Our Team at Morgan Stanley Peachtree City Branch

About Scott C. Cortner

Scott has been a Wealth Advisor with Morgan Stanley for over 27 years. He is a Vice President, Wealth Advisor and Portfolio Management Director. Scott holds a Bachelor of Science degree in Business from Florida State University and a master’s in management from Webster University. Scott lives in Newnan, Ga with his wife, Janet, where he is actively involved with the Newnan Kiwanis Club and teaches youth and young adults at Macedonia Baptist Church.
Securities Agent: AL, CA, DC, FL, GA, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NY, OH, SC, TN, TX, VA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Kevin Miller

Kevin B Miller is a Senior Portfolio Management Director and Senior Vice President with Morgan Stanley Wealth Management. He is based in Morgan Stanley’s Peachtree City office, along with three associates. Kevin and his team develop customized wealth management solutions for families, business owners, corporate executives, individuals and endowments.

Kevin earned his Bachelor of Science Degree with a major in accounting from Florida State University in 1980. Before becoming a financial advisor in 1997 with Merrill Lynch, Kevin was a partner in a CPA firm in Atlanta, GA where he held the professional designations of CPA (not practicing with Morgan Stanley) and CFP. Kevin joined Morgan Stanley in 2016.

Kevin consistently ranks among the top financial advisors in the industry, and was nationally ranked by Forbes as a “Best in State Wealth Advisor" in 2019, 2020, 2021 and 2022.

Along with his wife, Anne, Kevin enjoys spending time with his children and grandchildren, traveling, golf and reading. They are also involved in many charitable organizations that they have been associated with for over 30 years. In 2016, Kevin and Anne started the Emily Anne Miller Scholarship Fund for The Joseph Sam’s School for Special Needs in memory of their daughter.

2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2019-2022. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

About Christina Clark

Christina has 15 years of experience in financial planning. She is a native Houstonian and holds a Bachelor of Science degree in Economics from Texas A&M University. She is a member of the Fayette Chamber of Commerce where she was selected for the Leadership Fayette – Class of 2018 and enjoys staying active in the community. Christina lives in McDonough, GA with her husband, Kris, their two sons, Noah and Brett.

About Brandon Miller

Brandon Miller is a Financial Advisor with The Miller Group, based in Morgan Stanley’s Peachtree City office. He joined the group in March of 2019. Brandon’s primary focus is on new business development by engaging prospective clients. Brandon also assists existing clients in establishing a financial plan and tracking the progress toward reaching their long-term goals.

Brandon graduated from Charleston Southern University in 2016. Before becoming a Financial Advisor, he was a professional baseball player with the Washington Nationals organization. After retiring from baseball Brandon moved into the financial field, working as a Registered Representative of New York Life Insurance and an Employee Benefit Consultant for SCF Solutions in Charleston, SC. Brandon holds his Series 7, 63 and 66 licenses, as well as the Certified Financial Planner™ designation,

Outside of the office, Brandon enjoys spending time with his wife Jessica, children Cam, James, Aiden and Anna Grace, playing golf, reading, and working out. Brandon and his wife are involved with The Joseph Sam’s School along with other charity and church organizations.

About Jenna Wulf

Jenna Wulf is the team’s Registered Client Service Associate. As such, she serves as our client’s point of contact for all service issues related to their accounts. Such services include account opening, retirement distributions, wire transfers, check disbursements, etc. Jenna graduated Magna Cum Laude from the University of West Georgia with a degree in Early Childhood Education.

Jenna is a native of Palmetto, Georgia and currently lives there with her husband, Brandon and Daughter, Emma. Jenna is an active member of Macedonia Baptist Church. She and her family enjoy being outside, kayaking and riding horses.

About Allison McDonnell

Allison McDonell was born and raised in California and is a graduate of the University of California, Santa Barbara. Allison began her career in 1996 as an Associate at Merrill Lynch. She relocated with her family to Peachtree City, Georgia in 2007 and stayed home to raise her two young children. Now that her children are older, Allison is pleased to join The Miller Group as a Portfolio Associate. In her spare time, Allison loves being outdoors, hiking, gardening or heading to the beach.

About Ashley Warren

Ashley Warren is a long-time resident of Fayette County and a graduate of Kennesaw State University. Prior to joining The Miller Group in 2017, Ashley was an Associate with Merrill Lynch. She lives in Peachtree City with her husband Jason and their two sons, Jack and Beau. Ashley enjoys volunteering at school and loves spending time with her family.

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Branch Address

500 Westpark Dr.
Suite 100
Peachtree City, GA 30269
US
Branch:
(678) 734-9140(678) 734-9140
Toll-Free:
(866) 229-8445(866) 229-8445
Fax:
(678) 734-9141(678) 734-9141
1When 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.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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.

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8Morgan 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.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024