Jesse Walton, CFP®, CIMA®, CPWA®
Managing Director, Financial Advisor, Portfolio Management Director, Senior Investment Management Consultant
Phone:
(770) 481-1731(770) 481-1731
The Melior Group at Morgan Stanley
Direct:
(770) 481-1731(770) 481-1731
Our Mission Statement
Helping families and institutions steward their finances and investments to reach their life and legacy goals.
Our Story and Services
The Melior Group at Morgan Stanley is a team of diverse professionals focusing on comprehensive wealth management and investment advisory solutions. We serve corporate professionals, executives, entrepreneurs, businesses, and institutions. Our multicultural team understands and caters to the cultural nuances and sensitivities of the communities we serve. Through our commitment to excellence and diligent execution, we provide a comprehensive approach to wealth planning and investment advisory services.
In 2023, 2024 and 2025, The Melior Group was named to Forbes' Best-In-State Wealth Management Teams. Our team members are distinguished with industry credentials including CFP®, CIMA®, CFA®, CPWA®, ADPA® and Financial Planning Specialist. In addition, members of our team have received Morgan Stanley’s Workplace Advisor-Equity Compensation designation.
Through education and wealth planning, our process is rooted in empathy. By listening closely, we’re able to hear the authentic you – all of your goals, objectives and concerns. We’ll examine your entire financial situation, but we’ll analyze it through your lens. We want to know and understand your perspective, and will ensure that you easily understand every financial concept that is presented to you. We’ll then leverage decades of experience to customize a comprehensive plan that encompasses virtually all of your financial needs, e.g., investment solutions for issues you care about, traditions and values you wish to endure, life insurance, long-term care, charitable giving, college education funding, and more.
The end goal is to bridge the gap: striving to create better outcomes for your family and future generations.
Forbes Best-In-State Wealth. Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
For full awards ranking criteria and methodology, please see disclaimer page.
In 2023, 2024 and 2025, The Melior Group was named to Forbes' Best-In-State Wealth Management Teams. Our team members are distinguished with industry credentials including CFP®, CIMA®, CFA®, CPWA®, ADPA® and Financial Planning Specialist. In addition, members of our team have received Morgan Stanley’s Workplace Advisor-Equity Compensation designation.
Through education and wealth planning, our process is rooted in empathy. By listening closely, we’re able to hear the authentic you – all of your goals, objectives and concerns. We’ll examine your entire financial situation, but we’ll analyze it through your lens. We want to know and understand your perspective, and will ensure that you easily understand every financial concept that is presented to you. We’ll then leverage decades of experience to customize a comprehensive plan that encompasses virtually all of your financial needs, e.g., investment solutions for issues you care about, traditions and values you wish to endure, life insurance, long-term care, charitable giving, college education funding, and more.
The end goal is to bridge the gap: striving to create better outcomes for your family and future generations.
Forbes Best-In-State Wealth. Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
For full awards ranking criteria and methodology, please see disclaimer page.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Philosophy
We Believe
The Melior Group is dedicated to encouraging, educating, and inspiring clients to grow and preserve wealth by working with families and institutions throughout all of life's stages.
We believe in the persistent pursuit of making the world better. Our advisory team is committed to creating a better society through financial education and empowerment. We take a holistic approach to comprehensive wealth management by providing thought leadership, strategic planning and innovative solutions.
We know and understand that the art of building generational wealth takes time, discipline and vision.
The Melior Group reflects Main Street as we work to positively impact the communities we serve. We understand that communities have different cultural nuances and sensitivities, along with specific needs. Through guidance and education, we help our clients to achieve their goals and objectives. Our service model is built to address the needs of families, businesses, and institutions by understanding the unique nature of each client and situation.
We Are The Melior Group. In Persistent Pursuit of Better.
We believe in the persistent pursuit of making the world better. Our advisory team is committed to creating a better society through financial education and empowerment. We take a holistic approach to comprehensive wealth management by providing thought leadership, strategic planning and innovative solutions.
We know and understand that the art of building generational wealth takes time, discipline and vision.
The Melior Group reflects Main Street as we work to positively impact the communities we serve. We understand that communities have different cultural nuances and sensitivities, along with specific needs. Through guidance and education, we help our clients to achieve their goals and objectives. Our service model is built to address the needs of families, businesses, and institutions by understanding the unique nature of each client and situation.
We Are The Melior Group. In Persistent Pursuit of Better.
