Ronald Nadel
First Vice President,
Financial Advisor
Direct:
(770) 643-7612(770) 643-7612
Toll-Free:
(800) 229-4190(800) 229-4190
My Mission Statement
With extensive experience and a passion for problem solving, I help bridge the gap between where you are and where you aspire to be.
About Me
The challenges you face are unique and often complex. Perhaps you’re growing a business, or preparing to transfer it to a new owner. Maybe you’re approaching retirement and want to ensure that you’ll have enough income to take care of your family’s needs in the future. Whatever your goals, they come with a set of financial decisions that require meticulous attention, focused resources, and a thoughtful approach.
With a life-long passion for learning, I’m drawn to the challenge of solving complex problems. I have a law degree (non-practicing at Morgan Stanley), and apply the discipline and critical thinking skills I developed in law school to my financial advising practice. I have a keen understanding of business structures, trusts, and joint accounts. What does this mean for you? It means that I am able to help simplify the complexities of wealth management and address your unique needs with strategies that incorporate varied disciplines – from retirement planning to wealth transfer to investment and asset allocation.
With extensive experience in the financial services industry, I’ve seen a variety of markets – the bear, the bull, and everything in between. I have a solid understanding of market risks and the insight to help you navigate market volatility. It’s simple, really. My experience keeps me patient, agile, and above all, focused on you. I help you bridge the gap between where you are and where you aspire to be.
With a life-long passion for learning, I’m drawn to the challenge of solving complex problems. I have a law degree (non-practicing at Morgan Stanley), and apply the discipline and critical thinking skills I developed in law school to my financial advising practice. I have a keen understanding of business structures, trusts, and joint accounts. What does this mean for you? It means that I am able to help simplify the complexities of wealth management and address your unique needs with strategies that incorporate varied disciplines – from retirement planning to wealth transfer to investment and asset allocation.
With extensive experience in the financial services industry, I’ve seen a variety of markets – the bear, the bull, and everything in between. I have a solid understanding of market risks and the insight to help you navigate market volatility. It’s simple, really. My experience keeps me patient, agile, and above all, focused on you. I help you bridge the gap between where you are and where you aspire to be.
My services include:
- Financial Planning and Financial Goal Analysis
- Retirement Planning
- Education Planning
- Estate Planning Strategies
- Life Insurance
- Long Term Care Insurance
- Investments and Asset Allocation
- Cash Management and Lending
Securities Agent: CO, TX, PA, WI, GA, VA, NY, WY, TN, NC, SC, IN, CA, AL, LA, IL, MD, FL, AR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 544994
CA Insurance License #: 0A02185
NMLS#: 544994
CA Insurance License #: 0A02185
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Wealth management is a journey. My first step in this process is to listen. I want a deep understanding of you and your objectives. I want to know the future you envision and the past that brought you here. When appropriate, I connect you to experts who work with your trusted advisors to walk you through complex decisions along the way.
Each aspect of your financial life is like an interlocking piece of a puzzle. I enjoy the challenge of fitting these pieces into a financial strategy that works for you. But life happens, and sometimes the pieces of your puzzle shift, or even change shape. Changing priorities may necessitate a course correction. That’s why I continue to monitor your plan and review your objectives every few months.
Helping clients with their wealth management plans is more than just a job to me. It’s a creative challenge and an exciting intellectual journey, but above all it’s a chance to put my knowledge, experience, and insight to work for you. I find only one thing more professionally satisfying than a well-crafted financial strategy solution: witnessing a client attain an important goal that they’ve aspired to reach.
Each aspect of your financial life is like an interlocking piece of a puzzle. I enjoy the challenge of fitting these pieces into a financial strategy that works for you. But life happens, and sometimes the pieces of your puzzle shift, or even change shape. Changing priorities may necessitate a course correction. That’s why I continue to monitor your plan and review your objectives every few months.
Helping clients with their wealth management plans is more than just a job to me. It’s a creative challenge and an exciting intellectual journey, but above all it’s a chance to put my knowledge, experience, and insight to work for you. I find only one thing more professionally satisfying than a well-crafted financial strategy solution: witnessing a client attain an important goal that they’ve aspired to reach.
