Peachtree Dunwoody Pav Market Office

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.

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.

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.

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.

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

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.