Managing Director, Wealth Management, Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Management Director
Phone:
(404) 266-6055(404) 266-6055
The Sentinel Group at Morgan Stanley
Direct:
(404) 266-6055(404) 266-6055
Our Mission Statement
We strive to serve multigenerational needs of affluent families. We passionately deliver customized solutions that address wealth management, liability management, financial and estate planning.
Our Story
Finding an advisor that intimately understands you can be daunting. And starting those conversations can be intimidating. We are keenly aware of the deep vulnerability it takes to begin a relationship with an advisor, and we view the trust our clients place in us as a gift to be cherished and protected.
Our team has over 50 years of experience navigating the turmoil of the markets and we leverage that experience every day to craft quality portfolios and holistic financial plans for every one of our clients. We strive to create an environment that fosters the deep, personal relationship of a boutique practice while leveraging the unparalleled resources of Morgan Stanley.
We pride ourselves on being accomplished investors that do our own research, choose our own investments, and make independent decisions. This approach provides two distinct advantages:
- Gives our team the flexibility to create an investment approach unique to your needs.
- Ensures that you are always speaking with the decision makers.
Investment management is only one aspect of a successful approach to wealth management. We believe a critical element is the creation of a holistic financial plan. This plan becomes the foundation of everything we do. By establishing this foundation first, we can then build a customized asset allocation strategy and portfolio aligned with your unique dreams and aspirations.
We believe life can be broken down into two types of questions: "What" questions that help each of us discover our purpose and "How" questions that help each of us achieve that purpose.
"What Questions" look like:
- What do I want my life to look like in retirement?
- What do I want my legacy to look like?
- What gets me up in the morning?
- What keeps me up at night?
"How Questions" look like:
- How do I know I am on track to meet my goals?
- How do I know my family is protected from financial turmoil?
- How should I be invested to meet my goals?
- How can I prepare my children and grandchildren to be faithful stewards of our family's wealth?
These are lofty questions that require considerable thought. Our purpose as your trusted advisor is to discover and share the answers to the "How's" so you are free to focus on the "What's". We are proud of the deep and meaningful roles we play in our clients' lives, and we look forward to working with you and your family to create the path towards your brightest/best future.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Digital Planning Tools
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about MSO
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn more about LifeView
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn more about TWV
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Learn more about Digital VaultDigital Engagement
Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving
Looking for a tax-smart way to give to your favorite charities?
Learn more about Donor Advised Funds and how they can help you maximize your giving over time.
Learn more hereLearn more about Donor Advised Funds and how they can help you maximize your giving over time.
2025 Income Tax Tables
View here
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Lear more about FORLocation
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6055(404) 266-6055
Meet The Sentinel Group
Monika Nicotera
Assistant Vice President, Wealth Management Associate
Phone:
(404) 266-6397(404) 266-6397
Nick Breitfeller
Client Service Associate
Phone:
(404) 266-6389(404) 266-6389
About David Doll Jr.
David has been a Wealth Advisor since 1990, advising individuals and endowments on the complexities of wealth management, asset allocation, tax and estate planning, and multi generational planning. David is a graduate of the University of Kentucky with a degree in Finance and in 2004, earned the CIMA (Certified Investment Management Analyst) designation from the Wharton School of Business in Philadelphia, PA. During his tenure, David also chaired the Professional Development Program for Merrill Lynch. This two year program coaches, educates, and develops newly hired Financial Advisors. In 2009, David attended the Stanford University Graduate School of Business program on behalf of Barclays Global Investors.
David has been a featured guest speaker on WCFO radio as well as has appeared in numerous publications including the Atlanta Journal Constitution. David also serves as a Board Member for the Holy Innocents Episcopal School Endowment Committee.
David has been a featured guest speaker on WCFO radio as well as has appeared in numerous publications including the Atlanta Journal Constitution. David also serves as a Board Member for the Holy Innocents Episcopal School Endowment Committee.
Securities Agent: NE, MA, KY, WI, WA, TN, NM, FL, DE, AZ, AL, VA, NH, MN, IL, OR, OH, NJ, MI, GA, CT, WV, TX, ME, ID, CO, ND, NC, MO, LA, VT, SC, MD, DC, PA, KS, UT, NY, CA, WY, MS, AR, RI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255619
NMLS#: 1255619
About Monika Nicotera
Monika has 20 years of experience in the financial services industry which began at Morgan Stanley in Cleveland, OH. Prior to re-joining Morgan Stanley in 2012, Monika worked within the Private Banking and Investment Group at Merrill Lynch. She is proficient in various facets of our practice including but not limited to research, performance reporting, lending and daily operational needs. She is FINRA Series 7and 66 licensed. Monika is a graduate of The Ohio State University. Her dedication to service is evident by the strong client relationships she has formed over her career.
About Nick Breitfeller
Nick graduated summa cum laude from Oglethorpe University in Atlanta and was honored with the Outstanding Traditional Business Graduate award. Nick has worked in financial services since beginning as an intern with Morgan Stanley in August of 2020. Originally from Melbourne, Florida, Nick grew up working in a restoration facility, restoring and maintaining vintage Porsches. Using a defined process, every engine part was checked and re-checked for quality and performance. Nick adopts these same principles in his approach to client service, believing that a thorough understanding of each client’s financial position and a strong attention to detail are key in a holistic approach to financial planning and an exceptional client experience.
Contact David Doll Jr.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Sentinel Group today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan 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
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan 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
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