Our Vision
To provide premier wealth management service and execution for our clients, while positively impacting the communities that we serve.
Our Mission
Helping families and institutions steward their finances and investments to reach their life and legacy goals. Through comprehensive wealth management and investment advice, we help enable our clients to pursue their purpose, passions, and dreams.
Our Values
Integrity, Trust, Personal Relationship, Confidentiality, Diversity, and Diligence
BLE Strategy
The Black Leadership Empowerment (BLE) discretionary PM Strategy is a racial equity portfolio investing in Black leadership and representation in S&P 500 companies. Specifically, this portfolio strives to invest in companies with at least two Black directors on the board and/or Black representation in the C-suite. We also look at corporate policies enacted to address racial equity and inclusion. See below for BLE Fact Sheet and BLE Pitchbook.
BLE Fact Sheet
BLE Fact Sheet Q1 2025Morgan Stanley Article
August 2023
By Emily Thomas, Head of Investing with Impact
Investors now have a variety of intentional investing approaches to pursue a more inclusive society, as well as their financial goals.
White Paper
July 2020
By Jesse Walton Jr., Executive Director, Financial Advisor, Portfolio Manager, CFP®, CIMA®, CPWA®
As an African-American Financial Advisor with over 20 years of industry experience, I wanted to take the time to share my thoughts on the topic of economic inequality within the Black community. Here are six financial empowerment nuggets of wisdom — on finances, investments and estate-planning strategies — that I believe can reshape your community and our community.
Media
In The Pursuit of Better – The Atlantan 2023
The diverse team at The Melior Group at Morgan Stanley lives up to the group’s name by providing comprehensive wealth management and investment services to Atlanta’s top professionals, executives and entrepreneurs.
Click here to read more
Our Evolving Story — Video
We take a holistic approach to comprehensive wealth management by providing thought leadership, strategic planning and innovative solutions. With diversity in thought, we focus on delivering innovative perspectives to allow clients to align their mission and their values.
This video captures a portion of our evolving story.
Click here to watch videoThis video captures a portion of our evolving story.
Location
945 Broadway
Columbus, GA 31902
US
Direct:
(770) 481-1731(770) 481-1731
Meet The Melior Group
Phone:
(706) 596-5197(706) 596-5197
Dietrah Pegues-Britton
Portfolio Associate
Phone:
(770) 698-1645(770) 698-1645
Meila Barnes
Wealth Management Associate, Financial Planning Specialist
Phone:
(770) 933-3022(770) 933-3022
Max Goldstein
Registered Client Service Associate
Phone:
(770) 933-3011(770) 933-3011
Vernasia Prescott
Registered Client Service Associate
Phone:
(770) 481-1734(770) 481-1734
Erin McGuirk
Vice President, Director of Marketing & Communications
Phone:
(770) 763-9648(770) 763-9648
About Jesse Walton
Jesse Walton, Jr. is a Managing Director, Portfolio Management Director and Financial Advisor, and Founder of the Melior Group at Morgan Stanley.
Jesse was named to Morgan Stanley’s prestigious President’s Club in 2026, and Master's Club from 2021-2025, a group of the Firm’s most successful Financial Advisors. He has also been named to Forbes’ ranking of the Best-in-State Wealth Advisors for 2022, 2023, 2024 and 2025, and Forbes’ Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026.
Prior to joining Morgan Stanley in 2005, Jesse began his career as a Financial Advisor in 2000 with Salomon Smith Barney. Since then, he has consistently invested in his education. In 2005, Jesse received an Executive Certificate in Financial Planning from Duke University. He also holds the Certified Investment Management Analyst (CIMA®) designation, administered by IMCA® and taught in conjunction with The Wharton School of Business, University of Pennsylvania. Jesse is a Certified Private Wealth Advisor (CPWA®) designee, administered by IMCA® and taught in conjunction with The University of Chicago Booth School of Business. Furthermore, Jesse holds FINRA License; Series 7, 63, 65 and 31 and is a licensed insurance agent with licenses in the following: Life, Disability Variable Life, and Variable Annuity.
Jesse currently serves as a board member of the Association of Professional Investment Consultants at Morgan Stanley, since 2024. Jesse is also a member of the Morgan Stanley National Diversity and Inclusion Alumni Council. He remains dedicated to promoting diverse work environments and to mentoring financial advisors and all young professionals. Jesse is also involved in his local Atlanta community where he is a member of The 100 Black Men of Atlanta – Atlanta Chapter, and a lifetime member of Kappa Alpha Psi Fraternity Inc.
