RM Compass Group at Morgan Stanley

Graham Roberts, with over 35 years of experience at Morgan Stanley, is one of a select group of advisors who has completed the Private Wealth Management professional development program. In 2000, Graham and Bud Murphy formed RM Compass Group, bringing together the key competencies and personnel to deliver a holistic approach to their client’s needs in the area of financial planning, investment, and service. Graham currently leads this team of 18, providing comprehensive financial planning for high net worth families and managing over $2 billion dollars in assets as of November 2022.
 
Graham began his career in 1984 with Robinson Humphrey, now Morgan Stanley, while completing his Bachelor of Science in Finance at Auburn University. Early in his career, Graham developed computer programs and models to analyze portfolio asset allocation and performance; he has authored many of the templates RM Compass Group uses in their financial planning process today. Graham has assisted clients in the process of business transactions, including public offerings of private companies, private sales to public companies, and sales of public companies to private equity. From 1988 to 1993, Graham worked with Robinson Humphrey’s Sports Enterprises Group and was instrumental in developing a financial service platform dedicated to professional athletes and coaches, a unique clientele which represents 20% of RM Compass Group's practice as of November 2022. In 2014, Graham was designated a Global Sports and Entertainment Director at Morgan Stanley in recognition of his experience in this field.
 
Graham is recognized as a Financial Planning Specialist by Morgan Stanley and graduated from the Professional Financial Planner Program at Oglethorpe University. He is a member of the Georgia State Golf Association Foundation Board of Trustees, Willow Point Country Club Board, Auburn University Harbert College of Business Advisory Council, and Children’s Harbor Board. Graham and his wife, Carla, have two children, Caroline and Gray. A native of New Orleans, LA, Graham has lived in Atlanta for 35 years. Graham and his family are members of the Peachtree Road United Methodist Church.

Jason Pace is a Senior Vice President of Wealth Management, Financial Advisor, Financial Planning Specialist, and Global Sports and Entertainment Director at Morgan Stanley. Jason currently serves as the COO of RM Compass Group and manages the team’s robust professional athlete business.

Jason is a graduate of the United States Naval Academy with a Bachelor of Science in Systems Engineering; as an undergrad, he also enjoyed an impressive sports career as a running back on the varsity football team. While serving in the Navy, Jason received a Master of Science in Business Management from Troy State University. In 1998, Jason Pace joined Robinson Humphrey, now Morgan Stanley, and began working with RM Compass Group just two years into his career at the firm. In 2003, he received the CFP^® Designation after a rigorous examination process, and he is currently recognized by Morgan Stanley as a Financial Planning Specialist. In 2014, Jason was named a Global Sports and Entertainment Director at Morgan Stanley in recognition of his accomplishments in the field.

Given his background as a college athlete, Jason brings robust industry knowledge and a firsthand perspective to his work with professional athletes and coaches. His team works diligently striving to ensure that athletes are set up for financial success throughout their entire career, from draft day through retirement. This involves creating a customized financial plan – a roadmap – that takes the guess work out of financial planning. As part of this plan, Jason created the “Savings Report Card,” an innovative accountability tool used to help players stay on track with their financial goals. With a client list ranging from rookies to established veterans, Jason and his team seek to ensure that athletes feel confident in their financial futures not only at the peak of their professional careers, but beyond as well.

Jason currently resides in Atlanta with his wife Sylvia and their two boys, J.R. and McCoy. He serves his community as a coach for the Northside Youth Organization (NYO) youth football program. He and his family are also dedicated members of the Buckhead Community Fellowship Church.

Frank Doherty is a Senior Vice President of Wealth Management, Financial Advisor, Senior Portfolio Manager, and Financial Planning Specialist at Morgan Stanley. Frank has over 35 years of experience in the financial services industry. He works primarily with investors and families with a focus on Financial and Retirement Planning as well as with tax efficient investment management.

Frank, a native of Richmond, VA, is a 1985 graduate of the University of Virginia with a Bachelor of Arts in Economics. Upon graduation, he worked in sales for two years with Lanier Business Products before joining Robinson Humphrey, now Morgan Stanley, in 1988. Frank worked as a “Sole Proprietor” until 2010 when he formed a strategic alliance with RM Compass Group. He began providing planning and investment management services for a select niche of RM Compass’s high net worth families and business owners. This relationship formalized in 2021.

Frank and his wife, Caroline, reside in Atlanta. They have four children: Julia (UVA, 2020), Whit (UGA, 2022), Price (UGA, 2024), and Lawson (AU, 2025). Frank is former Chairman of the Administrative Board of Peachtree Road United Methodist Church where he and his family have attended for several decades. He has also served as the President of the Paces Civic Association and is a longstanding member of the Buckhead Lions Club.

