Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
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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.

Location

3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 842-2232(404) 842-2232

Meet Piedmont Group

About Me

Todd Smith is a CERTIFIED FINANCIAL PLANNERTM and the managing partner for the Piedmont Group at Morgan Stanley. Under his direction, the Piedmont Group manages the assets of endowments and foundations, corporate pension plans, business owners, family offices and high net worth individuals. Drawing on over 20 years of wealth advisory experience, Todd is experienced in the areas of family wealth management, investment policy, investment strategy and asset management. His tenure with the firm has given him vital knowledge in navigating and maximizing the intellectual capital and resources of the firm.

 

Along with the CERTIFIED FINANCIAL PLANNERTM designation, Todd has attained the title of Senior Investment Management Consultant through the Consulting Group. This designation is given only to top Morgan Stanley Advisors who have demonstrated extensive knowledge of capital markets, comprehensive investment management consulting experience and the highest level of ethical behavior in business. He also has the designation of Private Wealth Advisor and Family Wealth Director (formerly Citigroup Family Office) which is reserved for advisors who focus on ultra high net worth families and allows for differentiated amenities dedicated to serving this group of clientele.

 

Todd graduated from Denison University in 1992 with a bachelor’s degree in economics. He and his wife, Nancy, have two daughters and a son. Todd’s community involvement includes past board president of Cystic Fibrosis Foundation of Georgia, event chair and board member of Atlanta Charity Clays, and he is currently serving on the Camp Sunshine board.
Securities Agent: GA, WV, WI, VA, UT, TX, TN, SD, SC, PA, OH, NY, NH, NC, MO, MI, MD, KY, KS, IN, IL, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1278863

About Me

Tom Beard’s deep and diverse professional experience, both within the financial services industries and beyond, brings a creative perspective to the wealth planning needs of the team’s individual and institutional clients. Tom joined the firm in March 2004, coming from the Private Wealth Management division of Deutsche Bank Alex. Brown. As Managing Director with the Deutsche Bank Mid Atlantic Group for the investment banking division, and as director of the Atlanta branch of Stephens, Inc. (Little Rock, Arkansas), Tom launched investment-banking opportunities on a national and international scale, with a focus on the Southeast.

 

A graduate of the University of Georgia business school, Tom was a U.S. Army officer and later served in the White House as Deputy Assistant to the President. He has been involved as a board member with Children’s Healthcare of Atlanta, the Atlanta College of Art, the National Symphony Orchestra Board of Trustees, the President’s Committee for the Olympic Games in Atlanta, the International Campaign for Tibet and Camp Sunshine. Tom is also a former co-owner of three Winston Cup NASCAR race teams. Tom and his wife, Frances, live in Atlanta and have three married children, three grandsons and two granddaughters.
Securities Agent: GA, WV, WI, VA, UT, TX, TN, SD, SC, PA, OH, NY, NJ, NH, NC, MO, MI, MD, KY, KS, IN, IL, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

About Me

A member of the Piedmont Group since 1998, Sean Sanders is responsible for assisting corporate clients with plan evaluation and design, vendor selection, investment review, fee benchmarking and participant education. Sean brings deep experience and formal training to the task. He earned the Corporate Retirement Director designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, fiduciary issues and other related retirement topics. Fewer than 2006 Morgan Stanley’s more than 16,000+ advisors have qualified for this prestigious designation.

 

Sean graduated from Georgia State University with a B.B.A. in finance. Following graduation, he pursued a career as an investment professional and has held his Series 7, 63 and 65 registrations since 1995. In his free time, Sean is a multi-sport athlete and competes in triathlons, bike races and adventure races across the country. He and his wife, Ashley, have a son, Noah, and a daughter, Ella.
Securities Agent: TX, GA, WV, WI, VA, UT, TN, SD, SC, PA, OH, NY, NV, NH, NC, MO, MI, MD, KY, KS, IN, IL, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1282859

About Me

A member of the Piedmont Group since 2008, Charley Traylor functions primarily as an analyst for the team and conducts initial and ongoing investment manager due diligence for equity, fixed income and hedge fund managers.  He is Series 7, 66 and 3 registered and has successfully passed Levels 1 and 2 of the CFA program.

Charley received his undergraduate degree in Economics from Indiana University - Bloomington.  While at IU he played varsity men's soccer where is team on the Division 1 National Championship in 2003 and 2004.  He was elected team captain in 2007.  Charley lives in Atlanta with his wife, Nikki, and their dogs, Ellie Belle and Winston.  He coaches TopHat Soccer Club in Atlanta in his spare time.

About Me

A member of the Piedmont Group since 2000, Joe Woo provides technical support in portfolio monitoring, performance reporting and investment management research. Joe graduated from the University of Phoenix with a degree in business administration. He also received his Financial Planning Associates designation from Morgan Stanley in 2004, and is Series 3, 7, 63 and 65 registered.

 

In his spare time, Joe is a student pilot and enjoys flying Cessna aircrafts. He also volunteers with local nonprofit organizations, including Good Shepherd Services of Atlanta, a community services program that assists with refugees, and the Korean American Coalition, an organization aimed at developing Asian American communities.

About Me

Michelle joined Morgan Stanley in 2015 and became a member of the Piedmont Group since 2016.  With over 9 years of experience in the financial services industry, Michelle received her Series 7 and 66 securities licenses and focuses on providing high level client service and administrative support for the team. 

 

Michelle graduated from Indiana University with a Journalism degree.  She lives in Atlanta with her husband, Paul, and their dog, Daisy.  In her spare time she enjoys reading, golfing, cooking, and Chicago Bears football.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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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.

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