

The Athanas Group at Morgan Stanley

Our Mission Statement
Experience Matters
Experience Matters
From Palm Beach Florida to Gilford New Hampshire with Over 37 Years of Portfolio and Investment Management Experience- Recognized For Each of The Past Thirteen Years as a Five Star Wealth Manager Ranking Among The Top Wealth Managers in the Country as Published in New Hampshire Magazine, Most Recently in 2024. 2012-2024 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2012-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/06/2012 -07/19/2012
2013 Award - 02/16/2013 - 07/19/2013
2014 Award - 02/16/2014 - 07/19/2014
2015 Award - 02/16/2015 - 07/19/2015
2016 Award - 02/16/2016 - 07/19/2016
2017 Award - 12/27/2016 - 07/16/2017
2018 Award - 12/26/2017 - 07/17/2018
2019 Award - 11/19/2018 - 07/10/2019
2020 Award - 11/30/2019 - 06/25/2020
2021 Award - 11/30/2020 - 06/25/2021
2022 Award - 12/31/2021 - 06/10/2022
2023 Award - 12/12/2022 - 06/30/2023
2024 Award - 12/12/2023 -6/30/2024
- Professional Portfolio ManagementFootnote1
- Wealth ManagementFootnote2
- Retirement PlanningFootnote3
- AnnuitiesFootnote4
- 529 PlansFootnote5
- Asset Management
- Corporate Retirement PlansFootnote6
- Defined Contribution PlansFootnote7
- Estate Planning StrategiesFootnote8
- Financial PlanningFootnote9
- Trust AccountsFootnote10
Location
Meet The Athanas Group
About Lou Athanas
Lou focuses mainly on portfolio management services for high net worth individuals and businesses. He has built a team of professionals offering retirement services, financial planning and investment advice along with exceptional client service. The Athanas Group delivers all of the resources of Morgan Stanley while providing a world class experience for each client.
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2021-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 05/18/2011 through 11/6/2011
2013 Award - 05/18/2012 through 11/6/2012
2014 Award - 05/18/2013 through 11/6/2013
2015 Award - 05/18/2014 through 11/6/2014
2016 Award - 05/18/2015 through 11/6/2015
2017 Award - 03/26/2016 through 11/23/2016
2018 Award - 03/23/2017 through 11/10/2017
2019 Award - 04/18/2018 through 11/6/2018
2020 Award - 04/1/2019 through 12/13/2019
2021 Award - 05/25/2020 through 11/30/2020
2022 Award - 05/24/2021 through 11/19/2021
2023 Award 12/12/2022-06/30/2023
About Louis Athanas
NMLS#: 1669616
About Jessie Parks

Contact Lou Athanas

Contact Louis Athanas
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6When 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.
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.
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 and other legal matters.
9Morgan 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.
10Morgan 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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