Phone:
(404) 365-3679(404) 365-3679
The Axia Team at Morgan Stanley
Direct:
(404) 365-3679(404) 365-3679
Our Mission Statement
Knowing that every situation is different, we work to determine the best course of action for each client and then implement and monitor this strategy.
Our Story and Services
Whether you’re building a business, planning for retirement or setting your bucket-list goals, you need a Financial Advisor on your side.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to help keep you on course toward your most important life goals.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to help keep you on course toward your most important life goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
3280 Peachtree Rd NE
Ste 1900
Atlanta, GA 30305
US
Direct:
(404) 365-3679(404) 365-3679
Meet The Axia Team
Warren Alexander Small, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(404) 365-3606(404) 365-3606
Colleen Weaver
Senior Registered Associate
Phone:
(404) 365-3580(404) 365-3580
About Courtney S. Evans
Courtney Evans is a financial advisor with the Axia Team at Morgan Stanley. She joined the firm in 2000 as part of the Wealth Management team managed by Tom Ragland, and she helped grow the practice.
Courtney has 23 years of experience in the financial services industry. She works closely with clients to build and execute a comprehensive wealth management plan, including identifying strategic opportunities to help grow portfolios in an effort to meet and exceed individual financial goals.
Over the years, Courtney has held a number of advisory positions within Morgan Stanley, including Director of Business Strategy, working closely with high net-worth individuals on financial and investment planning. She continues to build upon her experience to help clients with their long-term financial goals, and she holds a number of certifications including Series 7, 31, 63, and 66.
Courtney graduated in 1999 with Honors from Hollins University with BA degree in Economics. She lives in Atlanta with her husband, two sons, and their two beloved family dogs, Louie and Coco. When away from the office, Courtney can be found most days cheering at her sons’ little league games.
Courtney has 23 years of experience in the financial services industry. She works closely with clients to build and execute a comprehensive wealth management plan, including identifying strategic opportunities to help grow portfolios in an effort to meet and exceed individual financial goals.
Over the years, Courtney has held a number of advisory positions within Morgan Stanley, including Director of Business Strategy, working closely with high net-worth individuals on financial and investment planning. She continues to build upon her experience to help clients with their long-term financial goals, and she holds a number of certifications including Series 7, 31, 63, and 66.
Courtney graduated in 1999 with Honors from Hollins University with BA degree in Economics. She lives in Atlanta with her husband, two sons, and their two beloved family dogs, Louie and Coco. When away from the office, Courtney can be found most days cheering at her sons’ little league games.
Securities Agent: NJ, ID, FL, CA, MN, MA, HI, GA, TX, PA, OR, MI, LA, SC, NV, KY, CO, OK, AR, WV, WA, OH, MS, DC, TN, AL, NY, NC, MO, MD, DE, AZ, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1817722
NMLS#: 1817722
About Warren Alexander Small
Alex Small has been a financial advisor at Morgan Stanley since 2003. He received an undergraduate degree in both Economics and Communications from the University of Colorado in Boulder, Colorado. Alex also earned an MBA at the Goizueta Business School of Emory University. In 2006, Alex attained the CERTIFIED FINANCIAL PLANNER™ designation.
Alex’s practice focuses upon creating a financial plan that serves as a foundation for the investment allocation for each client. Once a plan is in place, Alex manages a portfolio of securities tailored to each client and monitors the portfolio to help ensure it is on track to reach the financial plan goals.
In addition to investments, Alex leverages Morgan Stanley’s lending capabilities to help clients obtain liquidity when needed. Alex is also a licensed insurance agent with experience reviewing life insurance, term insurance and Long Term Care insurance needs.
After surviving a massive heart attack on his 37th birthday in 2015, Alex’s drive to live a productive, healthy and happy life only intensified. Alex lives in Atlanta with his wife, son and two daughters. When away from the office, Alex enjoys working out, coaching his children’s various sports teams, reading non-fiction books to improve his knowledge base, and sharing with others what he has learned in his quest to prevent and reverse heart disease.
Alex’s practice focuses upon creating a financial plan that serves as a foundation for the investment allocation for each client. Once a plan is in place, Alex manages a portfolio of securities tailored to each client and monitors the portfolio to help ensure it is on track to reach the financial plan goals.
In addition to investments, Alex leverages Morgan Stanley’s lending capabilities to help clients obtain liquidity when needed. Alex is also a licensed insurance agent with experience reviewing life insurance, term insurance and Long Term Care insurance needs.
After surviving a massive heart attack on his 37th birthday in 2015, Alex’s drive to live a productive, healthy and happy life only intensified. Alex lives in Atlanta with his wife, son and two daughters. When away from the office, Alex enjoys working out, coaching his children’s various sports teams, reading non-fiction books to improve his knowledge base, and sharing with others what he has learned in his quest to prevent and reverse heart disease.
Securities Agent: OH, NY, NC, NJ, NV, AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, LA, MA, MD, MN, MO, MS, WV, VA, TX, TN, SC, PA, OR, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255468
NMLS#: 1255468
Contact Courtney S. Evans
Contact Warren Alexander Small
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Ready to start a conversation? Contact The Axia Team 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.
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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)