Mark's Bio

Comprehensive investment planning has been a focus throughout my career.  In 1989, I opened a Robinson – Humphrey & Co office in LaGrange, GA, which later merged with one of the predecessor firms of Morgan Stanley.  I serve as the Senior Portfolio Manager in the Indigo Group.  My area of concentration is helping clients set investment objectives, developing an asset allocation strategy, making stock and fund selections, and establishing customized investment strategies.   I have managed SRI/ESG/Impact Investing-style discretionary strategies within the Morgan Stanley Portfolio Management platform since 2000.  My engagement in the following programs speaks directly to my ability to help clients make the best choices for sustainable investments:          - Named an Investing with Impact Champion by Morgan Stanley since 2014          - Attended Oxford University's Impact Investing Executive Program in 2015          - Co-founded the Southeast Corporate Sustainability RankingsIn addition, I have served in a number of leadership capacities on the boards of The University of Georgia, the Georgia Institute of Technology, Berry College, and LaGrange College.  Being a part of policy and leadership in non-profit organizations helps me work more effectively with clients who believe that life should be a balance of enterprise and service.
Services Include
  • Sustainable Investing1
  • Wealth Management2
  • Asset Management3
  • Endowments and Foundations4
  • Philanthropic Services
  • Professional Portfolio Management5
  • Financial Planning6
  • Retirement Planning7
  • Fixed Income8
  • Life Insurance9
Securities Agent: GA, WY, WI, WA, VA, TX, TN, SC, NY, NV, NM, NH, NC, MN, MI, MD, MA, KY, IL, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Digital Brochure

    Working With You

      Community Involvement

      I have served as a third-generation trustee on two of the Fuller E. Callaway Family Foundations for 25 years.  In addition, I created a family foundation in 1994, The Morning Star Foundation, to help foster and pass on appreciation for philanthropic involvement to my children.  Four of my five children currently serve as trustees.

      In addition, I support organizations which are dedicated to inspire and motivate action towards positive change. Some examples of these organizations are the following:
                - Telluride Mountainfilm on Tour
                - Doctors without Borders
                - Special Olympics
                - Wateraid America, Inc.

      Location

      3280 Peachtree Rd NE
      Suite 1900
      Atlanta, GA 30305
      US
      Direct:
      (404) 264-4288(404) 264-4288
      Toll-Free:
      (800) 421-2741(800) 421-2741
      Fax:
      (404) 935-9851(404) 935-9851

      Investment and Market Perspectives

      On the Markets

      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
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      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

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      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
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      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
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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
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      Ready to start a conversation? Contact Mark C Callaway today.
      Market Information Delayed 20 Minutes
      1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      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 (“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.

      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, charitable giving, philanthropic planning and other legal matters.

      5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

      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.

      8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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.


      CRC 2019752 10/2018