Jason Taggart
Private Banker
Ted Wood
Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(770) 933-3062(770) 933-3062
Toll-Free:
(800) 843-8729(800) 843-8729
My Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
About Us
Starting in 2000, Ted Wood has over 20 years of experience in the financial services industry. Ted brings a distinctive background to the table. Prior to becoming an Advisor, he was a Smith Barney client for 10 years during his previous career as a professional baseball player. This experience on the other side of the advisor/client relationship gave him great insight on how to explain, present and educate clients about their financial lives.
His approach to the business is centered around client’s goals, plan, portfolio (GPP) framework. He identifies client goals, constructs the financial plan, and then determines the client’s investment portfolio. He is a firm believer that a financial plan is the basis of the client/advisor relationship. The planning process triggers conversations that pertain to retirement, insurance, investments and more. Each of these concepts provide the foundation of his needs-based service structure.
Ted understands just how difficult it can be to make financial decisions. When it comes to educating clients, framing the “why” is central to the conversation. He believes sustaining one’s lifestyle is ultimately more about purchasing power over time than it is account value. Defining purchasing power is normally a moment of enlightenment for his clients, where they truly understand the “why.”
Ted attended the University of New Orleans where he was a member of the baseball team. He has since earned the Financial Planning Specialist designation. Outside of work, Ted enjoys supporting local high school sports, love’s playing the game of golf. He is happily married to his wife Olga of 32 years. Together they have 2 daughters: Nadia and Dior. In addition, they have 2 granddaughters Clara (2.5 years) and grandson Jackson (8 Months). Ted is an Olympic gold medalist, having competed for the 1988 U.S baseball Olympic team.
His approach to the business is centered around client’s goals, plan, portfolio (GPP) framework. He identifies client goals, constructs the financial plan, and then determines the client’s investment portfolio. He is a firm believer that a financial plan is the basis of the client/advisor relationship. The planning process triggers conversations that pertain to retirement, insurance, investments and more. Each of these concepts provide the foundation of his needs-based service structure.
Ted understands just how difficult it can be to make financial decisions. When it comes to educating clients, framing the “why” is central to the conversation. He believes sustaining one’s lifestyle is ultimately more about purchasing power over time than it is account value. Defining purchasing power is normally a moment of enlightenment for his clients, where they truly understand the “why.”
Ted attended the University of New Orleans where he was a member of the baseball team. He has since earned the Financial Planning Specialist designation. Outside of work, Ted enjoys supporting local high school sports, love’s playing the game of golf. He is happily married to his wife Olga of 32 years. Together they have 2 daughters: Nadia and Dior. In addition, they have 2 granddaughters Clara (2.5 years) and grandson Jackson (8 Months). Ted is an Olympic gold medalist, having competed for the 1988 U.S baseball Olympic team.
Securities Agent: ID, GA, WV, VA, PR, NV, MO, MI, IA, WY, WA, TN, RI, NM, ME, FL, DC, OH, IL, OK, KS, CO, AL, TX, SD, MD, CT, AR, AK, VT, NJ, NH, NC, MT, CA, AZ, UT, SC, PA, ND, LA, HI, DE, NY, MA, KY, IN, WI, OR, MS, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1278926
NMLS#: 1278926
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
An Approach With YOU at the Center
We leverage a personalized wealth planning process that brings into focus your total financial picture, values, priorities, and helps to prepare you for life’s ups and down.
Through this process, clients have come to appreciate our ability to help them navigate financial milestones, establish a sense of comfort, and be there when it matters most.
Through this process, clients have come to appreciate our ability to help them navigate financial milestones, establish a sense of comfort, and be there when it matters most.
1. Understanding Your Goals
We take the time to listen. We ask questions about you, your lifestyle, and the things you care about most. Our goal is to clearly understand your current situation and future goals.
2. Crafting Your Plan
Once we have a shared understanding of your situation, we develop a detailed plan to help you get from point A to B. We address key aspects such as budgeting, saving, and investing.
3. Building Your Portfolio
Once we’ve established the plan, we develop portfolios that seek to protect your assets, while growing them responsibly. We also focus on mitigating taxes and risk.
4. Monitoring Your Progress
We monitor your plan and portfolio and provide communication that showcases your progress. As life changes, we are here to offer guidance and solutions so that you never feel alone.
Financial Planning
The Morgan Stanley Wealth Management Process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
Cash Management and Lending Products
As a Morgan Stanley client, you have access to a comprehensive suite of cash management solutions. This includes eAuhtorizations, Bill Pay, Morgan Stanley Debit Cards and more.
Tax Efficient Strategies
If a client minimizes the impact of taxes on their portfolio, it can potentially boost their overall returns and help them build wealth over the long term. Tax efficient strategies should be considered year-round and can be executed leveraging solutions available at Morgan Stanley.
Long Term Care and Life Insurance
With average lifespans and health care costs increasing every year, it’s important to plan for unexpected expenses not covered by Medicare or other medical plans.
Professional Portfolio Management
As your portfolio manager, I will work closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles
Retirement Planning
This is paramount and ensuring a successful retirement. We bring intense focus on this process. You have worked hard to get where you are at. Now it is up to us to help you live the retirement you have always dreamed of.
Annuities
Annuities are insurance contracts that allow clients to save and grow their money on a tax-deferred basis, Clients can then receive regular income payments later, after retirement, for instance
Gifting Strategies
Giving financial gifts to children or grandchildren can help reduce your estate taxes. However, if you are concerned about wasteful spending by the recipients, there are several options that allow you to exercise some control over how the money is used.
Estate Planning Strategies
Estate planning is the process of making arrangements to pass down wealth and assets after a person’s death. Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. The tax implications of the plan should also be thoroughly documented.
Wealth Management
We take a holistic approach to bring all the aspects of your financial life together. We use our analysis and experience to develop a customized plan for you.
Client Service Team
Carol L. Murphy - Senior Registered Client Service Associate, Portfolio Associate
Phone:
(770) 933-3074(770) 933-3074
Email:carol.l.murphy@morganstanley.com
As a Senior Registered Client Service Associate and Portfolio Associate, Carol Murphy brings more than 25 years of industry experience. Carol continues to service the clients of Ted Wood for more than 10 years in the Peachtree Dunwoody Morgan Stanley office. She is responsible for client onboarding, administrative, account servicing, cash management and operational items
Carol strives to maintain high level customer service, and to anticipate what the client might need for their accounts. She holds her Series 7 and 63 securities licenses. When not working, she enjoys traveling abroad with small travel groups, spinning vinyl, and spending time with family.
Carol strives to maintain high level customer service, and to anticipate what the client might need for their accounts. She holds her Series 7 and 63 securities licenses. When not working, she enjoys traveling abroad with small travel groups, spinning vinyl, and spending time with family.
Location
5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Direct:
(770) 933-3062(770) 933-3062
Toll-Free:
(800) 843-8729(800) 843-8729
Fax:
(404) 592-6421(404) 592-6421
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
About Jason Taggart
Jason Taggart is a Senior 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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
NMLS#: 652503
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Ted Wood today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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
5Alternative 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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
5Alternative 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