Initially, I entered the financial services industry due to my interest in investments, the stock, and bond market. I've worked over 30 years in the financial services industry. What keeps me in the business are the relationships I have built with clients and their families. As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources in the way that is most appropriate for you. We'll work together, set out what you want to achieve, and from there seek to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

My Areas of focus are General Investment Advice, Retirement Planning, and Wealth Transfer Planning/Inheritance. To provide comprehensive wealth management solutions to my individual and corporate clients, I use the immersive resources and offerings of Morgan Stanley to help ensure my clients have access to industry leading strategies. When I'm out of the office, I enjoy spending time with my wife Rowan and my two children. Also in my spare time, I run, play golf, and travel.

Donny Bolton is a First Vice President and Financial Advisor with the RM Compass Group at Morgan Stanley. Working out of the Auburn/Opelika office, Donny has amassed nearly 30 years of experience managing his client's investments and providing holistic advice for their businesses, families, and communities.

He graduated from Auburn University with a dual degree in Accounting and Finance, and later went on to earn a J.D. from Samford University Cumberland School of Law and a tax law degree from the University of Florida. He was also a student at Louisiana State University's and Oklahoma's banking schools, earning additional certificates and educational achievements in these areas. Donny is also a Certified Financial Planner™ (CFP^®), having passed the CFP^® exam which tested him on the complex nature of financial planning and the rigorous ethical standards that are required.

As a former practicing lawyer, Donny can take a distinct approach to personal finance. With the attention to detail of a methodical lawyer and the savviness of a battle tested investor, he acts as an extremely knowledgeable frontman to help clients achieve their financial goals.

Beyond the office, Donny loves to hike and bike outdoors and travel with his wife, two sons, and daughter. He also has a dog named Lola who he loves to train.

After a career in public service, Clay Anthony started at Smith Barney in 2007 as a Financial Advisor. After a year working as a sole advisor, he joined a senior team of financial professionals – RM Compass Group at Morgan Stanley. RM Compass Group focuses on serving high-net-worth families in the areas of investment and asset management, financial planning, wealth transfer and estate planning strategies, risk management, and philanthropic giving.

Clay has served many roles on the team, but is currently a Financial Advisor and the team's Chief Investment Officer. As a financial advisor, Clay and the team help their clients and family make good financial decisions that can potentially allow them to grow and preserve their money. As CIO, Clay manages the investment and portfolio implementation process, manager research and due diligence, and the tactical asset allocation strategy.

RM Compass Group is distinctive among the many advisors because financial wellness is approached through a comprehensive financial planning analysis and a distinctive cash flow management process. The financial plan can allow you to organize your financial life and unfetters you to pursue your life passions. The cash flow management allows you to easily consolidate your financial world into one location and potentially increase your ability to save more or live off your portfolio. The team, with over 250 years of experience, can provide answers to any financial question you have and help provide confidence that you are making the most informed financial decisions

Walter Stith is a Financial Advisor and Global Sports and Entertainment Director at Morgan Stanley. He focuses on providing goal-oriented investment management and financial planning for professional athletes.

Walter graduated cum laude from Western Michigan University in 2010 with a Bachelor of Science in Business Administration, concentration in finance. Prior to joining Morgan Stanley in 2011, Walter enjoyed a career as a professional athlete in the National Football League, American Basketball Association, and Canadian Football League. He has also earned numerous awards and accolades for his exceptional service to clients. In 2020 and 2021, he was named a “Top Next-Gen Wealth Advisor” by Forbes, who also designated him one of the “Top Next-Gen Wealth Advisors Best-In-State” for Georgia in 2019 and 2022.

Given his experience as a professional NFL athlete, Walter has an affinity for helping professional athletes construct their financial future. He believes that trust is the cornerstone of every client relationship, and he works tirelessly to earn and keep this trust – every day. Walter approaches every portfolio with two goals in mind: first, to provide comprehensive financial education and second, to identify actionable goals. This provides a roadmap he and his clients can work toward together while also helping clients develop a sound baseline of financial knowledge. Walter takes great pride in using his first-hand experience in the professional sports industry to serve others through wealth management.

Walter lives in Atlanta with his wife Aisha, daughter Kaili, and two sons, Kingston and Chase. When he’s not spending time with family, he enjoys remaining active through running, biking, and hiking in the Atlanta area.

Source: Forbes.com (2019 - 2021). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2019 - 2021. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are 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 SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC​.

