Wendy Boswell, CDFA®

Wendy Boswell is a Financial Planner for The Terminus Group with over 21 years of experience in financial services. Wendy began her career at J.C. Bradford in 1989 as a Sales Assistant and eventually became a Financial Advisor. After spending 11 years as a stay-at-home mom, she joined Morgan Stanley in 2014 and reunited with several of her former J.C. Bradford co-workers on the team. As a financial planner, Wendy is passionate about providing exceptional service to her clients. She focuses on retirement planning and creating customized strategies. Wendy dedicates the time to obtain a full understanding of a client’s financial picture in order to create a holistic plan that helps serve their current and future needs.

Wendy was born in Atlanta, GA and currently lives in Newnan, GA. She graduated with her Bachelor’s in Psychology and Social Work from LaGrange College in 1987.

Wendy has two children, Kai and Austin. Kai is 13 years old and in the 8th grade, while Austin is 18 years old and plans to attend film school in Los Angeles. Wendy's mini goldendoodle, Piper, and two cats, Mitten and Griffen, are her additional children. In her free time, Wendy loves traveling, hiking, and spending time with her friends and family. Additionally, she enjoys giving back to her community by volunteering with Southside Church and she serves on the Committee of Young Life Ministries.

Charlie P. Anderson is an Executive Director and Wealth Management Advisor for the Terminus Group with over 29 years of financial services experience. Charlie joined Morgan Stanley in 2004 and has since earned the Morgan Stanley designation of Senior Portfolio Management Director from the Portfolio Management Program. He focuses on customized financial strategies that strive to allow his clients to build, preserve and transfer their wealth. Charlie is focused on asset management and providing clients with up-to-date investment advice that incorporates exceptional insight into a changing market.

Charlie graduated with a bachelor's degree in Accounting from Michigan State in 1992. He was born in Flint, MI and now splits his time between Georgia, Michigan and Florida.

Charlie has been married for 18 years to his wife Julie. Together they are kept happily busy with their four boys. Charlie loves to spend time with his family and enjoys traveling to new places. Charlie is also involved in numerous charities with an emphasis on supporting youth.

Kalah Martre is a Financial Advisor with The Terminus Group at Morgan Stanley. She joined the firm in 2010 after working at Wells Fargo Private Banking. In 2009, Kalah earned her Certified Financial Planning (CFP) designation in addition to holding her Series 7, Series 63, Series 6, Series 31, and Series 66 licenses. With over 30 years of financial services experience, she utilizes her knowledge to focus on retirement planning and financial planning. Kalah actively listens to her clients in order to better understand their goals, challenges, and values in order to create comprehensive financial plans.

Kalah attended Georgia State University and received her bachelor's degree in Business Administration. She grew up in Northern Illinois and currently resides in Johns Creek with her husband.

Kalah and her husband have been married for over 24 years and enjoy trying new restaurants, watching movies, and spending time together. In her free time, she enjoys reading, cooking, hiking, bike riding, and yoga. Kalah is proud to be a member of the Georgia Financial Planning Association. She is an active volunteer with Children’s Health Care of Atlanta and the Atlanta Humane Society.

Randall C. May or as he likes to be called , Corey, is a Vice President, Financial Advisor, and Executive Financial Services Director for The Terminus Group with over 16 years of experience. Corey carried over his outstanding career to Morgan Stanley in 2009, after working for UBS. He is a Certified Portfolio Manager (CPM) and a board member of ACPM Academy Certified Portfolio Managers. He focuses on alternative investing, portfolio management security selection, and options trading. Corey works closely with corporate executives to help ensure their stock options plans are properly managed. His extensive knowledge of the market allows Corey to implement key strategies in a changing market.

Corey graduated from the University of Georgia with a Bachelor's in Economics, where he also was a member of the football team. In addition Corey received an M.B.A from American Intercontinental University and attended Columbia University for Portfolio Management. Until middle school, he grew up in Vidalia, GA and then moved to Woodstock, GA where he currently resides.

