Our Story

The 2700 Group merges a combined 60 years of investment management experience with a combined 50 years of trust and planning experience. Our team members have been working together for nearly two decades with the goal of providing the executives, entrepreneurs, families and foundations we serve with skilled wealth stewardship that builds a feeling of confidence in their financial path. We take a holistic wealth management approach whose core is investment strategy but that encompasses virtually every economic aspect of life. Our team focuses on delivering warm, accommodating and highly dependable service. We take great pride in the complimentary response we’ve received from our long-standing client relationships. We would be honored for the opportunity to have them share their experiences directly with you.
Capabilities
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About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Modern Wealth Management Tools and Resources

Morgan Stanley's comprehensive suite of digital resources has been meticulously designed to help you improve every aspect of your financial portfolio. Take a look at some of the many Modern Wealth Management resources we provide to our clients.
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    Morgan Stanley Online
    With Morgan Stanley Online (MSO) and the Morgan Stanley Mobile app, your investments and daily finances are always just a few clicks away! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
    Click Here to Learn More About MSO
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    Digital Vault
    In the Digital Vault you can securely store financial documents such as account statements, authorizations and other relevant files into Digital Vault. To access the tool, simply sign into your account using Morgan Stanley Online or the Morgan Stanley Mobile App by selecting “Digital Vault” from the menu options to get started today.
    Click Here to Learn More About Digital Vault
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    Total Wealth View
    Total Wealth View allows you to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, for a more comprehensive overview of your financial picture.
    Click Here to Learn More About Total Wealth View
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    Goals Planning System
    Morgan Stanley's Goals Planning System (GPS) is designed to link your financial information to your top priorities, helping you stay on track towards your long-term goals.
    Click Here to Learn More About GPS

Location

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4100(404) 949-4100

Meet The 2700 Group

About Don Demba

Don Demba is a Senior Vice President and Portfolio Manager for The 2700 Group within Morgan Stanley Private Wealth Management. In this role Don helps clients grow and preserve their wealth through tailored investment strategies, risk management and highly attentive service. Before joining Morgan Stanley Private Wealth, Don Demba served as a Senior Investment Advisor at Wilmington Trust for 14 years. Don has almost 30 years of investment management experience. He is a graduate of the University of Georgia and holds the Chartered Financial Analyst (CFA) designation. Don lives in Brookhaven with his wife, Jennifer, and their three children. In his spare time, he enjoys reading, following sports, long walks, and spending time with family. Don has served on the investment committee of the Families First Endowment for seven years.
Securities Agent: MD, NY, MO, CA, KS, OK, NJ, ID, FL, CO, UT, SC, MT, DE, CT, WA, LA, HI, AL, WY, WV, TX, PA, KY, SD, OH, NV, MI, VA, NC, AZ, NM, MS, GA, TN, ME, MA, IL, DC, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2602803

About Mike Morgan

Mike Morgan, CFP®, CEPA, is a Senior Vice President and Private Wealth Advisor for The 2700 Group within Morgan Stanley Private Wealth Management. Mike is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, foundations, and endowments throughout the United States. He works closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives. Mike ensures that clients receive the appropriate blend of services based on their unique needs, including custom lending, investment management, planning, philanthropic, trust, and family office services. Mike holds a degree in Accounting from Kennesaw State University and is a graduate of Cannon Trust School I and II. Mike is a Certified Financial Planner CFP® and a Certified Exit Planning Advisor CEPA. He lives in Cumming with his wife Linda, their daughter Adalyn, and their two sons Nick and Ryan.
Securities Agent: KS, DE, ME, TN, MO, LA, GA, CT, CO, WA, SC, ND, NC, MD, DC, AL, WY, VA, UT, HI, FL, NM, MS, MI, KY, IL, OK, NY, MA, ID, WV, OH, NJ, MT, TX, SD, PA, CA, AZ, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2635681

About Jeffrey Diff Ritchie, MBA

Jeffrey “Diff” Ritchie is a Senior Vice President and Private Wealth Advisor for The 2700 Group within Morgan Stanley Private Wealth Management. In this role, Diff helps clients grow and preserve their wealth through tailored investment strategies, risk management and highly attentive service. Diff has extensive international investment experience having worked in New York, London, and Tokyo. While overseas, he worked on trading desks and worked with structured products before returning to the United States in 2000. He transitioned from Capital Markets over to private wealth management at that time. Since then, he has been serving as a senior portfolio manager for families and foundations. Diff works closely with the fiduciary and planning experts within The 2700 Group to develop a planning-based investment approach for his clients. Diff received his MBA with a concentration in investments from the University of North Carolina at Chapel Hill.
Securities Agent: MA, TN, AL, TX, PA, MO, CT, CO, KS, NC, MT, VA, MS, FL, CA, WV, MD, LA, KY, ID, AZ, WY, SC, NJ, DE, UT, SD, OH, ND, MI, ME, HI, GA, NM, IL, DC, WA, OK, NY, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2600682

