The MWM Story

Merlin Wealth Management provides comprehensive wealth management underlied by our customized financial planning and family office services as well as our branded investment management strategies. Generations of families and businesses have given us a unique perspective on how to manage complexity, providing customized advice to our clients, one relationship at a time.

Our goal is for you and your future generations to enjoy wealth without worry.  Our consultative approach leads us to seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that can help to achieve your specific objectives.

Merlin Wealth Management has represented entrepreneurs, family businesses, corporate executives, high net worth families and family offices for over two decades, assisting our clients in the creation and maintenance of significant net worth.  Talk to us about creating your customized wealth and investment strategy today.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Estate Planning Strategies4
  • Philanthropic Services
  • Business Planning5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 842-2300(404) 842-2300
Toll-Free:
(800) 241-4277(800) 241-4277

Meet Merlin Wealth Management

About Me

Michael is a Managing Director and a CERTIFIED FINANCIAL PLANNER. Michael joined the firm in 1998 after serving as a Corporate Finance Analyst at Bank of America. Since joining Morgan Stanley, Michael has earned the designation of Financial Planning Specialist, Investment Management Consultant, Senior Portfolio Management Director, and is a member of the Chairman’s Club, most recently in 2018. In 2009, Michael was welcomed by Morgan Stanley’s Family Office as a Family Wealth Advisor, a segment of the firm dedicated to providing our most valuable clients with enhanced access to our robust resources. 2012 - 2016, Michael was selected to Barron’s list of America’s Top 1,000 Advisors. Michael was also named one of America’s top advisors under 40 in On Wall Street magazine for 2015.

Michael also has a commitment to serve the community. He recently served as the Southeast Regional Board Chair of the Anti-Defamation League. He also sits on the Board of Directors of several non-profit organizations including the Atlanta Jewish Foundation, The Breman Jewish Heritage Museum and The Jewish Family and Career Services Foundation. Michael and his wife, Caren have two sons, Jonathan and Ryan, and live in Atlanta. Michael graduated cum laude from Northwestern University in 1997 with a degree in Economics.


Morgan Stanley Wealth Management Chairman’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Chairman’s Club membership is no guarantee of future performance.
Securities Agent: TX, GA, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NJ, NH, NC, MT, MI, MD, MA, LA, KS, IN, IL, ID, IA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1279176

About Me

Adam joined the Merlin Wealth Management in  2007. He has earned the designation of Certified Financial PlannerTM and Financial Planning Specialist. He was designated as a member of the firm’s 2009-2012 Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. Prior to joining Morgan Stanley, Adam worked as a consultant at Accenture, advising Fortune 500 companies and Government Entities on how to make certain business functions more efficient and profitable. Adam graduated from the University of Virginia with a degree in economics.

Adam and his wife Allison live in Atlanta with their three kids Libby, Morris and Samantha. Within the community, Adam sits on the Board of Directors of the Southeast Region of the Anti-Defamation League (ADL) and the Children’s Museum of Atlanta.  Adam also volunteers with the Jewish Federation of Greater Atlanta.

Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
Securities Agent: TX, GA, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NJ, NH, NC, MT, MI, MD, MA, LA, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1275748

About Me

Michael, a financial advisor for over 29 years, joined Morgan Stanley in 2008 as a Senior Vice President and Senior Investment Management Consultant. Mr. Athanas graduated from Ithaca College in NY with a BS in Finance, earned the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business and recently completed Morgan Stanley’s Institute of Family Wealth Management program attaining the Family Wealth Advisor designation. He began his career with Boston Safe Deposit and Trust Co, followed by Lehman Brothers, Oppenheimer and Bear Stearns before joining Morgan Stanley. He is a member of the Investment Management Consultants Association. Michael and his wife Kerri have two daughters, Alexis and Nicolina.
Securities Agent: TX, GA, WV, WI, WA, VA, TN, SC, PA, OR, OH, NY, NJ, NH, NC, MI, MD, MA, LA, IN, IL, ID, IA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1274620

About Me

Amber joined Morgan Stanley in 2003. For 15 years she has served as the primary client service contact for Merlin Wealth Management clients, and has been promoted to Chief of Staff for the team. Previously, Amber spent four years at the UBS Financial Services Group. She graduated from the University of Georgia with a Bachelor in Business Administration in Finance. Amber lives in Atlanta with her husband, Kevin, and her daughter, Gabrielle.

