Brian Frank
Managing Director, Private Wealth Management, Private Wealth Advisor, Portfolio Management Director, Global Sports and Entertainment Director
Phone:
(404) 365-3554(404) 365-3554
Morgan Stanley Private Wealth Management
The Premier Group
Our Mission Statement
Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.
Welcome
OUR MISSION
We strive to provide a holistic wealth management experience for our clients. Our role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments as well as help them with growth and protection of their assets and estate. We work for our clients as we would for our own families and aspire to build lasting meaningful relationships based on trust, integrity and superior client service.
OUR APPROACH
By promoting a “family office” atmosphere, we work with our clients to understand their goals and objectives in order to customize an investment and estate strategy that seeks to meet the needs identified. The strategy is reviewed and updated on an ongoing basis to help ensure both short term and long term success is achieved.
OUR GOAL
Our goal is to deepen our clients’ experience with our team and the firm to allow us to forge an objective relationship that helps our clients maintain their vision of financial success and achieve their dreams.
We strive to provide a holistic wealth management experience for our clients. Our role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments as well as help them with growth and protection of their assets and estate. We work for our clients as we would for our own families and aspire to build lasting meaningful relationships based on trust, integrity and superior client service.
OUR APPROACH
By promoting a “family office” atmosphere, we work with our clients to understand their goals and objectives in order to customize an investment and estate strategy that seeks to meet the needs identified. The strategy is reviewed and updated on an ongoing basis to help ensure both short term and long term success is achieved.
OUR GOAL
Our goal is to deepen our clients’ experience with our team and the firm to allow us to forge an objective relationship that helps our clients maintain their vision of financial success and achieve their dreams.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Family Governance & Wealth Education
- Pre-Liquidity Planning
- Risk Management
- Philanthropy Management
- Retirement & Pension Plans
- Corporate Stock Plans
- Consolidated Reporting
- Sustainable & Responsible InvestingFootnote1
- 10b5-(1) Programs
- Hedging Strategies
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
In The Press
2022,2019 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022,2019). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022,2019,2017,2016 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022,2019,2017,2016). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2022,2019 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 2022,2019). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2017) Data compiled by the Financial Times based on time period from 9/30/14 - 9/30/16.
Source: Forbes.com (Awarded 2022,2019). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022,2019,2017,2016 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022,2019,2017,2016). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2022,2019 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 2022,2019). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2018 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2017) Data compiled by the Financial Times based on time period from 9/30/14 - 9/30/16.
Location
3280 Peachtree Rd NE
Ste 1600
Atlanta, GA 30305
US
Direct:
(404) 365-3554(404) 365-3554
Meet The Premier Group
Jonathan Braatz
Senior Vice President, Financial Advisor, Executive Financial Services Director, Corporate Client Group Director, Alternative Investments Director
Phone:
(404) 365-3640(404) 365-3640
First Vice President, Financial Advisor, Alternative Investments Director
Phone:
(404) 365-3210(404) 365-3210
Warren Alexander Small, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(404) 365-3606(404) 365-3606
Ric Watton
First Vice President, Wealth Management, Financial Advisor
Phone:
(404) 365-3629(404) 365-3629
Leah Willingham
Senior Vice President, Wealth Planning Specialist
Phone:
(404) 365-3532(404) 365-3532
Brian Wainwright
Senior Vice President, Portfolio Manager Specialist
Phone:
(404) 365-3591(404) 365-3591
Stephen Thomas, CFA®
First Vice President, Portfolio Manager Specialist
Phone:
(404) 365-3503(404) 365-3503
Beth Brashear, CFP®
First Vice President, PWM Director of Business Strategy
Phone:
(404) 365-3623(404) 365-3623
Blake Goodman
Business Development Director
Phone:
(404) 365-3254(404) 365-3254
Alex Ivanov
Senior Registered Associate
Phone:
(404) 365-3284(404) 365-3284
Alexis Adams Sullivan
PWM Wealth Management Associate
Phone:
(404) 365-3660(404) 365-3660
Leigh Holbrook, CEP®
Vice President, Institutional Consulting Associate
Phone:
(404) 365-2588(404) 365-2588
Virginia Moore Willis
PWM Wealth Management Associate
Phone:
(404) 365-2591(404) 365-2591
Cade MacLeod
Private Wealth Management Analyst
Phone:
(404) 365-3699(404) 365-3699
Deanna Long
Client Service Associate
Phone:
(404) 365-3521(404) 365-3521
About Brian Frank
For over 30 years, Brian has been providing comprehensive investment management and wealth planning services to his clients. His experience lies in coordinating all aspects of the financial planning process for the individuals, corporations and foundations that he and his team serve. Brian is recognized across many financial disciplines and is particularly well-versed in issues surrounding investment management, estate and trust planning strategies, philanthropy, retirement planning and insurance risk management.
