member of Kappa Alpha Fraternity. Alex began his business career in New York City as Assistant Treasurer/CFO for a public biotech company and in Corporate Trust for Manufacturers Hanover Bank in M&A.
Alex believes in giving back to society, and Philanthropy is very important to him and his clients. He is involved at his Church and has previously served as a member of the vestry leadership. He is on the Board of a non-profit called Leaders Legacy that focuses on developing leaders, mentoring and servant leadership. He served as Chair of the Board of the Lupus Foundation of America-GA Chapter.
Ever since their daughter was diagnosed with diabetes at age 2, Alex and his wife have devoted a lot of their time to furthering diabetes research and awareness through organizations like the Juvenile Diabetes Research Foundation (“JDRF”) and Camp Kudzu. Alex and Chris served as co-chairs of a JDRF Gala that raised funds for diabetes research, and Alex previously served on their Board of Directors. Alex served as President of Cherokee Town and CC in Atlanta.
In his free time, Alex enjoys playing tennis and golf, and getting away to a family home in Highlands, NC, where he is a member of Highland Falls CC.
Securities Agent: LA, CO, MA, MN, MD, CA, GA, KY, DE, IN, VA, TX, OH, TN, AR, NY, NH, OR, SC, WI, MT, MI, WA, PA, MO, NC, FL, AL, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1262336
Senior Vice President
Financial Advisor
Portfolio Management Director
Insurance Planning Director
Alex has been a financial advisor for over 33 years. Alex’s role is in knowing the client very well, and accessing the intellectual capital of Morgan Stanley to provide well thought out, customized solutions to their needs.
He lives in Atlanta/Buckhead with his wife Chris and 2 college aged children, but grew up in Savannah, GA. He graduated from Episcopal High School in Alexandria, VA, and earned a Bachelor of Business Administration in Finance from the University of Georgia while graduating from the Honors Program. He was a member of Kappa Alpha Fraternity. Alex began his business career in New York City as Assistant Treasurer/CFO for a public biotech company and in Corporate Trust for Manufacturers Hanover Bank in M&A.
Alex believes in giving back to society, and Philanthropy is very important to him and his clients. He is involved at his Church and has previously served as a member of the vestry leadership. He is on the Board of a non-profit called Leaders Legacy that focuses on developing leaders, mentoring and servant leadership. He served as Chair of the Board of the Lupus Foundation of America-GA Chapter.
Ever since their daughter was diagnosed with diabetes at age 2, Alex and his wife have devoted a lot of their time to furthering diabetes research and awareness through organizations like the Juvenile Diabetes Research Foundation (“JDRF”) and Camp Kudzu. Alex and Chris served as co-chairs of a JDRF Gala that raised funds for diabetes research, and Alex previously served on their Board of Directors. Alex served as President of Cherokee Town and CC in Atlanta.
In his free time, Alex enjoys playing tennis and golf, and getting away to a family home in Highlands, NC, where he is a member of Highland Falls CC.
Securities Agent: LA, CO, MA, MN, MD, CA, GA, KY, DE, IN, VA, TX, OH, TN, AR, NY, NH, OR, SC, WI, MT, MI, WA, PA, MO, NC, FL, AL, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1262336
Securities Agent: MS, LA, RI, NY, MN, MI, MD, CO, WA, OR, DE, AL, NH, KS, IL, CT, WI, SC, OK, NM, NE, KY, FL, VA, TN, PA, MO, PR, NC, MA, GA, ME, IN, MT, HI, DC, AZ, TX, NJ, CA, AR, WV, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1262336
AR Insurance License #: 1000694
NMLS#: 1262336
AR Insurance License #: 1000694
About Susan L Smith
Susan Lundeen Smith
Vice President
Senior Portfolio Manager
Financial Advisor
Financial Planning Specialist
For the past 52 years, Susan has worked in many capacities within the financial services industry. She began her business career in 1972 with C&S National Bank (later NationsBank and Bank of America). She held a variety of positions there including Senior Vice President & Team Leader in the Private Bank and City Manager of Atlanta’s Professional & Executive Banking Group. In 2001, she joined the Robinson Humphrey Company (now Morgan Stanley).
Susan is a native of Atlanta, as were her parents and grandparents. She graduated from the Westminster Schools in Atlanta and from Salem College in Winston-Salem, N.C. She has a daughter (also named Susan).
Throughout her career, Susan has also been very involved in the non-profit world with organizations such as: March of Dimes, Children’s Healthcare of Atlanta, the Junior League of Atlanta, and the Atlanta Steeplechase. She is a member of the First Presbyterian Church of Atlanta and Shakerag Hunt Club. Susan was recognized as Salem College’s Alumna Volunteer of the Year in 2012. Susan served as a Director on the Board of the Rotary Club of Buckhead from 2013 to 2016. In 2015, she was elected to the Salem Academy and College Board of Trustees where she served as Chair of the Finance Committee until June, 2022.
