Phone:
(770) 481-1738(770) 481-1738
Morgan Stanley Private Wealth Management
The ESF Group
Direct:
(770) 481-1738(770) 481-1738
Our Mission Statement
We are a multigenerational team that works with multigenerational families helping them manage and simplify the complexities of significant wealth.
WELCOME
For the past 30 years, the leader of our team has built enduring personal and professional relationships with an exceptional group of affluent families. Our clients include some of the most accomplished business leaders and financial professionals in the United States. They live complex financial lives and are often faced with decisions that will impact their families for many generations to come. We serve as close family advisors who help them consider their options and make intelligent choices. We bring the experienced perspective, specialized resources, and expansive network needed to help them preserve their wealth, secure their legacies, and pursue their visions of successful lives.
Our practice has evolved with the expanding needs and aspirations of the families we serve. Now a multigenerational team, we work with clients who are stewards of multigenerational wealth. We have expanded our service team and taken measures to ensure continuity in our client relationships for decades to come. We’re honored that these families have chosen to work with us, and we strive to reward their trust by delivering a holistic wealth management experience. If you are interested in joining that circle, we look forward to learning more about you, your family, your business and your hopes for the future. To begin that conversation, please contact us directly at 1-770-481-1738.
Our practice has evolved with the expanding needs and aspirations of the families we serve. Now a multigenerational team, we work with clients who are stewards of multigenerational wealth. We have expanded our service team and taken measures to ensure continuity in our client relationships for decades to come. We’re honored that these families have chosen to work with us, and we strive to reward their trust by delivering a holistic wealth management experience. If you are interested in joining that circle, we look forward to learning more about you, your family, your business and your hopes for the future. To begin that conversation, please contact us directly at 1-770-481-1738.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
3280 Peachtree Rd NE
Ste 1600
Atlanta, GA 30305
US
Direct:
(770) 481-1738(770) 481-1738
2121 N. Pearl Street
Suite 500
Dallas, TX 75201
US
Direct:
(214) 984-2196(214) 984-2196
Meet The ESF Group
Phone:
(214) 661-7064(214) 661-7064
Jennifer White
Assistant Vice President, Wealth Management Associate, Financial Planning Specialist*
Phone:
(770) 481-1739(770) 481-1739
Macnair Sawicki
Client Service Associate
Phone:
(770) 933-3035(770) 933-3035
About Evan Fishman
Evan Fishman brings nearly three decades of investing and wealth planning experience to the service of ultra high net worth families, their businesses and philanthropic entities. Focusing all his attention on a small, select group of clients, Evan seeks to provide customized solutions to address the constantly evolving financial challenges of managing significant wealth. He prides himself on building close and enduring relationships with multiple generations of his client families and rewarding their trust by committing himself to helping them achieve their goals.
Evan began his wealth management career at Merrill Lynch in 1992. He learned his trade and built a thriving practice over a 14-year tenure. In 2006, he moved to UBS as a Managing Director, and remained there for another 14 years. Evan joined Morgan Stanley in 2020, becoming part of the firm’s elite Private Wealth Management division in 2022.
Evan received a B.A. in economics from the University at Buffalo and went on to earn an MBA, with Distinction, from Hofstra University. A native New Yorker, he and his wife have lived and raised their two children in Atlanta over the past three decades.
Evan began his wealth management career at Merrill Lynch in 1992. He learned his trade and built a thriving practice over a 14-year tenure. In 2006, he moved to UBS as a Managing Director, and remained there for another 14 years. Evan joined Morgan Stanley in 2020, becoming part of the firm’s elite Private Wealth Management division in 2022.
Evan received a B.A. in economics from the University at Buffalo and went on to earn an MBA, with Distinction, from Hofstra University. A native New Yorker, he and his wife have lived and raised their two children in Atlanta over the past three decades.
Securities Agent: AZ, SC, KS, AL, GA, FL, CA, NC, MI, DE, RI, MD, MA, WY, IL, TN, NY, ID, TX, OH, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2019266
NMLS#: 2019266
About Samuel Fishman
Sam Fishman brings a unique perspective, through his legal education and experience, to the needs of affluent individuals and families. Sam is based in Dallas, Texas, and his primary responsibility is assisting in the design and implementation of customized solutions to address complex wealth management and estate planning challenges.
