Thomas Cornelia, ChFC®, CFP®
First Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(706) 752-4323(706) 752-4323
Toll-Free:
(800) 699-3801(800) 699-3801
My Mission Statement
Working with you to help preserve and grow wealth for your long-term goals.
My Story and Services
Tom brings a diverse skill-set to the West Jefferson Group as a result of his experience representing a major insurance company, a regional bank and a Wall Street firm. In 1986, Tom joined the Atlanta office of CIGNA Financial Advisors to embark on his career ambition of becoming a trusted advisor through a process of client centered financial planning. While at CIGNA, Tom provided comprehensive financial and estate planning to business owners and wealthy families that included both insurance and investment analysis. In 1994, Tom joined the Trust Company Bank, later to become SunTrust, in the Investment Services Division. This allowed Tom to advance his interest in the investment planning process. Following 12 years in business development and service to his clients, Tom joined Morgan Stanley in 2006 to accommodate his families move to the Lake Oconee Community.
Tom is a fully licensed investment professional, a CERTIFIED FINANCIAL PLANNER™ Practitioner and earned the designation of ChFC®, Chartered Financial Consultant® from the American College in 1990. He completed the CFP® Professional Education Program through the College for Financial Planning in 2015. Tom graduated from the University of Texas in 1981 with a Bachelor of Business Administration majoring in finance.
At the University of Texas, Tom earned 4 letters in golf and was Co-Captain of the 1981 Southwest Conference Champions. In 1979, Tom won the Carolina’s Amateur Championship. After graduating he moved home to Hilton Head Island, South Carolina, where he entered the PGA of America apprentice program, eventually earning Class A-1 status. His golf travels allowed him to compete in Mexico, Brazil, England and across the United States.
Tom has been married to his wife Debbie since 1987 and they have three children. His community interests include Past President of the Greene & Putnam County Rotary Club and a member of the Lake Oconee Community Church.
Tom is a fully licensed investment professional, a CERTIFIED FINANCIAL PLANNER™ Practitioner and earned the designation of ChFC®, Chartered Financial Consultant® from the American College in 1990. He completed the CFP® Professional Education Program through the College for Financial Planning in 2015. Tom graduated from the University of Texas in 1981 with a Bachelor of Business Administration majoring in finance.
At the University of Texas, Tom earned 4 letters in golf and was Co-Captain of the 1981 Southwest Conference Champions. In 1979, Tom won the Carolina’s Amateur Championship. After graduating he moved home to Hilton Head Island, South Carolina, where he entered the PGA of America apprentice program, eventually earning Class A-1 status. His golf travels allowed him to compete in Mexico, Brazil, England and across the United States.
Tom has been married to his wife Debbie since 1987 and they have three children. His community interests include Past President of the Greene & Putnam County Rotary Club and a member of the Lake Oconee Community Church.
Securities Agent: OK, NY, MO, KS, LA, GA, PA, NV, DC, AR, TX, OH, ID, DE, AL, KY, UT, NC, MT, MN, IL, CA, WI, WA, NJ, MA, FL, AZ, VA, SC, MI, CT, OR, MD, HI, CO, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252992
NMLS#: 1252992
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Emily Ross - Registered Client Service Associate
Phone:
(706) 752-4327(706) 752-4327
Email:Emily.Ross@morganstanley.com
Makenzi Greenway - Client Service Associate
Phone:
(706) 752-4324(706) 752-4324
Email:Makenzi.Morris@morganstanley.com
Location
124 W Jefferson Street
Madison, GA 30650
US
Direct:
(706) 752-4323(706) 752-4323
Toll-Free:
(800) 699-3801(800) 699-3801
Fax:
(706) 752-4330(706) 752-4330
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Thomas Cornelia 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)
