About Us

As a family-run wealth management business for more than 30 years, we know the time and energy our clients put into building their families, and their wealth. Many of our clients are affluent families and business owners who have been with us for up to three generations. They remain with The Fisher Group because our approach to managing their wealth focuses on integrity, strategic planning and excellent service.

Our clients know a Group principal will be in the office to answer any question they may have – large or small – or return their call ASAP. Some of our client service associates have been with us for more than 12 years. They leverage their considerable experience to provide tailored solutions and high-level administrative support.

Over the decades, we’ve developed warm, long-standing client relationships because of the honesty we deliver and the trust that develops as a result of our commitment to being open and forthright. We take great pride in doing the right thing. It’s at the heart of what we do.

Entrepreneurs and adult children of our clients are now turning to us, because of how we combine our time-tested approach with Morgan Stanley’s award-winning technology and world-class resources.

In today’s uncertain times, our newest clients are learning what our oldest clients have long known: resources, experience and planning can be a powerful combination.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Asset Management3
  • Cash Management4
  • Estate Planning Strategies5
  • Life Insurance6
  • Long Term Care Insurance7
  • Philanthropic Services
  • Planning for Education Funding8
  • Retirement Planning9
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

5 Concourse Pkwy
Ste 2000
Atlanta, GA 30328
US
Direct:
(770) 698-2125(770) 698-2125

Meet The Fisher Group

About Me

For John, service is more than just a word. It equates with responsibility, duty and honor. It means serving your country as much as it does serving your clients and your family, which is why John joined the U.S. Air Force and served as a pilot before embarking on another career, one that would enable him to serve, as well as utilize his strong interest in the global capital markets. He began his career in financial services in 1984 and has helped a wide range of clients during all market cycles. While serving as a wealth advisor at UBS Financial Services, he was promoted to Senior Vice President and his team earned the distinction of banking champions on three separate occasions. For many years, John was also a member of UBS’ President’s Club, the company’s second highest honor. In 2017, John realized that he could provide more services to his clients by joining Morgan Stanley, which has one of the largest wealth management platform in the industry and vast global resources.

Today, John focuses on helping high-net-worth professionals with asset allocation, retirement planning, and wealth and estate preservation strategies. His eldest son, John Curtis, works alongside him on the team and together they conduct investment selection and portfolio management. John’s youngest son, Harrison, is a bond trader in New York City.

John senior earned a Master of Science degree in systems management from the University of Southern California and a Bachelor of Science degree in Business Administration from Penn State University, where he also developed a love of college football while cheering on the Nittany Lions.

In addition to supporting a number of charities and being active members of their church congregation, John and his wife Betts enjoy travel, boating, fishing and skiing. When John is not in the office, he and Betts can be found at the lake with their dogs, Annie and Lilly.
Securities Agent: TX, GA, WI, WA, VA, TN, SC, OH, NY, NC, MI, ME, MD, MA, IL, ID, HI, FL, DE, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1674827

About Me

A native of Marietta, Georgia, John Curtis has always enjoyed helping people. In 2011, he joined his father at The Fisher Group to expand his interest in doing just that: one family helping others to preserve and grow their wealth. Like his father, he was attracted to Morgan Stanley’s award-winning technology, vast global resources and open architecture: the ability to select investment vehicles from throughout the investment universe. Prior to joining Morgan Stanley, John Curtis and his father worked in a similar capacity at UBS, where they were three-time banking champions. At Morgan Stanley, John Curtis focuses on lending services, financial planning, long-term care solutions and insurance. He and John senior share the role of investment selection and portfolio management. 

John Curtis is a graduate of Woodward Academy and Auburn University, where he earned a B.S. in Business Administration. While at Auburn, John Curtis was an active member of the Sigma Alpha Epsilon fraternity; and he continues to be involved in the organization’s mentoring and philanthropic endeavors. In 2016, John Curtis and his wife Jackie founded Sporting Clays for Kids. John Curtis enjoys volunteering at Children’s Harbor on Lake Martin, which treats children with special needs. When not volunteering or working with clients, he can be found fishing, skiing, water skiing, golfing or rooting for Auburn football. Today, John Curtis and Jackie live in Dunwoody, with their black Lab, Buddy.
Securities Agent: TX, GA, WI, WA, VA, TN, SC, OH, NY, NC, MI, ME, MD, MA, IL, ID, HI, FL, DE, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1674828

About Me

Attracted to The Fisher Group’s focus on excellence and the Firm’s wide array of award-winning client resources, Andrea joined the Group in 2005. Since then she has become a critical component of the Group’s service platform. Her many years of experience enables her to work smart and fast. She takes a proactive approach to client service and can often see issues before they arise. Andrea enjoys being able to assist clients with their diverse service needs, such as payments and contributions. Series 7 and 66 registered, she is responsible for entering trades and forwarding wires.

Andrea earned her B.A. in Speech Communication with an emphasis in public relations from Valdosta State University. She and her family volunteer with People First of Henry County, a non-profit organization whose mission is to create fairness and equality for people with disabilities. Andrea is also actively involved in volunteer activities through her church. In her free time, she enjoys exercising and spending time with her family.

About Me

Leslie joined The Fisher Group as a summer intern in 2016. As an intern, she demonstrated exceptional organizational skills, efficiency and attention to detail. After graduating from Kennesaw State University with a B.S. in Finance, her outstanding performance earned her a position as a full-time Client Service Associate. A critical part of the team, she focuses on a wide variety of administrative and operations duties, which ensure that the Group’s clients receive the best service possible. Some of her key responsibilities include monitoring stocks followed by the Group, answering client queries, updating client accounts and data analysis, all of which she is able to explain to clients in English or Spanish.

Born and raised in Atlanta, in her free time Leslie enjoys hiking Georgia’s many scenic trails, exercising, painting and spending time with her family. She is currently studying for the series 7 and 66, and hopes to one day become a financial planner with the Group.

Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

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

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Fisher Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

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.

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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

5Morgan 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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Morgan 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.

9Morgan 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.

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