James D. Krantz, CRPC®, CFP®
Financial Advisor, Senior Vice President, Wealth Management, Senior Portfolio Management Director
Phone:
(770) 664-3344(770) 664-3344
The Avalon Group at Morgan Stanley
James D. Krantz, CRPC®, CFP®Scott Schoenberg, CPWA®Crawford W. Long IV, CFP®Tommy MillsWesley SmithAustin Arnett
Alpharetta:
(770) 664-3344(770) 664-3344
Toll-Free:
(833) 586-4349(833) 586-4349
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
About Us
The Avalon Group is a team of wealth advisors who took their diverse experience, knowledge and strengths and came together to serve clients with different backgrounds, complex concerns and distinct ambitions. We frequently consult with pre-retirees, retirees, corporate executives and ultra-high net worth individuals.
As a client of the Avalon Group, you’ll benefit from our perspective, foresight, and steadfast dedication to help provide context around your financial life. You’ll receive strategic guidance that’s customized for you—whether you have short-term needs or long-range objectives. Our clients appreciate our progressive, thorough approach and friendly style, along with having access to the resources of one of the nation’s leading financial firms. We can serve as your financial quarterback by collaborating with your other trusted advisors to help ensure better peer communication and facilitate holistic financial planning.
Choosing the right team to help grow, preserve, or distribute your wealth is critical to your overall financial success. We invite you to learn more about our group and welcome the opportunity to have a conversation with you.
As a client of the Avalon Group, you’ll benefit from our perspective, foresight, and steadfast dedication to help provide context around your financial life. You’ll receive strategic guidance that’s customized for you—whether you have short-term needs or long-range objectives. Our clients appreciate our progressive, thorough approach and friendly style, along with having access to the resources of one of the nation’s leading financial firms. We can serve as your financial quarterback by collaborating with your other trusted advisors to help ensure better peer communication and facilitate holistic financial planning.
Choosing the right team to help grow, preserve, or distribute your wealth is critical to your overall financial success. We invite you to learn more about our group and welcome the opportunity to have a conversation with you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Philosophy
At the Avalon Group, we believe everyone should be prepared for the unexpected, and have a thorough financial plan in place. The plan should account for matters related to the market or the economy—such as sharply rising or falling indexes, periods of inflation, intervals of risk aversion and opportunities for growth—as well as potential life events. A thoughtfully constructed plan can help better position you to handle whatever happens in life. It’s all about taking care of your family balance sheet.
The need for a financial plan applies whether you have relatively basic or highly complex planning needs. It can involve areas such as retirement, trust and estate planning, insurance cash flow, philanthropy and other considerations. It can cover concerns such as an extended loss of employment, the sudden passing of a spouse, dealing with an incapacitating health issue and other disruptive matters that create uncertainty.
The Avalon Group has extensive experience developing financial plans customized for each client. We know what questions to ask, as well as how to design the plan accordingly to address potential near-term and long-range situations. We’ll begin by building a strong core foundation, and then add satellite components that synergistically complement your foundation.
Life can only be lived in the present time—not in the past or future. We want you to be able to appreciate today with confidence.
The need for a financial plan applies whether you have relatively basic or highly complex planning needs. It can involve areas such as retirement, trust and estate planning, insurance cash flow, philanthropy and other considerations. It can cover concerns such as an extended loss of employment, the sudden passing of a spouse, dealing with an incapacitating health issue and other disruptive matters that create uncertainty.
The Avalon Group has extensive experience developing financial plans customized for each client. We know what questions to ask, as well as how to design the plan accordingly to address potential near-term and long-range situations. We’ll begin by building a strong core foundation, and then add satellite components that synergistically complement your foundation.
Life can only be lived in the present time—not in the past or future. We want you to be able to appreciate today with confidence.
Our Process
Our A4 financial planning process focuses on you. It's about developing, executing and monitoring a holistic financial plan that's right for your needs, risk tolerances, timeframes and goals. You can count on our team to work with you to create a tailored strategy. Here's a step-by-step look at what to expect so you'll feel more prepared and comfortable.
