LuAnn G Maner
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(919) 877-2562(919) 877-2562
Industry Award WinnerOur Mission Statement
Empowering high-net-worth individuals and businesses to achieve financial clarity and long-term success through personalized, tactical planning and trusted guidance.
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With a combined experience of over 76 years in investment management, we bring a technical and personal approach to working with you to reach your financial goals. By holding each other accountable we are able reach a level of service that we would expect for ourselves.
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Charting a prudent course to financial independence requires a well-conceived personalized financial plan with defined long-term goals. Our consultative wealth advisory process was developed to help generate that plan. Its key steps are designed to result in a broad, cohesive plan for your financial future.
Charting a prudent course to financial independence requires a well-conceived personalized financial plan with defined long-term goals. Our consultative wealth advisory process was developed to help generate that plan. Its key steps are designed to result in a broad, cohesive plan for your financial future.
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1000 Social Street
Ste 1250
Raleigh, NC 27609
US
Direct:
(919) 877-2457(919) 877-2457
Meet The Oak City Planning Group
Clayton Maner
Associate Vice President, Wealth Management, Financial Advisor
Phone:
(919) 788-1122(919) 788-1122
George Holden
Senior Vice President, Financial Advisor
Phone:
(984) 298-4913(984) 298-4913
Stephanie Sheipline
Financial Advisor
Phone:
(919) 877-2457(919) 877-2457
Melissa Poteat
Registered Client Service Associate
Phone:
(919) 877-2429(919) 877-2429
About LuAnn G Maner
LuAnn G. Maner is a Senior Vice President, Certified Financial Manager, and part of The Oak City Planning Group, a wealth management team located in Raleigh, NC. LuAnn focuses on financial and wealth management strategies designed to help meet individual client needs. Retirement planning and wealth transfer planning are specific focuses of her business.
A graduate of UNC Chapel Hill, she earned her B.S. in mathematical sciences in 1986. She began her financial advising career in 1987 in Atlanta, and has worked at Morgan Stanley (formerly Smith Barney) since 2004. She has also held several financial roles within her community; she has served as the treasurer of three area schools and as the head of stewardship at her church.
Outside of the office, LuAnn enjoys exercising, playing pickleball, playing the piano, and reading. She and her husband, Barry, also like to travel to Ocean Isle Beach with other family members and friends. Her son, Clay, is one of her partners at Morgan Stanley and her daughter, Abby, is an attorney in Raleigh.
A graduate of UNC Chapel Hill, she earned her B.S. in mathematical sciences in 1986. She began her financial advising career in 1987 in Atlanta, and has worked at Morgan Stanley (formerly Smith Barney) since 2004. She has also held several financial roles within her community; she has served as the treasurer of three area schools and as the head of stewardship at her church.
Outside of the office, LuAnn enjoys exercising, playing pickleball, playing the piano, and reading. She and her husband, Barry, also like to travel to Ocean Isle Beach with other family members and friends. Her son, Clay, is one of her partners at Morgan Stanley and her daughter, Abby, is an attorney in Raleigh.
Securities Agent: MO, KS, TX, OR, NJ, ND, IL, AZ, NY, MI, WI, WA, MT, FL, CT, OH, NH, NC, AK, RI, MA, IN, CO, PA, WV, VA, MS, MD, AL, TN, SC, MN, VT, GA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2606318
NMLS#: 2606318
About Clayton Maner
Clayton C. Maner is a Financial Advisor and part of The Oak City Planning Group, a wealth management team located in Raleigh, NC. Clay focuses on cash management, retirement planning, tax strategies, and risk management.
Clay graduated from The University of Tennessee in 2018 with a B.S. in mechanical engineering. Before joining Morgan Stanley in 2019, Clay worked briefly as a research scientist with Oak Ridge National Lab.
When Clay is not working he can be found boxing, working in his garage, or spending time with his friends, family, and wife, Lara. Clay also enjoys volunteering within his church and community.
Clay graduated from The University of Tennessee in 2018 with a B.S. in mechanical engineering. Before joining Morgan Stanley in 2019, Clay worked briefly as a research scientist with Oak Ridge National Lab.
When Clay is not working he can be found boxing, working in his garage, or spending time with his friends, family, and wife, Lara. Clay also enjoys volunteering within his church and community.
