Cosby, Powell, and Associates at Morgan Stanley

Shaun Cosby brings over two decades of experience in financial services, serving individuals, families, executives, professionals, and business owners with a commitment to clarity, integrity, and long-term collaboration. As an Executive Director and Financial Advisor, Shaun specializes in comprehensive wealth management strategies that align with each client’s unique goals—whether planning for retirement, managing generational wealth, or navigating complex financial decisions.

Shaun’s approach is rooted in thoughtful listening, strategic insight, and a deep understanding of both market dynamics and personal priorities. He works closely with clients to develop customized financial plans that evolve with life’s changes, offering guidance across investment management, estate planning services, tax-efficient strategies, and risk mitigation. He and his team will fight with you and for you through life’s challenges and market volatility, to help you achieve your version of financial success, so that you can focus on fulfilling your life’s purpose.

Shaun’s experience in both advisory and operational roles gives him a well-rounded perspective on delivering value and maintaining excellence in client service. He has also been recognized by Forbes being named to the Forbes America’s Top Next-Gen Wealth Advisors list in 2018 (a list where Forbes recognizes America’s top wealth advisors under the age of 40 at the time of publication) and has consistently been named to the Forbes Best-In-State Wealth Advisors list from 2019 through 2025 (Published annually Jan - April. Rankings based on data as of June 30 of prior year), a testament to his dedication and impact in the financial advisory space.

Beyond his professional role, Shaun is deeply engaged in the Birmingham community. He currently serves on the Board of Directors at Greystone Golf & Country Club, has chaired Easterseals of the Birmingham Area, and contributes his industry knowledge to the Administrative & Finance Committee at his church in Homewood. His leadership reflects a passion for service and a dedication to making a meaningful impact both personally and professionally. Shaun has been married to his wife, Ashley, for more than 20 years and they have one son, Owen. They live in Hoover, Alabama.

Shaun is known for building lasting relationships grounded in trust, transparency, and results. Whether you're seeking a seasoned advisor to help navigate your financial future or a strategic thinker to support your long-term vision, Shaun offers the experience and insight to help guide you forward.

Education:
University of Alabama at Birmingham
Bachelor’s degree, Social and Behavioral Sciences

Edward Powell was born and raised in Huntsville, AL, and graduated from Auburn University in 1979. Edward began his financial services career in San Antonio, TX in 1988, following a very successful career as an entrepreneur in the building materials distribution business. After working for over 36 years at Merrill Lynch, he joined Morgan Stanley in the Birmingham office.

Edward follows a disciplined process that begins with first taking the time to get to know his clients, their family, and their financial situation. He is passionate about delivering excellent world class service, while believing that this requires a clear understanding of each client’s own risk tolerance level, investment objectives, and time frame. He will then develop each client’s unique financial strategy after the proper due diligence, and careful evaluation. Edward and his wife Sarah reside in Mountain Brook, and they spend much of their spare time at Lake Martin, making memories with their 5 children and 7 grandchildren.

Jennifer has worked in the financial services industry since 2012. Her key area of responsibility is client care and she enthusiastically addresses all client questions, concerns and requests. Jennifer enjoys getting to know clients and assisting them with new account transitions and account administration. She is also responsible for the team's day-to-day operational matters.

Whitney began her financial services career in 2008 and joined Morgan Stanley in 2026. She enjoys building relationships with clients and assisting them in trading, financial information, and account administration. Whitney also handles the team's day-to-day administrative matters. Sha and her husband, Blake, live in Homewood, Alabama with their three sons.

Diana Luzier joined Morgan Stanley 2026, after a career in Consumer Banking. She is conscientious, professional and quick to respond to requests of all kinds. She strives to make every client contact a positive experience. In her spare time she enjoys, hiking, reading, and traveling with her husband Colby.