1) Discovery & Goals Analysis
We'll take the time to fully understand you and your family. Whether you're planning for retirement, purchasing a home, living out your golden years or distributing your wealth, we'll consider your entire picture when building your financial plan. Our mission is to align your actions with your intentions for a more successful outcome. But we need to understand what's most important to you first.
2) Advise
Based upon the findings of our initial conversation, we'll collaboratively develop a tailored investment strategy that meets your requirement for growth, income or wealth conservation within your risk constraints. We'll make the plan flexible enough to adapt to changes in your personal or professional life. The plan may include a broad range of solutions—from investments to insurance to lending to estate planning.
3) Evaluate & Implement
We'll discuss the proposed plan with you, and make any adjustments based on your feedback. When we have your approval, we'll then begin to implement your plan. We can also coordinate with your CPA and estate attorney as necessary to ensure a cohesive and comprehensive strategy.
As part of our onboarding process, we can assist with opening your Morgan Stanley Online account, and show you how to conveniently manage your investments and everyday finances from a single platform.
4) Track Progress & Review
Life evolves and market conditions change. So, it's important to keep the lines of communication open. We'll meet regularly based on your preferences to ensure your plan remains current, and to review your progress towards achieving your goals.
Our Clients
While we consult with a variety of clients, we hear some common questions:
- How can i protect my family financially?
- What should i be doing to prepare for retirement?
- Will I have enough money to last the rest of my life?
- How do I get the most value from my workplace compensation plan?
- What's the best way to share my wealth with future generations?
Our team of advisors is adept at handling these and other matters by leaning on our experience, training and understanding. We not only answer these questions, but strive to make clients feel more confident about their future so they can focus on their relationships, careers, causes or other things that bring them fulfillment in life.
Ultra-high net worth individuals
Being affluent offers many advantages. But it frequently adds complexity to your financial world.
Working with our team's Certified Private Wealth Advisor® (CPWA®) or CERTIFIED FINANCIAL PLANNERS® can be ideal for prosperous individuals and families who need support addressing the multi-dimensional challenges of managing significant wealth. The CPWA® certification is an advanced professional credential for advisors who serve high-net-worth clients.
Our CPWA® or CERTIFIED FINANCIAL PLANNERS® can tailor a fully integrated wealth management plan based on your individual needs. It could include strategies to invest assets, transfer wealth, manage risk, maximize philanthropic impact, reduce family conflicts and enhance your lifestyle.
Corporate executives
While your outstanding performance at work has been rewarded through various types of compensation and benefits, you may not have the time or expertise to get the most value from what you've accrued.
At the Avalon Group, we have two team members with the Morgan Stanley Workplace Advisor for Equity Compensation designation. Through their specialized training and education about workplace benefits, they can help you determine how your equity compensation fits into your overall goals and financial strategy. They're well-positioned to advise you on a full suite of workplace benefits, and can address questions about diversification, vesting events, restricted stock units, tax-efficient strategies and more.
Pre-retirees/retirees
Everyone should have a financial plan. But it's especially important for those preparing for retirement or navigating their way through it. Our team features two CERTIFIED FINANCIAL PLANNERS® who've met rigorous certification requirements, and have demonstrated a competency in comprehensive financial planning. Additionally, CFP® professionals must commit to placing their clients' best interests first at all times.
Putting your entire financial life into a clear picture isn't easy. CFP® professionals are trained at doing this, including how to balance your short-term goals with your long-term objectives.
How we can help you with Equity Compensation
As Morgan Stanley Workplace Advisors in Equity Compensation, we have underwent specific training to help you manage your company's specific stock plans. We assist you in determining how to best use your company's equity compensation in the context of a greater financial strategy.
We can answer your questions on the full suite of workplace benefits. Look below to learn more about our approach and some of the common types of equity compensation we can help you with:
We can answer your questions on the full suite of workplace benefits. Look below to learn more about our approach and some of the common types of equity compensation we can help you with:
Stock Options
Employee Stock Options (ESO) gives an employee the right to purchase company shares at a fixed, predetermined price. Typically, ESOs have a vesting period, which refers to a period of time the employee must remain with the company to be able to exercise the options.
