Brian Ford
Private Banker
David B Price
Senior Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director
Direct:
(404) 842-2365(404) 842-2365
My Mission Statement
I empower my clients with strategic guidance and commit to navigating their financial landscape with integrity, and a personalized approach, fostering long-term prosperity and confidence
My Story and Services
David Price is an accomplished and seasoned financial advisor, with over 20 years of experience in guiding high-net-worth individuals, families, and business entrepreneurs. His journey in finance began at 18 as a freshman at the University of Wisconsin-Madison, where he made his initial stock investment, sparking a lifelong passion for the dynamism and opportunities in investing. This enthusiasm continues to drive his dedication to his clients.
In his role as Senior Vice President and Director of Alternative Investments, David, alongside his team, The Adelia Group, devises and implements holistic strategies for wealth protection and growth. These strategies are tailored to each client and cover investment management, liability management, tax mitigation, and estate planning. David's approach, characterized by honesty, timeliness, and humility, has solidified long-standing trust with his clientele.
Outside of his professional sphere, David is a devoted father to four children and an active participant in Atlanta's Jewish community with his wife, Eileen. He has notably served as the president of Ohr Hatorah synagogue, overseeing significant projects like the acquisition of new property and the development of a new campus. David's leadership skills were further honed through his involvement in The Wexner Heritage Foundation, a distinguished North American leadership program with a focus on Israel.
David is also passionately involved in supporting the visually impaired, serving on the board of the Center for the Visually Impaired. His personal journey with a genetic condition affecting his vision has cultivated resilience and an exceptional ability to adapt and view life from unique perspectives, qualities that enrich both his personal and professional life.
In his role as Senior Vice President and Director of Alternative Investments, David, alongside his team, The Adelia Group, devises and implements holistic strategies for wealth protection and growth. These strategies are tailored to each client and cover investment management, liability management, tax mitigation, and estate planning. David's approach, characterized by honesty, timeliness, and humility, has solidified long-standing trust with his clientele.
Outside of his professional sphere, David is a devoted father to four children and an active participant in Atlanta's Jewish community with his wife, Eileen. He has notably served as the president of Ohr Hatorah synagogue, overseeing significant projects like the acquisition of new property and the development of a new campus. David's leadership skills were further honed through his involvement in The Wexner Heritage Foundation, a distinguished North American leadership program with a focus on Israel.
David is also passionately involved in supporting the visually impaired, serving on the board of the Center for the Visually Impaired. His personal journey with a genetic condition affecting his vision has cultivated resilience and an exceptional ability to adapt and view life from unique perspectives, qualities that enrich both his personal and professional life.
Securities Agent: PR, GA, NY, NC, LA, KY, WA, PA, FL, CA, AL, TN, OH, IN, WI, DC, NH, WV, MI, CT, CO, SC, AZ, MO, MD, MA, TX, NJ, IL, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268234
NMLS#: 1268234
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tailored Solutions, Professional Advice, And Personalized Service For You And Your Family
Our wealth management process starts with you. Everything we do as your financial advisor is tailored to your specific circumstances, goals, and objectives. In order to provide such a bespoke service, our onboarding phase involves four unique steps to get you ready. These steps and their objectives are outlined below.
Step 1: Understanding You and Your Situation
- In this first step, we will sit down with you to review your current financial standing, past investments, income, and retirement, business, and financial goals.
- This is also an opportunity for you to get to know us, learn how we operate, and ask any questions you may have.
Step 2: Creating Your Plan
- After our initial conversation, we will work to develop a financial plan with the information you provided that best meets your needs and accomplishes the goals you have set out for.
- This plan can be for whatever your needs are, such as estate and income tax management, business succession, or mergers and acquisitions.
- We incorporate every asset you own, including public, private, and held away assets, as well as collectibles, real estate, or artwork.
Step 3: Implementation and Taking Action
- With your approval, we implement the previously discussed plan which could include buying or selling investments, opening new accounts, and transferring assets.
- We will inform you about every move we suggest in a timely manner to ensure full transparency and cooperation.
Step 4: Ongoing Monitoring
- After the plan has been implemented, we will continue to monitor and work together to help determine any possible improvements or adjustments that are necessary.
- As market conditions or your personal situation change, updates to your plan and goals may be necessary.
Client Service Team
Molly Morris - Cleint Service Associate
Phone:
(404) 266-5911(404) 266-5911
Email:Molly.Morris@morganstanley.com
Molly joins The Adelia Group at Morgan Stanley with broad financial and analytical experience that she is eager to deploy on behalf of the team’s clients. Her experience includes working at the Federal Reserve Bank of Atlanta where she recruited business leaders from all regions of the U.S. to participate in the Atlanta Fed’s Survey of Business Uncertainty. Most recently, she worked as a financial analyst at Infinity Transportation and Equipment Leasing, a subsidiary of KKR. Her analytical approach and attention to detail have equipped her with strong problem-solving skills, making her a quick learner in fast-paced environments.
Molly graduated summa cum laude from Georgia State University in 2021 with a double-major in Economics and French. She received her Master’s in Economics cum laude from Georgia State as well. While studying at Georgia State, she was a member of the Cross Country and Track & Field teams. In her spare time Molly continues her passion in health and fitness by helping others achieve their health and wellness goals.
Molly graduated summa cum laude from Georgia State University in 2021 with a double-major in Economics and French. She received her Master’s in Economics cum laude from Georgia State as well. While studying at Georgia State, she was a member of the Cross Country and Track & Field teams. In her spare time Molly continues her passion in health and fitness by helping others achieve their health and wellness goals.
Location
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 842-2365(404) 842-2365
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
Eric Woodson
Planning Associate
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 Eric Woodson
Eric Woodson is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Eric provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Stockton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Eric is originally from Summit, New Jersey and currently resides in Westfield, New Jersey.
He earned his undergraduate degree from Stockton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Eric is originally from Summit, New Jersey and currently resides in Westfield, New Jersey.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact David B Price 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.
2When 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.
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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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.
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
2When 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.
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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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.
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)
