Jordan E Mayers
Managing Director, Private Wealth Management, Alternative Investments Director, Portfolio Management Director, Founders Specialist
Phone:
(404) 949-4103(404) 949-4103
Morgan Stanley Private Wealth Management
Mayers/Leister
Direct:
(404) 949-4104(404) 949-4104
Our Mission Statement
We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.
Our Story
Led by Jordan Mayers and Eric Leister, our Atlanta-based PWM team works with an exceptional group of ultra-high net worth entrepreneurs, business leaders, families, and foundations. We have extensive experience and resources to provide comprehensive wealth planning strategies such as pre-liquidity planning, risk management, investment management, and estate planning. Using a team-based approach, we work collaboratively with long-term strategic partners to ensure a tailor-made and objective strategy for you and your family. Additionally, we uphold world-class service, complete confidentiality, and fee transparency. By working with approximately 45 families, we are able to commit the necessary time and dedication to cover the full spectrum of each client's planning needs.
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.
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.
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Risk Management
- Hedging Strategies
- Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- 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
Private Wealth Management Highlights
- 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
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Planning For Your Family's Financial Needs
Estate Planning
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving your wealth and building a plan for its transition to those you choose in a way you choose.
Estate Planning Overview
Charitable Giving
Morgan Stanley Global Impact Funding Trust, Inc. (Morgan Stanley GIFT) is pleased to take this opportunity to provide you with an overview of some of the common methods that individuals use to make charitable gifts, along with some important tips that you should keep in mind.
Charitable Giving Overview
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Learn More
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
Learn More
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Learn More
Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Watch Videos
Private Wealth Management Ideas & Insights
Gain fresh perspective on the complex investing, wealth planning, family governance and lifestyle issues that impact your life and legacy.
Learn More
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.
Online
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.
Online
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.
Online
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.
Online
Location
3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4104(404) 949-4104
Meet Mayers/Leister
Eric A Leister
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(404) 949-4102(404) 949-4102
Mackenzie Sawicki
Private Wealth Management Associate
Phone:
(404) 949-4104(404) 949-4104
Lauren Moore
Registered Client Service Associate
Phone:
(404) 949-4107(404) 949-4107
Margaux Williamson
Private Wealth Management Associate
Phone:
(404) 949-4108(404) 949-4108
Garrett Ordway
PWM Analyst
Phone:
(404) 949-4584(404) 949-4584
Will Blumberg
Investment Consultant
Phone:
(404) 949-4135(404) 949-4135
About Jordan E Mayers
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.
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.
Securities Agent: GA, DE, OH, MT, MA, CO, VT, AZ, WV, SC, NJ, NV, MD, IL, DC, WA, VA, TX, TN, NY, RI, MS, NM, UT, AL, VI, SD, PR, MI, FL, CA, NC, KS, WY, PA, OK, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1347330
NMLS#: 1347330
About Eric A Leister
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.
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.
Securities Agent: CA, OK, SC, NJ, MD, DE, WV, WY, AZ, VI, IL, GA, AL, VA, TX, NY, IN, RI, DC, VT, TN, PR, PA, OH, MT, MA, KS, NC, MS, FL, CO, WA, UT, SD, NV, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364409
NMLS#: 1364409
About Mackenzie Sawicki
Mackenzie Sawicki is a dedicated Private Wealth Management Associate for the Mayers/Leister group at Morgan Stanley. With over a decade of experience, she specializes in delivering exceptional client service to ultra-high net worth families and family offices. Mackenzie holds a Bachelor of Arts in Finance with a Minor in Accounting from Wofford College and is currently a Level 3 CFA candidate, further enhancing her expertise in the financial landscape.
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.
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
Lauren Moore is a dedicated Registered Client Service Associate for the Mayers/Leister Group at Morgan Stanley. She leverages her strong background in finance to support clients with their investment needs. Born and raised in Marietta, GA, Lauren graduated from the University of Georgia in 2023 with a degree in finance, focusing on pricing and valuation. Her passion for financial markets and commitment to providing exceptional service make her a valuable asset to the team.
Outside of work, Lauren enjoys spending time outdoors, especially skiing, as well as reading and enjoying quality time with her friends and family.
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
Margaux is a Registered Associate with Morgan Stanley Private Wealth Management. She is responsible for helping manage client accounts, day to day inquiries and trading as well as serving as a liaison to the team’s base of high net worth individuals and family offices. She has been in the financial industry since 2008 and joined Morgan Stanley in 2015.
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.
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
Garrett Ordway is a dedicated PWM Analyst at Morgan Stanley, currently based in Atlanta after relocating from New York City, where he began his career in finance. Originally from Philadelphia, Garrett combines a strong analytical background with a passion for delivering tailored financial strategies to clients.
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.
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
William Blumberg is an Investment Consultant in Morgan Stanley’s Private Wealth Management division, based in Atlanta. Originally from Greenwich, CT, he attended the University of North Carolina, where he became the only 10-time All-American in Division I tennis history. Following a distinguished collegiate career, he competed professionally for four years, participating in eight Grand Slam events and reaching the U.S. Open semifinals in mixed doubles.
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.
NMLS#-2767790
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.
NMLS#-2767790
Contact Jordan E Mayers
Contact Eric A Leister
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
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.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
