Our Story and Services

As your Financial Advisors, we are fundamentally focused on service! It is bound to who we are and woven into our name as a reminder of what’s most important.

Diakonia is Greek in origin and used throughout New Testament writings to define various types of self-emptying service. Sometimes Diakonia is referenced to describe helping those in need, occasionally used to describe physically serving others, and also utilized to describe the distribution of financial resources.

Our commitment to you is to model this same level of service in order to help you define and strive to meet your various financial goals. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most respected investment insights, intuitive and powerful financial technology tools, premier trading and execution platforms, and a full spectrum of investment choices.
Services Include
  • 401(k) Rollovers
  • Cash Management and Lending Products1
  • Corporate Investment Solutions2
  • Corporate Retirement Plans3
  • Estate Planning Strategies4
  • Planning for Education Funding5
  • Professional Portfolio Management6
  • Retirement Planning7
  • Wealth Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

The Core Principles of The Diakonia Team

At The Diakonia Group, we’ve established a team of experienced and service oriented professionals. We share proven principles that guide our efforts; The Diakonia group soundly abides and expands Morgan Stanley’s four core values of 1) doing the right thing, 2) putting clients first, 3) leading with exceptional ideas, and 4) giving back. Furthermore, each member of The Diakonia Group is committed to a common mission through core principles and beliefs that result in aligning individual’s faith and investment priorities.

Doing the Right Thing
Integrity is everything! Our common beliefs guide everything we do from client interaction through administrative tasks. We at The Diakonia Group at Morgan Stanley pride ourselves in providing faith based financial planning for local small business owners and individuals. This includes both personal retirement planning, wealth management strategies, as well as corporate retirement/investment advice.

Putting Clients First
The Diakonia Group pledges to always keep the client’s interests first by working with colleagues, specialists, and strategic partners to deliver the best of the Firm to every client. We do this by seeking to first understand the client’s individual needs and then by seeking to be understood. Once we work with the client or small business to identify financial goals, we seek to further understand any faith based goals or principles the client has in mind. The combination of these will allow us to develop solutions that ensure we align client’s goals with what they believe matters most! Last, we seek to be understood; meaning we ensure each client is educated on each solution or potential solution offered. This allows the client to grow financially savvy while our relationship matures.

Leading with Exceptional Ideas
Working with our clients is more than offering new products to markets. We at The Diakonia Group aim to provide innovative solutions for clients to navigate various life events such as inheritance investment, 401(k) rollovers, divorce navigation, wealth preservation, small business resource needs, legacy or generational planning, corporate retirement establishment/maturation, and much more! Each of these scenarios requires tact, intellect, moral support, and guidance. When done right, the result is more than just multigenerational wealth, hearts and lives are changed!

Giving Back
Each of The Diakonia Group members and families serve in our local communities generously with our expertise, time and money. It is our hope that our actions will point others toward the reason why serve - ultimately leading to changed lives and communities.

The Diakonia Group Process

Alignment of Beliefs and Goals
The Diakonia Group will always aim to align a client’s beliefs and goals. We resonate with stewardship of all of the resources we are blessed with. The Diakonia Group understands that time and money are both resources given to us. We strive to strategically employ methods and solutions that focus clients on achieving their goals while maintaining perspective on what matters to them most!

Personal Portfolio Management
The Diakonia Group focuses primarily on providing hands-on management of our clients’ assets. Unlike some traditional advisors who leave much of the financial management to a corporate team, we aim to personally manage our client’s investments solutions in-house. This approach allows for the ability to customize solutions for our clients while giving our investment manager the most flexibility with managing the assets.

    Location

    501 Madison St SE
    1st Floor
    Huntsville, AL 35801
    US
    Direct:
    (256) 533-2150(256) 533-2150
    Toll-Free:
    (800) 633-2947(800) 633-2947
    Fax:
    (256) 535-2820(256) 535-2820

    Meet The Diakonia Group

    About Me

    Scott is a 22 year industry veteran, who built his practice around helping families and offering superior personalized service. His draw to the industry was the focus on helping others through service, a cornerstone of his practice.
    Securities Agent: AL, VA, TX, TN, SC, OK, OH, NC, MS, MO, KS, GA, FL, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Nicholas is a man of faith, family, and is naturally driven. He enjoys helping others and values building relationships that last through attentive and reliable results. Nicholas aims to utilize these strengths, and the best of Morgan Stanley’s analytical assets, in order to provide customers with peerless customer service and performance.
    Securities Agent: AL, VA, TX, TN, SC, OK, OH, NC, MS, MO, MN, KS, GA, FL, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1807574
    From Our Team

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    Investment and Market Perspectives

    On the Markets

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
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    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact The Diakonia Group today.
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