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 strive to 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 July 2026, we have been entrusted with over $15 billion in client balances. While our size and scale allow us to provide you with industry-leading resources, it is our compassion and coordinated guidance that allow us to provide a highly personalized, boutique experience focused on helping you and your family thrive.

Our mission has always been rooted in providing a rare breadth of skills to assist executives and their families in growing and preserving what they have dedicated a lifetime working towards. Thank you for being a part of our journey.
We have extensive experience advising clients with:
  • Executive decisions such as managing stock options, equity, and tax mitigation strategies
  • Corporate retirement plans, managing client risk, costs, and employee education
  • Philanthropic endeavors for foundations, endowments, and individuals
  • Family transitions such as births, weddings, deaths, or divorces
Services Include
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.
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.

Recognizing Our Team's Achievements

    Icon Image
    Andrew Harbour, Managing Director, Financial Advisor
    2022-2026 Barron’s Top 100 Wealth Advisors

    2019-2026 Barron’s Top 1500 Wealth Advisors: State by State

    2013-2026 Plan Adviser Magazine's Top 100 Retirement Plan Advisers
    Icon Image
    Hollis Montgomery, Financial Advisor
    2023 Barron's Top 100 Women Financial Advisors
    Award Disclosures
    2019-2026 Barron's Top 100 Financial Advisors
    Source: Barrons.com (Awarded 2022-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

    2019-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
    Source: Barrons.com (Awarded 2019-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

    2023 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.

    2013-2026 PLANSADVISER Top Retirement Advisers (formerly referred to as Top 100 Retirement Advisers)
    Source: planadviser.com (Awarded May 2013-2026). Data compiled by ISS Media based on responses to PLANADVISER survey as of Jan/Feb of the year the award was given.
    See Full List of Disclosures Here

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 should know 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 appropriate for 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
• 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 Audit File
• Investment Selection and Monitoring
• Plan Design Strategies
• Retirement Plan Management and Governance
• Recordkeeper Selection/RFP Management
• Expense Oversight and Management
• Employee Education and Engagement

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

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

Photo of C. Andrew Harbour

C. Andrew Harbour, CFP®, CIMA®, CRPS®

Managing Director, Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director, Portfolio Management Director, Investing with Impact Director, Financial Advisor, Stock Plan Director
Phone:
(404) 266-6345(404) 266-6345
Photo of Scott E Novellas

Scott E Novellas, CFP®

Senior Vice President, Financial Advisor, Investment Management Consultant, Family Wealth Director, Alternative Investments Director
Phone:
(404) 266-6858(404) 266-6858
Photo of Neal Stamper

Neal Stamper, CFP®, C(k)P, QPFC

Senior Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director
Phone:
(404) 266-6839(404) 266-6839
Photo of Christopher Moseley

Christopher Moseley, CRPS®, QPFC

Vice President, Financial Advisor, Corporate Retirement Director
Phone:
(404) 266-6113(404) 266-6113
Photo of Shawn Smith

Shawn Smith

Vice President, Financial Advisor
Phone:
(404) 266-6462(404) 266-6462
Photo of John Skinner

John Skinner, CFA®, CAIA

First Vice President, Director - Investments
Phone:
(404) 266-6774(404) 266-6774
Photo of Leigh Holbrook

Leigh Holbrook, CEP

Vice President, Institutional Consulting Associate
Phone:
(404) 365-2588(404) 365-2588
Photo of Paula Gulich

Paula Gulich

Vice President, Wealth Management Associate
Phone:
(404) 266-6426(404) 266-6426
Photo of Omar Talbi

Omar Talbi

Wealth Management Associate
Phone:
(404) 266-6333(404) 266-6333
Photo of Alisha R. Parks

Alisha R. Parks

Client Service Associate
Phone:
(404) 842-2254(404) 842-2254
Photo of Matthew Bapst, CRPS®, QPFC

Matthew Bapst, CRPS®, QPFC

Institutional Consulting Analyst
Phone:
(943) 253-9981(943) 253-9981
Photo of Claire Rinehart

Claire Rinehart

Registered Client Service Associate
Phone:
(470) 442-4133(470) 442-4133
Photo of Abigail Lewis

Abigail Lewis

Client Service Associate
Phone:
(404) 266-6068(404) 266-6068

About C. Andrew Harbour

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 has helped 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 Advisors” in the United States annually from 2022 to 2026, and to their "Top 1500 Advisors" from 2019 to 2026. He has been named to PLANADVISERS' Top Retirement Advisers list every year from 2013 to 2026. He has also been a member of Morgan Stanley’s Chairman’s Club each year from 2016 to 2026. A big believer in continually learning, he has also earned the designations of Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Retirement Plans Specialist℠. He is also a NFLPA Registered Institutional Player Financial Advisor.

Outside of the office, Andy is a member of the Retirement Advisor Council, which advocates for successful qualified plan and participant retirement outcomes. He has served as a past co-chair of the Graystone Consulting Advisory Board. An Atlanta native, Andy 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.


