Michael Edmonds
Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director
Direct:
(770) 643-7665(770) 643-7665
My Mission Statement
Experience, intellectual capital, and dedicated personal service to help you meet your life goals.
My Story and Services
Michael Edmonds is a Vice President and Financial Advisor at Morgan Stanley. He joined the firm after seven years at Merrill Lynch as a Financial Advisor. He received a BA degree from Winthrop University in English.
Michael became a Financial Advisor to help hardworking people grow and preserve their wealth. He was raised by his mother, an immigrant from the Philippines who worked hard just to put food on the table for her family. Before becoming a Financial Advisor, Michael was a teacher in an underfunded public school system for five years. Watching the sacrifices his mother made and experiencing the difficulties a lack of funding can create in the classroom, Michael grew to appreciate the value of money and its ability to change lives for the better if taken care of properly. These experiences taught him the difficulty of acquiring wealth, and the vital importance of helping maximize every dollar through financial planning and sound investments.
Michael’s approach to wealth management starts with listening. Before making any recommendations, he first develops a thorough understanding of your investment knowledge, preferences, and goals. He will then collaboratively construct solutions to help meet both your immediate needs and your long term goals.
Over time, Michael will endeavor to implement the following wealth planning steps:
• Align your income needs and long-term goals with the proper investments
• Utilize applicable tax mitigation strategies
• Ensure all accounts are in congruence with your estate planning strategies
• Protect your wealth through appropriate insurance and other risk mitigation strategies
• Strategically help maximize liquidity so that you have purchasing power when you need it
Michael believes in putting his clients first. He often coordinates with clients’ attorneys, executors, accountants, and other relevant professionals when generating a financial plan. Positions are vigilantly monitored, and meetings are regularly scheduled to appraise progress toward goals and overall financial condition.
Outside of work, Michael is active in his church. He serves in leadership roles in the men's ministry and volunteers for many causes including Rise Against Hunger, Operation Christmas Child, and Smart Lunch Smart Kid. He is also a member of the Entrepreneurship and Finance Clubs at Georgia Tech.
Michael is married to his wonderful wife, Lauren, and they have two darling children. Michael’s favorite pastimes are playing pickleball, boardgaming, and spending quality time with family.
Michael became a Financial Advisor to help hardworking people grow and preserve their wealth. He was raised by his mother, an immigrant from the Philippines who worked hard just to put food on the table for her family. Before becoming a Financial Advisor, Michael was a teacher in an underfunded public school system for five years. Watching the sacrifices his mother made and experiencing the difficulties a lack of funding can create in the classroom, Michael grew to appreciate the value of money and its ability to change lives for the better if taken care of properly. These experiences taught him the difficulty of acquiring wealth, and the vital importance of helping maximize every dollar through financial planning and sound investments.
Michael’s approach to wealth management starts with listening. Before making any recommendations, he first develops a thorough understanding of your investment knowledge, preferences, and goals. He will then collaboratively construct solutions to help meet both your immediate needs and your long term goals.
Over time, Michael will endeavor to implement the following wealth planning steps:
• Align your income needs and long-term goals with the proper investments
• Utilize applicable tax mitigation strategies
• Ensure all accounts are in congruence with your estate planning strategies
• Protect your wealth through appropriate insurance and other risk mitigation strategies
• Strategically help maximize liquidity so that you have purchasing power when you need it
Michael believes in putting his clients first. He often coordinates with clients’ attorneys, executors, accountants, and other relevant professionals when generating a financial plan. Positions are vigilantly monitored, and meetings are regularly scheduled to appraise progress toward goals and overall financial condition.
Outside of work, Michael is active in his church. He serves in leadership roles in the men's ministry and volunteers for many causes including Rise Against Hunger, Operation Christmas Child, and Smart Lunch Smart Kid. He is also a member of the Entrepreneurship and Finance Clubs at Georgia Tech.
Michael is married to his wonderful wife, Lauren, and they have two darling children. Michael’s favorite pastimes are playing pickleball, boardgaming, and spending quality time with family.
Securities Agent: VT, WA, WI, WV, WY, AK, MD, AL, NC, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, MA, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI; General Securities Representative; Investment Advisor Representative
NMLS#: 1148481
CA Insurance License #: 0L09884
NMLS#: 1148481
CA Insurance License #: 0L09884
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients have greater visibility into what we're doing on their behalf to plan for their financial future, and why. The links below provide an in-depth analysis on interesting and timely topics affecting the worlds of business and finance not only now, but in the foreseeable future.
Thoughts On The Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues give their perspective on the forces shaping the market and cover the latest trends in the financial marketplace.
Thoughts On The Market Podcast
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on various topics including global equities, fixed income markets, monetary policy and more.
On the Markets
Morgan Stanley Ideas Podcast
From the use of satellites to solve some of the world's most complex problems, to learning how to avoid following the crowd when making decisions, the Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access our podcast library.
Morgan Stanley Ideas Podcast
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly ReportOur Suite of Digital Tools
Morgan Stanley's suite of financial wealth management technology makes it easier for my clients to view and manage their finances. It allows for a more in-depth view of a client's finances, allowing me to provide more customized advice and better service so you can make better decisions.
Morgan Stanley Online and MS Mobile
Morgan Stanley Online (MSO) has a variety of features beyond simply viewing your account balance and activity. These include:
- eAuthorizations: Authorize transactions securely, with a single click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- Manage everyday finances such as paying bills online, sending money or transferring funds.
- Access to Morgan Stanley's current market research, as well as our financial education center.
Morgan Stanley Online Registration- eAuthorizations: Authorize transactions securely, with a single click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- Manage everyday finances such as paying bills online, sending money or transferring funds.
- Access to Morgan Stanley's current market research, as well as our financial education center.
Digital Vault
No more searching for vital financial documents. The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption, guarded by Morgan Stanley's industry-leading cyber-security tools and team.
Keeping important documents and financial records organized and readily available is one of the best gifts you can give to those you love. In the event of catastrophe or serious illness, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Learn MoreKeeping important documents and financial records organized and readily available is one of the best gifts you can give to those you love. In the event of catastrophe or serious illness, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Spending + Budgeting Tool
Efficiently track spending habits, easily categorize various expenses and create budgets across all of your accounts from both Morgan Stanley and other financial institutions. By sharing this information with me, I can help you align your daily spending to your long-term goals.
More Information on the Spending + Budgeting Tool
Total Wealth View
Total Wealth View allows you to link your financial information from other accounts at other institutions directly to your Morgan Stanley Online or Mobile App profile.
The ability to view all your assets in one place allows me to deliver advice based on your entire financial picture, rather than just based on the piece here at Morgan Stanley.
Learn MoreThe ability to view all your assets in one place allows me to deliver advice based on your entire financial picture, rather than just based on the piece here at Morgan Stanley.
eDelivery
An average of 7 people touch your paper mail on its way to your mailbox. Our secure eDelivery protects your personal information from falling into the wrong hands, allowing me to provide you with a faster response, more securely.
LifeView®
With LifeView®, we'll define a portfolio that gets you to, and lasts you through, your retirement years. We'll create a financial framework to make sure we're on track in both phases of your retirement.
You'll Benefit From:
- A plan designed to achieve your goals, tailored to your specific risk preferences and circumstances
- Comprehensive monitoring
- Adjustments made for changes in the market
You'll Benefit From:
- A plan designed to achieve your goals, tailored to your specific risk preferences and circumstances
- Comprehensive monitoring
- Adjustments made for changes in the market
Location
2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 643-7665(770) 643-7665
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Michael Edmonds today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