Early in Brian’s career, he served as a Trust Officer in the Trust Department of a large Atlanta-based regional bank. Prior to joining Morgan Stanley in 2002, Brian was employed by Merrill Lynch Trust Company as manager of the firm’s Wealth Management Services division for the Southeast Region. In this capacity, he led a large team of investment and fiduciary specialists and oversaw the firm’s consulting initiatives across numerous markets.
Brian earned his degree in Industrial Management from the Georgia Institute of Technology (“Georgia Tech”). At Morgan Stanley, he has completed extensive additional training and achieved the designations of Portfolio Management Director and Sports and Entertainment Group Director.
Brian is married with three adult children and two stepsons. His wife is a Physician, specializing in maternal fetal medicine. Brian’s oldest child is a graduate of the University of North Carolina-Chapel Hill and now a practicing registered nurse, his middle child a graduate of both the University of South Carolina and the University of Georgia and now an educator, and his youngest a recent graduate of Columbia University who will be pursuing advanced studies. Brian’s stepsons are twins who attend the University of Northwestern and both play on the school’s football team.
Early in Brian’s career, he served as a Trust Officer in the Trust Department of a large Atlanta-based regional bank. Prior to joining Morgan Stanley in 2002, Brian was employed by Merrill Lynch Trust Company as manager of the firm’s Wealth Management Services division for the Southeast Region. In this capacity, he led a large team of investment and fiduciary specialists and oversaw the firm’s consulting initiatives across numerous markets.
Brian earned his degree in Industrial Management from the Georgia Institute of Technology (“Georgia Tech”). At Morgan Stanley, he has completed extensive additional training and achieved the designations of Portfolio Management Director and Sports and Entertainment Group Director.
Brian is married with three adult children and two stepsons. His wife is a Physician, specializing in maternal fetal medicine. Brian’s oldest child is a graduate of the University of North Carolina-Chapel Hill and now a practicing registered nurse, his middle child a graduate of both the University of South Carolina and the University of Georgia and now an educator, and his youngest a recent graduate of Columbia University who will be pursuing advanced studies. Brian’s stepsons are twins who attend the University of Northwestern and both play on the school’s football team.
Securities Agent: CA, 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, WY, CO, AK, AL, AR, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262365
NMLS#: 1262365
About Jonathan Braatz
Jon focuses on the specialized wealth management needs of Corporate Executives and their families. Areas of focus include wealth management and migration techniques involving investment management, asset allocation, concentrated position analysis, managed portfolio consulting and executive benefit services. Prior to joining Morgan Stanley, Jon held advisory and management positions with Wachovia Securities, JC Bradford & Company and Robinson-Humphrey with over 30 years of industry experience.
In addition to advanced training in asset allocation and investment planning, Jon is an Investment Advisory Representative with several registrations in the securities industry, including insurance and annuities licenses. Current philanthropic and community activities include: Vista Center for the Blind, the Eric M Holzworth Memorial Foundation, the Father Christmas Cup and Christ the King Church, among others. Jon graduated with a degree in Finance from Auburn University and from The Marist School. Jon is married with two sons, Jonathan and Ryan.
In addition to advanced training in asset allocation and investment planning, Jon is an Investment Advisory Representative with several registrations in the securities industry, including insurance and annuities licenses. Current philanthropic and community activities include: Vista Center for the Blind, the Eric M Holzworth Memorial Foundation, the Father Christmas Cup and Christ the King Church, among others. Jon graduated with a degree in Finance from Auburn University and from The Marist School. Jon is married with two sons, Jonathan and Ryan.
Securities Agent: OH, MA, WY, VA, TN, ID, NM, OR, SD, NE, VI, UT, WA, WI, NV, WV, SC, DC, VT, NJ, NY, TX, OK, CT, RI, PR, PA, NH, NC, MT, LA, IA, HI, GA, ND, IL, MO, MI, ME, MD, MS, KY, KS, IN, FL, MN, DE, AL, CO, CA, AZ, AR, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1387987
NMLS#: 1387987
About Sherry Mussafer Perchik
Sherry is a experienced and knowledgeable investment professional that is passionate about taking care of her clients and providing them with customized advice and guidance. She leverages her 25 years of experience in the financial services industry to provide comprehensive wealth management for high net worth clients. Prior to Morgan Stanley, Sherry was a Senior Relationship Manager at J.P. Morgan Private Bank. Prior to that, she held a variety of roles with other large financial institutions, including equity analyst, corporate banker, and capital markets specialist.
