Our Story

Our clients expect excellence. After all, they’ve worked hard to achieve it themselves.

Whether you’re an executive with complicated equity compensation and tax liabilities, a family seeking to carefully transfer wealth, or a corporation looking to manage your retirement plan—we provide straightforward guidance tailored to you.

Headquartered in Atlanta, Georgia, The Peachtree Group has distinguished itself for over 20 years by providing a rare breadth of talent and a robust range of skills among our 20-plus member team. As of June 2018, we have been entrusted with over $2 billion in client balances. While our size and scale allow us to provide you with industry-leading resources, our compassion and coordinated guidance provides you with a highly-personalized, boutique experience to help you and your family thrive.
We have extensive experience advising clients with:
  • Family transitions such as births, weddings, deaths, or divorces
  • Executive decisions such as managing stock options, equity, and tax mitigation strategies
  • Philanthropic endeavors for foundations, endowments, and individuals
  • Corporate retirement plans, managing client risk, costs, and employee education
Services Include
  • Stock Plan Services1
  • Retirement Planning2
  • Executive Financial Services3
  • Lending Products
  • Wealth Management4
  • Long Term Care Insurance5
  • Planning for Education Funding6
  • Fixed Income7
  • Municipal Bonds8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

Our clients are executives and families who have often accumulated wealth but need help managing and ultimately transferring their assets. They are busy people, many are professionals in corporations who find managing money in today’s economy a challenge. 

Some of our clients have been with us for more than 20 years, and we are now privileged to work with the third generation in some cases. There is no greater professional satisfaction than to have been welcomed into a family throughout their important life stages—educational planning, real estate purchases, business succession, retirement, and estate planning strategies.

We also work with large institutions. In fact, through the years we’ve found that our experience working with institutions strengthens our work with individual investors, and vice versa. 

To read more about our institutional offering, see our services at Graystone Consulting.

Working With You

In order to create a sound financial strategy, we want a deep understanding of you and your goals. We want to know the future you envision and the past that brought you here. We also want to know:

• What keeps you up at night?
• How do you envision life when you retire?
• What kind of legacy do you hope to leave your heirs?

We ask these questions and more. Then we create a customized financial plan—a virtual road map that we monitor and adjust as needed to help keep you on track. This allows us to develop a strategy for all aspects of your financial life—portfolio construction, asset allocation, risk management, estate planning, and charitable gifting.

In helping to manage your financial affairs, we coordinate with your other trusted advisors; including attorneys and CPAs as needed. As one of the largest teams in the Southeast, we have access to a wide range of resources and skilled professionals. With this powerful combination, we provide a 360-degree financial strategy that’s not only coordinated, but comprehensive.

    We Believe

    • We believe your financial future starts now
      Our clients are very talented, very driven, and very busy. They know what they want. Our job is to help them get it while incorporating checks and balances to help their long-term financial success.
    • We believe that diversification is critical to reducing risk
      Although everyone knows this, we see this rule broken every day. Wealth can be created through concentration, but risk can potentially be mitigated through diversification.
    • We believe in looking for blind spots
      When it comes to your executive transactions, we pressure-test everything to help ensure they are best suiting your goals. From employee stock ownership plans to cashless stock option exercises and 10b5-1 sales plans, and more.
    • We believe in working with your other advisors
      That includes attorneys and CPAs. This way your financial strategy is not only coordinated, but comprehensive.
    • We believe wealth is about more than just money
      Your legacy plan should be based on what you care about most. It should address both the goals you hope to achieve and the risk of outliving your assets. It should consider risks beyond market volatility, like inflation.
    • Diversification does not guarantee a profit or protect against a loss.

    Plan Sponsors

    We work closely with plan sponsors and clients to cultivate strong relationships and create innovative retirement plan solutions. Backed by the power of Morgan Stanley, we help clients gain confidence and efficiency in their plan management with a strong team, comprehensive services, and fiduciary support.
    • Our goal is to design and administer a retirement plan that helps:
      • Assist manage client risk as a plan fiduciary
      • Provide education for employees regarding retirement income
      • Assist manage costs
    • Our priority is to fully understand our client’s investment objectives, business needs, and retirement plan services. Using our vast knowledge and experience, we deliver comprehensive solutions that help organizations thrive.
    • Services
      • Fiduciary Liability Management
      • Investment Selection and Monitoring
      • Plan Design Strategies
      • Retirement Plan Management and Governance
      • Recordkeeper Selection/RFP Management
      • Expense Oversight and Management
      • Employee Education and Engagement

