Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
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    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

2160 Satellite Blvd
Ste 150
Duluth, GA 30097
US
Direct:
(678) 542-2960(678) 542-2960

Meet The Agnone Jayaswal Group

About Robert Agnone

Robbie has dedicated himself to helping clients meet their financial goals. He enjoys guiding his clients and helping them make great decisions with their money. He really enjoys getting to know his clients and their families over time while helping them reach their goals. He focuses on building new relationships for the team and delivering a goals-based wealth management process to all of his clients. Robbie has a distinctive ability to communicate complex financial solutions in simple terms that helps allow his clients to feel confident in knowing exactly how their strategy is working towards their goals.

Robbie holds a bachelor’s degree from the Lerner College of Business and Economics at the University of Delaware. Robbie began his career as a Financial Advisor at Merrill Lynch in 2013. He then joined Morgan Stanley in 2019 where he became a Senior Vice President and a Senior Portfolio Manager. Robbie currently holds Chartered Retirement Planning Counselor Designation (CRPC®). The CRPC® designation is the result of a comprehensive program that helps financial advisors master the entire retirement planning process, going far beyond retirement income. Before working in financial services, Robbie enjoyed a successful athletic career, playing football at both the collegiate and professional levels.

He, his wife, and their three children currently live in Suwanee, GA. In his free time Robbie enjoys staying active and playing golf.
Securities Agent: OK, MO, AZ, NV, OH, NC, KY, FL, NM, MI, LA, CA, AK, MD, WA, MT, KS, CO, VI, NY, MN, AL, TN, SC, PA, NJ, ME, IL, VA, MS, MA, IN, IA, HI, GA, CT, AR, UT, TX, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1054763

About Harsh Jayaswal

Harsh is a Certified Financial Planner (CFP®) and has been a Financial Advisor for nearly two decades. Harsh focuses on client relationships, financial and risk reduction strategies to help meet current needs and long-term financial goals of his clients and their families. He works with high-net worth families focusing on their financial plan with consideration to their estate, as well as the next generation to help foster a smooth transition of wealth while helping minimize the taxation effects of the transfer. Harsh's areas of focus are insurance planning, estate planning strategies, and after-tax investment management in an effort to optimize their overall financial plan-- he holds designations in Insurance Planning, Lending, and Alternative Investments.

Harsh earned his bachelor’s degree in Business Administration with a concentration in Risk Management from Georgia State University’s Robinson School of Business in Atlanta, GA in 2005. He currently resides in Alpharetta, GA with his wife, their two daughters and their dogs. In his free time, they love to travel and stay active.
Securities Agent: FL, AZ, OR, NM, NJ, MS, KS, MO, MD, HI, AK, MI, MA, IN, CO, AR, WA, SC, PA, CA, AL, VI, OK, UT, TX, TN, NC, IA, NY, NV, ME, CT, VA, OH, MN, LA, KY, MT, GA, DE, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1076731
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
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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

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
Learn More about Retirement
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Learn More about Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Agnone Jayaswal Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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:
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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CRC 4665150 (8/2025)