She has attained the designation of Chartered Financial Analyst (CFA®), is a member of the Atlanta Society of Finance and Investment Professionals, and is Series 7, 24, 63, 65, and Insurance Licensed. Sherry received an MBA in Finance from Duke University’s Fuqua School of Business, and her undergraduate degree from Tulane University. Sherry currently serves on the Board of Trustees of The Temple Endowment Fund, and is active in the community with numerous other organizations. Sherry and her husband Jerry reside in Atlanta and have two children in college.
She has attained the designation of Chartered Financial Analyst (CFA®), is a member of the Atlanta Society of Finance and Investment Professionals, and is Series 7, 24, 63, 65, and Insurance Licensed. Sherry received an MBA in Finance from Duke University’s Fuqua School of Business, and her undergraduate degree from Tulane University. Sherry currently serves on the Board of Trustees of The Temple Endowment Fund, and is active in the community with numerous other organizations. Sherry and her husband Jerry reside in Atlanta and have two children in college.
Securities Agent: MA, DE, LA, DC, IL, ID, CT, TX, NY, CO, VA, IN, FL, CA, TN, KY, AL, IA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 821819
NMLS#: 821819
About Warren Alexander Small
Alex Small has been a financial advisor at Morgan Stanley since 2003. He received an undergraduate degree in both Economics and Communications from the University of Colorado in Boulder, Colorado. Alex also earned an MBA at the Goizueta Business School of Emory University. In 2006, Alex attained the CERTIFIED FINANCIAL PLANNER™ designation.
Alex’s practice focuses upon creating a financial plan that serves as a foundation for the investment allocation for each client. Once a plan is in place, Alex manages a portfolio of securities tailored to each client and monitors the portfolio to help ensure it is on track to reach the financial plan goals.
In addition to investments, Alex leverages Morgan Stanley’s lending capabilities to help clients obtain liquidity when needed. Alex is also a licensed insurance agent with experience reviewing life insurance, term insurance and Long Term Care insurance needs.
After surviving a massive heart attack on his 37th birthday in 2015, Alex’s drive to live a productive, healthy and happy life only intensified. Alex lives in Atlanta with his wife, son and two daughters. When away from the office, Alex enjoys working out, coaching his children’s various sports teams, reading non-fiction books to improve his knowledge base, and sharing with others what he has learned in his quest to prevent and reverse heart disease.
Alex’s practice focuses upon creating a financial plan that serves as a foundation for the investment allocation for each client. Once a plan is in place, Alex manages a portfolio of securities tailored to each client and monitors the portfolio to help ensure it is on track to reach the financial plan goals.
In addition to investments, Alex leverages Morgan Stanley’s lending capabilities to help clients obtain liquidity when needed. Alex is also a licensed insurance agent with experience reviewing life insurance, term insurance and Long Term Care insurance needs.
After surviving a massive heart attack on his 37th birthday in 2015, Alex’s drive to live a productive, healthy and happy life only intensified. Alex lives in Atlanta with his wife, son and two daughters. When away from the office, Alex enjoys working out, coaching his children’s various sports teams, reading non-fiction books to improve his knowledge base, and sharing with others what he has learned in his quest to prevent and reverse heart disease.
Securities Agent: OH, NY, NC, NJ, NV, AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, LA, MA, MD, MN, MO, MS, WV, VA, TX, TN, SC, PA, OR, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255468
NMLS#: 1255468
About Ric Watton
Ric’s career in investment management and wealth transfer planning extends over three decades and his experience lends clients valuable perspective on the tools, strategies and best practices associated with the efficient management and transfer of their wealth. He is a Financial Advisor with knowledge and experience across many financial disciplines and is particularly well-versed on issues surrounding investment management, philanthropy and estate planning.
Early in Ric’s career, he served as a Portfolio Manager in the Trust Department of a large regional bank and was a member of the investment team that managed its proprietary mutual fund products. Additionally, he previously led distribution efforts for a competitor’s Private Equity, Hedge Fund and Real Estate practice in the Southeast. Immediately prior to joining Morgan Stanley, Ric oversaw Merrill Lynch Trust Company’s consulting initiatives across numerous states.
Ric holds a BBA from Northwood University and completed the ABA National Graduate Trust School at Northwestern University and the Cannon Trust School at the University of Notre Dame. Outside of the office, Ric and his family are active in the community and involved with numerous charities and civic organizations. Ric and his wife have been residents of Atlanta since 1985 and have two adult children. Both their son and daughter are graduates of the University of Georgia and their daughter completed her Master’s degree at Vanderbilt University in 2022.
Early in Ric’s career, he served as a Portfolio Manager in the Trust Department of a large regional bank and was a member of the investment team that managed its proprietary mutual fund products. Additionally, he previously led distribution efforts for a competitor’s Private Equity, Hedge Fund and Real Estate practice in the Southeast. Immediately prior to joining Morgan Stanley, Ric oversaw Merrill Lynch Trust Company’s consulting initiatives across numerous states.
