Welcome

The Parker Pulliam Walls team has a diverse set of roots in areas such as investment banking and professional sports. With nearly 130 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.

We are proud to have been named on the 2024 Barron's Top 250 Private Wealth Management Teams list as well as the Forbes Best-In-State Wealth Management Teams for 2024 and 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

Disclosures:
Barron's Top 250 Private Wealth Management Teams
​Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Forbes Best-In-State Wealth Management Teams
[Source: Forbes (Awarded Jan 2024, 2023). Data compiled by SHOOK Research LLC based on time period given. https://mgstn.ly/3wb7pSG ]
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $775 billion in AUM1
  • Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
  • 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, 2023

Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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.

Our Clients

With approximately $2 billion in assets under management (as of 12/31/2023) across approximately 50 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.

Core Business:
• 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:
• $4.2Tn in AUM*
• Total Deposits $340Bn*
• Morgan Stanley reported full year net revenues of $59.8 Billion in 2021**
• Morgan Stanley's Global employees approximately 78,000*
• The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 17%*
• $306Bn in liquidity reserve*

*As of July 31, 2022, Morgan Stanley Quarterly Financial Supplement
**MorganStanley.com/InvestorRelations
Welcome to the Private Wealth Resources section of our website. Here, we offer exclusive insights and guidance for individuals who are looking to manage their wealth and secure their financial future. Our team of experienced financial advisors has curated a dynamic range of resources that provide valuable information on topics such as asset allocation, tax planning, estate planning, and more. Whether you are a seasoned investor or just starting to build your portfolio, our Private Wealth Resources are aimed to help you make informed decisions and achieve your financial goals.
    Icon Image
    Family Governance: Managing Conflict, Fostering Continuity
    As families flourish and achieve success, it's not uncommon for them to reflect on what accounts for their success, particularly when one of their goals is to help the family continue to flourish and achieve.
    Click Here to Read More
    Icon Image
    Family Governance One-Pager
    A quick and easy read to understand the basics of family governance.
    Click Here to Read
    Icon Image
    Business Succession Strategies
    Working as part of an integrated advisory team, Morgan Stanley can help you make well-informed personal wealth management decisions at every stage of your company's development.
    Click Here to Learn More on Succession Strategies
    Icon Image
    Private Foundations: Charitable Giving Strategies
    A private (non-operating) foundation is a charitable entity, usually controlled by the donor, that makes grants to public charities or, in some cases, other private foundations or individuals. Gifts to private foundations are treated less favorably for income tax purposes than
    comparable gifts to public charities. Federal tax laws regulate the activities of private foundations.
    Learn More on Opportunities

Location

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

Meet Parker Pulliam Walls Team

About Al Parker

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 was inducted into the University of Georgia Circle of Honor in 2001, Georgia Tennis Hall of Fame in 2003, ITA Collegiate Tennis Hall of Fame in 2007, Southern Tennis Hall of Fame in 2010 and Georgia Sports Hall of Fame in 2023. Al has been recognized within the Barron's "Top 1200 U.S. Financial Advisor" rankings every year since 2009 and Forbes "Best-in-State Wealth Advisor” rankings every year since 2018.


2009-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2018-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: AR, AL, CA, CO, DC, DE, FL, GA, IL, KY, LA, MD, NC, NH, NJ, NM, NY, OH, PA, SC, TN, VA, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255339

About Cooper Pulliam

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 100 Financial Advisor" from 2009 - 2018.

2009-2018 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2018). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: AL, CA, CO, DC, DE, FL, GA, IL, KY, LA, MD, NC, NH, NJ, NM, NY, OH, PA, SC, VA, AR, TN, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268244

About Levi Walls

Levi joined the Parker Pulliam Walls team in 2009, which is the same year that he began working at Morgan Stanley Private Wealth Management. As a Private Wealth Advisor, Levi provides a focus on providing highly customized investment strategies and estate planning solutions to meet the complex needs of ultra-high net worth individuals, families and foundations. In 2024, Levi was honored to be recognized by Forbes on their Best-in-State Private Wealth Advisors list. Additionally, Levi was recognized by Forbes as a "Top Next-Gen Wealth Advisor" in 2023 & 2020.

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.

2023, 2020 Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (awarded 2023, 2020). Data compiled by SHOOK Research LLC based on a 12-month period concluding in March of the year the award was issued.

2024 Forbes Best-in-State Wealth Advisors (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Securities Agent: MD, AL, AR, CA, CO, DC, DE, FL, GA, IL, KY, LA, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1692163

About Eric Jacobs, CFA

Eric joined the Parker Pulliam Walls team in 2022. Eric earned his B.S. from Tulane University in 2018, where he received the Distinguished Scholar award. After college, Eric worked at Southern Company in Atlanta, GA and earned his CFA in 2021. Eric's focus is on investment strategy related analysis, manager research and client service activities, and he has his Series 7 and 66 licenses.

*Disclaimer: This role cannot solicit or provide investment advice

About Maureen Dougherty

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 Laura Paul

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.

About Jen Maher

Jen joined the Parker Pulliam Walls team in 2021, although has been with Morgan Stanley since 2000. Jen earned her B.A. from Auburn University in 1994, and worked at Merrill Lynch prior to joining Morgan Stanley. Jen's focus is on all client service activities, and she has her Series 7, 31, and 66 licenses.
Wealth Management
Global Investment Office

Portfolio Insights

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
Article Image

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Awards Disclosures
CRC 6295606 (3/2024)