The Peachtree Group at Morgan Stanley

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

Since joining the firm in 1995, Andy 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. Andy has been named to Barron’s prestigious list “Top 100 Financial Advisors” in the United States in both 2022 and 2023 and recently was ranked 5th for the entire state of Georgia. He has been ranked on PLANADVISERS’s Top 100 Retirement Plan Advisers list every year from 2013 to 2023. He is also a member of Morgan Stanley’s 2023 Chairman’s Club. A big believer in continually learning, he has also earned the designations of Certified Financial Planner™, Certified Investment Management Analyst^®, and Chartered Retirement Plans SpecialistSM. He is also a NFLPA Registered Institutional Player Financial Advisor.

Outside of the office, Andy has been an adjunct instructor in the University of Georgia's Terry College for over fifteen years and a member of the Retirement Advisor Council, which advocates for successful qualified plan and participant retirement outcomes. Andy also co-chairs the Graystone Consulting Advisory Board. 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.

Recent Awards:
2013-2023 PLANADVISER Retirement Plan Adviser of the Year (previously referred to as PLANSPONSOR Retirement Plan Adviser of the Year)
Source: planadviser.com (Awarded 2013-2023) Data compiled by ISS Media during the period from 1/1 – 12/31 of the year preceding the award.

2018-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2022-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022-2023). Data compiled by Barron’s based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Hollis Montgomery is an Executive Director, Corporate Cash Investment Director, Senior Portfolio Management Director, and Financial Advisor with The Peachtree Group at Morgan Stanley in Atlanta. She was designated as a member of the firm’s Pacesetter’s Club in 2018 and 2019, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Recent Awards Include:

2023 Barron's Top 100 Women Financial Advisors

2024, 2023 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors

2024, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State

2024, 2023,2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State

Hollis graduated summa cum laude from the Honors Program at The University of Georgia, earning her Bachelor’s in Finance and a minor in Consumer Economics. Since then, Hollis has earned the CFP^® (CERTIFIED FINANCIAL PLANNER™) designation and passed the exam at Columbia University for the CERTIFIED PORTFOLIO MANAGER™ designation.

An Atlanta native, Hollis graduated from The Westminster Schools. Following her passion of helping empower individuals with financial knowledge, Hollis works closely with Habitat for Humanity’s education program. She was also the co-chair of the Atlanta Police Foundation’s Young Executive Board, working to make Atlanta the safest and most inviting city for all its residents, workers, and visitors. Hollis and her husband, Michael, live in the Garden Hills neighborhood of Atlanta.

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#: 1848315

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

2024, 2023, 2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024, 2023, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2024, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024, 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.

Barron's Top 100 Women Financial Advisors
​Source: Barron's.com (Awarded June 2023) Data compiled by Barron's based on time period from Mar 2022 - Mar 2023.

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 25 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 client’s 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 2022, and recently recognized as on the 2023 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors list.

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 and the Peachtree Road United Methodist Church.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Jeffrey Trapnell is a Senior Vice President with The Peachtree Group at Morgan Stanley. 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.

Adrian Powell is a Senior Vice President, Financial Advisor, and Dedicated Equity Plan Specialist 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 retirement programs or equity compensation programs 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 help minimize taxes, preserve 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 helping improve the lives of others. He presently serves on the Executive Committee for 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, physical challenges 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. He is also a member of the Corporate Leadership Council at the Fernbank Museum.

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 Atlanta with his wife Sharon and their two children Wyatt and Winifred.

Neal Stamper is a Corporate Retirement Director, First Vice President and Financial Advisor with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. Neal 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. He is often called upon to advise retirement plan committees on strategies to help modernize their retirement benefit offerings, and works with committees to implement changes with the goal of transforming participant retirement outcomes.

Neal joined Morgan Stanley in 1999 and earned the CFP^® (CERTIFIED FINANCIAL PLANNER™) designation in 2006. He 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, and earned the Qualified Plan Financial Consultant designation through the National Association of Plan Advisors (NAPA). Neal has been named to both the 2023 and 2024 PLANADVISER Top Retirement Plan Adviser list. He graduated from Taylor University with a Bachelor of Science degree in Business.

2023-2024 PLANADVISER Retirement Plan Adviser of the Year (previously referred to as PLANSPONSOR Retirement Plan Adviser of the Year)
Source: planadviser.com (2023-2024) Data compiled by ISS Media during the period from 1/1 – 12/31 of the year preceding the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/

Contact Me
Neal.Stamper@msgraystone.com

Matthew Lichtenstein is a Financial Advisor and Workplace Advisor - Equity Compensation with the Peachtree Group at Morgan Stanley in Atlanta, Georgia.