Employee Stock Purchase Plans (ESPP)
Certain companies allow employees to purchase company stock at a discounted price. They are typically purchased through payroll deductions, in which employees can contribute a portion of their pay to purchase company stock. There are also qualified or non-qualified ESPPs, which possess different tax treatment.
Restricted Stock Units (RSU)
Another form of equity compensation, RSUs represent a promise by the company to issue shares of stock to an employee. The employee receives a number of units that represent the right to receive shares at a specified point in the future, and they tend to vest over a period of time.
Covered Call Strategy
A covered call strategy is an options trading strategy often employed by investors with concentrated stock positions. It is primarily used for income generation, risk mitigation and enhancing the overall risk-return profile.
Location
2400 Lakeview Pkwy
Suite 300
Alpharetta, GA 30009
US
Direct:
(770) 664-3344(770) 664-3344
Toll-Free:
(833) 586-4349(833) 586-4349
Meet The Avalon Group
Senior Vice President, Wealth Advisor, Senior Portfolio Manager, Family Wealth Director
Phone:
(770) 643-7635(770) 643-7635
Crawford W. Long IV, CFP®
Financial Advisor, Senior Vice President, Wealth Management, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(770) 664-3343(770) 664-3343
Tommy Mills
Vice President, Financial Advisor, Portfolio Manager
Phone:
(770) 664-3345(770) 664-3345
Financial Advisor, Associate Vice President, Portfolio Manager, Insurance Planning Director, Qualified Plan Financial Consultant
Phone:
(770) 643-7664(770) 643-7664
Austin Arnett
Financial Advisor, Financial Planning Specialist
Phone:
(770) 643-7652(770) 643-7652
Eliana Perez
Senior Registered Associate
Phone:
(770) 643-7626(770) 643-7626
Aundrea Lantry
Client Service Associate
Phone:
(770) 664-3331(770) 664-3331
Rachelle Flood
Senior Registered Associate
Phone:
(770) 664-3327(770) 664-3327
About James D. Krantz
Direct Line: (770) 664-3344
Email: James.Krantz@morganstanley.com
Jim began his career in the financial services business in 1992. He joined Merrill Lynch as a Financial Advisor in 1996, and in 2017 he left Merrill to found the Avalon Group at Morgan Stanley. He has also achieved the CFP and the CRPC designations and utilizes these in his practice daily.
Jim focuses on the big picture, understanding the client through the A4 process. He develops the overall financial plan and investment strategy to help clients achieve their goals.
Jim grew up in Cocoa Beach, Florida and still enjoys returning to the beach. He also enjoys skiing and is a frequent visitor to Park City. Jim graduated from Florida Tech University with a B.S. in Finance. He has two children, Brady and Kendall, 16 year old twins. On the weekends, you can find Jim playing golf and tennis and watching his kids sports events. Jim is an active member of the Florida Tech Advisory Board. Previously, he sat on the Board of Directors at Brookfield Country Club.
Named to Forbes Best-In-State Wealth Advisors List in 2022
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.
Named to Forbes Best-In-State Wealth Advisors List in 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2023?cid=whmt-smfa-2023for-13818
Email: James.Krantz@morganstanley.com
Jim began his career in the financial services business in 1992. He joined Merrill Lynch as a Financial Advisor in 1996, and in 2017 he left Merrill to found the Avalon Group at Morgan Stanley. He has also achieved the CFP and the CRPC designations and utilizes these in his practice daily.
Jim focuses on the big picture, understanding the client through the A4 process. He develops the overall financial plan and investment strategy to help clients achieve their goals.
Jim grew up in Cocoa Beach, Florida and still enjoys returning to the beach. He also enjoys skiing and is a frequent visitor to Park City. Jim graduated from Florida Tech University with a B.S. in Finance. He has two children, Brady and Kendall, 16 year old twins. On the weekends, you can find Jim playing golf and tennis and watching his kids sports events. Jim is an active member of the Florida Tech Advisory Board. Previously, he sat on the Board of Directors at Brookfield Country Club.
