Our Story and Services

Your financial success is a product of your hard work. You deserve a financial advisory team that also works hard for you. Regardless of what stage of life you are in, we will help you plan and preserve what you've worked hard to achieve so you can embrace your financial future with anticipation.

With over 90 years of combined experience, we can help guide you through a wide range of financial issues that require careful attention, sophisticated resources, and a deep understanding of market complexities. With our extensive financial service background, we offer a holistic and tailored approach to your financial plan and asset management.

As your financial advisors equipped with Morgan Stanley resources, we take a hands-on approach to the markets by doing our own research, analysis and portfolio construction. We've seen both bull and bear markets and remain completely focused as we build and maintain your financial resources.

If you'd like a second opinion about your investments or would like to chat about how we can help you reach your financial goals, please call us using the information below.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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    Investment Excellence
    As your financial advisors, our experience as investment managers for every type of client makes your experience with us as welcoming as possible. We make it easy for you to ask questions so that you can fully understand the details of our strategy.
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    Fresh, Strategic Ideas
    We are engrossed with the financial market every day thorough our exposure to a diverse range of institutional money managers and thought leaders at Morgan Stanley and around the industry. Access to this wealth of financial knowledge allows us to incorporate a sophisticated framework into our disciplined process.
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    Tailored Approach
    Every relationship begins with a clear understanding of your goals, dreams and what keeps you up at night. We work closely with your accountant and attorney to gain the necessary knowledge needed to manage all aspects of your finances. Above all, we aim to anticipate and avoid blind spots to keep your financial roadmap on track.
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    Financial Education
    Education is the foundation of our practice’s responsibility, discipline, and commitment. We continuously strive to become better and more effective financial advisors so that you can experience better long-term results.
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    Outstanding Service
    Your satisfaction is our priority. We believe we earn your trust not only through the quality of our advice and investments, but through the excellence with which we deliver them.

Our Process Starts with You

As your dedicated financial advisors, our role is to tailor a bespoke financial strategy that fits your individual needs. We ask questions about your goals, your dreams, and any financial worries you might have. It's an ongoing process through which we can understand you, your family, and your financial landscape.
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    1. Gathering Information
    Our relationship begins with learning more about you. We take the time to fully understand you and your family by evaluating financial needs and investment preferences. We take into account all of your challenges, goals and aspirations when we build your financial picture.
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    2. Goal-Based Planning
    Using your life goals as our direction, we create a risk-appropriate strategy which maps a clear path to achieving your success. We incorporate your investment objectives, timeline, cash requirements and risk tolerance.
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    3. Implementation
    We apply extensive research and Morgan Stanley's suite of resources to make sure your assets are properly managed.
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    4. Performance Check-in
    We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
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    Certified Financial Planner
    Campbell maintains her CERTIFIED FINANCIAL PLANNER™ certification which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure financial future.
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    Financial Planning Specialist
    Wright maintains his Financial Planning Specialist designation. Financial Planning Specialists have completed an extensive curriculum centered on financial planning, wealth management, investment strategies, business ownership and more.
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    Specialty in Equity Compensation
    Thad and Wright have completed extensive training in Equity Compensation, and are fully equipped to help you align your compensation with your broader financial strategy.

Resources for you

Morgan Stanley's Suite of Modern Wealth Management tools allows us as advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for better and more well-rounded advice to be given, while also providing clients with the ability to manage their everyday finances in a simple, fast and effective way.
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    Estate Planning
    Estate Planning is organizing how affairs will be managed when you pass or upon incapacitation.
    Who will make health care and financial decisions for you?
    To whom will your assets pass to?
    Who should care for your minor children if you have any?
    Learn more here
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    Total Wealth View
    The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley online or Morgan Stanley Mobile App Profile.
    Learn more here
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    Portfolio Risk Platform - Aladdin
    Our Dynamic platform leverages state-of-the-art analytics to identify various elements of risk in your portfolio, down to the security level, and model the impact of potential adjustments before portfolio changes are made.
    Learn more here
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    Security Center
    Safeguarding your assets and information is one of our highest priorities, but you can also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals. Then explore a few of the ways we help protect you.
    Learn more here
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    2023 Tax Tables
    This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, and among other information.
    View the tables here
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    What is Tax Loss Harvesting?
    Tax loss harvesting is a tax-efficient investing strategy that can help minimize the amount of current taxes you have to pay on your investments.
    Learn more here