An alumnus of Howard University, Jesse received his B.BA in International Business and his M.S.E degree from Georgia State University. He resides in Marietta, GA, along with his sons, Bryce and Duke. From 2008-2011, Jesse served as the St. James UMC Finance Chairperson; in 2024, he joined the Walker School of Marietta, GA Investment Committee, and he is also an active member of St. James United Methodist Church in Alpharetta, GA.
Jesse was named to Morgan Stanley’s prestigious President’s Club in 2026, and Master's Club from 2021-2025, a group of the Firm’s most successful Financial Advisors. He has also been named to Forbes’ ranking of the Best-in-State Wealth Advisors for 2022, 2023, 2024 and 2025, and Forbes’ Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026.
Prior to joining Morgan Stanley in 2005, Jesse began his career as a Financial Advisor in 2000 with Salomon Smith Barney. Since then, he has consistently invested in his education. In 2005, Jesse received an Executive Certificate in Financial Planning from Duke University. He also holds the Certified Investment Management Analyst (CIMA®) designation, administered by IMCA® and taught in conjunction with The Wharton School of Business, University of Pennsylvania. Jesse is a Certified Private Wealth Advisor (CPWA®) designee, administered by IMCA® and taught in conjunction with The University of Chicago Booth School of Business. Furthermore, Jesse holds FINRA License; Series 7, 63, 65 and 31 and is a licensed insurance agent with licenses in the following: Life, Disability Variable Life, and Variable Annuity.
Jesse currently serves as a board member of the Association of Professional Investment Consultants at Morgan Stanley, since 2024. Jesse is also a member of the Morgan Stanley National Diversity and Inclusion Alumni Council. He remains dedicated to promoting diverse work environments and to mentoring financial advisors and all young professionals. Jesse is also involved in his local Atlanta community where he is a member of The 100 Black Men of Atlanta – Atlanta Chapter, and a lifetime member of Kappa Alpha Psi Fraternity Inc.
An alumnus of Howard University, Jesse received his B.BA in International Business and his M.S.E degree from Georgia State University. He resides in Marietta, GA, along with his sons, Bryce and Duke. From 2008-2011, Jesse served as the St. James UMC Finance Chairperson; in 2024, he joined the Walker School of Marietta, GA Investment Committee, and he is also an active member of St. James United Methodist Church in Alpharetta, GA.
Securities Agent: WV, NC, WI, VA, HI, PA, MD, DC, RI, FL, CO, AZ, SC, MN, MA, LA, NE, TN, OH, NY, NV, NM, MI, KY, IN, TX, WY, OK, IL, IA, CT, AR, AL, DE, WA, NJ, MT, MO, ID, MS, KS, GA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288029
NMLS#: 1288029
About Johnny Elder
Johnny Elder is a Financial Advisor with the Melior Group at Morgan Stanley. He takes pride in helping clients navigate their financial life, with a focus in budgeting, planning, and long-term strategies. Prior to Morgan Stanley, Johnny worked in sales and account management for over a decade, working with manufacturing, logistics, higher education and small business clients across the US and Canada.
Johnny is an integrated marketing communications graduate of Mercer University’s Stetson School of Business and holds a public relations master’s degree from The University of Georgia’s Grady College of Journalism and Mass Communications.
Johnny is an integrated marketing communications graduate of Mercer University’s Stetson School of Business and holds a public relations master’s degree from The University of Georgia’s Grady College of Journalism and Mass Communications.
Securities Agent: TN, NV, MO, MN, MA, AZ, MI, IL, DC, KS, HI, SC, PA, NY, NC, KY, OH, GA, AL, WA, VA, TX, NJ, LA, ID, CO, CA, WI, MS, MD, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2137179
NMLS#: 2137179
About Dietrah Pegues-Britton
Dietrah Britton is a Portfolio Associate who joined Morgan Stanley in October 2015. Entering the industry as an Administrative Associate, she has developed extensive knowledge to be able to support the needs of our clients. In her current role, Dietrah is responsible for numerous client-servicing and advisor-supporting processes.
Dietrah graduated from Andrews University with a B.S. in Business Administration and a M.S. in Speech-Language Pathology from Alabama A&M University. Originally from Connecticut, Dietrah currently resides in Atlanta, GA. She enjoys traveling, cooking and has recently started taking piano lessons. Dietrah and her husband, Lawrence, are the proud parents of two children (daughter, Ryan and son, Connor).