    Location

    3280 Peachtree Rd NE
    Suite 1900
    Atlanta, GA 30305
    US
    Direct:
    (404) 266-6390(404) 266-6390
    Toll-Free:
    (877) 368-5767(877) 368-5767

    Meet The Peachtree Group

    About Me

    Andrew Harbour is a Managing Director, Institutional Consulting Director, Corporate Retirement Director, and a Portfolio Management Director with Graystone Consulting, a business of Morgan Stanley. He is also the co-founder of The Peachtree Group at Morgan Stanley in Atlanta.

    With more than 20 years of experience in the industry, Andrew helps corporations manage their benefit programs and institutional clients with investment consulting services. He also provides financial planning and portfolio management for senior executives and wealthy families. A big believer in continually learning, he has also earned the designations of Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Plans SpecialistSM (CRPS®).

    Andrew has been named to Barron’s Top Financial Advisors list every year from 2016 to 2019, as well as PLANADVISERS’s Top 100 Retirement Plan Advisers list every year from 2013 to 2019. He is also a member of Morgan Stanley’s 2018 Chairman’s Club.

    Outside of the office, Andrew is an adjunct instructor in the University of Georgia's Terry College Executive Program for over ten years, a NFLPA - Registered Player Financial Advisor, and a member of the Retirement Advisor Council which advocates for successful qualified plan and participant retirement outcomes.

    An Atlanta native, Andrew graduated from Taylor University with a Bachelor of Science in Business and from the College for Financial Planning with a Master of Science in Personal Financial Planning. He joined Morgan Stanley in 1995.
    Securities Agent: TX, OK, GA, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1252949

    About Me

    Scott E. Novellas is a Senior Vice President, Investment Management Consultant, and Financial Advisor with The Peachtree Group at Morgan Stanley in Atlanta. He focuses on helping a select group of corporate executives and families build, preserve, and transfer their wealth.

    With more than 20 years of experience as a Financial Advisor, Scott delivers creative strategies with a direct approach. As a designated Certified Financial Planner™, he helps clients minimize the time and stress of managing their wealth by coordinating all aspects of their financial picture. Scott begins this process by aiming to fully understand his clients’ unique needs, objectives, and aspirations. Then he develops the right planning approach by utilizing tools that help manage their risk, taxes, and market volatility.

    Scott graduated from the University of Georgia with a degree in International Business and holds Series 7, 31, 63 & 65 Licenses. He was named to the Morgan Stanley Century Club in 2018.

    Married with two children, Scott resides in Atlanta. In his spare time, he enjoys outdoor activities, traveling with his family, and playing golf. Scott is actively involved with the Boy Scouts of America, The Lovett School, and the Peachtree Road United Methodist Church.
    Securities Agent: GA, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1290485

    About Me

    Jeffrey Trapnell is a Senior Vice President with The Peachtree Group at Morgan Stanley in Atlanta. As an Executive Financial Services Director, he advises senior level corporate executives on their equity compensation and the impact it has on their financial plan. He has over two decades of experience working with control and restricted securities, hedging and risk management strategies, pre-set diversification plans (Rule 10b5-1), stock option and restricted stock analyses as well as goals based asset management.

    As a Senior Investment Management Consultant within the Firm’s Consulting Group, he works directly with his clients to construct portfolios tailored exclusively to their risk tolerance, time horizon and income needs. He also spends a great deal of time advising clients on their charitable endeavors.

    Jeffrey has been with Morgan Stanley since he began his career in the Financial Services industry in 1995. Prior to that, he was with Coopers & Lybrand’s Entrepreneurial Advisory Services group in their Carolinas region.

    He holds a Bachelor of Business Administration degree from The University of Georgia’s Terry College of Business. Jeffrey serves as an Usher and on the Endowment Committee at First Presbyterian Church and is a lifetime member of the National Eagle Scout Association. He enjoys traveling with his family, playing golf with friends and watching college football.
    Securities Agent: GA, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255429