About Me

Emery Bourne has been with Morgan Stanley since 1997. She joined Merlin Wealth Management in September 2011. Emery has earned the designation of Financial Planning Specialist and is Series 7 (Securities), Series 63 (Uniform Securities Agent Law) and Series 65 (Uniform Investment Agent) licensed. She obtained a Bachelor's of Science from the University of Vermont and is a graduate of the National Outdoor Leadership School. As a native of Atlanta she is active in the community, specifically starting a non-profit called "Project Gift" that services elementary school students in several of Atlanta's low-income neighborhoods. Emery and her husband Bray have two daughters, Deyo and Mills.

About Me

Adam D. Compton joined Merlin Wealth Management with over 22 years of portfolio management and securities analysis experience, most recently as a Managing Director and Portfolio Manager at GMT Capital where he was responsible for a global long-short equities portfolio. Mr. Compton also managed portfolios and was the head of US Financial Services Research at Alliance Global Investors in San Francisco, California. Prior to his portfolio management career, Adam was a sell-side equity analyst as a Senior Vice President at Keefe Bruyette & Woods, a Vice President at Morgan Stanley and Bank of America Securities and an associate at Smith Barney. Adam also spent three years as a bank regulator for the State of Florida.

Mr. Compton recently served as Head of Finance for Skuchain Inc. of Mountain View, California, a financial technology company and also spent 5 years as a member of the Investors Technical Advisory Committee for the Financial Accounting Standards Board (FASB).
Mr. Compton received his MBA, with distinction, from Cornell University in Ithaca, NY and his BA from Houghton College, Houghton, NY where he currently sits on the President’s Advisory Board. Mr. Compton has resided in Atlanta since 2008 and has 3 daughters.

About Me

Zach joined Merlin Wealth Management in January 2013. Prior to joining the team full time, Zach served as an intern for the team. Zach graduated cum laude from the University of Georgia in May 2012 with a degree in Finance. He volunteers as a Big PAL through the Jewish Family and Career Services PAL program.

About Me

Michelle Trivers joined Merlin Wealth Management in August 2012. Michelle was formerly a Trading Analyst at HAW Wealth Management and a Municipal Liaison with Prudential Securities and Bear Stearns. She has a BSBA from Washington University in St. Louis and an MBA from University of Florida. She holds her Series 7 and 66 licenses. Michelle resides in Atlanta with her husband, Doug, and three children Marissa, Jacob and Max.

About Me

April joined Merlin Wealth Management in August of 2014. Prior to joining MWM , April was a Senior Financial Representative within the Stock Plan group at E*TRADE Financial. She also had a 6 year tenure working for Bank of America. April holds Series 7 and 63 licenses.


April was born in Dublin, Georgia. She was raised primarily in Georgia and Birmingham, AL. She attended Kennesaw State University and received a Bachelor of Arts degree in History along with a Certificate in Ethical Leadership. During her spare time April enjoys reading as well as spending time with family and friends

About Me

Paula Gulich joined Morgan Stanley in 2002 and became a member of Merlin Wealth Management in 2018. Prior to joining MWM, Paula was a Business Service Manager and Complex Administrator with Morgan Stanley. She also had a 12 year tenure working with Merrill Lynch. Paula holds Series 7, 66, 9 and 10 licenses. Paula resides in Auburn, GA with her husband, Bill and has two daughters.

About Me

Rene Bracey joined Morgan Stanley in 2010 and became a member of Merlin Wealth Management in 2014. Rene has over 20 years' experience as an Executive Assistant in the Atlanta Community. She resides in Alpharetta with her husband and two daughters.

Investment and Market Perspectives

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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
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
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Ready to start a conversation? Contact Merlin Wealth Management today.
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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’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.

3Morgan 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.

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 and other legal matters.

5Morgan 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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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.

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