Matthew has been with the firm since 2013 working with numerous Fortune 500 companies on their equity compensation, concentrated stock analysis and monetization strategies for key executives. Matthew enjoys working with corporate executives and their families helping them create financial solutions to
help achieve their personal and financial goals.

Married with two young children, Matthew resides in Marietta and in his spare time he enjoys spending time with his family, traveling to Haig Point to enjoying fishing and boating. Matthew graduated from Elon University with a Bachelor of Science in Finance and holds a Series 7 and Series 66 securities license.

Joe Coleman is a Financial Advisor with the Peachtree Group at Morgan Stanley in Atlanta Georgia. Joe joined Morgan Stanley in 2012. Outside of the office, Joe is also an Adjunct Professor at Mercer University’s Stetson-Hatcher School of Business. 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 both a National Sales Manager and Mortgage Banker.

Mike has dedicated his career to serving the specialized needs of successful professionals, business leaders and families around the country. He combines his deep analytical skills with an educational approach to guide clients towards the achievement of their personal and professional objectives. He enjoys solving their financial challenges, delivering thoughtful and objective strategies that help to address their specific goals, while managing market risk.

After earning his degree in finance from the University of Georgia, he began his career as a financial advisor in 2015 with Merrill Lynch. He joined Morgan Stanley in 2021.

Outside of work, Mike enjoys tennis, reading, and spending time with his beautiful girlfriend Joanna and dog Izzie.

Philip brings valuable experience to our team, having earned his Bachelor of Science in Economics from Auburn University and contributing to the 2010 National Championship Football Team. His goal is to understand your unique financial needs, align resources to help you meet your goals, and provide support for your investment decisions.

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Philip resides in Roswell with his family and is an active member of St. Peter Chanel Catholic Church. Outside of work, he enjoys competitive sports and outdoor activities.

Chris Moseley is First Vice President and Director of Business Strategy. As the face of Graystone Consulting–Atlanta’s retirement plan efforts, he provides institutional clients with consultative services ranging from plan design and vendor search to education initiatives designed to increase 401(k) deferral and participation rates. He began his career at Invesco, where he learned the retirement plan business from the ground up, serving in a number of administrative capacities before transitioning to institutional sales. Chris’ focus includes not only 401(k) and other defined contribution plans, but traditional pension plans for which he is often called upon to present asset allocation and asset liability studies, as well as potential plan termination strategies. A native of Atlanta, Chris graduated from the University of Georgia with a B.A. in Economics before earning an MBA at Georgia State. Chris is a board member of ASPPA Benefits Council of Atlanta, an association of professionals from all parts of the retirement industry united by their belief in and commitment to the private pension system. Outside the office, he has served as president and treasurer of the PTA board at his children’s middle and high schools. He and his family reside in Tucker, Georgia.

John Skinner is the Director of Investments with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. He plays a leadership role in the development, implementation, and monitoring of Graystone Consulting –Atlanta’s client investment strategies. Investment committee education is his highest priority, and he dedicates substantial effort to helping clients fully understand their strategies and risks. His approach is client-focused, providing institutions with as many or as few details as they wish to assess individual managers and overall progress. A Chartered Financial Analyst (CFA^®), and Chartered Alternative Investment Analyst (CAIA^®), John began his financial career at Fifth Third Securities in Cincinnati before joining Morgan Stanley in 2003. He is a past president of CFA Society Atlanta and remains a volunteer for that organization. In addition, he was instrumental in helping CFA Society Atlanta establish the ASFIP Foundation, with its mission of increasing financial literacy throughout the state of Georgia. He is also a member of the CAIA Association and Defined Contribution Institutional Investment Association (DCIIA). John is a graduate of Furman University with a B.A. in Music.

Rett Croley is a Senior Vice President and Investment Consultant with The Peachtree Group at Morgan Stanley in Atlanta. Rett works with institutional clients and their corporate cash investment and liquidity needs, as well as individual clients with financial and retirement planning. Rett joined Morgan Stanley in 2004 while he was completing his MBA in Corporate Finance at Georgia State University. Prior to Morgan Stanley, Rett received his Bachelor’s in Business Administration from the University of Florida in 2000 with a double major in Finance and Insurance. After graduation he worked as a Client Services Representative for Charles Schwab in Sacramento, CA and then as a New Business Principal at AXA Financial’s headquarters in New York City. Rett and his wife Kim live in Brookhaven, GA with their two children Kelsey and James.

