Christopher Aitken, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist, Senior Portfolio Manager, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(972) 964-4573(972) 964-4573
The Atlas Planning Group at Morgan Stanley
Our Mission Statement
Wealth is built by behavior.
Our Story
Named one of Forbes Best-In-State Wealth Management Teams 2023, 2024, and 2025.
It’s about the journey, not just the destination.
Building investment strategies tailored to your needs and goals that also allow for flexibility should your situation, future goals, or assumptions change.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24.
It’s about the journey, not just the destination.
Building investment strategies tailored to your needs and goals that also allow for flexibility should your situation, future goals, or assumptions change.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24.
An Impactful Plan Contains Three Ingredients:
- Your Core Values and Beliefs: What is important to you about money and how you will get the greatest happiness from it?
- The Ability to Be Flexible: Your goals and circumstances are likely going to change over the years. A purposeful plan is built to adjust to your evolving family needs.
- Recommendations and Solutions that Clearly Support Your Goals: You should have a clear understanding how each recommendation is going to help you achieve each goal. Complete transparency in process and execution.
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Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
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LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
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Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
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Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
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Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
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Trust and Estate Planning
With you every step of the way. The Atlas Planning Group analyzes a client's tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
The State of Your Parents' Estate
Intangible Asset Management
Intangible assets are becoming increasingly important for individuals and companies to grow and generate profits.
Expectations and the Role of Intangible Assets
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
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A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
The Lifestyle Advisory Offering
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across GenerationsLocation
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 964-4573(972) 964-4573
2121 N. Pearl St
Suite 500
Dallas, TX 75201
US
Meet The Atlas Planning Group
Mark K. Duckworth, MBA, CRPC®
First Vice President, Financial Advisor, Chartered Retirement Planning Counselor, Senior Portfolio Manager, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(214) 661-7060(214) 661-7060
Scott E.A, Schober, CEPA®
Vice President, Wealth Management, Financial Advisor
Phone:
(972) 964-4528(972) 964-4528
About Christopher Aitken
Chris is a CERTIFIED FINANCIAL PLANNER® and Senior Portfolio Manager at Morgan Stanley and has been a Financial Advisor with Morgan Stanley for over ten years. As a pivotal and trusted member of The Atlas Planning Group, Chris works diligently with his clients to develop financial strategies and customized financial plans designed to help meet each client’s unique needs and retirement goals that goes well beyond simply investing. Chris takes the time to genuinely listen to his clients to learn what is important to them, what they value, and what they are trying to accomplish.
Chris takes pride in his ability to take complicated financial matters and transform them into clear, easy-to-understand concepts. From the beginning of the client relationship, Chris is there to guide his clients and help them navigate the daunting landscape of retirement. He serves his clients by not only offering financial advice and plans, but also by ensuring that his clients have confidence, peace-of-mind, and a clear understanding of their financial plan and what they can do to continue to sustain a successful plan. Chris believes wealth is a learned behavior and prioritizes educating his clients on wealth management and discipline, empowering them to improve financial decision-making and behavior to find balance in enjoying life today while preparing for tomorrow. He specializes in retirement income planning and holds several licenses including the Series 7, 66, and is licensed to sell Life Insurance and Long Term Care.
Chris believes that faith, family, and health are the core components of a productive life. Chris earned his Bachelor of Arts as a Business and Art major from the University of South Florida. He currently resides in Plano with his wife, Debrah. They enjoy reading, game night, and the great Texas outdoors.
Chris takes pride in his ability to take complicated financial matters and transform them into clear, easy-to-understand concepts. From the beginning of the client relationship, Chris is there to guide his clients and help them navigate the daunting landscape of retirement. He serves his clients by not only offering financial advice and plans, but also by ensuring that his clients have confidence, peace-of-mind, and a clear understanding of their financial plan and what they can do to continue to sustain a successful plan. Chris believes wealth is a learned behavior and prioritizes educating his clients on wealth management and discipline, empowering them to improve financial decision-making and behavior to find balance in enjoying life today while preparing for tomorrow. He specializes in retirement income planning and holds several licenses including the Series 7, 66, and is licensed to sell Life Insurance and Long Term Care.
Chris believes that faith, family, and health are the core components of a productive life. Chris earned his Bachelor of Arts as a Business and Art major from the University of South Florida. He currently resides in Plano with his wife, Debrah. They enjoy reading, game night, and the great Texas outdoors.