    About Me

    Phil Moran is a Vice President, Wealth - Management , Financial Advisor and a Financial Planning Specialist with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Mr. Moran’s helps clients establish their financial priorities, by developing a financial plan and identifying a flexible strategy to help them monitor and manage their plan. Mr. Moran works with employees approaching retirement, and retirees, to plan effective income distribution and wealth protection strategies. Mr. Moran has been an active member of notable securities industry organizations; and is a former President of the “Retail Security Brokers of Georgia” and has served on the board of the “Georgia Securities Association”. In his spare time he enjoys playing tennis, golf and playing the guitar. Mr. Moran attended Baruch College-City University of NY and has been with Morgan Stanley since 1988.
    Securities Agent: TX, OK, GA, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1301186

    About Me

    Adrian Powell is a Vice President and Financial Advisor with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Adrian is privileged to serve a dynamic clientele of individuals and families by creating customized financial plans based on their unique current and future financial needs. He helps individuals who are three to five years away from retirement and ready to initiate a plan to support them before, during and after their transition from the savings phase to the spending phase of their financial life cycle. For individuals transitioning from corporate 401(k)’s, SEPs, SIMPLEs, incentive savings programs and ESOPs, Adrian begins the planning process by listening to understand the client’s investment personality and cash management strategies.

    Adrian has been helping clients achieve their financial goals since he joined Morgan Stanley in 2005. He earned the CERTIFIED FINANCIAL PLANNER™ designation which provides him with the knowledge to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He earned his MBA from Mercer University and his B.A. from University of North Carolina at Wilmington.

    Adrian is passionate about improving the lives of others. He presently serves as the President of the Board of Directors at Camp Twin Lakes, an Atlanta based non-profit organization that provides life changing camp experiences to Georgia’s children with serious illnesses, disabilities and other life challenges.  Adrian is a member of the Class of 2018 for Leadership Atlanta, a community leadership program designed to connect and inspire leaders to strengthen Atlanta’s communities.

    Raised in Nottingham, England, Adrian moved to the U.S. in 1995 when he was awarded a soccer scholarship to UNC- Wilmington. After graduation, he played two years of professional soccer for the Carolina Dynamo. Adrian resides in Midtown with his wife Sharon and their two children Wyatt and Winifred.
    Securities Agent: TX, GA, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1290553

    About Me

    Neal Stamper is an Assistant Vice President and Business Development Director with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia.  Mr. Stamper joined Morgan Stanley in 1999, was named one of the firm’s Financial Planning Specialists in 2003, and earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2006. Mr. Stamper earned the C(k)P® Certified 401(k) Professional designation from the Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education. Mr. Stamper has a focus on helping to provide support to the trustees of corporate retirement plans, as well as advising client families on financial planning, investment management and retirement income strategies. Mr. Stamper graduated from Taylor University with a Bachelor of Science degree in Business.

    Contact Me
    Neal.Stamper@msgraystone.com
    Securities Agent: TX, GA, WY, WI, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NJ, NC, MS, MO, MN, MI, MD, MA, LA, KY, KS, IL, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

    About Me

    Hal West is a First Vice President, Financial Advisor and Financial Planning Specialist with the Peachtree Group at Morgan Stanley’s Wealth Management division. With more than 20 years of financial services experience, Hal works with corporate clients advising them with solutions to protect, manage and grow their wealth.

    Prior to joining the Peachtree Group at Morgan Stanley, Hal held Regional, Complex and Branch Office Manager positions at the firm lasting more than a decade. These leadership responsibilities provided him with a diverse set of skills and knowledge to help him guide and advise his clients in achieving their personal and professional financial goals.

    Hal is a graduate of the University of Kansas with a Bachelor of Science degree and currently resides in Atlanta with his wife and daughter.
    Securities Agent: OK, IL, GA, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1295457

    About Me

    Matthew Lichtenstein is a Financial Advisor and Corporate and Executive Service Specialist with the Peachtree Group at Morgan Stanley in Atlanta, Georgia. Mr. Lichtenstein joined the firm in 2013, coming from Alexander Wealth Management at Northwestern Mutual. Mr. Lichtenstein works with numerous Fortune 500 companies on their retirement and cash management needs as well as concentrated stock analysis and monetization strategies for key executives. Mr. Lichtenstein enjoys working with corporate executives and their families helping them create financial solutions to help achieve their personal and financial goals. Mr. Lichtenstein is a graduate from Elon University with a Bachelor of Science in Finance.
    Securities Agent: GA, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1395617