Dietrah graduated from Andrews University with a B.S. in Business Administration and a M.S. in Speech-Language Pathology from Alabama A&M University. Originally from Connecticut, Dietrah currently resides in Atlanta, GA. She enjoys traveling, cooking and has recently started taking piano lessons. Dietrah and her husband, Lawrence, are the proud parents of two children (daughter, Ryan and son, Connor).
About Meila Barnes
Meila Barnes joined The Melior Group in 2023 as a Wealth Management Associate, helping families steward their finances and investments to reach their life and legacy goals. She joined Morgan Stanley in 2022 as a Wealth Advisor Associate in the Buckhead Complex, where she served as a resource to showcase clients’ financial health through financial planning.
Prior to joining Morgan Stanley, Meila spent 13 years in the Healthcare industry. She served as a value-based Operations Leader towards the end of her healthcare management career, and during her time in this role she learned the significance of understanding a person’s individual circumstances and the power of meeting people where they are through personalized planning.
Meila graduated from the University of Georgia with a Bachelor’s degree in Psychology, and later received her MBA from Brenau University. She serves as a mentor to teens in her hometown and is a member of Association of African American Financial Advisors (AAAA), The National Black MBA Association, The 1961 Club at UGA, The Atlanta Black Chambers, and the Wall Street Friends network.
Meila currently lives in Midtown and is a member of Change Church - Atlanta. Outside of work she enjoys traveling, experiencing new restaurants, attending events around philanthropy, staying active through competitive sports and games, and being a listening ear to friends and family.
Prior to joining Morgan Stanley, Meila spent 13 years in the Healthcare industry. She served as a value-based Operations Leader towards the end of her healthcare management career, and during her time in this role she learned the significance of understanding a person’s individual circumstances and the power of meeting people where they are through personalized planning.
Meila graduated from the University of Georgia with a Bachelor’s degree in Psychology, and later received her MBA from Brenau University. She serves as a mentor to teens in her hometown and is a member of Association of African American Financial Advisors (AAAA), The National Black MBA Association, The 1961 Club at UGA, The Atlanta Black Chambers, and the Wall Street Friends network.
Meila currently lives in Midtown and is a member of Change Church - Atlanta. Outside of work she enjoys traveling, experiencing new restaurants, attending events around philanthropy, staying active through competitive sports and games, and being a listening ear to friends and family.
About Max Goldstein
Max Goldstein is a Registered Client Service Associate with the Melior Group at Morgan Stanley. As the first point of contact for clients, he provides responsive support by addressing questions, executing requests, and insuring that day-to-day needs are met with efficiency and care.
Prior to joining Morgan Stanley, Max spent eight years working in college and pre-professional basketball management. He focused on athlete relationship management and was responsible for evaluating and assembling recruiting classes based on skill level and player potential.
Max holds a Bachelor’s degree in Business Management from the University of Arizona and a Master’s degree in Economics from Georgia Tech. While attending both universities, he served on the men's basketball coaching staff gaining valuable experience in team operations and leadership. Max currently holds active FINRA Licenses; Series 7, 66, and SIE. He is currently working towards obtaining his CFP designation to better assist clients in growing and preserving their wealth.
Max lives in West Midtown with his wife, Caroline and their dog Maggie. Outside of work, Max enjoys playing sports, traveling, hiking and spending time with family and friends.
Prior to joining Morgan Stanley, Max spent eight years working in college and pre-professional basketball management. He focused on athlete relationship management and was responsible for evaluating and assembling recruiting classes based on skill level and player potential.
Max holds a Bachelor’s degree in Business Management from the University of Arizona and a Master’s degree in Economics from Georgia Tech. While attending both universities, he served on the men's basketball coaching staff gaining valuable experience in team operations and leadership. Max currently holds active FINRA Licenses; Series 7, 66, and SIE. He is currently working towards obtaining his CFP designation to better assist clients in growing and preserving their wealth.
Max lives in West Midtown with his wife, Caroline and their dog Maggie. Outside of work, Max enjoys playing sports, traveling, hiking and spending time with family and friends.
About Vernasia Prescott
Vernasia Prescott is a Registered Client Service Associate with the Melior Group at Morgan Stanley. She is the first point of contact with clients on a broad array of services related to investment portfolios and account management. Vernasia combines relationship management with product knowledge to cultivate trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies. As an integral member of the advisory team, she focuses on preparing performance reports and related data for clients, evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors to help clients navigate their financial life.