About Karen Touchstone

Karen Touchstone is Senior Vice President and Private Wealth Advisor for The 2700 Group within Morgan Stanley Private Wealth Management. In that role, she is responsible for managing client relationships and providing trust and estate administration expertise. Prior to joining Morgan Stanley Private Wealth , Karen served as a Senior Wealth Advisor at Wilmington Trust for over 14 years. Karen has been helping individuals and families navigate the complexities that come with wealth for over 25 years. She has a degree in Economics from the University of Pittsburgh and is a graduate of Cannon Trust School. Karen has been recognized as a member of the Firm’s 2025 Pacesetters Club, a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first-class client service. Karen lives in Smyrna with her husband, Eric, along with their son and two dogs. Karen has served on the Board of Directors for several non profits including Estate Planning Council of North Georgia, St. Benedict's Episcopal School PA and TurningPoint Breast Cancer Rehabilitation.
Securities Agent: HI, VA, NM, NJ, MO, MD, CA, KS, WA, TX, MI, MA, KY, IL, WV, ME, AL, WY, NY, CO, AZ, SC, MS, LA, UT, MT, FL, CT, OK, GA, TN, NV, ND, NC, DE, DC, SD, PA, OH, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 2612460

About Robert W. Fell, III

Robert W. Fell, III, is a Senior Vice President and Private Wealth Advisor for the 2700 Group within Morgan Stanley Private Wealth Management. In this role Robert helps individuals and families navigate the complexities that come with wealth, including trust and estate planning, family dynamics and wealth education. He is known for building strong, trusted relationships and combining his strategic expertise with personalized service to deliver comprehensive wealth management solutions. Before joining Morgan Stanley Private Wealth, Robert Fell was a Managing Director and Principal at Southeastern Trust Company. He has 30 years of trust and estate experience. Robert holds a J.D. from the University of Mississippi and studied law at Cambridge University in England. He earned his bachelor’s degree in History and English from the University of South Alabama. Robert lives with his wife, Courtney, and their three daughters in Brookhaven. Robert’s community involvement has included leadership roles with the Atlanta Humane Society’s Development Committee, Advisory Council for Fernbank, and Children’s Healthcare. He currently serves as President of his Homeowner’s Association and is a Member of the Estate Planning Councils of Atlanta and North Georgia. He enjoys playing golf and tennis, following sports, traveling, and spending time with family and friends.
Securities Agent: OH, MI, ME, DE, WA, NY, NV, KY, GA, CA, KS, TN, NC, MO, MA, CT, AL, TX, MS, MD, LA, DC, VA, NM, ID, HI, SC, NJ, MT, FL, AZ, WV, SD, PA, ND, UT, IL, CO, WY, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 2643424

About Natalie Swords

Natalie Swords is a Registered Client Service Associate and joined The 2700 Group in 2024. Her focus is on client service, cash management, and the daily operation needs for the team. Natalie began her career in the financial services as a mutual fund trader. She has held various roles in client account services, stock plans, and private wealth investing. Natalie graduated from the University of Georgia, where she holds a Bachelor of Arts in Criminal Justice and Spanish. She holds her Series 7, Series 63, and Series 66 Licenses. As a Georgia native, Natalie is very involved in her community outside of work. She can be seen walking her dog on the Atlanta beltline, going to yoga classes on the weekend, or volunteering at the local animal shelter.
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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Compensation Practices of Investment-Focused Family Offices
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Compensation Practices of Investment-Focused Family Offices

Competitive compensation is key to attracting and retaining the best talent for your single family office. Discover the latest trends on relevant pay, benefits and bonus structures in Morgan Stanley's 2025 benchmarking report.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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

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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.

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3Morgan 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.

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4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.

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5Morgan 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.

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6Morgan 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.

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7When 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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

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

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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

Lifestyle Advisory Services: Products 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.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Awards Disclosures
CRC 4237142 (02/2025)