Named to Forbes Best-In-State Wealth Advisors List in 2022
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.
Named to Forbes Best-In-State Wealth Advisors List in 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2023?cid=whmt-smfa-2023for-13818
Securities Agent: IA, TN, KS, SC, TX, RI, PA, UT, NC, ID, AZ, VA, IL, CA, FL, NY, MS, GA, CT, NJ, MI, CO, WI, LA, AL, AK, OH, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 545147
NMLS#: 545147
About Scott Schoenberg
Scott Schoenberg is a Certified Private Wealth Advisor -- CPWA® with over 30 years of experience in Financial Services. He is currently a Senior Vice President with Morgan Stanley Wealth Management. As a Wealth Advisor, he serves his clients as both a Senior Portfolio Manager and Insurance Planning Director. Scott’s primary focus is generational wealth transfer and preservation.
Prior to joining Paine Webber in 1991, Scott worked for IBM throughout his time in college. In addition to his professional business career, Scott ran for the Georgia House of Representatives in 1994 and spent several years as a real estate investor and free-lance writer covering topics ranging from finance to politics.
Scott has been involved with many different philanthropic endeavors over the years and currently sits on the Board of Directors for Fold of Honor Georgia and most recently served on the Board of Directors for the Georgia Chamber of Commerce as well as The Terry College Executive MBA program.
On a personal level, Scott has held leadership posts both within his church as well as at Atlanta Athletic Club. He and his wife Stephanie have three children who attend the Marist School in Atlanta.
Named to Forbes Best-In-State Wealth Advisors List in 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2023?cid=whmt-smfa-2023for-13818
Prior to joining Paine Webber in 1991, Scott worked for IBM throughout his time in college. In addition to his professional business career, Scott ran for the Georgia House of Representatives in 1994 and spent several years as a real estate investor and free-lance writer covering topics ranging from finance to politics.
Scott has been involved with many different philanthropic endeavors over the years and currently sits on the Board of Directors for Fold of Honor Georgia and most recently served on the Board of Directors for the Georgia Chamber of Commerce as well as The Terry College Executive MBA program.
On a personal level, Scott has held leadership posts both within his church as well as at Atlanta Athletic Club. He and his wife Stephanie have three children who attend the Marist School in Atlanta.
Named to Forbes Best-In-State Wealth Advisors List in 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2023?cid=whmt-smfa-2023for-13818
Securities Agent: AL, AK, AZ, DC, DE, CA, CO, CT, FL, GA, IA, ID, KS, KY, MD, ME, MO, NH, OK, OR, PA, VI, VT, WV, WY, IL, IN, LA, MA, MI, MN, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, AR, HI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 545045
NMLS#: 545045
About Crawford W. Long IV
Direct Line: (770) 664-3343
Email: Crawford.W.Long@morganstanley.com
Crawford began his career as a financial advisor in 2013 at Merrill Lynch before coming to Morgan Stanley in 2017 to help form the Avalon Group at Morgan Stanley. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Crawford primarily focuses on discovering new clients for the Avalon Group, along with working on the nuts and bolts of the financial plans and executing our investment strategy.
Crawford graduated from the University of South Carolina with a BS in Corporate and Investment Finance. An Atlanta native, Crawford currently lives in Buckhead with his wife, Ellen, and remains active in the community. On the weekends you will find Crawford playing golf and spending time outdoors.
Email: Crawford.W.Long@morganstanley.com
Crawford began his career as a financial advisor in 2013 at Merrill Lynch before coming to Morgan Stanley in 2017 to help form the Avalon Group at Morgan Stanley. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Crawford primarily focuses on discovering new clients for the Avalon Group, along with working on the nuts and bolts of the financial plans and executing our investment strategy.