Katie Ryan is a Financial Advisor and Financial Planning Specialist at Morgan Stanley. With seventeen years of experience in the financial services industry, she focuses on investment and asset management, financial planning, and estate and wealth transfer planning strategies for high-net-worth individuals and families.

Katie graduated with high honors from Georgia Tech with a Bachelor of Science in Management, after which she immediately joined Morgan Stanley. She holds a Certified Financial Planner™ designation and is recognized by Morgan Stanley as a Financial Planning Specialist.

With over a decade of experience at Morgan Stanley, Katie believes the power of the firm lies in its ability to bring together top-notch advisors and world-class resources to provide an unparalleled experience for clients. As a member of RM Compass Group, Katie works with high-net-worth individuals and families to first form a comprehensive picture of their finances. She asks questions to determine where her clients are and then helps them pinpoint where they want to be years, and even decades, down the line. With this information in mind, Katie builds a portfolio focusing on value, diversification, and risk mitigation, and with families, she assists in formulating a plan for wealth transfer to next generation (or two!). Always ready to listen and answer questions, Katie believes that the best financial plan is both specific and flexible, and she makes a point to stay in close contact with all of her clients as their lives – and needs – evolve.

Outside the office, Katie is heavily involved in her community in Columbia, South Carolina, where she resides with her husband Bob and their three children. She serves as the secretary of Girls on the Run Columbia and is a member of both the Junior League of Columbia as well as the Columbia Running Club. She also volunteers with the Georgia Tech Alumni Association.

Blake Callaway is a financial advisor and financial planning specialist at Morgan Stanley. He assists high-net-worth individuals and families in the areas of investment and asset management, pre-liquidity planning, estate and wealth transfer planning strategies, risk and debt management, and philanthropic giving.

Blake earned his Bachelor of Science in Business Administration and Master of Science in Accounting from Auburn University. He also holds a Certified Public Accountant (CPA) designation with the Georgia State Board of Accountancy, though he does not perform this function at Morgan Stanley. Blake is a member of the American Institute of Certified Public Accountants (AICPA) as well as the Atlanta Chapter of the Georgia Society of Certified Public Accountants (GSCPA).

Before joining Morgan Stanley, Blake worked in Ernst & Young’s Transaction Advisory Services group in Atlanta, where he guided companies of all sizes on acquisitions and divestments. This experience helped Blake understand the importance of being thorough and diligent when analyzing deals and conducting business transactions. He brings this critical M&A expertise to the table when working to navigate the complexities inherent in owning and operating a family business. Every step on a client's financial journey presents complex choices and value opportunities; it’s his job to demystify the financial planning process and guide them through these important decisions. Whether planning for a retiree, a young and upcoming professional, or a large family owned business, Blake treats each client with the utmost diligence, care, and respect.

Outside of Morgan Stanley, Blake is an avid golfer and outdoorsman. He serves on the YP Board at Rally Foundation for childhood cancer research and is an active member at Johnson Ferry Baptist Church. Blake currently resides in Marietta, Georgia with his wife Rebecca and two children, Tripp and Cecilia.

Will Jameson is a Financial Advisor and Financial Planning Specialist at Morgan Stanley. Will helps business owners, corporate executives, and high-net-worth families with portfolio management, comprehensive wealth planning, pre-liquidity planning, and retirement planning.

Will received his Bachelor of Science in Finance from the University of Georgia. Upon graduation, he joined RM Compass Group as a financial advisor and has since been recognized by Morgan Stanley as a Financial Planning Specialist. He is a Certified Financial Planner™ and holds both Series 7 and Series 66 licenses.

Will utilizes the unparalleled resources of Morgan Stanley as well as his team’s vast experience and intellectual capital to help clients find solutions to their complex financial needs. He has developed his skills working in several capacities at RM Compass Group, including as a financial planner, analyst, and advisor. These diverse roles allow him to draw from several perspectives when crafting a financial strategy for clients. Whether he’s working with a C-suite executive, a multigenerational family, or a business owner, Will believes firmly in the importance of developing both short and long-term financial goals, and he is particularly committed to providing education and advisory across generations in an effort to prepare young people for financial success.

In his free time, Will is an avid golfer, fisherman, and outdoorsman. He currently resides in Atlanta.

Nancy Harrison is First Vice President as well as an Estate Planning Specialist and Financial Planning Specialist at Morgan Stanley. With over thirty-five years of experience in the financial services industry, she focuses on comprehensive financial planning for business owners, corporate executives, and high-net-worth families.

