Maranda Barbour
Private Banker
Jonathan Dickson
Managing Director, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(404) 459-3891(404) 459-3891
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: MA, MI, CT, CA, OH, NM, NE, LA, TN, HI, DE, KY, IL, GA, FL, AL, WY, MS, VA, SC, RI, MO, MD, CO, AZ, VT, DC, UT, MT, IN, WV, WI, TX, NY, NJ, NC, SD, PA, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279063
NMLS#: 1279063
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- BS- Business and Behavioral ScienceOglethorpe University
- Life Insurance and Fixed and Variable Annuities
- Series 7 and 66
Honors and Recognition
- 2012 Five Star Wealth Manager Award. Source: fivestarprofessional.com (Awarded 2012) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2012 Award – 02/03/2012 – 07/22/2012.
- Forbes Best-In- State Wealth Advisors 2022 - 2024 Source: Forbes.com (Awarded 2022 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
- Morgan Stanley Century Club Member
- Morgan Stanley John Houseman Award Recipient
- Morgan Stanley Lending Achievement Award
- National Recognition Council- Morgan Stanley 2010-2020
- National Recognition Council- UBS Financial Services 2002-2009
Client Service Team
Savannah Bailey - Senior Registered Associate
Phone:
(404) 459-3856(404) 459-3856
Email:Savannah.Cernosek@morganstanley.com
Savannah joined Morgan Stanley in 2013 and oversees business development for the group. She connects privately held business owners to Morgan Stanley's Private Banking Group and investment banking resources.
Savannah is instrumental in helping business owners achieve their lending and growth needs. She holds the FINRA Series 7 and 66, and graduated from the University of Alabama with a BA in advertising.
In her spare time, Savannah enjoys traveling internationally, being outdoors, and volunteering with Children's Healthcare of Atlanta. She currently resides in Buckhead.
Savannah is instrumental in helping business owners achieve their lending and growth needs. She holds the FINRA Series 7 and 66, and graduated from the University of Alabama with a BA in advertising.
In her spare time, Savannah enjoys traveling internationally, being outdoors, and volunteering with Children's Healthcare of Atlanta. She currently resides in Buckhead.
Deborah Restauri - Portfolio Associate
Phone:
(404) 459-3863(404) 459-3863
Email:Deborah.Restauri@morganstanley.com
Debbie takes great pride and plays a significant role in providing our clients with exceptional service in her administrative position. Debbie will generally be your first point of contact with your on-boarding process, and any administrative task or question you may have.
With over 30 years of experience in the financial services industry, Debbie brings a wealth of knowledge to our team to best serve you. She holds the FINRA Series 7,63, 65, and 31.
Debbie currently resides in Marietta. She enjoys spending time with friends, and visiting her son, Brandon, in Park City, Utah.
With over 30 years of experience in the financial services industry, Debbie brings a wealth of knowledge to our team to best serve you. She holds the FINRA Series 7,63, 65, and 31.
Debbie currently resides in Marietta. She enjoys spending time with friends, and visiting her son, Brandon, in Park City, Utah.
Michelle Veach - Client Service Associate
Phone:
(404) 459-3804(404) 459-3804
Email:Michelle.Veach@morganstanley.com
Michelle joined Morgan Stanley in 2019 after working in banking, finance, and insurance. Her extensive knowledge, and experience, that she brings makes her an invaluable resource to both the team and our valued clients. She is the newest addition to our team and assists our clients with all administrative tasks and questions.
Michelle currently resides in Brookhaven with her daughter. In her spare time, she enjoys spending time with family, friends and her dog Leia.
Michelle currently resides in Brookhaven with her daughter. In her spare time, she enjoys spending time with family, friends and her dog Leia.
Location
5565 Glenridge Conn
Suite 1900
Atlanta, GA 30342
US
Direct:
(404) 459-3891(404) 459-3891
Fax:
(404) 935-9797(404) 935-9797
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
Mark Jansen
Family Office Resources Generalist
About Maranda Barbour
NMLS# 1182370
Maranda Barbour is a Loan Portfolio Manager serving Morgan Stanley’s Wealth Management offices in the Southeast Region.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as an Associate Private Banker in Atlanta, Georgia. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.
Maranda earned her Bachelor of Science degree in Marketing from Winthrop University. She and her family live in Alpharetta, Georgia.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
Maranda Barbour is a Loan Portfolio Manager serving Morgan Stanley’s Wealth Management offices in the Southeast Region.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as an Associate Private Banker in Atlanta, Georgia. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.
Maranda earned her Bachelor of Science degree in Marketing from Winthrop University. She and her family live in Alpharetta, Georgia.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
NMLS#: 1182370
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
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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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 Jonathan Dickson today.
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
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)
