The Fisher Group at Morgan Stanley

For John, service is more than just a word. It means serving your country as well as serving your clients and your family. It is the reason 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 across multiple 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 platforms in the industry and vast global resources.

John 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 developed a love of college football while cheering on the Nittany Lions.

Today, John focuses on helping affluent professionals and their families with asset allocation, retirement planning and wealth management, along with estate preservation strategies. His sons, John Curtis and Harrison, work alongside him on the team, providing investment selection and portfolio management.

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.

John Curtis (JC) has always enjoyed helping people, which is what attracted him to the wealth management industry. 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. Prior to joining Morgan Stanley, John Curtis and his father worked in a similar capacity at UBS, where they were three-time banking champions. After joining Morgan Stanley, John Curtis went through a rigorous training program to become a Family Wealth Advisor as well as an Insurance Planning Director. JC specializes in evaluating the full picture for the team’s clients to deliver everything that Morgan Stanley has to offer and makes their practice feel as if it is a Family Office. Banking and lending, financial planning, insurance solutions and business succession planning are just a few of his areas of expertise.

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.

In 2016, John Curtis and his wife Jackie founded Sporting Clays for Kids, an annual event that raises awareness and funding for The Schenck School and ReadSource. JC currently serves on the board of trustees for The Schenck School as well as The Dunwoody Police Foundation. Previously he has served on the Finance Committee for Community in Schools of Atlanta, which aids children with financial needs to gain access to supplies that are imperative to help them succeed in K-12 education. He is also an active member and volunteer at Dunwoody United Methodist Church.

Outside the office he can be found fishing, skiing, golfing or rooting for the Auburn Tigers. JC and his wife Jackie reside in Dunwoody with their son and daughter as well as their two “good” dogs, Buddy and Blakely.

Harrison specializes in portfolio management and investment analysis at The Fisher Group. He primarily works with high earning professionals, business owners and individuals to develop tailored financial strategies for both short and long term goals.

Prior to joining The Fisher Group, Harrison gained asset management and investment banking experience while working for firms in New York, such as Lord Abbett & Co., and most recently Deutsche Bank Securities, where he served as a Vice President of Sales and Trading. Harrison holds Series 7, Series 63, and Series 66 industry registrations.

Originally from Marietta, Georgia, Harrison graduated cum laude from Auburn University with a B.A in Business Administration. During his time at Auburn, Harrison was a member of the Honors College and the Sigma Alpha Epsilon fraternity. Harrison currently lives in Atlanta and likes to spend his free time cooking with friends, golfing and skiing.

Prior to joining the Fisher Group, Sebastian was an associate financial representative for a wealth management and insurance planning team at Northwestern Mutual. Sebastian holds Series 7 and Series 66 securities registrations. He also holds Life, Accident, Sickness, and Variable products insurance licenses.

Sebastian is a graduate of The Georgia Institute of Technology where he earned a B.S. in Business Administration. When he is not cheering on The Rambling Wreck, he may be cheering on the Pittsburgh Steelers. Sebastian currently lives in the Brookhaven area and likes to spend his free time cooking, reading, and spending time with friends and family.

Originally from Atlanta Georgia, Lesley is a graduate of The University of Kentucky where she majored in Integrated Strategic Communications. After graduating, she spent two years in Austin, TX where she worked in commercial real estate focusing on marketing, communications, and client relations.

Recently, she moved back to Atlanta to join The Fisher Group where she supports the team with integral day to day operations along with the same zest for adventure and glowing personality that took her out to Austin. Outside the office she can be found walking her dog Moose, spending time with friends and family, or cheering for the Kentucky Wildcats.