Nancy graduated magna cum laude with a Bachelor of Arts in French from the University of North Carolina at Greensboro and went on to complete a Master of Science in Financial Planning at the College for Financial Planning. Early in her career, Nancy worked for both C&S Bank as a Foreign Exchange Specialist and Interstate Telephone Company as a Technical Writer. She then joined Robinson Humphrey, now Morgan Stanley, in the firm’s financial planning department and was brought onto RM Compass Group in 2001. She is a Certified Financial Planner™ and holds Series 7, 63, and, 65 licenses.

With decades of experience in financial planning, Nancy brings a wealth of knowledge and know-how to her work at RM Compass Group. Her clients range from high-net-worth families to busy business executives, all of whom share a concern for protecting and growing their assets, diversifying their portfolios, and successfully transferring wealth to the next generation. Nancy knows what questions to ask, and from there she structures a financial roadmap with targeted action items to help keep herself and her clients on track. She also understands that even the soundest plans are subject to change; that’s why she prioritizes communication and makes room for adjustments along the way. After years in the industry, Nancy takes great joy in helping clients streamline their financial lives so they can get back to what they love most.

Outside of work, Nancy enjoys spending time with her husband, Phil, children, Jessica and Hayden, and grandchildren, Rhett and Rhone. She is an active participant at her church, where she sings in the choir and knits with the Southern Comforters, a group that makes handmade blankets and prayer shawls for those in need. She currently resides in Woodstock, Georgia.

Laura Philpot is a Portfolio Associate at Morgan Stanley. With thirty-six years in the financial services industry, she focuses on client service and support staff management for RM Compass Group.

Laura has been in the brokerage business since 1987. She began her career at Lehman Brothers, working her way up to become the sales assistant to a million-dollar producer at PaineWebber. She continued her sales tenure at Prudential before joining Robinson Humphrey, now Morgan Stanley, in 1994. Laura holds Series 7 and Series 63 licenses and has served on several support staff councils at Morgan Stanley, including an advisory council prior to Smith Barney’s merger with Morgan Stanley in 2009.

With supreme organization and attention to detail, Laura is adept at anticipating clients’ administrative needs before they arise. With decades of experience in the industry, including almost twenty-seven years at Morgan Stanley, she is able to help solve complex problems quickly and efficiently while drawing on her vast base of knowledge. Laura’s greatest joy is getting to know clients on a personal level and winning their trust. For her, supporting clients is more than a job; it’s her life’s work.

Originally from Charlotte, North Carolina, Laura is a longtime resident of Atlanta along with her husband Edd. In her free time, she loves to cook new recipes, take yoga classes, and relax at the beach.

Julia Price is a Portfolio Associate at Morgan Stanley. With eighteen years in the financial services industry, she handles the investment process for high-net-worth individuals and families.

After attending the University of Georgia, Julia worked for Morgan Stanley’s predecessor, Smith Barney, before serving as the office manager for Blackshaw Partners, an Executive Search Firm in Atlanta, Georgia. She rejoined Smith Barney, now Morgan Stanley, in 2007 and currently holds her Series 63, Series 7, Series 66, and Series 3 licenses.

Julia’s work as a portfolio associate focuses on client investments, including trading, operations, reporting, proposals, and implementation. With an eye for numbers and meticulous detail, she equips clients with the research and data they need to make informed decisions about their financial portfolio. Julia also knows that there is no one way to build a successful portfolio; she keeps each client’s unique financial goals in mind during her process and remains flexible as circumstances change. Whether she’s working with a recent retiree or a first-time investor, Julia meets clients where they are – and gets them where they want to go.

Julia currently resides in Atlanta, where she enjoys exploring with her daughter Sophie.

Katherine Jenkins is an Assistant Vice President, Financial Planning Associate, and Wealth Management Associate at Morgan Stanley. She focuses on relationship management and financial planning for high-net-worth individuals and families, corporate executives, and business owners.

A graduate of Georgia Southern University, Katherine earned her Bachelor of Business Administration in Finance with an emphasis on risk management and insurance. Prior to joining RM Compass Group, she worked for two years as a Financial Services Representative at E*Trade where she focused on Senior Stock Plans. Katherine holds Series 7, Series 63, and Series 66 licenses and is a Certified Financial Planner™.

Katherine believes that a great financial planner always approaches clients with both a problem and a solution. Although obstacles are inevitable, she prides herself on proactively addressing clients’ problems, often before they arise. She also knows that the basis of every successful client relationship is just that: a relationship. Katherine works tirelessly to earn and keep the trust of her clients and cultivates new relationships with the next generation by helping meet their cash flow and investment needs. She also creates concrete action items striving to keep clients on track – and promote open communication – during the financial planning process. By uniting herself with her clients through actionable goals, Katherine seeks to foster a spirit of mutuality and shared success.

