The Guerry / Kinney Group at Morgan Stanley

Growing up in the Atlanta suburb of Lilburn, I spent more time than most in doctor’s offices, which initially sparked an interest in medicine. However, after my first anatomy class and an encounter with a formaldehyde cat at the University of Georgia, I quickly realized I wasn’t cut out for medical school. Thankfully, a different passion had already taken root when my grandfather introduced me to investing at 15, gifting me a book that opened my eyes to the world of finance. Soon, I was poring over the business section, following local giants like Coca-Cola and Southern Company, and fascinated by the idea that anyone could own a piece of the world’s largest companies.

Though I graduated from UGA with a degree in Biochemistry, my heart was set on a career in finance. After six months of persistence, I began my journey at Merrill Lynch, eventually navigating the turbulence of the 2008 financial crisis at Smith Barney, which later became Morgan Stanley Wealth Management.

Today, I serve as a Portfolio Management Director with the Guerry/Kinney Group at Morgan Stanley, where we focus on comprehensive wealth management for affluent families, individuals, and business owners. My primary responsibilities include managing risk, asset allocation, and portfolio diversification strategies. More risk doesn’t always mean more reward; we customize portfolios to match our clients’ goals, ensuring they only take the amount of risk necessary to achieve their objectives. Managing risk and actively considering capital gains is a core part of our approach, with my partner Trey—a Certified Financial Planner (CFP)—handling financial plans that guide our portfolio management strategies.

On a personal note, I live in Alpharetta with my wife Traci and our dog Harley Quinn (though it’s just “Harley” unless she’s in trouble). Our son Tristan is studying business and finance at Young Harris College, and I’ve been involved in children’s ministry at North Point Community Church since 2000, where I continue to serve as a small group leader. Outside of work, I’m passionate about health, fitness, reading, and music, and I love spending time in the mountains or at the beach whenever I can step away.


*Asset Allocation and diversification do not assure a profit or protect against loss in declining financial markets.

I have always had a passion for problem solving and close personal connections.  Growing up in the small town of Valley, Alabama I learned to appreciate the tremendous value of relationships.  In school I found I had an affinity for math and science and ultimately graduated from Georgia Tech with a Bachelor of Science in Mechanical Engineering. I began my career as a field engineer for GE Power Systems where I used a hands-on approach to manage projects and client relationships. I enjoyed working with clients in the Southeast and building trusting relationships by providing practical solutions to the unique issues at each plant.  After four years of continuous travel however, I was ready for a change but not quite sure what it was going to be.

As I began to explore options, a friend’s father spoke to me about his long-term career as a Financial Advisor. After meeting with him, I realized that what he did combined the things I enjoy most:  building trusting personal relationships and using analytical skills to solve problems. I joined Merrill Lynch’s training program in 1999 and immediately began studying to become a Certified Financial Planner (CFP^®). As a CFP^®, I take a holistic view of clients’ financial picture to understand their life goals and priorities. To better assist clients with the complexities of retirement planning, I subsequently obtained the Chartered Retirement Planning Counselor (CRPC^®) designation.  I find nothing more rewarding than helping clients achieve a work-optional lifestyle and leave a lasting legacy.

My wife Jenny and I live in Roswell, GA, along with our son Sam.  I am an active member of Northbrook United Methodist Church and enjoy golf, fishing, and tennis. In the fall I can be found tailgating at all the Georgia Tech home games.

Stacy is a Senior member of the Concierge Team and serves as a Wealth Management Associate and Market CSA Coach. She began her career in financial services in 2001 and brings deep experience focused on delivering a thoughtful, high-touch client service experience.

Stacy completed her education at Southeastern Academy, with a focus in Travel & Tourism. She lives in Roswell and is actively involved in volunteer work through event coordination and professional costuming with the 501st Legion and Rebel Legion. Outside the office, she enjoys attending live music concerts and aerial arts. She shares her home with three rescue cats, Noodle, Tundra, and Beck.

Dan is a Registered Client Service Associate on the Concierge Team. He began his career in financial services in 2020, following more than a decade in leadership roles at Children’s Healthcare of Atlanta and Kaiser Permanente. He joined Morgan Stanley in 2021 and later transitioned to the Alpharetta branch in his current role.

Dan lives in Suwanee, Georgia, with his wife Tam. Outside of work, he enjoys long-distance road cycling on the Silver Comet Trail and is an active practitioner of Gracie Jiu-Jitsu.