Nicky Rudd, CFP®, CIMA®, CRPC®
Senior Vice President,
Financial Advisor,
Financial Planning Specialist,
Portfolio Management Director
Direct:
(770) 643-7677(770) 643-7677
My Mission Statement
Strengthening your financial foundation, to help you take care of the people you love and support.
Nicky Rudd
Making your life run smoothly takes the active participation of people who are committed to the same goals as you. Whether you’re a busy executive, energetic retiree, or full-time parent, you understand the value of working with advisors who have a particular knowledge, set of credentials, or relevant experience. Advisors who take the time to understand your needs and goals in order to create customized and well-thought-out plans. Advisors who believe it’s important to educate you so you can be an active participant in the important decisions of your life.
Nothing is more important to me than fostering long-term relationships with my clients that are predicated on trust and performance. Since 1998, I have worked with smart, sophisticated individuals, families, executives, business owners and philanthropic organizations who have relied on me to help them protect what they have worked so hard to earn. I follow a disciplined process to make sure every result and each potential risk is identified and quantified. Because wealth accumulation, whether earned or inherited, is not a simple business. And protecting it is even harder.
I have a well-rounded background, with an MBA in Finance from Villanova University and a BS from Syracuse University, as well as the advanced designations of CRPC® (Chartered Retirement Planning CounselorSM), and CIMA® (Certified investment Management AnalystSM). These designations indicate that I have a comprehensive understanding of the entire retirement planning process, as well as sophisticated investment knowledge pertaining to the complex needs of families and institutional investors. Simply put, I have the knowledge, credentials and experience to understand the whole picture of your situation and to build a comprehensive plan to match it.
Nothing is more important to me than fostering long-term relationships with my clients that are predicated on trust and performance. Since 1998, I have worked with smart, sophisticated individuals, families, executives, business owners and philanthropic organizations who have relied on me to help them protect what they have worked so hard to earn. I follow a disciplined process to make sure every result and each potential risk is identified and quantified. Because wealth accumulation, whether earned or inherited, is not a simple business. And protecting it is even harder.
I have a well-rounded background, with an MBA in Finance from Villanova University and a BS from Syracuse University, as well as the advanced designations of CRPC® (Chartered Retirement Planning CounselorSM), and CIMA® (Certified investment Management AnalystSM). These designations indicate that I have a comprehensive understanding of the entire retirement planning process, as well as sophisticated investment knowledge pertaining to the complex needs of families and institutional investors. Simply put, I have the knowledge, credentials and experience to understand the whole picture of your situation and to build a comprehensive plan to match it.
Securities Agent: NE, AL, PA, OH, MS, MA, ID, AR, VA, IA, WV, SC, OK, NH, DE, VT, TN, NM, NJ, MO, CO, MI, ME, KS, IL, HI, FL, NC, WI, TX, IN, GA, CT, WA, UT, OR, NY, CA, RI, MT, KY, AZ, ND, MN, MD, LA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 545037
NMLS#: 545037
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Clients
Women & Wealth
I really enjoy working with my female clients. They are smart, competent and compassionate people. Many of them are successful businesspeople, juggling multiple tasks as they advance their professions, manage households, and keep a watchful eye over their children. Women also tend to hold a different perspective around investing than men. While men are often focused on numbers and the bottom line, women want to understand their investments in the context of the big picture of their life. This is a perspective that I deeply understand and enjoy providing. I focus on the well-being of a client’s entire family, knowing that every decision we make together may impact many people.
Together, we work to answer their most pressing questions, both immediate and long-term:
What does the new tax law mean to my investments?
How can I maximize my employment benefits?
How soon can I retire?
How long will the money last?
Will it allow me to continue in the same kind of lifestyle?
How can I best safeguard my children and grandchildren’s future?
The solutions my clients need may be simple or sophisticated. Either way, I have the credentials, specialized resources and analytical tools to focus on each client’s unique goals and needs, manage their complexity and offer customized strategies and solutions to address their specific needs.
Together, we work to answer their most pressing questions, both immediate and long-term:
What does the new tax law mean to my investments?
How can I maximize my employment benefits?
How soon can I retire?
How long will the money last?
Will it allow me to continue in the same kind of lifestyle?
How can I best safeguard my children and grandchildren’s future?
The solutions my clients need may be simple or sophisticated. Either way, I have the credentials, specialized resources and analytical tools to focus on each client’s unique goals and needs, manage their complexity and offer customized strategies and solutions to address their specific needs.
Executives & Business Owners
Successful leaders understand the need to make objective business decisions based on sound, rational thinking. My technical training as a structural engineer lends itself naturally to process-based thinking. I am able to tap into that way of thinking, as well as my experience as a national sales manager in a Fortune 500 firm, to help you understand the extraordinary complexity of executive compensation, or the myriad details of growing your business, selling your business, working with a partner, or managing the complex dynamics of a family business.
Executive compensation, bonuses, deferred compensation, stock options and restricted stock are some of the issues around which I help my professional clients to successfully strategize. My business owner clients work with me to understand how to manage their assets when their business accounts for the lion’s share of their personal wealth. Over the years, I have provided my business clients with astute financial counsel. I help you to pursue meaningful objectives while I shepherd the finances that can help allow you to do so. I am honored by my clients’ trust and confidence and I strive to reward your trust by providing outstanding and authentic service and straightforward, objective advice.
