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.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Cash Management3
  • Divorce Financial Analysis4
  • Estate Planning Strategies5
  • Financial Planning6
  • Retirement Planning7
Securities Agent: TX, GA, WV, WI, VT, VA, TN, SD, SC, PA, OR, OH, NY, NJ, NC, MT, MO, MI, MD, MA, LA, KY, IN, IL, ID, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1252922
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

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 us as a valued resource who can help you make a more informed decision on any financial issue.

    Experience

    Joshua began his career with Morgan Stanley in 1992, during his senior year at Emory University. Joshua received the Morgan Stanley National Sales Director Award in 1995. He has been included in the Morgan Stanley Director’s club or President’s club since 1999. 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 with established standards respected throughout the industry.
    Designations and Certifications
    • CFP® Certified Financial Planner™ certification – recognized as the highest standard in personal financial planning
    • ChFC® (Chartered Financial Consultant®) designation – addresses all aspects of financial planning with a focus on the practical applications of those principles
    • CIMA® (Certified Investment Management Analyst®) certification – the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant 
    • Senior Portfolio Management Director – representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform with established standards respected throughout the industry 
    • Licensed to provide Life, Disability and Variable Life Insurance; Variable Annuities and Long-Term Care Insurance

    Client Service Team

    • Vickie S. Mitchell - Registered Client Service Associate, Portfolio Associate
      Vickie graduated from The University of Georgia with a Bachelors Degree in Finance.  She obtained her Masters Degree in Business Administration from Mercer University, and has been with Morgan Stanley for 17 years.  Vickie is responsible for cash management, account servicing and administration, and ensuring we deliver a responsive level of service.  She lives in Vinings with her husband, Matthew, and daughter, Anna Kate.

    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
    Investment and Market Perspectives

    On the Markets

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

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    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Joshua S. Weber today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    2Morgan 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.

    3Morgan 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

    4Morgan 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.

    5Morgan 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.

    6Morgan 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.

    7Morgan 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.

    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 suitable 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”) 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.


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