Susan enjoys getting away to her family’s home in the north GA mountains near Lakemont, GA.
NMLS#: 1279406
Vice President
Senior Portfolio Manager
Financial Advisor
Financial Planning Specialist
For the past 52 years, Susan has worked in many capacities within the financial services industry. She began her business career in 1972 with C&S National Bank (later NationsBank and Bank of America). She held a variety of positions there including Senior Vice President & Team Leader in the Private Bank and City Manager of Atlanta’s Professional & Executive Banking Group. In 2001, she joined the Robinson Humphrey Company (now Morgan Stanley).
Susan is a native of Atlanta, as were her parents and grandparents. She graduated from the Westminster Schools in Atlanta and from Salem College in Winston-Salem, N.C. She has a daughter (also named Susan).
Throughout her career, Susan has also been very involved in the non-profit world with organizations such as: March of Dimes, Children’s Healthcare of Atlanta, the Junior League of Atlanta, and the Atlanta Steeplechase. She is a member of the First Presbyterian Church of Atlanta and Shakerag Hunt Club. Susan was recognized as Salem College’s Alumna Volunteer of the Year in 2012. Susan served as a Director on the Board of the Rotary Club of Buckhead from 2013 to 2016. In 2015, she was elected to the Salem Academy and College Board of Trustees where she served as Chair of the Finance Committee until June, 2022.
Susan enjoys getting away to her family’s home in the north GA mountains near Lakemont, GA.
NMLS#: 1279406
Securities Agent: NC, CA, WV, TX, OH, NM, MO, ME, WA, RI, PR, NY, KY, GA, WI, DE, DC, CO, TN, MA, LA, KS, IL, PA, OK, AZ, AL, MS, AR, VA, NH, MT, CT, SC, NJ, MI, IN, NE, MN, MD, HI, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279406
AR Insurance License #: 6798227
NMLS#: 1279406
AR Insurance License #: 6798227
About Charmaine A. Sylvester
Charmaine Sylvester, Portfolio Associate & Registered Client associate has been in the financial industry for over 25 years. She was born on the Caribbean island of Grenada and migrated to the United States at the age of 10 with her parents and siblings. She currently lives outside of Atlanta, GA nearby to her 3 children, but previously lived in Brooklyn, New York for over 30+ years. She started her career at Merrill Lynch in 1994 as a receptionist, then quickly moved into the role of Client Associate where she discovered her passion for the financial industry. During her time at Merrill Lynch, Charmaine obtained her Series 7 and Series 66 licenses.
In 2007, she made a life changing decision to leave NY to move to GA along with her children to be closer to family. She accepted a position as a Registered Client Associate with Smith Barney, where she was responsible for the daily administrative and operational tasks for the team. Charmaine is the mother of three beautiful adult children and the grandmother to two sweetest grandchildren. In her spare time, she enjoys spending quality time with family, reading, cooking, and gardening. Charmaine is one of the best cooks in her family and enjoys entertaining friends and family, especially during the holidays. She also enjoys traveling to various places, but her favorite of them all is the island of Grenada, where she was born.
In 2007, she made a life changing decision to leave NY to move to GA along with her children to be closer to family. She accepted a position as a Registered Client Associate with Smith Barney, where she was responsible for the daily administrative and operational tasks for the team. Charmaine is the mother of three beautiful adult children and the grandmother to two sweetest grandchildren. In her spare time, she enjoys spending quality time with family, reading, cooking, and gardening. Charmaine is one of the best cooks in her family and enjoys entertaining friends and family, especially during the holidays. She also enjoys traveling to various places, but her favorite of them all is the island of Grenada, where she was born.
Contact Alex Cann Jr.
Contact Susan L Smith
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Brian Ford
Private Banker
C. Andrew Harbour, CFP®, CIMA®, CRPS®
Managing Director, Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director, Portfolio Management Director, Investing with Impact Director, Financial Advisor, Stock Plan Director
Jill Toomey, CFP®
Financial Planning Director, Vice President
About Brian Ford
NMLS# 687710
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
NMLS#: 687710
About Jill Toomey
Jill Toomey, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management and Private Wealth Management offices in the Washington D.C. Market. Jill is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
Wealth Management
From Our Team
2023 FIVE STAR Congratulates The Centurion Group
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
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
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
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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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
Article Image
Ready to start a conversation? Contact Centurion Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Alternative 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
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.
8When 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
13When 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.
14The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
15Morgan 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.
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
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Alternative 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
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.
8When 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
13When 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.
14The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
15Morgan 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.
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), 3582895 (6/2024)