Ric holds a BBA from Northwood University and completed the ABA National Graduate Trust School at Northwestern University and the Cannon Trust School at the University of Notre Dame. Outside of the office, Ric and his family are active in the community and involved with numerous charities and civic organizations. Ric and his wife have been residents of Atlanta since 1985 and have two adult children. Both their son and daughter are graduates of the University of Georgia and their daughter completed her Master’s degree at Vanderbilt University in 2022.
Securities Agent: 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, WY, WV, WI, WA, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1380641
NMLS#: 1380641
About Leah Willingham
Series 7, 31, 63 and 66, Life and Annuity Licensed
Participates in the Breast Cancer 3 Day and animal rescue
Leah lives in Duluth and has one son in college
Participates in the Breast Cancer 3 Day and animal rescue
Leah lives in Duluth and has one son in college
About Brian Wainwright
Series 7 and 66 Licensed
Bachelor of Economics from The University of Georgia
Bachelor of Economics from The University of Georgia
About Stephen Thomas
Steve is a Portfolio Management Associate for the Premier Group at Morgan Stanley responsible for research, client service, and Portfolio Management for clients.
Prior to joining the team at Morgan Stanley, Steve was with Invesco Global Asset Management for fifteen years as head of the Global Equity Team.
He received his B.A. and M.B.A. from The University of Mississippi and holds the Chartered Financial Analyst™ designation.
Steve lives in Atlanta, GA. with his wife and two young children.
Prior to joining the team at Morgan Stanley, Steve was with Invesco Global Asset Management for fifteen years as head of the Global Equity Team.
He received his B.A. and M.B.A. from The University of Mississippi and holds the Chartered Financial Analyst™ designation.
Steve lives in Atlanta, GA. with his wife and two young children.
About Beth Brashear
Beth has nearly 20 years of experience in financial services and wealth management serving in a variety of roles including Client Service Associate, Complex Service Manager, and most recently, PWM Director of Business Strategy. Beth holds a BA in Communications from the University of Alabama and has attained the Certified Financial Planner designation. She is Series 3, 7, 9, 10, 63, 66 and Insurance Licensed.
Beth strives to create exceptional client service through attention to detail, timely execution and providing guidance in areas such as retirement planning, tax management, estate and trust planning strategies, cash management and lending solutions, and life insurance.
Beth resides in Marietta with her husband, daughter and four dogs and is involved with the Atlanta Humane Society and JDRF.
Beth strives to create exceptional client service through attention to detail, timely execution and providing guidance in areas such as retirement planning, tax management, estate and trust planning strategies, cash management and lending solutions, and life insurance.
Beth resides in Marietta with her husband, daughter and four dogs and is involved with the Atlanta Humane Society and JDRF.
About Blake Goodman
Series 7 and 66 Licensed
Graduated from Southern Methodist University’s Cox School of Business with a Bachelor’s Degree in Finance
Originally from Nashville, TN where he attended Montgomery Bell Academy
Graduated from Southern Methodist University’s Cox School of Business with a Bachelor’s Degree in Finance
Originally from Nashville, TN where he attended Montgomery Bell Academy
About Alexis Adams Sullivan
Alexis Adams is originally from Macon, GA and she is a 2019 graduate of the University of Georgia. She joined Morgan Stanley after spending some time at a recruiting agency here in Atlanta. Alexis enjoys cooking, running, and spending time with her family.
About Leigh Holbrook
Leigh has more than 30 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 Equities 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 Restoration Church and resides in Canton with her husband, Don.
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 Equities 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 Restoration Church and resides in Canton with her husband, Don.
About Virginia Moore Willis
Virginia joined Morgan Stanley after graduating from The University of Georgia in 2020, where she received her degree in Financial Planning and competed for the UGA track and cross country teams. Outside of the office, Virginia enjoys being outdoors, running, and spending time with family and friends. Virginia holds her Series 7 and 66 FINRA Registrations.
About Cade MacLeod
Cade joined Morgan Stanley after graduating from Georgetown University’s McDonough School of Business with a degree in Finance in 2023.
He is Series 7 and 66 licensed.
He is Series 7 and 66 licensed.
About Deanna Long
Deanna is a graduate of Oglethorpe University where she was a member of the women’s golf team and lives in Brookhaven, Georgia. Deanna has several years of experience in the financial services industry and holds her Series 7 FINRA Registration. When not in the office, Deanna serves as Chair of the Advisory Board for Inspiredu, an Atlanta-based nonprofit organization. In her free time, Deanna enjoys golfing, reading, and spending time with friends and family.
Contact Brian Frank
Contact Jonathan Braatz
Contact Sherry Mussafer Perchik
Contact Warren Alexander Small
Contact Ric Watton
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