Prior to joining Morgan Stanley in 2021, Vernasia began her career as an account executive with Nestle’ USA. She managed a multi-million-dollar territory comprised of mass merchants, national chains, and independent retailers. She then started her career in the financial industry with Bank of America/ Merrill Lynch as a Relationship Manager, managing a diverse portfolio of business and consumer clients by customizing comprehensive financial solutions and financial planning based on clients’ needs.
Vernasia earned her bachelor’s degree in economics at Clark Atlanta University’s School of Business and studied Mandarin Chinese at Spelman College for four years. Vernasia currently holds active FINRA Licenses; Series 7, Series 66, and Series 63. Vernasia is also continuing her education to gain additional financial designations to assist clients in growing and preserving wealth.
Outside of the office, Vernasia enjoys volunteering, playing lacrosse, traveling, and trying new restaurants. She currently resides in Sandy Springs, GA.
Prior to joining Morgan Stanley in 2021, Vernasia began her career as an account executive with Nestle’ USA. She managed a multi-million-dollar territory comprised of mass merchants, national chains, and independent retailers. She then started her career in the financial industry with Bank of America/ Merrill Lynch as a Relationship Manager, managing a diverse portfolio of business and consumer clients by customizing comprehensive financial solutions and financial planning based on clients’ needs.
Vernasia earned her bachelor’s degree in economics at Clark Atlanta University’s School of Business and studied Mandarin Chinese at Spelman College for four years. Vernasia currently holds active FINRA Licenses; Series 7, Series 66, and Series 63. Vernasia is also continuing her education to gain additional financial designations to assist clients in growing and preserving wealth.
Outside of the office, Vernasia enjoys volunteering, playing lacrosse, traveling, and trying new restaurants. She currently resides in Sandy Springs, GA.
About Erin McGuirk
Erin McGuirk is a Vice President and Director of Marketing and Communications with The Melior Group at Morgan Stanley (formerly The Walton Group at Morgan Stanley). She runs content strategy and communications for the team, writing and spearheading branding and marketing initiatives. Erin joined Morgan Stanley in 2017 with an eye on the intersection of philanthropy and business, and began working closely with The Walton Group in 2019. She also serves on the Atlanta Chapter of Morgan Stanley’s Diversity and Inclusion Council.
A Boston native, Erin graduated from Harvard with a BA in English and American Literature and Language. She taught English in Bangkok and traveled throughout Southeast Asia before returning to New York to work with Dewey & LeBoeuf LLP. After the 2008 financial crisis, she started a small business to unlock funding opportunities for nonprofit organizations through grant writing, research and strategic communications. Personally, she raises funds for Massachusetts General Hospital Pediatric Hematology and Oncology through the Boston Marathon.
A Boston native, Erin graduated from Harvard with a BA in English and American Literature and Language. She taught English in Bangkok and traveled throughout Southeast Asia before returning to New York to work with Dewey & LeBoeuf LLP. After the 2008 financial crisis, she started a small business to unlock funding opportunities for nonprofit organizations through grant writing, research and strategic communications. Personally, she raises funds for Massachusetts General Hospital Pediatric Hematology and Oncology through the Boston Marathon.
Contact Jesse Walton
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Maranda Barbour
Private Banker
Mark Callaway
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Investing with Impact Director
Managing Director, Private Wealth Management, Private Wealth Advisor, Stock Plan Director
Christopher Brock
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
About Maranda Barbour
Maranda Barbour is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010 as an Associate Private Banker. Prior to joining the firm, she was a Premier Client Manager at Bank of America.Maranda is a graduate of Winthrop University, where she received a Bachelor of Science in Marketing. She lives in Alpharetta, Georgia with her family.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010 as an Associate Private Banker. Prior to joining the firm, she was a Premier Client Manager at Bank of America.Maranda is a graduate of Winthrop University, where she received a Bachelor of Science in Marketing. She lives in Alpharetta, Georgia with her family.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
NMLS#: 1182370
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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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
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A Simple Six-Step Retirement Checkup
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Iran Conflict: Seven Takeaways for Investors
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Melior Group today.
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.
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7Morgan 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.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
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 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.
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.
4Morgan 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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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.
7Morgan 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.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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), 4763067 (9/2025)
