Welcome

My goal is to be the central point for your wealth management decisions and to deliver an exceptional client experience. I begin with a mission to connect you to Morgan Stanley’s premier wealth management solutions and lending capabilities. I complement these resources with my reliable service model and dependable communication.

Whether preserving, growing or distributing your wealth, I am always thinking ahead on your behalf. The next time you consider your retirement; the next time you reflect on your family’s goals; the next time the unexpected happens - let's discuss the financial strategies that can help you reach your financial objectives.

As the central point for your wealth management decisions, I have built my practice out of this idea: to be your connection to what matters most to you.

Managing wealth involves far more than managing an investment portfolio. It begins with developing a comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest in a way that reflects the realities of your life and the uniqueness of your long-term goals.

I am committed to building strong connections. Whether connecting you to the ideas and solutions drawn from Morgan Stanley’s thought leadership, or to our user-friendly digital platform; connecting you with other professionals or with a strategy for your family’s success – forging meaningful connection is the core of who we are and what we do. We partner closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.

As our relationship evolves, I hope you will regard my team and I as valued resources who can help you make a more informed decision on any financial issue.
Services Include
Securities Agent: WA, CA, WI, PA, OK, NY, KY, KS, DE, NM, NJ, IN, ID, CO, VA, NC, MN, GA, AL, VT, UT, OH, MD, MA, TN, MI, AZ, SC, OR, NH, HI, TX, SD, MS, FL, AK, WV, PR, IA, CT, WY, RI, NV, ND, MT, AR, MO, ME, LA, IL, DC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252922
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Resources

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    Overcoming Your 5 Biggest Retirement Challenges
    While saving for a retirement is an important topic, it’s at least as important as what comes next: Your plan of action once you enter retirement.
    Read More
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    5 Mistake to Avoid in Retirement
    How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
    Read More

Experience

Joshua began his career with Morgan Stanley in 1992, during his senior year at Emory University. In 1995, Joshua received the Morgan Stanley National Sales Director Award. He has been included in the Morgan Stanley Master's Club for 2022.

Joshua has also seriously pursued advanced education. In 2002 he obtained his CERTIFIED FINANCIAL PLANNER™ designation and in 2006 his Chartered Financial Consultant® certification. Joshua became a Certified Investment Management Analyst® in 2008, a designation offered through Morgan Stanley’s program at the Wharton School of the University of Pennsylvania. In 2017, Joshua was awarded the Senior Portfolio Management Director title, representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform.

Most recently, in 2019 Joshua earned his CPWA® (Certified Private Wealth Advisor®) designation - one of the the premier credentials in wealth management, through the University of Chicago Booth School of Business, designed for seasoned professionals who work with sophisticated, high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

2022 - 2023 Forbes Best-In- State Wealth Advisor
Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
• CFP® (Certified Financial Planner™) certification – recognized as one of the highest standards in personal financial planning
• CIMA® (Certified Investment Management Analyst®) certification – credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant 
• CPWA® (Certified Private Wealth Advisor®) - one of the premier credentials in wealth management, through the University of Chicago Booth School of Business, designed for seasoned professionals who work with sophisticated, high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
• Senior Portfolio Management Director – representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform
• Licensed to provide Life, Disability and Variable Life Insurance; Variable Annuities and Long-Term Care Insurance
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.

The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley wealth management process and translate your goals into reality.

Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us help with a strategy that is:
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    1. Personal:
    Highly individualized and committed to helping you achieve financial success.
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    2. Flexible:
    Responsive to changes in your life and in your priorities over time.
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    3. Comprehensive
    Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
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    Financial Planning Analysis
    To begin your complementary financial planning analysis, please click the link below.
    Financial Planning Questionnaire

The Joshua Tree has the ability to grow amongst harsh and unforgiving terrain as a symbol of perseverance.

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WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Direct:
(770) 698-2112(770) 698-2112
Toll-Free:
(800) 444-1082(800) 444-1082
Fax:
(678) 217-8293(678) 217-8293

Meet My Team

About Vickie S. Mitchell

Vickie Mitchell graduated from The University of Georgia with a Bachelor's Degree in Finance. She obtained her Master's Degree in Business Administration from Mercer University, and has been with Morgan Stanley since 2000. Vickie is responsible for cash management, account servicing and administration, and delivers a responsive level of service. She holds her Series 7, 31, 66, Life and Health Insurance Licenses.

She lives in Milton, Georgia with her husband, Matthew, and daughter, Anna Kate. Vickie is an active volunteer at her daughter's school in Milton, GA. While not working, she enjoys playing tennis, travelling, and spending time with her family.

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
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.

Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Joshua S. Weber today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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.

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2Morgan 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, charitable giving, philanthropic planning and other legal matters.

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3Morgan 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.

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4Morgan 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.

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5When 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.

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6Alternative 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.

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7Morgan 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

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8Morgan 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.

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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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), 4763067 (9/2025)