Managing Director, Wealth Management, Wealth Advisor, Alternative Investments Director, Lending Specialist
The Atlanta Group at Morgan Stanley
Direct:
(770) 698-2100(770) 698-2100
Toll-Free:
(800) 444-1082(800) 444-1082
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
The Atlanta Group is a comprehensive, planning-based wealth management practice with proprietary algorithmic investment platforms embedded within. Our liability-based, consultative approach allows us to better understand your vision and your family’s unique circumstances before we design a strategy to help you achieve your objectives. For over two decades The Atlanta Group has partnered with multiple generations of families throughout the U.S. in both the creation and maintenance of their wealth. Our goal is to provide the skilled guidance needed to help our clients navigate the transitions in their lives and to deliver whatever resources are required to put their plans into action.
We work with an exceptional group of highly accomplished executives, entrepreneurs and their families. Several of these relationships go back more than three decades, and many span multiple generations. We have structured our team to provide continuity for generations to come, employing sophisticated strategies to efficiently transfer wealth and prepare younger members to become responsible stewards of their legacies.
While you may face certain opportunities and challenges similar to the families we currently serve, we appreciate that your journey is yours alone. We have the capacity to help you create highly customized and truly comprehensive plans based on your specific goals. We also understand that life does not always go according to plan, and we have the experience to help you make intelligent decisions during times of change.
We will invest the time needed to understand what is important to you and work to help you make your vision of a successful life a reality. We are here to help you protect what you have earned, support the pursuit of your goals and create a legacy that will support your family for generations to come. We look forward to learning more about you and your family and to discussing the resources we can place at your disposal. To begin that conversation, please reach out to one of our team members.
We work with an exceptional group of highly accomplished executives, entrepreneurs and their families. Several of these relationships go back more than three decades, and many span multiple generations. We have structured our team to provide continuity for generations to come, employing sophisticated strategies to efficiently transfer wealth and prepare younger members to become responsible stewards of their legacies.
While you may face certain opportunities and challenges similar to the families we currently serve, we appreciate that your journey is yours alone. We have the capacity to help you create highly customized and truly comprehensive plans based on your specific goals. We also understand that life does not always go according to plan, and we have the experience to help you make intelligent decisions during times of change.
We will invest the time needed to understand what is important to you and work to help you make your vision of a successful life a reality. We are here to help you protect what you have earned, support the pursuit of your goals and create a legacy that will support your family for generations to come. We look forward to learning more about you and your family and to discussing the resources we can place at your disposal. To begin that conversation, please reach out to one of our team members.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
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.
In The Press
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded March 2025) Data compiled by Barron's based on time period from Oct 2023 - Sept 2024.
Saul Levy Named to Barron's "Top 1,200 Financial Advisors"Forbes Best in State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
The Atlanta Group Named to Forbes Magazine’s Best in State Wealth Management TeamsBarron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded March 2024) Data compiled by Barron's based on time period from Oct 2022 - Sept 2023.
Saul Levy Named to Barron’s “Top 1,200 Financial Advisors”Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded March 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
Saul Levy Named to Barron's "Top 1,200 Financial Advisors"Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Saul Levy Recognized by Forbes as Top Wealth Advisor in 2022Chairman's Club at Morgan Stanley
Saul Levy Named to Chairman's Club 2023
Saul Levy Named to Chairman's Club at Morgan StanleyForbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
The Atlanta Group Named to Forbes Magazine’s Best Wealth Management TeamsInvestor Resources
As a client of Morgan Stanley Wealth Management, you have access to a wide array of digital tools and resources designed to enhance every aspect of your financial life. Here are a few of the technologies we offer to our clients:
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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LifeView
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The Global Investment Committee’s Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
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On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Direct:
(770) 698-2100(770) 698-2100
Toll-Free:
(800) 444-1082(800) 444-1082
Meet The Atlanta Group
About Saul M Levy
Saul began his career as a financial advisor in 1994 at Wells Fargo Advisors and joined Morgan Stanley in 2000. Saul is the founder of The Atlanta Group, one of Morgan Stanley's premier comprehensive wealth management practices. Saul consistently ranks among the top financial advisors in the industry, and was recognized by Barron's as one of America's Top 1200 Advisors in 2016, 2017, 2019, 2020, 2021, 2022 and 2023 and Forbes Best-In-State 2017, 2018, 2019, 2020, 2021, 2022 and 2023. Saul and his wife, Brandi live in Atlanta with their three children. In his spare time, he enjoys cycling and fishing with friends and family.
2016, 2017, 2019, 2020, 2021, 2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016, 2017, 2019, 2020, 2021, 2022, 2023 ). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017, 2018, 2019, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.com (Awarded 2020,2021,2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2016, 2017, 2019, 2020, 2021, 2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016, 2017, 2019, 2020, 2021, 2022, 2023 ). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017, 2018, 2019, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.com (Awarded 2020,2021,2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: NE, NV, NM, NH, NC, KY, DE, AZ, AL, VT, TN, PA, ME, CA, WI, VA, UT, TX, OR, OK, MS, LA, AR, NJ, MI, ID, IA, NY, IL, FL, WA, RI, OH, MN, MD, HI, GA, DC, WY, MA, KS, CT, CO, SD, SC, MT, MO, IN, PR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1395589
NMLS#: 1395589
About Steven A Grosswald
Steven began his career as a Financial Advisor in 1994 at Wells Fargo Advisors and joined Morgan Stanley in 2005 as a partner of The Atlanta Group at Morgan Stanley. He earned a degree in Business from the University of Alabama in 1992. Steven lives in Sandy Springs with his wife Shauna and their three children.
