Maria H McCann-Morgan Stanley

Joshua Lubel-Morgan Stanley, nestled in Atlanta, GA, stands as a hub of financial expertise and innovation. Known for its comprehensive suite of services including investment banking, wealth management, and investment management, this branch caters to corporations, governments, institutions, and individuals alike. Embracing a philosophy of client-centricity, cutting-edge innovation, and sustainable business practices, Joshua Lubel-Morgan Stanley thrives on a foundation of excellence. With a team of diverse specialists and state-of-the-art technology at its disposal, this Atlanta establishment excels in crafting integrated financial solutions that span across global markets. Whether guiding clients towards investment opportunities or offering strategic wealth management advice, Joshua Lubel-Morgan Stanley embodies a culture of expertise and reliability, ensuring a robust financial future for all its patrons. Generated using this brand's available information

Mercer Advisors brings a “Family Office for Every Client” approach to the heart of Atlanta. As your dedicated financial advisor in Atlanta, we provide personalized guidance across every aspect of your financial life—from comprehensive wealth management to strategic estate planning. Whether you’re an individual, a family, or a business owner, our Atlanta team is here to help you navigate complex financial decisions with clarity, care, and confidence. We tailor our services to your unique goals to help ensure your legacy and wealth are preserved and positioned for long-term success. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Delivering the intimacy of a boutique with the resources and infrastructure of a global institution