Sherry Mussafer Perchik, CFA®
First Vice President,
Financial Advisor,
Alternative Investments Director
Direct:
(404) 365-3210(404) 365-3210
Toll-Free:
(888) 209-7360(888) 209-7360
My Mission Statement
My mission is to provide comprehensive wealth planning combined with superior personal service and the vast resources of Morgan Stanley, to help you meet your life and legacy goals.
My Story and Services
My mission is to provide comprehensive wealth planning, combined with superior personal service and the vast resources of Morgan Stanley, to help clients meet their life and legacy goals. I am passionate about taking care of my clients and providing them with customized advice, including investment management, financial planning, & wealth transfer planning. I enjoy working with clients going through transitions, such as retiring, selling a business, or going through a divorce. Also, I work closely with many next generation family members as they begin their own financial journey.
I have attained the Chartered Financial Analyst (CFA) designation, which is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. I am also in the Alternative Investments Director role, which was developed for financial advisors who have focused on incorporating alternative investments into their practice.
Prior to joining Morgan Stanley in 2015, I was a Senior Relationship Manager at J.P. Morgan Private Bank. I have received an MBA in Finance from Duke University’s Fuqua School of Business and an undergraduate degree from Tulane University.
I am fortunate to partner with one of the most experienced and disciplined teams, The Premier Group at Morgan Stanley Private Wealth Management.
I have attained the Chartered Financial Analyst (CFA) designation, which is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. I am also in the Alternative Investments Director role, which was developed for financial advisors who have focused on incorporating alternative investments into their practice.
Prior to joining Morgan Stanley in 2015, I was a Senior Relationship Manager at J.P. Morgan Private Bank. I have received an MBA in Finance from Duke University’s Fuqua School of Business and an undergraduate degree from Tulane University.
I am fortunate to partner with one of the most experienced and disciplined teams, The Premier Group at Morgan Stanley Private Wealth Management.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Retirement PlanningFootnote3
- Alternative InvestmentsFootnote4
- 401(k) Rollovers
- Business PlanningFootnote5
- Philanthropic ManagementFootnote6
- Long Term Care InsuranceFootnote7
- Life InsuranceFootnote8
- Cash Management and Lending ProductsFootnote9
- Fixed IncomeFootnote10
Securities Agent: MA, DE, LA, DC, IL, ID, CT, TX, NY, CO, VA, IN, FL, CA, TN, KY, AL, IA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 821819
NMLS#: 821819
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Alternative Investments Director
As an alternative investments director, I am proud to offer my clients a wide range of benefits such as a potentially more diversified portfolio, access to exclusive investment opportunities, and the potential for higher returns.
Drawing on my specialized areas of expertise, I can offer clients tailored investment strategies that are customized to their unique needs and objectives. I take pride in helping my clients navigate the complex world of alternative investments, and providing them with unparalleled insights and advice that can help them with their financial objectives with confidence and ease.
Drawing on my specialized areas of expertise, I can offer clients tailored investment strategies that are customized to their unique needs and objectives. I take pride in helping my clients navigate the complex world of alternative investments, and providing them with unparalleled insights and advice that can help them with their financial objectives with confidence and ease.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
6 Key Opportunities in Alternative Strategies
Even the most seasoned investors face challenges in the current environment. The U.S. economy is coming off one of the most aggressive monetary-policy tightening campaigns, in which the Federal Reserve raised interest rates by about 5 percentage points in just about a year. Investors face uncertainty around the path of the economy and the likelihood and severity of a recession.
Here are six strategies that can guide investors’ thinking on alternative investing in the near to intermediate term.
5 Ways to Discover Opportunities in Alternative Strategies
In an environment where past-cycle playbooks may prove ineffective, alternative investments may serve a valuable role in your portfolio. Here are five themes to consider.
See the 5 Themes
Opportunities in Private Real Estate
Despite exceptional performance across the real estate sector in the past year, increasing inflation and continued interest rate hikes remain top concerns for investors.
Learn More on Private Real Estate
Alternatives 2.0: Innovative Ways to Diversify Your Portfolio
Investors’ expectations of returns on stocks and bonds—as well as the diversification potential between the two asset classes—are being challenged by high inflation and tightening monetary policy. In this environment, investors are becoming increasingly interested in alternative investments to further diversify portfolios.
Learn HowMy Process
Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is flexible to your wants and needs. Below is the process I take when meeting a new prospective client.
1. Introduction
We begin with a conversation to understand your concerns and determine how we can add value. Since not every advisor is a good match for every client, we introduce you to our approach and share our fee structure. If we all agree to move forward, we schedule our next meeting and request important financial information.
2. Discovery
We continue the dialogue we started, learning about the values that shape your decisions and identifying any unique circumstances around your wealth. We review the documents you prepared and begin to define your priorities and timelines.