Securities Agent: NY, KS, OH, NH, NC, MT, CA, WA, VA, RI, AL, ND, MD, IN, IL, CT, AK, OR, MI, SC, NJ, MN, MA, WV, VT, MS, MO, GA, AZ, WI, TX, FL, TN, PA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2606319
NMLS#: 2606319
About George W. Holden III
George began his career with Wheat First Securities in 1991 where he developed his expertise around portfolio construction, financial planning, fixed income strategies and cash management. In 2021, he joined Morgan Stanley and saw the opportunity to bring the vast capabilities of the firm to his clients. In 2025, he and his partners created Oak City Planning Group, which expands the capabilities and services he offers and brings a more robust approach to wealth management for his clients.
George is a North Carolina State alumnus, with a degree in accounting. He has four grown children, three sons and one daughter, and enjoys spending time with them. George is an active member of Edenton St Methodist Church where he has been for over 30 years. When away from the office, he enjoys playing tennis, golf, and spending time with family and friends.
George is a North Carolina State alumnus, with a degree in accounting. He has four grown children, three sons and one daughter, and enjoys spending time with them. George is an active member of Edenton St Methodist Church where he has been for over 30 years. When away from the office, he enjoys playing tennis, golf, and spending time with family and friends.
Securities Agent: FL, AZ, ND, MT, MI, KS, WI, WA, VA, SC, RI, OR, NM, MD, IN, IL, CO, NY, MA, TN, CT, AK, WV, TX, PA, MS, AL, MO, CA, VT, MN, NH, GA, OH, NJ, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1398337
NMLS#: 1398337
About Stephanie Sheipline
Born in Missouri, Stephanie Sheipline has built a life defined by dedication, family, and community. After relocating to Indiana, where she spent many years, Stephanie raised two daughters and played an active role in their lives—including serving as their softball coach during their childhood.
Stephanie holds a degree in accounting and has cultivated a diverse professional career. She has worked as a financial advisor and also brought her skills to the healthcare industry, combining analytical expertise with a passion for helping others.
Outside of her professional life, Stephanie finds joy in her garden, especially in growing vibrant roses and homegrown tomatoes. Her love for nurturing both people and plants reflects her grounded, caring spirit and her commitment to cultivating growth in all areas of her life.
Stephanie holds a degree in accounting and has cultivated a diverse professional career. She has worked as a financial advisor and also brought her skills to the healthcare industry, combining analytical expertise with a passion for helping others.
Outside of her professional life, Stephanie finds joy in her garden, especially in growing vibrant roses and homegrown tomatoes. Her love for nurturing both people and plants reflects her grounded, caring spirit and her commitment to cultivating growth in all areas of her life.
Securities Agent: RI, NC, PA, ND, LA, IN, GA, DE, OK, MO, MN, KS, DC, AL, MA, ID, SC, PR, NE, IL, AK, SD, NV, MT, KY, IA, CA, AZ, TN, CO, AR, WI, WA, OR, NY, NH, VA, UT, OH, NM, NJ, ME, MD, FL, WV, MS, MI, CT, VT, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2829725
NMLS#: 2829725
About Melissa Poteat
Prior to joining the financial services industry in 2026, Melissa was a high school math teacher for over 13 years. She helps the clients of The Oak City Planning Group with administrative and client service support. Melissa’s areas of focus include money movement, administrative duties, paperwork, and taking care of client needs.
A lifelong North Carolina native, Melissa graduated from Appalachian State University with a degree in Secondary Mathematics Education. She and her husband, Brandon, currently live in Clayton, NC and have a young daughter, Blakely, as well as a black labrador. When away from the office, Melissa enjoys baking, outdoor adventures, playing games and spending time with family and friends.
A lifelong North Carolina native, Melissa graduated from Appalachian State University with a degree in Secondary Mathematics Education. She and her husband, Brandon, currently live in Clayton, NC and have a young daughter, Blakely, as well as a black labrador. When away from the office, Melissa enjoys baking, outdoor adventures, playing games and spending time with family and friends.
Contact LuAnn G Maner
Contact Clayton Maner
Contact George Holden
Contact Stephanie Sheipline
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25.
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Oak City Planning Group today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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
6Morgan 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.
7Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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
6Morgan 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.
7Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