Location

945 Broadway
Columbus, GA 31902
US
Direct:
(706) 324-5471(706) 324-5471

Meet The Chattahoochee Valley Group

About M. Thad Estes

Securities Agent: DE, MD, MI, MO, KY, KS, NJ, AR, WA, IL, NM, CO, MS, AZ, AL, CA, NE, DC, PA, OR, OK, GA, IN, OH, FL, ID, NC, TX, TN, SC, NV, IA, NY, MA, VA, LA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262187

About Campbell Cartledge Bleke

Securities Agent: KY, AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1628119

About Wright B Waddell

Securities Agent: KY, IN, NC, TX, WA, GA, VA, OR, TN, SC, PA, OK, OH, NY, NM, NJ, NE, MS, MO, MI, MD, MA, LA, KS, NV, IL, ID, IA, FL, DE, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1272956

About Mulford J Waldrop

Securities Agent: WA, CA, VA, IL, MS, SC, MO, KY, TX, NV, GA, CO, AZ, NY, NC, MD, LA, KS, IA, DC, TN, PA, OK, NM, MI, FL, DE, OR, NJ, NE, ID, AR, AL, OH, MA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2151724

About Robert Swift

Securities Agent: NY, MA, NJ, PA, IN, IA, OH, MO, WA, NC, KS, IL, NE, AL, NM, TX, MS, SC, NV, OR, VA, LA, DE, AZ, DC, MD, GA, TN, OK, CO, ID, MI, CA, AR, FL, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 2289612

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Maranda Barbour

NMLS# 1182370

Maranda Barbour is a Loan Portfolio Manager serving Morgan Stanley’s Wealth Management offices in the Southeast Region.

Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as an Associate Private Banker in Atlanta, Georgia. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.

Maranda earned her Bachelor of Science degree in Marketing from Winthrop University. She and her family live in Alpharetta, Georgia.

Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
NMLS#: 1182370

About Lisa Bingaman

Lisa is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the state of Georgia. She is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.

Lisa is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who began her career in Financial Services in 2007. She has been Series 7 and Series 66 registered, and Life/Health/Variable Annuities Licensed for 17 years. Before joining Morgan Stanley, Lisa was one of five Internal National Certified Financial Planners for Nationwide Financial, but the bulk of her experience was with Wells Fargo Advisors, where she collaborated with several teams and Financial Advisors in the Southeast region to consult on processes and procedures for implementing Financial Planning into the practice. Here, she mentored under a Branch Manager and CFP®, while working towards her own designations.

In addition to her degrees in Business Management and Psychology, Lisa holds a Bachelor of Science in Consumer Economics with a Concentration in Financial Planning from the University of Georgia. She lives in Middle Georgia with her husband and their 2 children, where they spend most of their free time on the baseball and soccer fields.
Wealth Management
From Our Team

On the Markets


Wealth Management
Global Investment Office

Portfolio Insights

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.

Retirement for Plan Sponsors

End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
  • Plan Evaluation
  • Investment Management
  • Plan Management Support
  • Plan Participant Education
State of the Workplace Study 2023
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State of the Workplace Study 2023

Explore Morgan Stanley at Work’s State of the Workplace III Financial Benefits Study results. Discover workforce challenges and how to stay competitive.
Ready to start a conversation? Contact The Chattahoochee Valley Group today.
Market Information Delayed 20 Minutes
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.

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2Morgan 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.

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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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.

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4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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5Morgan 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.

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6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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8Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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10Alternative 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.

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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)