Patrick Varriano, CFP®
First Vice President, Financial Advisor, Portfolio Management Director
Phone:
(404) 365-3637(404) 365-3637
The Varriano Lajevardi Group at Morgan Stanley
Direct:
(404) 365-3637(404) 365-3637
Toll-Free:
(800) 676-0676(800) 676-0676
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
3280 Peachtree Rd NE
Ste 1900
Atlanta, GA 30305
US
Direct:
(404) 365-3637(404) 365-3637
Toll-Free:
(800) 676-0676(800) 676-0676
Fax:
(470) 419-8139(470) 419-8139
Meet The Varriano Lajevardi Group
Ahmad Lajevardi
First Vice President, Financial Advisor
Phone:
(404) 365-2598(404) 365-2598
Pamela Osterland
SR Reg Client Service Assistant
Phone:
(404) 365-3635(404) 365-3635
About Patrick Varriano
Certified Financial Planner™ (CFP®)
First Vice President
Financial Advisor
Patrick G. Varriano is a graduate of the United States Naval Academy. After his career as a naval aviator and Patrol Plane Commander in the submarine hunter squadron, Pat was a commercial pilot for Eastern Airlines for 17 years.
In 1990, Pat entered the financial industry and earned the Certified Financial Planner™ designation in 1997. He has been a Financial Advisor for Morgan Stanley since 2007.
Pat and his wife Donna have been married for 48 years, raised five children, and currently have seven grandchildren. They are active in their church and community. Except for his family, Pat’s one great love is golf.
First Vice President
Financial Advisor
Patrick G. Varriano is a graduate of the United States Naval Academy. After his career as a naval aviator and Patrol Plane Commander in the submarine hunter squadron, Pat was a commercial pilot for Eastern Airlines for 17 years.
In 1990, Pat entered the financial industry and earned the Certified Financial Planner™ designation in 1997. He has been a Financial Advisor for Morgan Stanley since 2007.
Pat and his wife Donna have been married for 48 years, raised five children, and currently have seven grandchildren. They are active in their church and community. Except for his family, Pat’s one great love is golf.
Securities Agent: IN, AZ, VA, TX, KY, AL, CA, OK, ND, MO, CT, SC, NC, FL, CO, NY, NE, GA; General Securities Representative; Investment Advisor Representative
About Ahmad Lajevardi
First Vice President
Financial Advisor
Portfolio Manager Director
Ahmad Lajevardi is 64 years old. He graduated in 1981 with a Mechanical Engineering degree from Southern Polytechnic State University. During his career as an engineer in the telecommunications industry, Ahmad was responsible for installation of a proprietary conduit system for fiber optics throughout the United States. He has been a financial advisor since 1993 and currently holds the Portfolio Management Director designation. Ahmad has been married for over 42 years and has two children. He has resided in Atlanta for 43 + years. He is an avid sportsman. He especially enjoys volleyball and kayaking.
Financial Advisor
Portfolio Manager Director
Ahmad Lajevardi is 64 years old. He graduated in 1981 with a Mechanical Engineering degree from Southern Polytechnic State University. During his career as an engineer in the telecommunications industry, Ahmad was responsible for installation of a proprietary conduit system for fiber optics throughout the United States. He has been a financial advisor since 1993 and currently holds the Portfolio Management Director designation. Ahmad has been married for over 42 years and has two children. He has resided in Atlanta for 43 + years. He is an avid sportsman. He especially enjoys volleyball and kayaking.
Securities Agent: NC, OK, MS, CO, CA, ND, KY, IN, VA, CT, NY, FL, AZ, NE, AL, GA, TX, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
About Pamela Osterland
Pamela Joined Morgan Stanley in 1999. She started working with Pat and Ahmad in 2007.
Pamela has earned the title of Senior Registered Client Service Associate and the recipient of the Morgan Stanley’s Service Excellence Award.
She excels in the ability to create a client experience rich in convenience, personal attention, friendliness and attention to detail.
Pamela is an Atlanta Native, Attended the State University of West Georgia and resides in Marietta, GA, where she grew up. One of her favorite outside interest is her cars and going driving in the mountains or you can find her at the Raceway.
Pamela has earned the title of Senior Registered Client Service Associate and the recipient of the Morgan Stanley’s Service Excellence Award.
She excels in the ability to create a client experience rich in convenience, personal attention, friendliness and attention to detail.
Pamela is an Atlanta Native, Attended the State University of West Georgia and resides in Marietta, GA, where she grew up. One of her favorite outside interest is her cars and going driving in the mountains or you can find her at the Raceway.
Contact Patrick Varriano
Contact Ahmad Lajevardi
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
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Ready to start a conversation? Contact The Varriano Lajevardi Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
