Lisa Bingaman, CFP®
Financial Planning Director, Vice President
Eric L. Garbade, CFP®, CIMA®
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(770) 698-2105(770) 698-2105
Toll-Free:
(800) 444-1082(800) 444-1082
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
Eric is a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley. He works on behalf of a select group of individuals, families, and corporations to facilitate their wealth management planning objectives. Eric’s primary areas of focus include professional portfolio management, comprehensive financial planning, investment management consulting, retirement planning and estate planning strategies. Eric joined Morgan Stanley in 2002 after graduating from The University of Georgia with a BBA in Finance. Eric is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner and Certified Investment Management Analyst (CIMA®). Eric has completed an Executive Educational Program offered through The Wharton School at The University of Pennsylvania, which consisted of extensive studies on asset allocation, manager search and selection, investment policy review and performance measurement. Eric has been voted as a Top Atlanta Wealth Manager by the Atlanta Magazine for ten years in a row (2011-2021). Additionally, Eric is an Eagle Scout, considered the highest honor in Boy Scouts of America. Over the years, Eric has been a volunteer with the Ronald McDonald House Charities, Chattahoochee River National Recreation Area and Habitat for Humanity. He is a member of the fraternity of Phi Gamma Delta and is a member of The University of Georgia Alumni Association. As a life-long native of Atlanta, Eric enjoys spending time with family and friends, reading, traveling, attending sporting events, exercising, playing golf, tennis and piano. He and his wife, Lauren, reside in Atlanta with their son, Anders, and daughter, Emmy.
2011 - 2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2011 - 2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
2011 - 2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2011 - 2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: VA, AR, AL, MS, TN, FL, NC, WA, PA, MI, MD, GA, CA, NY, CO, TX, IN, OH, SC, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312649
NMLS#: 1312649
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
My Mission: I strive to provide a comprehensive wealth management experience for my clients. My role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments as well as formulating strategies to help them grow and preserve their assets and estate. I work for my clients as I would for my own family and aspire to build lasting meaningful relationships based on trust, integrity and superior client service.
My Approach: I work with my clients to understand their goals and objectives in order to customize an investment and estate planning strategy that seeks to achieve their vision for the future. The strategy is reviewed and updated on an ongoing basis to help ensure both short term and long term success is achieved.
My Goal: I endeavor to be a thoughtful steward of my clients’ assets and legacy, deepening their experience with the firm and allowing me to forge an objective relationship which helps maintain their vision of financial success and achieve their dreams.
My Approach: I work with my clients to understand their goals and objectives in order to customize an investment and estate planning strategy that seeks to achieve their vision for the future. The strategy is reviewed and updated on an ongoing basis to help ensure both short term and long term success is achieved.
My Goal: I endeavor to be a thoughtful steward of my clients’ assets and legacy, deepening their experience with the firm and allowing me to forge an objective relationship which helps maintain their vision of financial success and achieve their dreams.
The Garbade/Allen Group at Morgan Stanley
The Allen/Garbade Group has over 50 years of combined investment and financial planning experience. We work with individuals, families and organizations to facilitate their wealth management planning objectives. Our primary areas of expertise include portfolio management, comprehensive financial planning, retirement planning and trust management.
Our chief role is to act as our clients' "personal CFO" by managing their assets as we would our own families', helping them to make more informed decisions as well as by formulating strategies to help grow and preserve their assets and estate. We aspire to build meaningful relationships based on a foundation of trust. Ultimately, our goal is to help our clients maintain their vision of financial success and achieve their dreams.
Our chief role is to act as our clients' "personal CFO" by managing their assets as we would our own families', helping them to make more informed decisions as well as by formulating strategies to help grow and preserve their assets and estate. We aspire to build meaningful relationships based on a foundation of trust. Ultimately, our goal is to help our clients maintain their vision of financial success and achieve their dreams.
Client Service Team
Kim Long - Senior Registered Client Service Associate
Phone:
(770) 698-2173(770) 698-2173
Email:kim.long@morganstanley.com
Location
5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Direct:
(770) 698-2105(770) 698-2105
Toll-Free:
(800) 444-1082(800) 444-1082
Fax:
(470) 419-8232(470) 419-8232
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 Lisa Bingaman
Lisa is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the state of Georgia. She is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Lisa is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who began her career in Financial Services in 2007. She has been Series 7 and Series 66 registered, and Life/Health/Variable Annuities Licensed for 17 years. Before joining Morgan Stanley, Lisa was one of five Internal National Certified Financial Planners for Nationwide Financial, but the bulk of her experience was with Wells Fargo Advisors, where she collaborated with several teams and Financial Advisors in the Southeast region to consult on processes and procedures for implementing Financial Planning into the practice. Here, she mentored under a Branch Manager and CFP®, while working towards her own designations.
In addition to her degrees in Business Management and Psychology, Lisa holds a Bachelor of Science in Consumer Economics with a Concentration in Financial Planning from the University of Georgia. She lives in Middle Georgia with her husband and their 2 children, where they spend most of their free time on the baseball and soccer fields.
Lisa is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who began her career in Financial Services in 2007. She has been Series 7 and Series 66 registered, and Life/Health/Variable Annuities Licensed for 17 years. Before joining Morgan Stanley, Lisa was one of five Internal National Certified Financial Planners for Nationwide Financial, but the bulk of her experience was with Wells Fargo Advisors, where she collaborated with several teams and Financial Advisors in the Southeast region to consult on processes and procedures for implementing Financial Planning into the practice. Here, she mentored under a Branch Manager and CFP®, while working towards her own designations.
In addition to her degrees in Business Management and Psychology, Lisa holds a Bachelor of Science in Consumer Economics with a Concentration in Financial Planning from the University of Georgia. She lives in Middle Georgia with her husband and their 2 children, where they spend most of their free time on the baseball and soccer fields.
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
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Ready to start a conversation? Contact Eric L. Garbade 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’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.
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.
3Morgan 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.
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.
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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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’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.
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.
3Morgan 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.
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.
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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
