Curtis Mason
Executive Director, Market Executive
Phone:
(704) 442-3498(704) 442-3498
Morgan Stanley
Charlotte Market Office
You define success, we help you achieve it
6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Market:
(704) 442-3400(704) 442-3400
Toll-Free:
(800) 786-0006(800) 786-0006
Market Executive
Curtis MasonPhone:
(704) 442-3498(704) 442-3498
About Morgan Stanley Charlotte Market
One of our Core Values at Morgan Stanley is Giving Back. Our Carolinas Complex team plays a meaningful role throughout each community we serve to make it a better place. You will find us mulching playgrounds, mentoring students, building homes, and putting food into the hands of those that need it the most. We come together to Give Back!
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Charlotte Market
Ebony Moore
First Vice President, Associate Market Manager
Phone:
(704) 442-4805(704) 442-4805
Anthony Vigliotti
Vice President, Senior Risk Officer
Phone:
(704) 442-3496(704) 442-3496
Amy Freeman
Assistant Vice President, Senior Market Administrator
Phone:
(704) 442-3424(704) 442-3424
About Amy Freeman
Amy is a graduate of Appalachian State University when she earned a Bachelor of Science degree in Business Administration. She grew up in North Carolina but life after college took her to Birmingham, AL for 3 years, then to Louisville, KY for 12 years and finally back “home” to North Carolina. Amy has been with Morgan Stanley for over 28 years but in the industry for over 32 years where she has had multiple roles. She has been in her current role of Complex Administrator for the past 16 years.
Amy enjoys spending time with her family at home, on a lake or just doing outdoor activities with her husband and two children. She also enjoys reading in her spare time and catching up with close friends.
Amy enjoys spending time with her family at home, on a lake or just doing outdoor activities with her husband and two children. She also enjoys reading in her spare time and catching up with close friends.
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Branch Address
17505 W Catawba Ave
Ste 300
Cornelius, NC 28031
US
Branch:
(704) 892-4730(704) 892-4730
Toll-Free:
(800) 966-4581(800) 966-4581
Branch Address
6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Branch:
(704) 442-3400(704) 442-3400
Toll-Free:
(800) 766-3770(800) 766-3770
Fax:
(704) 442-3453(704) 442-3453
Branch Address
600 Main Street
Hilton Head Island, SC 29926
US
Branch:
(843) 689-6646(843) 689-6646
Toll-Free:
(800) 824-8083(800) 824-8083
Branch Address
1320 Main St
Ste 800
Columbia, SC 29201
US
Branch:
(803) 343-8800(803) 343-8800
Toll-Free:
(800) 438-5570(800) 438-5570
Branch Manager
Jeremiah A. Davis
Branch Address
850 Morrison Drive
Ste 800
Charleston, SC 29403
US
Branch:
(843) 727-7700(843) 727-7700
Toll-Free:
(800) 727-7701(800) 727-7701
Branch Address
320 East Main Street
Suite 410
Spartanburg, SC 29302
US
Branch:
(864) 585-7761(864) 585-7761
Toll-Free:
(800) 934-0340(800) 934-0340
Fax:
(864) 591-0963(864) 591-0963
Branch Address
201 East McBee Ave, 1st
Fl
Greenville, SC 29601
US
Branch:
(864) 370-7240(864) 370-7240
Toll-Free:
(800) 755-5750(800) 755-5750
Branch Address
One 10th St
Suite 600
Augusta, GA 30901
US
Branch:
(706) 724-2601(706) 724-2601
Toll-Free:
(800) 241-2401(800) 241-2401
Branch Address
3003 N Main St
Anderson, SC 29621
US
Branch:
(864) 225-5200(864) 225-5200
Toll-Free:
(877) 868-3075(877) 868-3075
Fax:
(864) 222-6801(864) 222-6801
Branch Address
7402 Hodgson Memorial Dr
Ste 100
Savannah, GA 31406
US
Branch:
(912) 692-4600(912) 692-4600
Toll-Free:
(800) 944-4949(800) 944-4949
Charlotte Branch
Find a Financial AdvisorBranch Address
6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Branch:
(704) 442-3400(704) 442-3400
Toll-Free:
(800) 786-0006(800) 786-0006
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024