2013-2026 PLANADVISER Top Retirement Advisers (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (Awarded May 2013-2026) Data compiled by ISS Media based on responses to PLANADVISER survey as of Jan/Feb of the year the award was given.

2022-2026 Barron's Top 100 Financial Advisors
Source: Barrons.com (Awarded 2022-2026). Data compiled by Barron’s based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2019-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: SD, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252949

About Hollis Montgomery

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. She was also named to the Barron's Top 100 Women Financial Advisors list in 2023.

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.

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.
Securities Agent: WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1848315

About Scott E Novellas

Scott E. Novellas, CFP®, FWD, is a Senior Vice President, Investment Management Consultant, and Financial Advisor with The Peachtree Group at Morgan Stanley in Atlanta. He works closely with a select group of corporate executives and multigenerational families to help them build, preserve, and transfer wealth with clarity and purpose. As a Morgan Stanley–designated Family Wealth Director (FWD)—a title held by fewer than 5% of advisors at the firm—Scott brings specialized expertise in addressing the complex planning needs of ultra-high-net-worth families with $25 million to nearly $1 billion or more in assets.

With over 25 years of advisory experience, Scott brings a direct, solution-oriented approach to guiding clients through the evolving dynamics of wealth. His work often focuses on tax-efficient strategies, concentrated stock planning, philanthropic structuring, estate transition, and family governance.

Scott’s clients benefit from deeply personalized strategies that help them gain clarity, reduce financial friction, and align their wealth with their broader life goals—whether that’s simplifying decision-making during liquidity events, preparing the next generation for stewardship, or creating a durable legacy across generations. His goal is to ensure that wealth becomes a tool for progress, not pressure.

As a CFP® professional, Scott helps reduce the burden of managing wealth by coordinating each aspect of the client’s financial picture. His process begins with deep discovery—understanding each client’s goals, values, and legacy intent—and builds toward a customized plan that balances risk, taxes, and market exposure through sophisticated tools and strategies.

Scott graduated from the University of Georgia with a degree in International Business and holds Series 7, 31, 63 & 65 licenses. He has been named to the Morgan Stanley Century Club annually since 2022.

Based in Atlanta with his wife and two children, Scott enjoys golf, travel, and outdoor adventures with his family.
Securities Agent: ME, MS, NE, OR, WY, UT, SC, WI, WV, WA, VT, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, ID, ND, NC, MT, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290485
CA Insurance License #: 0G97397

About Jeffrey Trapnell

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.
Securities Agent: VA, WV, LA, SD, MT, NY, PA, CT, GA, MI, WY, WI, WA, VT, UT, TX, TN, SC, RI, PR, OR, OK, OH, NV, NM, NJ, NH, NE, ND, NC, MS, MO, MN, ME, MD, MA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CO, CA, AZ, AR, AL, AK, VI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255429

About Adrian J Powell

Adrian Powell is a Senior Vice President, Financial Advisor, and Dedicated Equity Plan Specialist with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. He creates customized financial plans for individuals and families, focusing on those nearing retirement and transitioning from corporate retirement or equity compensation programs. Adrian has been with Morgan Stanley since 2005 and holds the CERTIFIED FINANCIAL PLANNER™ designation. He earned his MBA from Mercer University and a B.A. from the University of North Carolina at Wilmington.

Adrian is passionate about helping improve the lives of others. He currently 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.

Originally from Nottingham, England, Adrian moved to the U.S. in 1995 on a soccer scholarship and played professional soccer for the Carolina Dynamo. He lives in Atlanta with his wife, Sharon, and their two children, Wyatt and Winifred.
Securities Agent: WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, 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, GA, FL, OK, DE, DC, CT, RI, CO, CA, AZ, TX, AR, AL, AK, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1290553

About Neal Stamper

Neal Stamper is a Corporate Retirement Director, Senior 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
Securities Agent: MA, VT, KY, OK, WI, NJ, KS, WV, WY, PR, OH, TX, NC, ME, PA, OR, VA, VI, IA, WA, NH, RI, MI, NY, MN, MS, ND, NV, IL, NM, TN, AZ, MD, MO, FL, SC, MT, UT, SD, DC, CT, IN, LA, NE, CO, DE, CA, GA, AK, HI, ID, AR, AL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2056734

About Matthew Lichtenstein

Matthew Lichtenstein is a Financial Advisor and Workplace Advisor – Equity Compensation with the Peachtree Group at Morgan Stanley in Atlanta, Georgia. Since joining the firm in 2013, Matthew has worked closely with numerous Fortune 500 companies, specializing in equity compensation strategies, concentrated stock analysis, and monetization planning for key executives.

With a passion for helping corporate leaders and their families navigate complex financial landscapes, Matthew is dedicated to creating customized strategies that align with both personal values and long-term financial goals.