Securities Agent: MI, ID, WY, TX, OR, MD, MA, IL, RI, NJ, HI, DE, VT, VA, NM, MO, GA, WA, PA, OK, FL, CT, CO, CA, OH, NH, MS, KY, KS, AZ, PR, UT, NE, IA, DC, NY, NV, AR, SC, ME, WI, SD, NC, MT, MN, IN, AL, TN, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261742
NMLS#: 1261742
About Matthew A Berman
Matt Berman began his career as a Financial Advisor in 2016 at Morgan Stanley and joined The Atlanta Group in 2017. Matt is a native of Atlanta and graduated from Rollins College, where he earned a B.A. in Economics with Honors. He is a recipient of the prestigious Fulbright Scholarship where he worked in Malaysia and assisted government officials in establishing economic development and education initiatives in rural communities. Matt enjoys fly fishing and hiking in his free time.
Securities Agent: MN, PR, MI, ME, PA, OH, NY, NC, GA, WA, VA, NH, MT, MO, LA, VT, NE, MD, TN, ID, FL, DE, CT, AZ, AL, WY, UT, SC, OK, KS, IL, DC, MS, KY, CO, CA, AR, WI, TX, RI, MA, HI, NM, IN, IA, SD, OR, NV, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1638800
NMLS#: 1638800
About Leigh Ann Mackler
Leigh Ann Mackler currently serves as a Group Director for The Atlanta Group at Morgan Stanley. Leigh Ann has been working directly with The Atlanta Group for more than 20 years.
Leigh Ann is a native of Kentucky and enjoys returning to visit often. She graduated from Eastern Kentucky University in 1996 with a Bachelors of Science. Leigh Ann holds the Series 7, 63, 66 and 31 licenses.
In her free time Leigh Ann enjoys relaxing and traveling with her husband and two children. She is actively involved in her kids schools and sports, as well as in the community. You can usually catch her at UGA or Kentucky football and basketball games cheering on her divided-house teams.
Leigh Ann is a native of Kentucky and enjoys returning to visit often. She graduated from Eastern Kentucky University in 1996 with a Bachelors of Science. Leigh Ann holds the Series 7, 63, 66 and 31 licenses.
In her free time Leigh Ann enjoys relaxing and traveling with her husband and two children. She is actively involved in her kids schools and sports, as well as in the community. You can usually catch her at UGA or Kentucky football and basketball games cheering on her divided-house teams.
About Tina-Marie Bryant
A 36-year financial services industry veteran, Tina-Marie Bryant enjoys helping clients of the team through all phases of their investment life. She leverages her extensive business relationships to provide some of the best service possible, and to anticipate and prepare for any potential hurdles down the road. Tina-Marie holds Series 7 and 63 securities licenses.
A lifelong Atlanta-area resident, Tina-Marie lives in Dawsonville with her dog, Rocky. She is the proud mom of Karolyne, an Emergency Room PA, and she enjoys traveling, snow skiing, hiking and cheering for Auburn football.
A lifelong Atlanta-area resident, Tina-Marie lives in Dawsonville with her dog, Rocky. She is the proud mom of Karolyne, an Emergency Room PA, and she enjoys traveling, snow skiing, hiking and cheering for Auburn football.
About Jessica McKenna
Jessica Keene McKenna joined The Atlanta Group of Morgan Stanley in 2017 after tenure with a regional private wealth management firm. She leverages her extensive experience with alternative investments to provide unparalleled investor relations services to the team’s high-net-worth clients.
Jessica is a graduate of Kennesaw State University, having earned a B.S. cum laude in Political Science. In her free time, she enjoys hiking with her two dogs, traveling with her husband, and volunteering with local nonprofits. Jessica holds active Series 7, 63, and 65 licenses.
Jessica is a graduate of Kennesaw State University, having earned a B.S. cum laude in Political Science. In her free time, she enjoys hiking with her two dogs, traveling with her husband, and volunteering with local nonprofits. Jessica holds active Series 7, 63, and 65 licenses.
About Cici Julian
Cici Julian, grew up in Georgia and graduated from Kennesaw State University with degrees in Finance and Psychology in 2014. Before joining Morgan Stanley she worked in client services in the equity compensation department at E*TRADE. Cici has the Series 7, 63, 66, 9, and 10 licenses. In her spare time she likes to do yoga and volunteer at the Latin American Association.
About Kyle Strickland
Kyle Strickland joined The Atlanta Group in 2019 after graduating from Furman University in with a Bachelors of Arts degree in Business Administration and Politics & International Affairs. At Furman, Kyle served as Vice President and then President of the Furman University Cross Country Club Team, and continues his passion for running in Atlanta. In his free time, he also enjoys spending time with friends, boating at Lake Lanier and traveling. Kyle holds active Series 7 and 66 licenses.
About Michael Sherwood
Michael began his career as a Financial Advisor in 2015 at Brightview Advisors and later at Ameriprise Financial. He joined Morgan Stanley in 2020 as a Wealth Management Associate of The Atlanta Group. Michael grew up in Atlanta and earned a BBA in Management Information Systems from the University of Georgia in 1996, a MBA from Kennesaw University in 2009 and is a CERTIFIED FINANCIAL PLANNER™ professional. Michael lives in East Cobb with his wife Jennifer and their two daughters.
Contact Saul M Levy
Contact Steven A Grosswald
Contact Matthew A Berman
Wealth Management
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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
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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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 Atlanta 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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
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 DisclosuresLink Opens in New Tab
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
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.
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CRC 6491812 (04/2024)
