OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Vantage: \van-tij\ (noun) giving a strategic advantage, commanding perspective and comprehensive view
As a designated Family Wealth Director team, our mission is to provide you with advisory services that include, and extend beyond, investment management. We take pride in being able to offer our clients access to Morgan Stanley’s, and other third parties, skilled staff who specialize in disciplines such as wealth transfer, asset protection and philanthropic services.
Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs.
Doug is the founding member of our team, having begun his career as a financial advisor with predecessor firm E.F. Hutton and Company in 1981. He helps develop tactical and strategic approaches to investing with a special emphasis on individual stock research and identifying niche money managers whose unique strategies complement more mainstream approaches to equity investing.
Doug earned his B.A. with Highest Honors in Political Science from the University of North Carolina in Chapel Hill in 1978. He is active in several non-profit and educational organizations including the American Israel Public Affairs Committee (AIPAC), Birthright Israel Foundation, Woodward Academy and serves as president of the Doug and Robyn Ross Family Foundation, Inc. He is passionate about Israel and American politics and enjoys developing close personal relationships with clients and their families.
Doug and his wife, Robyn, have two grown sons and reside in Sandy Springs.
Securities Agent: AL, AZ, CA, DC, FL, GA, IA, IL, IN, MA, ME, NC, NY, OH, SC, TN, TX, UT, VA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
David is an Executive Director and Financial Advisor of Vantage Wealth Management at Morgan Stanley. David works in investment strategies and comprehensive financial planning for high net worth and multi-generational families encompassing retirement, estate planning, liability/risk management, and wealth transfer.
David holds a Master of Taxation and an MBA with a concentration in Finance from Georgia State University. He graduated Magna Cum Laude from The George Washington University with a Bachelor of Accountancy. David is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). David is a member of the CFA institute and the Atlanta Society of Financial Analysts.
David is active in the Atlanta community. He is a member of the Jewish Federation’s National Young Leadership Cabinet. David is the chairman of Temple Sinai’s Investment Committee for the Endowment Fund. David is a member of the board at The William Breman Jewish Home. He also serves on the Investment Committee of the Jewish Federation of Greater Atlanta and the Endowment Committee of the Holy Innocents’ Episcopal School.
David and his wife, Johanna, have a 15-year-old daughter, Isabelle.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Ben began his career at Morgan Stanley when he joined the team as an intern in 2008. Ben has a background in financial planning, earning the firm designation of Financial Planning Specialist and is a CERTIFIED FINANCIAL PLANNER®™.
Before Morgan Stanley Ben served as a Teach For America Corps Member in Phoenix, AZ. While in Phoenix, Ben taught middle school science, remediation math, and remediation reading.
Ben attended Bucknell University with a Bachelor of Economics. He received a Master of Education from Arizona State University.
Ben is on the board of It’s The Journey- The Atlanta 2-day Walk for Breast Cancer, serves as an advisory board member for the Atlanta Family Awards for Excellence in Education, runs a philanthropic supper club, is the Co-President of the Bucknell Club of GA, and is an avid cook and a very streaky golfer. He lives in West Midtown with his wife Whitney and dog Vida.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Melissa is a Registered Marketing Associate with Vantage Wealth Management and began her career with the firm in 1989.
She provides our clients with exceptional personal service and has comprehensive knowledge of the firm’s platform of products and services with a particular focus on lending.
Melissa is a graduate of the University of Memphis where she earned a Bachelor of Business Administration degree with a concentration in Finance.
She and her husband, Pat, live in Brookhaven with their two children. Melissa volunteers with her church and her children’s school and enjoys cooking and spending time with friends and family.
Joanne, Senior Registered Associate and Financial Planning Associate, joined Morgan Stanley in 2007 and brings over seventeen years of industry experience to our team.
While providing a broad array of administrative services to our clients, she focuses in helping to implement customized equity and fixed income portfolios across a wide spectrum of institutional money managers.
Joanne, now a U.S. citizen, grew up in Toronto and graduated from the University of Western Ontario with a Bachelor of Arts degree in History. She resides in Midtown and enjoys working out, travel and spending time with friends.
Raquel Nalo is a Registered Client Service Associate with Vantage Wealth Management. She joined Morgan Stanley in 2011 and has over 17 years of industry experience.
In addition to providing exceptional customer service, she also provides our clients assistance with their online banking and support needs.
Raquel is a graduate of the Borough of Manhattan Community College where she earned an Associate degree (A.A.S) in Business Administration. She grew up in South Florida and moved to Atlanta with her son, John, in 2014. She enjoys volunteering at Children’s Healthcare of Atlanta, spending time outdoors, and visiting with friends and family.
Maximum Benefit and Contribution Limits 2012-2017
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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