Our Mission

Our mission is to create, preserve and manage wealth for our clients. We provide comprehensive financial planning and portfolio management services that are designed to meet the goals and objectives of our clients and we are committed to the idea that our single most important purpose is to serve the financial needs of our clients through unparalleled personal service. We build lifelong relationships on a foundation of trust and confidence.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

501 Madison St SE
Huntsville, AL 35801
US
Direct:
(256) 650-4003(256) 650-4003
Toll-Free:
(800) 633-2947(800) 633-2947

Meet The Legacy Group of Huntsville

About Me

Glenda B. Gough, RICP®
Vice President, Wealth Management
Investment Management Consultant
Financial Advisor

 

Glenda joined Morgan Stanley in March of 1980, beginning her financial services career as Operations Manager for the Huntsville branch. While an administrator, she was selected to serve on Morgan Stanley’s Advisory Council and received numerous awards for outstanding dedicated service.

As her personal interest in assisting individuals through financial advising grew, Glenda redirected her career path, earning her General Securities Representative Series 7, 63, 31 and 65 licenses. She later became licensed as a General Securities Sales Supervisor, Series 8. She is a Registered Investment Advisor Representative and a member of the Association of Professional Investment Consultants.

Through the firm’s Graduate School Program through the University of Pennsylvania’s Wharton School of Business, Glenda earned the designation of Investment Management Consultant. She has also completed several courses of additional study on Estate Planning, and has received the professional designation of Rule 144 Specialist. In 2015 she completed studies through The American College to receive the Retirement Income Certified Professional designation.

Glenda and her husband, Charles, have two children. She is involved with The Saint Vincent de Paul Society and enjoys spending time with family.
Securities Agent: TX, AL, WI, WA, VA, UT, TN, SC, PA, OH, NY, NV, NM, NJ, NC, MT, MS, MO, MI, ME, MD, LA, KY, IN, IA, GA, FL, DC, CO, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1275811

About Me

Jonathan D. Beuoy

Financial Advisor

256-535-2894

 

Jonathan joined Morgan Stanley in February 2017 following a career with the Department of Defense that included time in Huntsville and Washington, D.C.   After many years of investing in capital markets as a hobby, he decided make a career move that would allow him to combine his business experience with his passion.  He has an enthusiasm for educating others, and enjoys the process of helping clients navigate all aspects of their financial life.

He earned a B.S. from the University of Alabama, and earned his General Securities Representative Series 7 and 66 licenses.

Jonathan and his wife, Brittany, have a baby boy named Maddox and a Miniature Dachshund named Luci.  They are active members at the Church of the Highlands in Huntsville, and enjoy leading small groups.  In his spare time, Jonathan enjoys time with his family, playing golf, fishing, and traveling.
Securities Agent: AL, WI, WA, VA, UT, TX, TN, SC, PA, OH, NY, NV, NM, NJ, NC, MT, MO, MI, ME, MD, LA, KY, IN, IA, GA, FL, DC, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1764851

About Me

Leslie K. Solley
Senior Registered Associate
Financial Planning Associate

 

Leslie joined Morgan Stanley in August of 1984, beginning her career in Operations. In 1995, to further her career with Morgan Stanley, she earned her General Securities Representative Series 7 and 63 licenses. In 2001 she earned the designation as Investment Advisor Representative. Most recently, Leslie completed courses of additional study to earn the designation of Financial Planning Associate.

Leslie brings a genuine interest to her focus on providing the Best of Class client service experience. Her focus is on keeping the lines of communication flowing by proactively contacting clients to set appointments for portfolio reviews and market update meetings. She diligently and professionally ensures that client operational issues are resolved promptly and accurately. Leslie maintains a thorough and practical understanding of legal and compliance guidelines.

Born and raised in Huntsville, AL, Leslie and her husband of 33 years, Gary, have a 31 year old son, Matthew and a dog, Molly. When not at work, she enjoys decorating and bowling.

About Me

Heather D. Saint
Senior Registered Associate

 

Heather joined The Sproul-Gough Group at Morgan Stanley in October 2012. She started her career in the wealth management industry over 15 years ago, with thirteen years at Merrill Lynch and two years at UBS Financial. Heather earned her General Securities Representative Series 7 and Series 63 licenses in 1999.

She graduated from the University of North Alabama in 1995 with a B.S. in Education and a minor in Business. Heather serves as the marketing coordinator for the Sproul-Gough Group. Her focus is planning client events, setting up portfolio reviews and helping the team be proactive in communication with our clients.

Heather and her husband, Shannon, live in Scottsboro and have a fifteen year old daughter, Baylee. In her off time Heather enjoys being on the lake and fishing.
Investment and Market Perspectives

On the Markets

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.

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.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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.

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.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
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.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
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
Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Learn more about Your Financial World. On the Go.
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.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Legacy Group of Huntsville today.
Market Information Delayed 20 Minutes
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 suitable 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”) 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.


CRC 2019752 10/2018