Our Team at Morgan Stanley Charlotte Market

About Ryan Titus

Ryan is a graduate of Indiana University and began his career in the financial industry in 2008. He came over to Morgan Stanley in 2021 where he has been helping advisors achieve success within his role as Market Business Service Officer. Ryan has a true passion and understanding of the wealth management business inside out through his time as a financial advisor before then moving on to various roles within sales and management. He has a true passion for helping others personally and professionally which he demonstrates by focusing on the people and the process and strives to make everyone around him better in all aspects. Ryan takes the time to build strong relationships with his team and partners by learning what motivates them to determine how he can help impact their work and life. He would describe himself as a creative problem solver that is always looking for what’s best for the clients, his employees, and the firm.

Outside of the office, Ryan enjoys volunteering at his church, the local food bank, and various organizations that benefit children. He has also spent time coaching youth sports teams. Ryan and his wife, Kendall, share three sons together, Maximus, Maverick, and Colter. For fun, Ryan enjoys watching sports, finding live music and comedy shows, as well as golfing, hiking, and boating.

About Amy Freeman

Amy is a graduate of Appalachian State University when she earned a Bachelor of Science degree in Business Administration. She grew up in North Carolina but life after college took her to Birmingham, AL for 3 years, then to Louisville, KY for 12 years and finally back “home” to North Carolina. Amy has been with Morgan Stanley for over 33 years but in the industry for over 37 years where she has had multiple roles. She has been in her current role of Senior Market Administrator for the past 21 years.

Amy enjoys spending time with her family at home, on a lake or just doing outdoor activities with her husband and two children. She also enjoys reading in her spare time and catching up with close friends.

About Amanda Davis

Amanda Davis began her tenure in the finance industry with Morgan Stanley in 2011. Her passion for helping people makes her a strong leader as the Service Manager for the Carolinas Market. She is dedicated to empowering Financial Advisors to develop thriving practices and deliver outstanding results for their clients. She takes pride in eliminating barriers so that Advisors may reach their set objectives. Amanda graduated from The Ohio State University with a Bachelor of Fine Arts before continuing her financial education by obtaining her Series 7, 66, 9 and 10.
In her free time, Amanda enjoys spending time with her two children Kyrie and Kahlani and being an active member of the PTA. She loves to travel, spend time with friends and family, and explore the great outdoors.

About Tim Sutherland

Tim Sutherland began his career in the financial services industry in 1993 where he worked his way up to various leadership roles before joining Morgan Stanley in 2020. With a deep-seated passion for helping others, he exemplifies strong leadership as the Business Development Manager for the Carolinas Market. His commitment to empowering Financial Advisors is evident in his efforts to help them cultivate successful practices and achieve exceptional results for their clients. He is dedicated to removing obstacles and streamlining processes, ensuring that Advisors can focus on reaching their goals efficiently. His leadership style fosters an environment of growth and innovation, enabling Advisors to excel in their roles and deliver unparalleled service to their clients. Tim attended the University of South Florida where he majored in Business Administration and Management. Tim continued his financial education by obtaining his Series 7, 9, 10, 31, and 66 licenses.

Outside of work, Tim enjoys spending time with his family, playing golf, and cheering on his alma mater.

Interested in a Career at Morgan Stanley?

Financial Advisors

Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.

Experienced Professionals

Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.

Branch Address

1320 Main St
Ste 800
Columbia, SC 29201
US
Branch:
(803) 343-8800(803) 343-8800
Toll-Free:
(800) 438-5570(800) 438-5570

Branch Manager

Jeremiah A. Davis

Branch Address

One 10th St
Suite 600
Augusta, GA 30901
US
Branch:
(706) 724-2601(706) 724-2601
Toll-Free:
(800) 241-2401(800) 241-2401

Branch Manager

Lisa Novello
Phone:
(706) 823-8122(706) 823-8122

Branch Address

201 East McBee Ave, 1st
Fl
Greenville, SC 29601
US
Branch:
(864) 370-7240(864) 370-7240
Toll-Free:
(800) 755-5750(800) 755-5750

Branch Manager

Chris Simcho
Phone:
(864) 370-7259(864) 370-7259

Branch Address

3003 N Main St
Anderson, SC 29621
US
Branch:
(864) 225-5200(864) 225-5200
Toll-Free:
(877) 868-3075(877) 868-3075
Fax:
(864) 222-6801(864) 222-6801

Branch Manager

Danny Bufkin
Phone:
(864) 222-6808(864) 222-6808

Branch Address

320 East Main Street
Suite 410
Spartanburg, SC 29302
US
Branch:
(864) 585-7761(864) 585-7761
Toll-Free:
(800) 934-0340(800) 934-0340
Fax:
(864) 591-0963(864) 591-0963

Branch Manager

Mary G. Crowley
Phone:
(864) 594-3468(864) 594-3468

Branch Address

850 Morrison Drive
Ste 800
Charleston, SC 29403
US
Branch:
(843) 727-7700(843) 727-7700
Toll-Free:
(800) 727-7701(800) 727-7701

Branch Manager

Robert Hatala
Phone:
(843) 727-7764(843) 727-7764

Branch Address

475 Sea Island Road
St. Simons Island, GA 31522
US
Branch:
(912) 268-3300(912) 268-3300

Branch Manager

John Rose
Phone:
(912) 268-3302(912) 268-3302

Branch Address

7402 Hodgson Memorial Dr
Ste 100
Savannah, GA 31406
US
Branch:
(912) 692-4600(912) 692-4600
Toll-Free:
(800) 944-4949(800) 944-4949

Branch Manager

Daniel C. Umbel
Phone:
(912) 692-4633(912) 692-4633

Branch Address

600 Main Street
Hilton Head Island, SC 29926
US
Branch:
(843) 689-6646(843) 689-6646
Toll-Free:
(800) 824-8083(800) 824-8083

Branch Manager

Scott Baker
Phone:
(843) 689-7226(843) 689-7226

Branch Address

6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Branch:
(704) 442-3400(704) 442-3400
Toll-Free:
(800) 766-0006(800) 766-0006
Fax:
(704) 442-3453(704) 442-3453

Branch Manager

Curtis Mason
Phone:
(704) 442-3498(704) 442-3498

Branch Address

17505 W Catawba Ave
Ste 300
Cornelius, NC 28031
US
Branch:
(704) 892-4730(704) 892-4730
Toll-Free:
(800) 966-4581(800) 966-4581

Branch Manager

Robert Pawlowski
Phone:
(704) 896-9112(704) 896-9112

Charlotte Branch

Find a Financial Advisor

Branch Address

6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Branch:
(704) 442-3400(704) 442-3400
Toll-Free:
(800) 786-0006(800) 786-0006

Branch Manager

Curtis Mason
Phone:
(704) 442-3498(704) 442-3498
1When 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

Back to top



2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

Back to top



3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



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.

Back to top



5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

Back to top



7Morgan 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.

Back to top



8Morgan 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.

Back to top



9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

Back to top



10Morgan 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

Back to top



11Morgan 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

Back to top



Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)