Our Team at Morgan Stanley Atlanta Perimeter Market

About Richard Vaughan

Rich has over 25 years of experience in wealth management and is currently a Complex Manager for Morgan Stanley. Prior to this role, Rich has spent the last 25 years at Morgan Stanley in positions of growing responsibility. He entered the financial services industry during college while at the same time earning a B.A. in Economics from George Mason University in Fairfax, Va. He works with Financial Advisors and clients to provide strategic investment advice and deliver comprehensive wealth management.

Rich is very involved with his three children’s interests, an active member of the tennis and golf community.

Atlanta Perimeter Complex Profile

Morgan Stanley’s Atlanta Perimeter Complex's 10 offices combines the vast resources of the firm and the experience of our Financial Advisors to help clients navigate the complex financial issues today to help them achieve their goals. It is my goal as manager to grow our presence in greater Atlanta & Georgia, making us the investment firm of choice for affluent investors.
We offer a broad range of financial products and service that today’s investors have come to demand, including asset management, retirement and education planning, comprehensive personal and business lending solutions, estate planning strategies, alternative investments, corporate retirement plans and stock option plans.
Securities Agent: CA, FL, GA, HI, MA, NC, SC, OK; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Natalia Echeverri

Natalia has been working in the Financial Services industry for over 20 years in different capacities, as a Management Consultant, Portfolio Associate, Financial Advisor, Risk Officer and Senior Risk Officer. She started her career at Morgan Stanley in 2010 in the Miami Market as a Portfolio Associate for a large international team. Realizing the importance of risk in Financial Services and looking for new challenges, she transitioned to management as a Risk Officer in 2015. In 2018, she moved to Atlanta and worked as a Risk Officer in the Buckhead Market and joined the Perimeter Market in September 2021 as the Senior Risk Officer. She oversees a team of five risk officers who partner with FAs and teams to help resolve issues and promote risk awareness, and works alongside Market management to accomplish business objectives and a compliant environment. She took part in the Leadership Readiness Program 2 in 2021, is a representative of the MS Compliance Policy Review group, and enjoys participating in firm-wide volunteer activities and diversity and inclusion initiatives. She is also a member of Morgan Stanley’s ALPFA (Association of Latino Professionals for America), Women in Wealth of Atlanta and Morgan Stanley’s Latino Employee Network and Multicultural Employee Network.

Natalia graduated from Pontificia Universidad Javeriana in Bogota, Colombia, and received a Bachelor’s in Science degree in Industrial Engineering, and is fluent in Spanish. She holds her Series 7, 9, 10, 66 licenses. Natalia is married and has three children ages 14,17, and 19. Outside of work she loves watching football and soccer games and is a fan of the Colombian National team and the Alabama Crimson Tide. She enjoys spending time with her family, traveling, skiing, yoga, outdoor recreational activities and cheering on her kids at their games and tournaments.
Securities Agent: FL, GA, HI, SC; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Kylia Baker

Kylia began her career with Morgan Stanley in June 2014 as a Branch Administrator in Palm Beach Gardens, Florida. After 5 years in that role, she was looking for an opportunity to broaden her insight within the industry and was promoted to be the Market Administrator role in West Palm Beach, Florida.
A change of scenery, along with familial ties, were the driving forces for her relocation to Atlanta.

When she’s not riding her Peloton, Kylia enjoys exploring new surroundings with her husband Trevon and their 7 year old Pit Bull Keno.

About Matt Watkins

Matt Watkins is the Business Development Manager for the Atlanta Perimeter Complex at Morgan Stanley Wealth Management. His day-to-day activities include sharing the firm’s research and strategy insights, educating the field across the various platform and investment solutions, and coaching advisors and their teams towards modern wealth practice management best practices. Prior to rejoining Morgan Stanley in 2020, Matt was a Regional Director and Portfolio Communications Specialist at Miller/Howard Investments, an asset manager based in New York. His prior career at Morgan Stanley began with an internship at the Buckhead office in 2004 before joining the Consulting Group advisory solutions team in 2006 as the Regional Tech Analyst. By 2011, Matt was promoted from being the Divisional Analyst to the Associate Regional Director role in the Consulting Group, supporting many of the branches across GA, AL, MS, TN, FL, NC, SC, VA, and AR.

Matt spends his downtime with his wife Chelsea, his daughter Madeleine, and their new puppy, Blueberry.

About Mark T. Treese

Mark Treese is a Senior Private Banker serving Morgan Stanley’s Wealth Management offices in Georgia and Tennessee.