3. Analysis and Plan Development
Here, we utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
4. Plan Presentation
In this step, we present your financial plan that includes an investment portfolio that aligns your investments with your goals, your timeframe and your risk level. We also discuss other wealth management solutions that may include risk management techniques and estate planning strategies.
5. Implementation
Upon your approval of our recommendations, we begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all of the tools and resources now available to you.
6. Ongoing Service and Care
Committed to a first-class experience, we focus on developing longstanding relationships that provide dedicated value to you and your family. We speak with you regularly to provide updates on your accounts. We also monitor progress towards each of your goals, adjusting your financial plan accordingly as changes in your life occur.
Comprehensive Financial Planning
The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass virtually all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley Wealth Management process and translate your goals into reality.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley Wealth Management process and translate your goals into reality.
Financial Planning Analysis
To begin your complimentary financial planning analysis, please click the link below.
Financial Planning Questionnaire
Insurance
I will take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to, and through retirement, I will help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
Manage Debt
I will thoroughly review your mortgage, car loans. credit cards, and any other debts that you may have in order to help determine where you can save one interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Legacy Planning
The cornerstone of an effective wealth management plan is comprehensive financial planning, which captures your goals, resources and expectations for the future. Effective planning can potentially lead to successful education and retirement income funding. It helps eliminate blind spots, and helps ensure legacy goals are met.
Resources for Select Investors
You may have heard the urban legend that our loved ones die twice - once when they pass away and once when they are forgotten. It is up to us to promote the legacy of our ancestors when they are no longer here to do it themselves. Their hard work, love, and value to posterity is something that is worth reciprocating. In following their example, we not only trace their footsteps, but also blaze our own trail.
Morgan Stanley offers a plethora of tools that can help solidify your family legacy - past, present, and future:
Morgan Stanley offers a plethora of tools that can help solidify your family legacy - past, present, and future:
Family Office Resources
Reflecting on how the most successful families create and maintain enduring legacies across multiple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, translate that vision into effective strategies and implement those strategies by calling on the tactical expertise of experienced experts. Accessed by Morgan Stanley advisors through UHNW Client Specialists, our capabilities span three complementary areas of focus: Governance & Legacy, Wealth Strategies and Signature Access.
Learn more about Family Office Resources
Lifestyle Advisory
Your family history is a crucial part of the person you have become, in more ways than you can imagine. Learning about these familial ties is a fascinating experience that can often shine a spotlight on your past and serve as a guiding light for your future. Morgan Stanley can give you access to various genealogical resources to help bring your family history to life.
Learn more about Lifestyle Advisory
Philanthropy
The Morgan Stanley GIFT Cures program was established to provide an opportunity for philanthropists to combine their resources to magnify the impact of their medically related giving, whether they wish to focus on a specific disease or donate across a broader spectrum. It is an opportunity for donors interested in becoming part of a donor community, learning about best practices in giving to drug research and discovering the issues related to bringing drug therapies to market.
Click here to learn more
Outsourced Chief Investment Office
High-end clients with investable assets of at least of $25 million dollars have access to our Outsourced Chief Investment Office (OCIO).
The OCIO is a complete fiduciary solution for clients looking for a full-discretion investment management model.
This service facilitates the delegation of fiduciary responsibilities providing tailored portfolio solutions including:
• Investment expertise
• Adherence to policy statement and regulatory requirements
• Portfolio construction
• Disciplined execution and implementation
• Sophisticated risk management techniques and methods
• Investment platform access
• Cost efficiencies
Click here to learn more about OCIOThe OCIO is a complete fiduciary solution for clients looking for a full-discretion investment management model.
This service facilitates the delegation of fiduciary responsibilities providing tailored portfolio solutions including:
• Investment expertise
• Adherence to policy statement and regulatory requirements
• Portfolio construction
• Disciplined execution and implementation
• Sophisticated risk management techniques and methods
• Investment platform access
• Cost efficiencies
Art Resources Team
Morgan Stanley has an Art Resources Team (ART), which has the goal of showing clients how they can address the unique challenges of art as an asset and create bespoke solutions for every client and collection. The team has recently begun the publication of a newsletter, with the goal of keeping readers up-to-date on the connections between art and the markets.
Click here to access the ART NewsletterLocation
3280 Peachtree Rd NE
Ste 1900
Atlanta, GA 30305
US
Direct:
(404) 365-3210(404) 365-3210
Toll-Free:
(888) 209-7360(888) 209-7360
Fax:
(404) 341-7501(404) 341-7501
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Sherry Mussafer Perchik today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3When 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.
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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
2Morgan 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.
3When 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.
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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
