Scott Phelan, CFP

Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director

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Scott Phelan, CFP


We exist to help our clients make smart, wealth building investment and financial decisions based on an uncompromising integrity, trust and personalized service.

My Story and Services


Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Senior Portfolio Management Director & Financial Advisor, at Morgan Stanley where his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has been part of Morgan Stanley’s prestigious Century Club for the past 3 years; most recently in 2018, an elite group composed of the firm’s top Financial Advisors that recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.

Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford and New England Financial.  Most recently, he was a Financial Advisor at Edward Jones where he not only advised, but mentored three junior advisors on relationship building and holistic financial planning strategies. Prior, Scott was at The Hartford where he received his Certified Financial Planning certification. He began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

He has a Bachelor of Business Administration from The University of Georgia Terry College of Business and has served on a series of boards and committees. Scott is currently a Board of Director for Rainbow Village and Gwinnett Medical Center Foundation. Scott is a guest speaker at the University of Georgia and Emory University. He lives in the Athens, Georgia area with his wife Holly and two children, Lyla and Riley. Scott enjoys running, playing soccer and coaching his kids’ sports teams in his spare time!

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Certificates of Deposit
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Professional Portfolio Management
  • Retirement Planning
  • Business Succession Planning
  • Philanthropic Services

Securities Agent: AL, AR, AZ, CA, DC, FL, GA, IN, KY, LA, MD, MO, NC, OH, OK, PA, SC, TN, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1285069

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Team

Client Service Team

Cindy Hions-Dayoub

Portfolio Associate

Cindy began her career in the Financial Services industry in 1992 in West Palm Beach, FL where she had the opportunity to service wealth management clients as a Registered Client Associate at Raymond James & Associates. She relocated to Suwanee, GA with her family in 2006 and since then has supported wealth management clients as a Registered Client Associate with Merrill Lynch until she joined Morgan Stanley in February 2017.  

Cindy assists Scott in providing skilled support to his clients.  As a Portfolio Associate, Cindy holds the Series 7 and 66 securities registrations.  She oversees daily operations, identifies and anticipates client needs, builds client relationships, and maintains client loyalty.

In her spare time, she enjoys running and cycling with her husband and spending time with her daughters Elizabeth, Emma & Erin.



  • June 2011 - Present: Morgan Stanley - Senior Vice President, Senior Portfolio Management Director Financial Advisor, CFP®/Senior Portfolio Manager
  • May 2003 - May 2011: Edward Jones - Partner/CFP®
  • May 1998 - May 2003: The Hartford - Estate Planner
  • March 1996 - May 1998: Lincoln Financial Group - Insurance Planning
  • August 1994 - March 1996: New England Financial Group - Financial Services Representative


  • Uniting Hope 4 Children, Volunteer
  • Rainbow Village, Board of Director
  • Walton Christian Learning Center, Volunteer
  • Youth Outreach United, Volunteer
  • Downtown Ministries, Volunteer
  • Gwinnett County Medical Center Foundation, Board of Director



  • 2160 Satellite Blvd, Ste 150
  • Duluth, GA 30097


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Scott Phelan, CFP today.

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