Outside the office, Katherine enjoys spending time with her husband, Austin, her son, Jack, and their two dogs, Cooper and Beau. She is an avid tennis player and also loves neighborhood walks and cooking in her free time. She currently resides in Atlanta.

Karyn Badeaux is a Portfolio Associate at Morgan Stanley. She focuses on cash management, marketing and event planning, client service, and practice management for RM Compass Group.

Karyn is a graduate of Louisiana State University, where she earned a Bachelor of Science in Marketing while also working as a market research analyst. Before entering the financial services field, Karyn was busy raising her family and actively volunteering in her community. She joined Morgan Stanley in 2015 and RM Compass Group in December 2020. She holds both her Series 7 and Series 66 licenses.

A creative multitasker and problem-solver, Karyn is always willing to do what it takes to provide the best possible outcome for clients, who she sees as her first priority. She is detailed, diligent, and organized, and truly enjoys interfacing with clients as their main point of contact. Karyn knows that organizing your finances can be a daunting task; that’s why she makes herself available to clients whenever they need her. If she doesn’t have the answer, she’ll work hard to find it. For Karyn, it’s about putting in the extra effort so her clients never have to.

Karyn is a lover of the outdoors, where she enjoys gardening and walking in the beautiful Atlanta weather. She also pursues interior design and Bible study in her free time. Karyn and her husband, Travis, have two children, Everett and Juliana.

Eve Eason provides portfolio construction, modification, and management for RM Compass Group.

Eve studied philosophy at the University of Mississippi, the University of Edinburgh, and Emory University, joining Morgan Stanley during her final year of graduate school.

As a member of the investment team, Eve strives to provide the highest level of research and analysis. Eve’s background in philosophy allows her to contribute to the team’s portfolio management process with a keen eye for hidden value opportunities. Through meaningful insight and data, Eve helps the team create strong, diverse portfolios.

Leidy Passow is a Senior Registered Client Service Associate at Morgan Stanley. With over seven years in the financial services industry, she focuses on client service, cash management, and practice management for RM Compass Group.

Leidy began her career in the financial services industry as a teller in consumer banking where she eventually earned the position of assistant branch manager. She has held roles in client account services, banking management, and private wealth investing. Leidy joined Morgan Stanley in 2022. She holds both Series 7 and Series 66 licenses.

With a desire for learning, she is constantly seeking ways to make the client experience seamless. Leidy enjoys building relationships on a foundation of trust, but her greatest passion is joining in the journey with younger clients as they grow in their financial success. She strives to equip them with the knowledge and confidence to utilize suite of services available through Morgan Stanley.

A native of Bogota, Colombia, Leidy grew up in Atlanta. In her free time, she enjoys painting, traveling with her husband, Stephen, and hiking with her two fur-kids, Maggie and Charlie. She also enjoys volunteering with the Atlanta Humane Society and Great Pyrenees Rescue of Atlanta.

Camden Costa is a Registered Associate at Morgan Stanley and joined RM Compass Group in 2023. Camden is a self-starter who prides himself on reliable follow up and the relationships he builds with clients. His focus is on client service, cash management, alternative investments administration, and daily operational needs for the team.

Camden graduated from the University of Georgia in 2022, where he earned a Bachelor of Arts in Communication Studies. He holds both his Series 7 and Series 66 licenses.

Camden believes in helping clients achieve the little steps necessary to accomplish big financial planning goals. By being present in each client relationship, he is able to connect client needs to Morgan Stanley solutions.

A Georgia native, Camden is very involved in his community outside of work. He can regularly be seen running on the Atlanta Beltline, playing sports at the local YMCA, or volunteering at 12 Stone Church, where he has led middle and high schoolers in student ministry for over ten years. A driven and passionate friend, Camden is known for making community wherever he finds himself and leaving places better off than he finds them.

Sam Neff is a Client Service Associate with The RM Compass Group at Morgan Stanley. Originally from Suwanee, Georgia, and now working out of the Auburn, Alabama office, Sam has a strong passion for finance, wealth management, and working with clients.

He is currently a senior finance student at Auburn University set to graduate in May 2025. He has earned his series 7 and 66 licenses and is working towards the prestigious CFP^® designation as well. At Auburn, he is involved in a campus ministry called Phi Slam and is a member at Grace Auburn Church.

Beyond the office, Sam enjoys traveling and going on camping trips with friends and family.