Clients
My clients are high-achieving professionals, business owners, corporations, families, partnerships, and estates. I am also experienced with settlement services, as related to court approved Structured Settlements.
Focusing on my clients’ personal needs and objectives instead of the latest market trends is a top priority for me. Your financial challenges, needs and aspirations are unique. It’s my job to provide tailored insights based on your goals.
I view all of my clients as clients for life. The wealth management process is a journey, after all. I treasure forming long-term relationships with clients, and am privileged to work with the 2nd and 3rd generations of many families. It is a great honor being welcomed into a family through the important life stages – educational planning, real estate purchases, business succession, retirement, and estate planning strategies.
Focusing on my clients’ personal needs and objectives instead of the latest market trends is a top priority for me. Your financial challenges, needs and aspirations are unique. It’s my job to provide tailored insights based on your goals.
I view all of my clients as clients for life. The wealth management process is a journey, after all. I treasure forming long-term relationships with clients, and am privileged to work with the 2nd and 3rd generations of many families. It is a great honor being welcomed into a family through the important life stages – educational planning, real estate purchases, business succession, retirement, and estate planning strategies.
Ronald B. Nadel is a First Vice President, Financial Advisor at Morgan Stanley. With extensive experience in the financial services industry, Ron focuses on wealth management and financial planning for high-achieving professionals, families, corporations, partnerships, trusts, and estates.
Ron earned his bachelor’s from the University of Wisconsin–Madison, completed graduate coursework at Emory University, and earned a law degree from John Marshall Law School in Atlanta (he is non-practicing at Morgan Stanley).
Experience, insight, and a passion for problem solving drive Ron’s financial advising practice. His creative strategies help simplify the complexities of wealth management across disciplines – from retirement planning to investment and asset allocation. He has a keen understanding of business structures, trusts, and joint accounts. He also has extensive knowledge regarding court-approved structured settlements.
Whether working with individuals or institutional asset owners, Ron offers clients a high level of personal attention. He carefully tailors his wealth management strategies to help meet each client’s unique needs, objectives, and risk tolerance.
Married with two children, Ron enjoys spending time with his family who share a passion for international travel. Japan in particular has struck a chord, and Ron's appreciation for Japanese culture is evident in the meticulous attention to detail he devotes to his practice.
Ron earned his bachelor’s from the University of Wisconsin–Madison, completed graduate coursework at Emory University, and earned a law degree from John Marshall Law School in Atlanta (he is non-practicing at Morgan Stanley).
Experience, insight, and a passion for problem solving drive Ron’s financial advising practice. His creative strategies help simplify the complexities of wealth management across disciplines – from retirement planning to investment and asset allocation. He has a keen understanding of business structures, trusts, and joint accounts. He also has extensive knowledge regarding court-approved structured settlements.
Whether working with individuals or institutional asset owners, Ron offers clients a high level of personal attention. He carefully tailors his wealth management strategies to help meet each client’s unique needs, objectives, and risk tolerance.
Married with two children, Ron enjoys spending time with his family who share a passion for international travel. Japan in particular has struck a chord, and Ron's appreciation for Japanese culture is evident in the meticulous attention to detail he devotes to his practice.
Client Service Team
Mark K. Burke - Portfolio Associate
Phone:
(770) 643-7668(770) 643-7668
Email:Mark.Burke@morganstanley.com
Prior to joining Morgan Stanley I worked as a Senior Financial Associate, an investment manager and administrative support manager at major financial service companies including Oppenheimer & Co. Inc. and Wachovia Wealth Management.
I began my career as an Army officer and served in Somalia. In the private sector, I held leadership positions of increasing responsibility centering on maximizing customer service and support to internal and external customers.
I began my career as an Army officer and served in Somalia. In the private sector, I held leadership positions of increasing responsibility centering on maximizing customer service and support to internal and external customers.
Location
2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 643-7612(770) 643-7612
Toll-Free:
(800) 229-4190(800) 229-4190
Fax:
(404) 382-7608(404) 382-7608
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Ronald Nadel today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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 and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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 and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
