

Mayers/Leister

Our Mission Statement
Our Story
Our team believes that listening to each client's goals and concerns is the most important part of the planning process and is imperative to a successful advisor-client relationship. We are honored to have a group of dynamic and influential clients, many of which have become family friends. We look forward to starting a discussion with you.
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Risk Management
- Hedging Strategies
- Philanthropy Management
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Approach

Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025 . Check back soon for details on upcoming events.
Morgan Stanley Private Wealth Management Virtual Client Conversation Series
Series of exclusive experiences for PWM clients providing an opportunity to interact with prominent thought leaders from the worlds of finance, government, media, the arts and academia.
Exclusive Insights & Perspectives from Women Thought Leaders
Opportunity for PWM clients to hear powerful insights and diverse perspectives from women thought leaders on timely topics such as the economy, philanthropy and leadership.
Disruption, Reinvention and Leadership, Featuring Rich Barton
The founder of Expedia, Glassdoor and Zillow offered a first-hand account of his adventures in disrupting the most tradition bound industries, as well as his take on leadership in times of turmoil.
Building a Winning Culture, Featuring Joe Lacob
A prominent authority on the intersection of sports and business discussed how he built a winning culture on the basketball court and as a business. Hear his thoughts on how COVID-19 reshaped the sports world.
Location
Meet Mayers/Leister
About Jordan E Mayers
Managing Director
Alternative Investments Director
Private Wealth Advisor
Portfolio Management Director
Jordan joined Morgan Stanley PWM in 2008. He focuses on developing customized financial solutions for families, foundations, and endowments, with extensive experience in alternative investments, estate planning strategies, pre/post liquidity planning, risk management, and discretionary portfolio management. He has served on the Morgan Stanley Alternative Investments Advisory Council and PWM Advisory Council. Jordan is an Alternative Investments and Portfolio Management Director.
Prior to joining Morgan Stanley, he was a Senior Vice President of Wealth Management at Citi Family Office. He began his career in 1997 as an Associate with Goldman Sachs, Private Client Division.
Jordan received his undergraduate degree from the University of Florida, in Business Administration, majoring in Finance, and minoring in Economics. He earned his MBA from the Fuqua School of Business, Duke University.
Jordan resides in Atlanta with his wife, Mandy and his sons Dylan and Logan. His charitable interests include Children’s Healthcare of Atlanta, Desire Street Ministries, and The High Museum. His personal interests include contemporary art, golf, snow skiing, and pickleball.
NMLS#: 1347330
About Eric A Leister
Managing Director
Alternative Investments Director
Private Wealth Advisor
Eric joined Morgan Stanley PWM in 2008. He focuses on developing customized financial solutions for families, foundations, and endowments, with extensive experience in monetization, hedging, and risk management. He also advises business owners on pre/post liquidity strategies. Eric is an Alternative Investments Director.
From 2002- 2008 Eric was a Senior Vice President at Citi Family Office Wealth management. Eric worked at CIBC Oppenheimer’s Private Client Group from 2000-2002.
Eric received a Bachelor of Science degree in Business Administration majoring in Finance from the University of Central Florida, with a focus on capital markets and derivatives. While a Student-Athlete, he earned a full scholarship and lettered in football for four years.
Eric resides in Atlanta with his wife, Carie, their sons Evan, Collin, and Bennett, and their daughter Abigail. He and his family are active members of Church of the Apostles and Cherokee Town and Country Club. He also serves as Vice-Chairman for Hope Thrives. Eric’s outside interests are coaching his boys in sports at NYO in football and baseball. He enjoys golf, tennis, snow skiing and fly fishing.
NMLS#: 1364409
About Mackenzie Sawicki
Outside of work, Mackenzie resides in Alpharetta with her fiancé, Nate, and their German Shepherd, Jäger. She enjoys spending time with family and friends, loves to cook, as well as exploring the outdoors.
About Lauren Moore
Outside of work, Lauren enjoys spending time outdoors, especially skiing, as well as reading and enjoying quality time with her friends and family.
About Margaux Williamson
Prior to joining Morgan Stanley, Margaux was with Barclays in Washington, DC, where she served as a Senior Analyst for a team with approximately 80 accounts, and assets under management of $1.4 billion.
Margaux graduated with her B.S.B.A. in International Business from the University of Denver. She received scholarships and academic awards as a member of the University of Denver Division I Women’s Soccer Team.
Margaux was a member of the Third Way Center Young Professionals Board in Denver for three years. While living in DC she was a docent at the Smithsonian National Museum of Natural History and has volunteered internationally in India and Thailand.
As a Colorado native, Margaux enjoys the outdoors, mountaineering, yoga, and Denver Broncos games. She lives in Atlanta with her husband, two sons and large yellow lab, Wally. Margaux’s licenses include Series 7, 66 and 3.
About Garrett Ordway
Outside of work, he enjoys fishing, golfing, and spending quality time with his dog, embracing the outdoors and the vibrant culture of his new home.
About Will Blumberg
Transitioning from professional sports to finance, William brings a strong work ethic, discipline, and a commitment to excellence to his role at Morgan Stanley. He is focused on delivering exceptional client service and helping individuals and families navigate their financial goals.
Outside of work, he enjoys golfing, playing racket sports, and spending time with his wife, Mary Bryan, and their dog, Waffles.

Contact Jordan E Mayers

Contact Eric A Leister
Portfolio Insights
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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