    About Me

    Joe Coleman is a Financial Advisor with the Peachtree Group at Morgan Stanley in Atlanta Georgia.  Joe joined Morgan Stanley in 2012.  Prior to Morgan Stanley,  Joe held previous roles as a Platinum Relationship Manager with E*Trade Financial Services and Financial Advisor with UBS.  Joe’s current role allows him to extend his focus into Wealth Planning for both Corporate Executives and personal households.  He earned his MBA and Master of Accountancy, both from Mercer University, and his B.S. in Psychology from Georgia College.  Prior to becoming a Financial Advisor in 2007, Joe also worked more than 12 years as a Mortgage Banker.
    Securities Agent: TX, GA, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1312679

    About Me

    Rob Takacs is a Financial Advisor and Corporate and Executive Service Specialist with the Peachtree Group at Morgan Stanley in Atlanta Georgia. Mr. Takacs joined Morgan Stanley in 2012, coming over from SunTrust where he was an equity research analyst covering the Defense and Aerospace industry. Mr. Takacs’s areas of focus include relationship management, as well as equity and fixed income analysis and portfolio construction. Mr. Takacs’s business experience also extends to corporate and executive services and he works with numerous Fortune 500 companies on their retirement and cash management needs as well as concentrated stock analysis and monetization strategies for key executives. Mr. Takacs also served as a financial advisor at Smith Barney and Deutsche Bank before his stint at SunTrust and has been in the financial services industry for 19 years. Mr. Takacs is also a former Marine, and graduated from Vanderbilt University with a Bachelor of Arts and Sciences degree in History.
    Securities Agent: GA, VT, VA, UT, TX, TN, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MN, MI, ME, MD, MA, KS, IL, HI, FL, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

    About Me

    Shawn Smith is an Associate Stock Plan Director and Director of Business Strategy with Morgan Stanley Smith Barney in Atlanta, Georgia. Mr. Smith joined Morgan Stanley Smith Barney and its predecessors in 1999 with prior experience with the Capital Management Group of First Union Bank and the Estate and Trust Division of SunTrust Bank. Mr. Smith is currently a member of the National Association of Stock Plan Professionals (NASPP) and a founding member of the local chapter of the Global Equity Organization (GEO). Mr. Smith graduated from the University of Georgia with a Bachelor of Fine Arts degree in Economics. Mr. Smith has focused on Corporate Equity Solutions since 1999.

    About Me

    Ellen Houck is a Vice President and Wealth Management Associate with The Peachtree Group at Morgan Stanley. Ellen started with The Robinson-Humphrey Company in 1978 which, over the years, has become a part of Morgan Stanley. Prior to joining The Peachtree Group in 2006, Ellen served as the Branch Operations Manager. She holds FINRA Series 7, Series 8, Series 12, Series 63, and Series 66 registrations. She graduated from Auburn University in 1976 with a Bachelors Of Science Degree in Office Administration.

    About Me

    Kelly Quinn Magnotta is a Senior Registered Associate with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Mrs. Magnotta joined Morgan Stanley in 2007. Mrs. Magnotta focuses on providing exemplary service to high net worth clients. Mrs. Magnotta holds FINRA Series 7, Series 63, and Series 65 registrations, and graduated from the University of Mississippi with a Bachelor of Business Administration degree with concentrations in Finance and Marketing.

    About Me

    Omar Talbi is a Senior Registered Associate with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Mr. Talbi joined Morgan Stanley in 2008 and was administering the error account for the Branch before moving to the Peachtree group in May 2012. Prior to joining Morgan Stanley, Mr. Talbi worked for E* Trade Financial in their International Department serving as a liaison with their foreign desk worldwide. Mr. Talbi holds FINRA Series 4, Series 7, Series 10, Series 24, and Series 65 registrations, and is a graduate of NYU School of Arts and Science with a Master’s degree in International Relations.

    About Me

    Rachael Carter is a Client Service Associate with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Ms. Carter joined Morgan Stanley in 2016. As a Client Service Associate, Ms. Carter’s primary functions include any operational assistance you may need including but not limited to money movements, general account questions, checks or deposits. Ms. Carter graduated from Louisiana Tech University with a Bachelor of Arts degree in Political Science and Spanish.

    About Me

    Alisha Rancone is a Client Service Associate with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. Ms. Rancone assists with the analysis and performance reporting for the teams retirement plans, corporations, foundations and endowments. Ms. Rancone joined Morgan Stanley in 2016 after graduating from Kennesaw State University with a Bachelor of Business Administration in Finance.
    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

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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
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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
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    Business Planning

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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Ready to start a conversation? Contact The Peachtree Group today.
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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