Prior to joining Morgan Stanley in 2022, Sam practiced law as a Litigation Associate at Hallett & Perrin, P.C. in Dallas. Sam’s legal training gives him a detailed knowledge of tax and trust structures, adding substantially to discussions with clients about wealth transfer strategies.
Sam graduated with Honors from the University of Maryland with a B.A. in government and politics. While a student, he interned for Senator Bob Corker in the Senate Foreign Relations Committee Office, and for Congressman Jack Kingston. Sam graduated cum laude from the SMU Dedman School of Law in 2020.
Born and raised in Atlanta, Sam now lives with his wife, Ali, in Dallas. He enjoys playing golf and traveling the world. He was also a co-star on the Emmy Award-winning show, Veep.
Prior to joining Morgan Stanley in 2022, Sam practiced law as a Litigation Associate at Hallett & Perrin, P.C. in Dallas. Sam’s legal training gives him a detailed knowledge of tax and trust structures, adding substantially to discussions with clients about wealth transfer strategies.
Sam graduated with Honors from the University of Maryland with a B.A. in government and politics. While a student, he interned for Senator Bob Corker in the Senate Foreign Relations Committee Office, and for Congressman Jack Kingston. Sam graduated cum laude from the SMU Dedman School of Law in 2020.
Born and raised in Atlanta, Sam now lives with his wife, Ali, in Dallas. He enjoys playing golf and traveling the world. He was also a co-star on the Emmy Award-winning show, Veep.
Securities Agent: DE, IL, AZ, NC, OH, KS, DC, CT, WY, CA, AL, SC, RI, TX, NY, MA, GA, FL, ID, TN, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2406559
NMLS#: 2406559
About Jennifer White
Jennifer White brings over two decades of diverse financial services industry experience to the service of the team’s clients. She uses the combination of her academic background and practical work experience to attend to the often complex operational details that the team’s sophisticated clients require.
Responsible for managing daily administrative activities, Jennifer monitors operations and takes proactive measures to ensure a consistently excellent client experience. Among her many responsibilities, she coordinates private banking services, prepares account reviews, and provides a variety of specialized services.
Jennifer has worked alongside Evan Fishman since 2010, after joining UBS in 2009. Earlier in her career, she worked at a predecessor firm of Morgan Stanley, and at Scott and Stringfellow, Inc. Jennifer also spent time as a Sales Executive for an international publishing company and as an Operations Manager for a wholesale manufacturer and distributor of home and garden products.
Jennifer studied in the Honors program at Georgia State University and graduated Magna Cum Laude with Advanced Honors. She went on to earn her Master’s Degree from Mercer University.
Jennifer holds Series 7, 66, 9 and 10 securities licenses and the Financial Planning Specialist* designation.
*Disclaimer: This role cannot solicit or provide investment advice.
Responsible for managing daily administrative activities, Jennifer monitors operations and takes proactive measures to ensure a consistently excellent client experience. Among her many responsibilities, she coordinates private banking services, prepares account reviews, and provides a variety of specialized services.
Jennifer has worked alongside Evan Fishman since 2010, after joining UBS in 2009. Earlier in her career, she worked at a predecessor firm of Morgan Stanley, and at Scott and Stringfellow, Inc. Jennifer also spent time as a Sales Executive for an international publishing company and as an Operations Manager for a wholesale manufacturer and distributor of home and garden products.
Jennifer studied in the Honors program at Georgia State University and graduated Magna Cum Laude with Advanced Honors. She went on to earn her Master’s Degree from Mercer University.
Jennifer holds Series 7, 66, 9 and 10 securities licenses and the Financial Planning Specialist* designation.
*Disclaimer: This role cannot solicit or provide investment advice.
About Macnair Sawicki
Macnair helps create a highly professional service experience for the team’s clients. Macnair plays a crucial role in building relationships with clients by anticipating their needs and responding promptly and accurately to service requests. He also ensures the smooth operation of the team.
Macnair comes to the ESF Group after graduation from the University of Georgia with a B.B.A. in Finance.
Macnair holds Series 7 and 66 securities licenses.
Macnair comes to the ESF Group after graduation from the University of Georgia with a B.B.A. in Finance.
Macnair holds Series 7 and 66 securities licenses.
Contact Evan Fishman
Contact Samuel Fishman
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
