Welcome

The Parker Pulliam Walls team has a diverse set of roots in areas such as investment banking and professional sports. With nearly 100 years of experience in financial services, we have set ourselves apart as one of the pre-eminent Private Wealth Management teams in the Southeast. In an ever changing industry, our advisors are proud to have worked their entire careers as Private Wealth Advisors at Morgan Stanley - a rare feat within our industry. Given we have purposely limited our client base to a relatively small number of ultra-affluent individuals, families and foundations, our team focuses on delivering a highly personalized experience from pre-liquidity estate planning through post-liquidity investment strategy.
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Clients

With $1.5 billion in assets under management (as of 3/31/2018) across approximately 40 client relationships, we have intentionally kept our client to advisor ratio lower than average in order to deliver a highly customized experience to each one of our clients. Throughout our team's history, we have had the privilege of working with some of the most prominent families in the Southeast, many of which are founders and executives of some of the nation's leading private and public companies.

    Global Franchise

    Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
    • Morgan Stanley Wealth Management
    • Institutional Securities Group
    • Investment Management
    Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
    Morgan Stanley Franchise Power
    • $2.4tn in client assets under management1
    • Morgan Stanley reported revenues of $11.9Bn1
    • More than 55,000 global employees1
    • Global footprint includes 1,200 offices in 31 countries on six continents1
    • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
    • $206Bn in liquidity reserve1
    • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
    1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
    2MorganStanley.com/InvestorRelations

    Location

    3280 Peachtree Road NE
    Ste 2000
    Atlanta, GA 30305
    US
    Direct:
    (404) 949-4100(404) 949-4100

    Meet Parker Pulliam Walls Team

    About Me

    Al is a founding member of the Parker Pulliam Walls team and has been with Morgan Stanley PWM since 2002. Before attending college, Al enjoyed a successful junior tennis career and remains the current holder of three U.S. junior records.  Al earned his B.B.A. in 1993 from the University of Georgia, where he was a four-time All-American and won two national titles in tennis, was named First Honor Graduate of the Terry College of Business and in 1991 was selected as the GTE Academic All-American of All Collegiate Sports. After college, Al went on to play professionally on the ATP Tour, winning four professional titles. After his tennis career, Al worked at Bowles Hollowell Conner & Co. before going on to earn his M.B.A. from Harvard Business School in 1998. Al went on to work in the Investment Banking Division of Robinson Humphrey as well as JPMorgan, where he led the firm’s Financial Technology industry practice. Al has been inducted into the Georgia Tennis Hall of Fame, Southern Tennis Hall of Fame, Collegiate Tennis Hall of Fame and the University of Georgia Circle of Honor. Al has been recognized by Barron's as a "Top 1,000 Financial Advisor" from 2009 - 2017.
    Securities Agent: TX, GA, WY, VA, UT, TN, SD, SC, PA, OH, NY, NV, NJ, NH, NC, MS, MI, MD, MA, LA, KY, IL, FL, DE, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255339

    About Me

    Cooper is a founding member of the Parker Pulliam Walls team and has been with Morgan Stanley PWM since 1998. Cooper earned his B.A. in 1993 from the University of North Carolina where he played tennis and was selected as first team All-ACC and received the Athletic Director’s Scholarship award. After college, Cooper worked at Bowles Hollowell Conner & Co. in their Investment Banking Division as an analyst and later as a research associate. In 2005, Cooper earned his CFA and is currently a member of the Atlanta Society of Financial Analysts. Cooper has been recognized by Barron's as a "Top 1,000 Financial Advisor" from 2009 - 2017.
    Securities Agent: TX, GA, WY, VA, TN, SD, SC, PA, OH, NY, NV, NJ, NH, NC, MI, MD, MA, LA, KY, IL, FL, DE, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

    About Me

    Levi joined the Parker Pulliam Walls team in 2009, which is the same year that he began working at Morgan Stanley PWM. Levi earned his B.S.in 2008 from the Georgia Institute of Technology where he graduated with Highest Honors, played on the football team, was named to the ACC Academic Honor Roll and was selected by the Spanish Department as the Most Outstanding Senior.
    Securities Agent: TX, GA, WY, VA, UT, TN, SD, SC, PA, OH, NY, NV, NJ, NH, NC, MS, MI, MD, MA, LA, KY, IL, FL, DE, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1692163

    About Me

    Ross joined the Parker Pulliam Walls team in 2016 and has been with Morgan Stanley PWM since 2013. Ross earned his B.B.A with a concentration in Finance in 2012 from the University of Georgia, where he graduated Cum Laude. After college, Ross taught in the Teach for America program in Atlanta at KIPP South Fulton Academy. Ross’ focus is on investment strategy related analysis, manager research and client service activities, and he has his Series 7 and 66 licenses.

    About Me

    Maureen joined the Parker Pulliam Walls team in 2009 and has been with Morgan Stanley PWM since 2007. Maureen earned her B.A. from Emory University in 2006, where she was an Emory Scholar. Maureen’s focus is on all client service activities, and she has her Series 7, 31, and 66 licenses.

    About Me

    Laura joined the Parker Pulliam Walls team in 2011 and has been with Morgan Stanley PWM since 2005. Laura earned her B.A. from Tulane University in 2004, where she was a National Dean’s List recipient. After college, Laura was a Paralegal at Nall and Miller in Atlanta, GA. Laura’s focus is on all client service activities, and she has her Series 7, 31, and 66 licenses.
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