Mark began his career in financial services in 1998. Prior to joining Morgan Stanley in 2010, Mark was a Private Banker at Wells Fargo. He has also worked as a Relationship Manager within Wealth Management at Wachovia.

Mark received a Bachelor of Science degree in Finance from Pennsylvania State University. Mark resides in Decatur, Georgia, with his wife and family.

Outside of the office, Mark dedicates his time as a youth coach for Junior Golf and Little League and stays active with local community organizations, including the Boys Scouts of America. An avid golfer and former collegiate tournament winner, Mark also enjoys running, mountain biking, fly fishing, and skiing.

NMLS# 799879

About Suzanne Rider

Suzanne brings over 37 years of industry experience to her current role of Complex Business Service Manager and celebrated her 29th Anniversary with Morgan Stanley in July 2022. During her career, she has worked in multiple roles on the service side of the organization and made the shift from sales to management in 2005 – in her current role, she is responsible for 5 Business Service Officers and 1 Service Manager that have roughly 100 Support Professionals on their teams. Suzanne and her team are responsible for all aspects of Client Experience, Client Engagement, and Support Professional Career Development and strive to deliver a best in class level of service to their complex. Suzanne has long been a proponent of Servant Leadership and focuses her time and attention on managing the business while also cultivating relationships within her complex and network. Suzanne’s career at Morgan Stanley has been spent within the Atlanta Perimeter Complex and that brings her a great deal of pride – she loves what she does and is grateful for her work family.

Suzanne attended Vanderbilt University in Nashville, Tennessee and holds her Series 7, 63, 66, 9 and 10 licenses. When not working with her team here at MS, she is a Wife and Mom of a blended family of 4 kids – 25, 25, 22 and 17 can usually be found with her nose in a book, her spoon in a pot on the stove or her eyes on the daily sunset from her back porch.

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Branch Address

2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Branch:
(770) 643-7600(770) 643-7600
Toll-Free:
(800) 229-4190(800) 229-4190
Fax:
(770) 643-7650(770) 643-7650

Branch Manager

Keener Gill
Phone:
(770) 664-3400(770) 664-3400

Branch Address

225 S Milledge Ave
Athens, GA 30605
US
Branch:
(706) 353-0001(706) 353-0001
Toll-Free:
(800) 241-7024(800) 241-7024
Fax:
(404) 935-9896(404) 935-9896

Branch Manager

Jeffrey E. Trapnell
Phone:
(706) 353-0001(706) 353-0001

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

Branch Manager

Scott Cortner
Phone:
(678) 734-9400(678) 734-9400

Branch Address

5565 Glenridge Conn
Suite 1900
Atlanta, GA 30342
US
Branch:
(404) 705-6500(404) 705-6500
Toll-Free:
(800) 825-7171(800) 825-7171
Fax:
(404) 935-9797(404) 935-9797

Branch Manager

Solomon Davis
Phone:
(404) 459-3880(404) 459-3880

Branch Address

6055 Lakeside Commons Dr
Ste 450
Macon, GA 31210
US
Branch:
(478) 471-2244(478) 471-2244
Toll-Free:
(800) 926-2136(800) 926-2136
Fax:
(478) 405-3350(478) 405-3350

Branch Manager

James M. Butler
Phone:
(478) 471-2281(478) 471-2281

Branch Address

124 W Jefferson Street
Madison, GA 30650
US
Branch:
(706) 752-4333(706) 752-4333
Fax:
(706) 752-4330(706) 752-4330

Branch Manager

Robert Trulock
Phone:
(706) 752-4321(706) 752-4321

Branch Address

945 Broadway
Columbus, GA 31902
US
Branch:
(706) 324-5471(706) 324-5471
Toll-Free:
(800) 638-5989(800) 638-5989
Fax:
(706) 327-4822(706) 327-4822

Branch Manager

Derek P. Scrivner
Phone:
(706) 596-5831(706) 596-5831

Branch Address

2160 Satellite Blvd
Ste 150
Duluth, GA 30097
US
Branch:
(678) 542-2960(678) 542-2960
Toll-Free:
(866) 964-4925(866) 964-4925
Fax:
(678) 542-2978(678) 542-2978

Branch Manager

Scott Schoenberg
Phone:
(770) 643-7635(770) 643-7635

Atlanta Perimeter Branch

Find a Financial Advisor

Branch Address

5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Branch:
(770) 698-2100(770) 698-2100
Toll-Free:
(800) 444-1082(800) 444-1082
Fax:
(770) 698-2135(770) 698-2135

Branch Manager

Richard Vaughan
Phone:
(770) 698-1660(770) 698-1660
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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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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