Executive compensation, bonuses, deferred compensation, stock options and restricted stock are some of the issues around which I help my professional clients to successfully strategize. My business owner clients work with me to understand how to manage their assets when their business accounts for the lion’s share of their personal wealth. Over the years, I have provided my business clients with astute financial counsel. I help you to pursue meaningful objectives while I shepherd the finances that can help allow you to do so. I am honored by my clients’ trust and confidence and I strive to reward your trust by providing outstanding and authentic service and straightforward, objective advice.
Handpicked Information on a Range of Topics
Welcome to Nicky's corner, where all things related to lifestyle and bits of useful information can be found. I am looking to provide my clients with not only market and finance resources, but also with other helpful resources that can have a huge impact on you and your loved ones. Enjoy!
Top 5 Mistakes Investors Make in a Market Downturn
Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. See why.
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Summer is coming quickly and there’s no better time to plan for that long-awaited vacation. Our Spending + Budgeting tool can help you manage your cash flows and stay on track planning for that special trip. Start today.
Learn MoreFinancial Literacy for Any Stage of Your Life
Review and refresh your financial smarts. It’s never too early – or too late – to start improving your foundation.
Learn MoreMorgan Stanley Alliance for Children’s Mental Health
The five winners of the inaugural Morgan Stanley Alliance for Children’s Mental Health Innovation Awards presented their inventive solutions for meeting the crisis of mental health among youth. The winning projects, from Black Girls Smile, citiesRise, Rural Behavioral Health Institute, Smart From the Start, and Teen Line, address a diverse set of communities, geographies and needs — including prevention of suicide among Black girls, development of mental health career opportunities to Latinx youth and creation of programs that help reduce barriers to care.
Learn MorePhilanthropy
Over the years, I’ve worked with individuals, foundations and non-profit organizations to help them navigate the complex world of philanthropy. Many of my individual donors have shifted from just making grants to taking a more active role. As a Financial Advisor, I go the extra mile in helping you sort through some of the problems and challenges that follow your decision to move beyond writing checks to hands-on involvement in a cause that touches your heart. I help you avoid making errors that could blunt the impact you have on your chosen cause and cause you to spend more than you can afford in trying to correct those missteps.
I also assist quite a few non-profit organizations in a number of ways. Serving on the board of a charitable organization offers a priceless opportunity to change the world for the better. It also means making tough choices. Not every valuable program can be supported and not every exciting grant proposal can be funded. I help my institutional clients to see these choices from a financial and business perspective. I also help them balance today’s spending needs, which may be urgent, against tomorrow’s needs, which may be unpredictable.
Like many of my clients, I offer not only financial support, but active participation to a number of causes. Here is a partial list:
BrewAble Inc.
Board President
2019 - Present
Clean the World Foundation
Board Member
2015 - Present
Georgia Institute of Technology
Assistant Women's Lacrosse Coach
2017 - 2019
Cambridge HS, Alpharetta, GA
Assistant Girl's Lacrosse Coach
January 2015 – May 2016
EnAble of GA
Board Member
January 2008 – November 2014
Oglethorpe University
Assistant Women's Lacrosse Coach
August 2012 – September 2014
Global Soap Project
Board Chair
July 2013
Global Soap Project
Board Vice Chair
July 2010 – July 2013
Marist HS
Assistant Girl's Lacrosse Coach
February 2004 – May 2010
I also assist quite a few non-profit organizations in a number of ways. Serving on the board of a charitable organization offers a priceless opportunity to change the world for the better. It also means making tough choices. Not every valuable program can be supported and not every exciting grant proposal can be funded. I help my institutional clients to see these choices from a financial and business perspective. I also help them balance today’s spending needs, which may be urgent, against tomorrow’s needs, which may be unpredictable.
Like many of my clients, I offer not only financial support, but active participation to a number of causes. Here is a partial list:
BrewAble Inc.
Board President
2019 - Present
Clean the World Foundation
Board Member
2015 - Present
Georgia Institute of Technology
Assistant Women's Lacrosse Coach
2017 - 2019
Cambridge HS, Alpharetta, GA
Assistant Girl's Lacrosse Coach
January 2015 – May 2016
EnAble of GA
Board Member
January 2008 – November 2014
Oglethorpe University
Assistant Women's Lacrosse Coach
August 2012 – September 2014
Global Soap Project
Board Chair
July 2013
Global Soap Project
Board Vice Chair
July 2010 – July 2013
Marist HS
Assistant Girl's Lacrosse Coach
February 2004 – May 2010
Advice Matters
The insight you use to achieve your goals can make a difference when it comes to your financial future. That’s why at Morgan Stanley, we emphasize that Advice Matters. From personalized wealth planning to offering a suite of investment options, cash management and lending, as well as online services—all underpinned by the Firm’s insights, global scope and core values.
This is the value we bring to the relationship—working hand-in-hand with you through market and life challenges—to help keep you on track with your goals.
This is the value we bring to the relationship—working hand-in-hand with you through market and life challenges—to help keep you on track with your goals.
Nicky Rudd's FA Video
- http://creativestudio-ny-preview.webfarm-qa.ms.com/csweb/v/creative/FAVideos/9658412-FAM-Rudd-Adv-Matters-Personalized-Video-604764626/9658412-FAM-Rudd-Adv-Matters-Personalized-Video_r1.mp4
Location
2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 643-7677(770) 643-7677
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
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 Nicky Rudd today.
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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
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.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
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.
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 | Morgan Stanley
CRC 4665150 (8/2025)