Corey has been married for 18 years to his loving wife Brooke. Together they have a daughter, Hadley, and a son, Walker. When Corey is not working, he loves being outdoors, playing golf, attending sporting events, and spending time with his friends and family. Corey has a passion for teaching and helping younger generations. He is involved in youth sports and the director of a youth football program.

Brett Peavy is a Vice President and Financial Advisor for The Terminus Group with over 28 years of financial services experience. Brett joined Morgan Stanley in 2014 after working successfully for UBS since 1995. He focuses on comprehensive portfolio management that is tailored to adapt and change based off each individual client's needs. He incorporates a deep understanding of alternative investments, wealth management, and provides extensive knowledge in asset management. He works closely with Charlie and the other members of the team providing timely investment advice that adapts to the different market conditions.

Brett grew up in Woodstock, GA and now lives in Sandy Springs, GA. He is a former Letterman and member of the G Club from the University of Georgia where he graduated with a Bachelor's of Business Administration in Finance and Economics in 1992.

Brett and his wife Julie have a sweet and lovable puppy named Maddie. When Brett is not working he enjoys spending time with his wife, friends, and of course Maddie. In addition, he is an avid golfer, enjoys outdoor activities, and is passionate about Georgia Football. Brett supports his community along with various charities and is always willing to lend a helping hand.

Carol Keen is a Wealth Management and Financial Planning Associate for The Terminus Group with over 23 years of experience in finance. Carol began her career at Morgan Stanley in 2009 as a Registered Client Service Associate while finishing her undergraduate degree. She was quickly promoted to Group Director and earned her Certified Financial Planning (CFP) designation before transitioning into her current role. Carol has extensive knowledge in wealth management, financial planning, and asset management.

Carol lives in East Cobb, where she also spent most of her childhood She graduated from Kennesaw State University in 2017 with her bachelor's degree in Financial Management.

Carol has been happily married to her husband, Alexander, for over 22 years. They share their daughter Lexie, and their son Dylan, who serves in the US Marine Corps, as well as their adorable dog, Scout. In her free time, Carol likes to play tennis, go hiking, practice yoga, and spend time with her family and friends. Carol is an active member of her community where she volunteers at Must Ministries.

Michelle Rojas-Sterrett is a Senior Client Service Associate for The Terminus Group with an extensive background in finance, having worked in the industry since 1991. Before working at Morgan Stanley, Michelle worked for Merrill Lynch as a hardware/software Assistant Buyer. She then joined Smith Barney New York headquarters in 1996 with the Financial Management Account department. In 1997, she moved to sunny Florida offices then to the Atlanta branch in 2006. In 2009, Smith Barney merged with Morgan Stanley. Since joining the firm, Michelle uses her background and knowledge of finance to enhance her ability to deliver exceptional service to clients.

Michelle was raised in Brooklyn, NY and now currently lives in Acworth, GA. She studied at the College of Staten Island, CUNY.

Michelle still enjoys visiting Florida and visiting all the beaches. She can’t get enough of being near the water. She enjoys spending time with her friends and family. In her free time Michelle enjoys cooking, traveling, and exploring new areas. Michelle loves to be able to give back to her community and is an active member of the Transfiguration Catholic Church.

Micah Kanicki is a Client Service Associate for The Terminus Group. She began her career at Morgan Stanley in 2019 and has since become an integral part of the team. Micah works closely with the other members of The Terminus Group in assisting with sorting records and being a reliable source for information. She is highly organized and is often able to anticipate client’s needs.

Micah grew up in Richmond Hill and now lives in Atlanta after moving 2 years ago. She graduated from Valdosta State University in 2018 with a Bachelor’s degree in Marketing.

Micah has been happily learning and exploring Atlanta since moving. There is nothing she loves more than to spend time with her friends and family. When Micah is not working, she enjoys a good workout, doing an activity outside, and being in the sun. Micah has stayed close with the people in the area she grew up in and has become a prevalent member in her new community.