Matthew earned a Bachelor of Science in Finance from Elon University and holds Series 7 and Series 66 securities licenses. He lives in Marietta with his wife and two young children. Outside of work, he enjoys spending quality time with his family, traveling to Haig Point, and pursuing his love for fishing, boating and golf.
Securities Agent: FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, AK, AL, AR, AZ, CA, CO, WY, WV, WI, WA, VT, VI, VA, UT, CT, TN, DC, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1395617

About Joseph Coleman

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.
Securities Agent: MS, WY, WV, WI, WA, VT, AK, AL, MT, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, VI, MN, MO, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1312679

About Michael Siegel

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.
Securities Agent: PR, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1472611

About Christopher Moseley

Chris Moseley is Corporate Retirement Director, Vice President, and Financial Advisor. 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.
Securities Agent: DE, TN, AL, SC, PA, OK, NM, NJ, ID, HI, AZ, IL, AK, MI, MA, IN, FL, CA, WI, MN, MD, VT, VI, RI, OH, MT, ME, IA, DC, CT, CO, AR, WY, UT, NH, NE, ND, MO, LA, KS, WV, VA, PR, GA, WA, TX, SD, OR, NY, NC, NV, MS, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2671099

About Shawn Smith

Shawn Smith is a Vice President, Financial Advisor and Associate Stock Plan Director with The Peachtree Group at Morgan Stanley in Atlanta, Georgia. He previously served as the Director of Business Strategy for the team.

Shawn 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. He is 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).

Shawn graduated from the University of Georgia with a Bachelor of Fine Arts degree in Economics. He has focused on Corporate Equity Solutions since 1999.
Securities Agent: CT, MI, PA, NV, ND, LA, FL, AK, WY, MA, IA, SD, SC, OK, NC, AL, WV, WI, UT, TX, NM, NH, NE, MS, DE, DC, CA, AZ, VA, TN, NJ, KY, HI, GA, WA, VI, NY, IL, ID, PR, MD, RI, OR, MN, ME, KS, IN, CO, OH, MT, MO, AR, VT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2675553

About John Skinner

John Skinner is a First Vice President and 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.
Securities Agent: OH, IL, IA, CT, PA, AR, TX, OK, NH, MI, KY, GA, DC, CO, AL, TN, OR, LA, CA, AZ, VI, NE, MA, HI, WA, NY, NJ, NC, MT, IN, FL, MD, KS, WI, VA, UT, MO, ME, WY, SD, SC, RI, NM, MS, WV, VT, NV, ND, MN, ID, DE, AK, PR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2854828

About Rett Croley

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.
Securities Agent: RI, NM, HI, AR, AL, PA, ID, VI, OH, MI, IN, GA, CT, AK, TX, MN, WV, NH, NE, KY, IL, VA, OR, NV, NJ, NC, FL, TN, ME, DE, CO, UT, NY, MA, DC, WA, VT, SD, SC, PR, OK, ND, MT, MD, LA, KS, AZ, MS, MO, IA, CA, WY, WI; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2447590

About Leigh Holbrook

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.

About Paula Gulich

Paula Gulich is a 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.

About Omar Talbi

Omar Talbi is a Wealth Management 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.

About Alisha R. Parks

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.

About Kristen Wright

Kristen Wright, CRPC®, CFP®, is a First 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®) and the Certified Financial Planner (CFP®) designations and graduated from Flagler College with a Bachelor of Business Administration. Kristen and her husband, Jim, reside in Marietta, GA with their three children.

About Megan Bielan

Megan Bielan is a Registered Client Service Associate with The Peachtree Group at Morgan Stanley. She brings a strong passion for addressing the financial needs of families to the team. 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.

About Matthew Bapst, CRPS®, QPFC

Matthew Bapst is an Institutional Consulting 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. He has earned his Chartered Retirement Plan Specialist (CRPS®) and Qualified Plan Financial Consultant (QPFC) designations.

Outside the office, he enjoys golfing, travelling, football and spending time with friends and family.

About Claire Rinehart

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.

About Abigail Lewis

Abby recently graduated from the University of Georgia with a Bachelor of Business Administration in Finance. She holds the SIE and Series 66 licenses and is actively pursuing her Series 7. Abby is eager to leverage her academic background to bring exceptional service to the clients she serves.

Outside of work, she enjoys staying active with workout classes, spending time with friends and family, and cooking and baking.
Wealth Management
Global Investment Office

Portfolio Insights

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

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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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

Family

Creating customized financial strategies for the challenges that today’s families face.
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529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving

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Retirement for Plan Sponsors

End-to-End Services, Made Simple:
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  • Plan Evaluation
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Small Business Retirement Plans
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Small Business Retirement Plans

Learn about retirement plans for smaller businesses and how to select the right type for you and your employees. Compare SEP or SIMPLE IRAs vs 401(k)s.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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  • Set themselves apart by offering comprehensive financial wellness benefits.
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The Business Case for a Financially Resilient Workforce

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Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
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  • Family Governance & Wealth Education
  • Lifestyle Advisory
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You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact The Peachtree 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.

1Morgan 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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.

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3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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4When 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.

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5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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7Morgan 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.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

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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.

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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.

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CRC 4665150 (8/2025)