Crawford graduated from the University of South Carolina with a BS in Corporate and Investment Finance. An Atlanta native, Crawford currently lives in Buckhead with his wife, Ellen, and remains active in the community. On the weekends you will find Crawford playing golf and spending time outdoors.
Securities Agent: MS, SC, OH, CA, UT, NY, NC, FL, AZ, AL, RI, NJ, MI, ID, IA, MA, IL, WI, TX, PA, LA, KS, GA, CT, CO, VA, AK, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1167883
NMLS#: 1167883
About Tommy Mills
Direct Line: (770) 664-3345
Email: Tommy.Mills@morganstanley.com
Tommy began his financial career as a commercial property lender in 1987. He joined Merrill Lynch as a financial advisor in 1991 where he enjoyed a 26-year career. In 2017, Tommy left Merrill to help found the Avalon Group at Morgan Stanley.
Tommy incorporates a financial planning process to help clients reach their life goals. The objective is to help clients become efficient on both sides of the balance sheet, thus giving you the best opportunity to achieve your life goals. Basically, The Avalon Group serves as our clients' financial GPS.
Tommy spent most of his formative years in Texas and Tennessee. He earned both a BBA in Finance with a minor in Economics and a MBA with an emphasis in Investments from the University of Memphis. He and his wife, Kim, reside in Dunwoody/Sandy Springs and enjoy traveling to new places neither has been. Tommy enjoys tennis, the gym and watching football. While supporting several charities, his passion is with JDRF and St. Jude's Children's Research Hospital.
Email: Tommy.Mills@morganstanley.com
Tommy began his financial career as a commercial property lender in 1987. He joined Merrill Lynch as a financial advisor in 1991 where he enjoyed a 26-year career. In 2017, Tommy left Merrill to help found the Avalon Group at Morgan Stanley.
Tommy incorporates a financial planning process to help clients reach their life goals. The objective is to help clients become efficient on both sides of the balance sheet, thus giving you the best opportunity to achieve your life goals. Basically, The Avalon Group serves as our clients' financial GPS.
Tommy spent most of his formative years in Texas and Tennessee. He earned both a BBA in Finance with a minor in Economics and a MBA with an emphasis in Investments from the University of Memphis. He and his wife, Kim, reside in Dunwoody/Sandy Springs and enjoy traveling to new places neither has been. Tommy enjoys tennis, the gym and watching football. While supporting several charities, his passion is with JDRF and St. Jude's Children's Research Hospital.
Securities Agent: MA, CA, TX, WI, ID, IA, AL, SC, VA, RI, GA, AK, TN, PA, LA, IL, AZ, NY, MI, FL, CO, UT, NC, OH, KS, CT, NJ, ND, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 544979
NMLS#: 544979
About Wesley Smith
Securities Agent: TX, NY, MS, IL, GA, MI, IA, AZ, SC, RI, ID, MT, KY, KS, TN, OR, NJ, CA, AL, VA, MA, PA, FL, CT, AK, WI, UT, LA, CO, OH, NM, NC, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1681822
CA Insurance License #: 4174032
NMLS#: 1681822
CA Insurance License #: 4174032
About Austin Arnett
Direct Line: (770) 643-7652
Email: Austin.Arnett@morganstanley.com
Austin began his career in the financial services industry in 2013 with E*TRADE Financial. There he was licensed and became a Financial Advisor in 2016. He joined Morgan Stanley in 2020 as a result of the firm’s acquisition of E*TRADE. He officially transitioned away from E*TRADE to join The Avalon Group as a Financial Advisor and Financial Planning Specialist in 2024.
Austin grew up in Woodstock, GA and married his high school sweetheart, Lauren. He graduated from Liberty University with a B.S. in Finance. On the weekends, you will find Austin cooking something delicious or playing guitar.
Email: Austin.Arnett@morganstanley.com
Austin began his career in the financial services industry in 2013 with E*TRADE Financial. There he was licensed and became a Financial Advisor in 2016. He joined Morgan Stanley in 2020 as a result of the firm’s acquisition of E*TRADE. He officially transitioned away from E*TRADE to join The Avalon Group as a Financial Advisor and Financial Planning Specialist in 2024.