Shawn Smith is a First Vice President, Director of Business Strategy and Associate Stock Plan Director with Morgan Stanley in Atlanta, Georgia. Mr. Smith joined Morgan Stanley 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.

Leigh has more than 25 years of Financial Services Industry experience. As an Institutional Consulting Associate on the Graystone Team, she is often the first point of contact with corporate clients on a broad range of topics and services. Her role combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with her Issuer clients.

These skills are implemented in two areas. On the business development side, she improves and streamlines the service model and operational procedures for the team. This includes business performance reviews in conjunction with the advisor to develop customized presentation materials to attract new institutional clients. Also, she identifies practice management opportunities through various firm channels and provides support on products and services.

On the client support side, she is tasked with cultivating relationships with new institutional clients and proactively helping them find solutions related to the complexities of equity compensation. Leigh is also responsible for coordinating educational seminars, including material preparation for clients and prospects on behalf of the advisor. Lastly, she helps resolve complex issues received from the institutional client with input from senior team members.

Leigh has earned her Certified Equity Professional (CEP) designation and is an active member of the National Association of Stock Plan professionals (NASPP). She is a graduate of Battle Ground Academy in Franklin, TN and received her BS in Business Administration from Auburn University.
She is an active contributor to the Atlanta community through Roswell Presbyterian Church and resides in Canton with her husband, Don.

Paula Gulich is an Assistant Vice President and Wealth Management Associate with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Paula has been with Morgan Stanley for 19 years and has held roles of increasing responsibility within management and client services. She brings with her a wealth of industry knowledge. Paula has her Series 7, 63, 66, 9 and 10. Specifically, Paula assists clients in operational and administrative support, handling cash management such as wires, check requests, among other administrative activities, document processing, and digital support. Paula and her husband Bill moved to Atlanta 18 years ago from Philadelphia. They have two grown daughters that also live in the Atlanta area.

Omar Talbi is a Senior Registered Associate with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. Omar 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, he worked for E* Trade Financial in their International Department serving as a liaison with their foreign desk worldwide. Omar 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.

Alisha Parks is a Client Service Associate with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. She assists with the daily operations of Graystone Consulting along with the analysis and performance reporting for the teams retirement plans, corporations, foundations and endowments. Alisha joined Morgan Stanley in 2016 after graduating from Kennesaw State University with a Bachelor of Business Administration in Finance. Alisha and her husband, Alex, currently reside in Atlanta.

Kristen Wright, CFP^®, is a Vice President, Business Development Director, with Morgan Stanley in Atlanta, GA. Kristen joins The Peachtree Group with 10 years of leadership experience in Financial Services and has supported Morgan Stanley Wealth Management in various roles. She has in-depth experience with Stock Plan Services, Estate and Divorce settlements, and Wealth Management Operations. Kristen holds FINRA Series 7, 66, and 9/10 registrations, has earned the Chartered Retirement Plan Counselor (CRPC^®) designation and graduated from Flagler College with a Bachelor of Business Administration. Kristen and her husband, Jim, reside in Marietta, GA with their three children.

Megan brings a strong passion for addressing the financial needs of families. Her commitment to service is evident, and she is eager to assist with any account inquiries, scheduling needs, money movement, and tax documents. Please feel free to reach out to Megan directly for any assistance with these types of service needs.

Having recently graduated from the University of Georgia with a Bachelor's Degree in Finance, Megan's academic background is complemented by her practical skills and dedication to our clients.

Outside of her professional pursuits, Megan enjoys running, cooking, and traveling with friends.

Matthew Bapst is a Registered Client Relationship Analyst with Graystone Consulting, a business of Morgan Stanley, in Atlanta, GA. Matthew joins the firm with 3 years of experience in the financial services industry. Matthew graduated from Belmont Abbey College with a B.A. in Economics and holds Series 7 and 66 securities licenses. Outside the office, he enjoys golfing, travelling, football and spending time with friends and family.

Claire Rinehart is a Registered Client Service Associate with Morgan Stanley in Atlanta, GA. Claire joins the Peachtree Group with a background in wealth management client services and holds FINRA Series 7 and Series 66 licenses. With a passion for financial planning, she is currently working toward earning a Certified Financial Planning (CFP^R) designation. Claire graduated from Georgia College & State University with a Bachelor of Science in Economics.