The Ranck-Boccaccio Group

Brian Ranck brings more than 25 years of wealth planning experience to the service of his team’s clients, an exclusive group of high-net-worth individuals, family offices, endowments, and foundations. Brian’s primary focus is on crafting sophisticated solutions to address the complex challenges of managing generational wealth. He seeks to craft comprehensive plans to help his clients protect their assets and pursue their greater life goals, typically encompassing investment strategy, credit, borrowing, philanthropy and multigenerational wealth transfer.

Prior to joining Morgan Stanley in 2023, Brian served as a Private Banker at J.P. Morgan, where he was
responsible for delivering advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. Prior to joining J.P. Morgan, Brian served as a Director of Business Development at BNY Mellon Wealth Management. He also worked as a Portfolio Manager for the firm. Brian began his career at Robinson-Humphrey, which later became Smith Barney, where he worked as an Investment Associate.

Involved in both his professional and local communities, Brian is a member of the board of trustees for Mount Pisgah Christian School, where he serves as vice chair and member of the finance committee. He is also an advisory board member for Leadership Ministries, Inc. He has also served as a board member of the Atlanta Estate Planning Council, a member of the finance committee for Mount Pisgah United Methodist Church, a board member of Leadership Ministries, Inc., and the planned giving committee chair for Visiting Nurse Health System.

A native of Atlanta, Brian received his B.S. in Management from the Georgia Institute of Technology, and he has a CERTIFIED FINANCIAL PLANNERTM (CFP^®) certification. Brian and his wife, Christy, have three children combined and live in Sandy Springs, Georgia.

Drawing on 15 years of institutional investing and private banking experience, Jeb Boccaccio crafts highly customized wealth management solutions for a select clientele of family office, hedge fund, private equity, and real estate clients. Working to create comprehensive strategies to address multigenerational goals, Jeb provides guidance on investment, credit, banking, estate planning and virtually every other aspect of his clients’ financial lives.

Prior to joining Morgan Stanley in 2023, Jeb served as a Private Banker at J.P. Morgan in New York City and most recently in Atlanta, where he was responsible for the coverage of family office, hedge fund, private equity, and real estate clients globally. He previously worked at J.P. Morgan in New York City, where he served on the Private Investments Due Diligence team, responsible for the origination and due diligence of hedge fund private equity and real estate investments for the Private Bank’s global investment platform. Between his stints in New York City and Atlanta with J.P. Morgan, Jeb was with the Carroll Organization, a private real estate firm focused on multifamily acquisitions and dispositions, where he led capital raising, fund platform and investor relations activities. He started his career in the mergers and acquisitions investment banking group at Milbank Roy & Co. in New York City.

Jeb earned his B.A. in political science from Miami University (Ohio). He is a member of the Southern Capital Forum and the Urban Land Institute, and serves on the board of A+ Squash, a nonprofit designed to bring educational opportunities to Atlanta's youth through the game of squash.

Jeb and his wife Brooke have 2 children and reside in Atlanta, GA.

Working in partnership with the team’s senior Advisors, Olivia Rogers helps clients create and implement sophisticated strategies to simplify and streamline their balance sheets. She also plays a key role in financial planning, liquidity and liability management, portfolio solutions, and problem-solving for the complex, multigenerational needs of the team’s ultra-high net worth clientele.

Prior to moving with the team to Morgan Stanley in 2022, Olivia spent four years at J.P. Morgan Private Bank. She served as an Associate Banker in the Atlanta office, where she partnered with a senior banker to oversee investment and credit solutions for a select group of business owners and executives, their families, and private foundations. Prior to joining the Atlanta office, Olivia worked in the Minneapolis Private Bank, where she partnered with three senior bankers to grow the Corporate Executive and Financial Institutions verticals throughout the Twin Cities.

Originally from Illinois, Olivia graduated from Illinois Wesleyan University with a B.A. in economics and political science. She lives in Brookhaven, Georgia, with her husband, Tyler, and their daughter, Eleanor.

Lorin Rollins joined the team at Morgan Stanley in 2023 as a Private Wealth Management Associate. Prior to her time at Morgan Stanley, Lorin was a financial advisor at Merrill Lynch and values the client care experience. As a member of the team, she is heavily involved in the onboarding process and develops deep relationships with the families she services. In her role as a Private Wealth Management Associate, Lorin focuses on the team’s operational needs, administrative services, and proactively providing high-level service to help ensure all client needs are fulfilled. Lorin holds her Series 7 & 66 licenses and brings over six years of experience in wealth management to the team.

An Atlanta native, Lorin graduated from The Lovett School and then attended Southern Methodist University in Dallas, Texas, where she graduated with a B.A. in psychology and political science. Away from the office, she loves to read, travel and spend time with her growing family. Lorin lives in Buckhead, Georgia with her husband and two children, Palmour and Lila.