Securities Agent: NM, NJ, NC, AR, SC, OK, MO, FL, LA, WI, VA, KS, WA, MT, MI, TX, TN, NY, MA, IN, PA, CO, CA, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1297924
NMLS#: 1297924
About Mark K. Duckworth, MBA
Mark joined Morgan Stanley in 2008 as a Chartered Retirement Planning Counselor and Financial Advisor in the Dallas Complex. Prior to joining Morgan Stanley, Mark was a Financial Advisor at Merrill Lynch beginning in 2005. Before entering the financial services industry, Mark worked in corporate finance where he was involved with corporate 401k plans, pension plans and learned the importance of investing and saving for retirement. As a member of The Atlas Planning Group at Morgan Stanley, Mark strives to take the time to truly understand a client's goals, concerns, and their history with investing. He explores family history, and personal values to help build a strategy that is more than just numbers.
Mark has always had a passion for investing and finance. He believes that with his guidance, expertise, and background he can help his clients set goals and make good investment decisions. Mark enjoys working as a team alongside his clients to develop long-term financial goals in order to plan for a secure future.
Mark is a graduate of The University of Texas at Austin and holds a bachelor’s degree in Finance. In addition, Mark has an MBA from The University of Texas at Dallas. Outside of work, Mark is an active member of his community. He is proud to run the annual golf tournament for The Clay Jones Legacy Foundation in Forney, Texas where they raise scholarship funds for the higher education of area graduating seniors. He and his wife Laura and their six children enjoy family gatherings, fishing, golf and traveling.
Mark has always had a passion for investing and finance. He believes that with his guidance, expertise, and background he can help his clients set goals and make good investment decisions. Mark enjoys working as a team alongside his clients to develop long-term financial goals in order to plan for a secure future.
Mark is a graduate of The University of Texas at Austin and holds a bachelor’s degree in Finance. In addition, Mark has an MBA from The University of Texas at Dallas. Outside of work, Mark is an active member of his community. He is proud to run the annual golf tournament for The Clay Jones Legacy Foundation in Forney, Texas where they raise scholarship funds for the higher education of area graduating seniors. He and his wife Laura and their six children enjoy family gatherings, fishing, golf and traveling.
Securities Agent: FL, CO, AR, IN, MA, SC, PA, TX, OK, NC, MI, CT, CA, NV, MD, WI, NY, WA, VA, NM, NJ, LA, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339243
NMLS#: 1339243
About Scott E.A, Schober
Scott Joined Morgan Stanley in 2016 with thirteen years of prior financial services experience. Scott has worked in a financial capacity of one sort or another since 1972. Upon graduation in Wisconsin, he entered the service with the U.S. Army as a financial specialist. Upon completing his undergraduate degree in Agricultural Economics from the University of Wisconsin-Madison (1981) he held several financial positions in the Agricultural Industry in
Dallas, Texas. He subsequently held numerous financial positions with Electronic Data Systems initially in Michigan and then as Unit Controller for the Processing of EDS’s Financial Industry customers in Plano, TX. During his time with EDS, Scott obtained an MBA in International Business from the Cox School of Business at SMU through the Executive MBA Program. Scott continued his service as Munitions Officer with the U.S. Army Reserve until 1994 and was awarded numerous citations for his service.
Married to Candice for 45+Years they have two grown sons with whom they love to travel and explore the Nations National Parks. Scott and his sons are avid Fly fisherman travelling to Montana & Wyoming several times a year.
Dallas, Texas. He subsequently held numerous financial positions with Electronic Data Systems initially in Michigan and then as Unit Controller for the Processing of EDS’s Financial Industry customers in Plano, TX. During his time with EDS, Scott obtained an MBA in International Business from the Cox School of Business at SMU through the Executive MBA Program. Scott continued his service as Munitions Officer with the U.S. Army Reserve until 1994 and was awarded numerous citations for his service.
Married to Candice for 45+Years they have two grown sons with whom they love to travel and explore the Nations National Parks. Scott and his sons are avid Fly fisherman travelling to Montana & Wyoming several times a year.
Securities Agent: MI, CO, WA, OK, KS, VA, TX, IN, WI, NM, FL, CA, MA, LA, AR, NC, SC, NY, NH, PA, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 535981
NMLS#: 535981
Contact Christopher Aitken
Contact Mark K. Duckworth, MBA
Contact Scott E.A, Schober
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
