Executive Director, Financial Advisor, Senior Portfolio Management Director, Insurance Planning Director
Phone:
(706) 227-4020(706) 227-4020
Oconee River Team at Morgan Stanley
Direct:
(706) 227-4020(706) 227-4020
Direct:
(706) 752-4333(706) 752-4333
Our Mission Statement
Working with you to help preserve and grow wealth for your long-term goals.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
225 S Milledge Ave
Athens, GA 30605
US
Direct:
(706) 227-4020(706) 227-4020
124 West Jefferson Street
Madison, GA 30650
US
Direct:
(706) 752-4333(706) 752-4333
Meet Oconee River Team
Phone:
(706) 752-4323(706) 752-4323
Jendry Gadea
Phone:
(706) 227-4004(706) 227-4004
Theresa Foster
Phone:
(706) 227-4005(706) 227-4005
Emily Ross
Phone:
(706) 752-4327(706) 752-4327
Makenzi Greenway
Phone:
(706) 752-4324(706) 752-4324
About Trey Faucher
Securities Agent: CT, NJ, SC, KY, MA, LA, WA, ID, VA, MN, IL, AZ, PA, NY, AL, UT, TN, OH, GA, FL, CA, MO, OR, MT, MI, DE, CO, NC, MD, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272821
CA Insurance License #: 0H51755
NMLS#: 1272821
CA Insurance License #: 0H51755
About Thomas Cornelia
Tom brings a diverse skill-set as a result of his experience representing a major insurance company, a regional bank and a Wall Street firm. In 1986, Tom joined the Atlanta office of CIGNA Financial Advisors to embark on his career ambition of becoming a trusted advisor through a process of client centered financial planning. While at CIGNA, Tom provided comprehensive financial and estate planning to business owners and wealthy families that included both insurance and investment analysis. In 1994, Tom joined the Trust Company Bank, later to become SunTrust, in the Investment Services Division. This allowed Tom to advance his interest in the investment planning process. Following 12 years in business development and service to his clients, Tom joined Morgan Stanley in 2006 to accommodate his families move to the Lake Oconee Community.
Tom is a fully licensed investment professional, a CERTIFIED FINANCIAL PLANNER™ Practitioner and earned the designation of ChFC®, Chartered Financial Consultant® from the American College in 1990. He completed the CFP® Professional Education Program through the College for Financial Planning in 2015. Tom graduated from the University of Texas in 1981 with a Bachelor of Business Administration majoring in finance.
At the University of Texas, Tom earned 4 letters in golf and was Co-Captain of the 1981 Southwest Conference Champions. In 1979, Tom won the Carolina’s Amateur Championship. After graduating he moved home to Hilton Head Island, South Carolina, where he entered the PGA of America apprentice program, eventually earning Class A-1 status. His golf travels allowed him to compete in Mexico, Brazil, England and across the United States.
Tom has been married to his wife Debbie since 1987 and they have three children. His community interests include Past President of the Greene & Putnam County Rotary Club and a member of the Lake Oconee Community Church.
Tom is a fully licensed investment professional, a CERTIFIED FINANCIAL PLANNER™ Practitioner and earned the designation of ChFC®, Chartered Financial Consultant® from the American College in 1990. He completed the CFP® Professional Education Program through the College for Financial Planning in 2015. Tom graduated from the University of Texas in 1981 with a Bachelor of Business Administration majoring in finance.
At the University of Texas, Tom earned 4 letters in golf and was Co-Captain of the 1981 Southwest Conference Champions. In 1979, Tom won the Carolina’s Amateur Championship. After graduating he moved home to Hilton Head Island, South Carolina, where he entered the PGA of America apprentice program, eventually earning Class A-1 status. His golf travels allowed him to compete in Mexico, Brazil, England and across the United States.
Tom has been married to his wife Debbie since 1987 and they have three children. His community interests include Past President of the Greene & Putnam County Rotary Club and a member of the Lake Oconee Community Church.
Securities Agent: OK, NY, MO, KS, LA, GA, PA, NV, DC, AR, TX, OH, ID, DE, AL, KY, UT, NC, MT, MN, IL, CA, WI, WA, NJ, MA, FL, AZ, VA, SC, MI, CT, OR, MD, HI, CO, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252992
NMLS#: 1252992
Contact Trey Faucher
Contact Thomas Cornelia
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Oconee River Team today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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:
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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
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
CRC 6491812 (04/2024)