Don Demba, CFA®
Senior Vice President, Wealth Management, Private Wealth Advisor, Senior Portfolio Manager
The 2700 Group at Morgan Stanley
Our Mission Statement
Our mission at the 2700 Group is to lead our clients to financial success and security. Our fundamental principle is the Golden Rule, serving each relationship with integrity, respect and dedication.
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.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4100(404) 949-4100
Meet The 2700 Group
Mike Morgan, CFP®, CEPA®
Senior Vice President, Wealth Management, Private Wealth Advisor
Jeffrey Diff Ritchie, MBA
Senior Vice President, Private Wealth Advisor, Senior Portfolio Manager
Karen Touchstone
Senior Vice President, Wealth Management, Private Wealth Advisor
Robert W. Fell, III
Senior Vice President, Wealth Management, Financial Advisor
Natalie Swords
Client Service Associate
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
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
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
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 currently serves of the Board of Directors for the Estate Planning Council of North Georgia 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
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
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.
Contact Don Demba
Contact Mike Morgan
Contact Jeffrey Diff Ritchie, MBA
Contact Karen Touchstone
Contact Robert W. Fell, III
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The 2700 Group today.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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)