Austin grew up in Woodstock, GA and married his high school sweetheart, Lauren. He graduated from Liberty University with a B.S. in Finance. On the weekends, you will find Austin cooking something delicious or playing guitar.
Securities Agent: IA, AL, VI, MI, MD, MA, KS, IL, DC, NV, NM, MT, ID, CA, VA, NY, NJ, GA, SD, RI, CO, WY, PR, OK, MO, MN, HI, CT, AZ, UT, TN, SC, NH, LA, KY, AK, VT, ND, ME, DE, WV, TX, PA, OR, OH, NE, NC, FL, AR, WI, WA, MS, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2611390
NMLS#: 2611390
About Eliana Perez
Direct Line: (770) 643-7626
Email: Eliana.Perez@morganstanley.com
Eliana Perez has over 20 years experience in the financial services industry. Prior to Morgan Stanley she worked at Fidelity Investments and Merrill Lynch. Eliana strives to provide excellent service, supporting our clients with their administrative and operational requests. She grew up in Newtown, Connecticut, later lived and worked in Colombia for 7 years and now is a resident of Roswell with her husband Diego and two daughters.
Email: Eliana.Perez@morganstanley.com
Eliana Perez has over 20 years experience in the financial services industry. Prior to Morgan Stanley she worked at Fidelity Investments and Merrill Lynch. Eliana strives to provide excellent service, supporting our clients with their administrative and operational requests. She grew up in Newtown, Connecticut, later lived and worked in Colombia for 7 years and now is a resident of Roswell with her husband Diego and two daughters.
About Aundrea Lantry
Direct Line: (770) 664-3331
Email: Aundrea.Lantry@morganstanley.com
Aundrea is a client service associate with the Avalon group. She is responsible for handling the team's administrative duties and daily operational client requests.
She began her career as a service associate on Wall Street. She moved to Atlanta with her fiancée in 2016 where she started working at Merrill Lynch before coming to Morgan Stanley to help form the Avalon Group.
Email: Aundrea.Lantry@morganstanley.com
Aundrea is a client service associate with the Avalon group. She is responsible for handling the team's administrative duties and daily operational client requests.
She began her career as a service associate on Wall Street. She moved to Atlanta with her fiancée in 2016 where she started working at Merrill Lynch before coming to Morgan Stanley to help form the Avalon Group.
About Rachelle Flood
Direct Line: (770) 664-3331
Email: Rachelle.Flood@morganstanley.com
Rachelle Flood has 12 years' experience in the financial industry. She provides trading, administrative and complete client service. Prior to joining the team at Morgan Stanley, Rachelle worked at Citibank as a Citigold Wealth Relationship Manager and at JP Morgan Chase as a Private Client Banker.
She grew up in California and graduated Cum Laude from California State University Northridge. She moved to Georgia in 2021, with her husband and 2 young sons. Rachelle loves exploring the beautiful outdoors Georgia has to offer, spending time with her family, playing games, baking, singing, hiking and traveling.
Email: Rachelle.Flood@morganstanley.com
Rachelle Flood has 12 years' experience in the financial industry. She provides trading, administrative and complete client service. Prior to joining the team at Morgan Stanley, Rachelle worked at Citibank as a Citigold Wealth Relationship Manager and at JP Morgan Chase as a Private Client Banker.
She grew up in California and graduated Cum Laude from California State University Northridge. She moved to Georgia in 2021, with her husband and 2 young sons. Rachelle loves exploring the beautiful outdoors Georgia has to offer, spending time with her family, playing games, baking, singing, hiking and traveling.
Contact James D. Krantz
Contact Scott Schoenberg
Contact Crawford W. Long IV
Contact Tommy Mills
Contact Wesley Smith
Contact Austin Arnett
Wealth Management
Global Investment Office
Portfolio Insights
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Strategies to Finance Your Business
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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A Change of Greenery
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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.
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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 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.
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 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.
4When 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Alternative 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 Disclosures
CRC 6491812 (04/2024)
