Joshua S. Weber

CFP, ChFC, CIMA, Senior Vice President, Wealth Advisor, Senior Portfolio Management Director

Contact Me
Joshua S. Weber

MY MISSION STATEMENT

To provide clients with solutions, services, and consultation, and to deliver an exceptional client experience.

My Story and Services

Welcome

My goal is to be the central point for your wealth management decisions and to deliver an exceptional client experience. I begin with a mission to connect you to Morgan Stanley’s premier wealth management solutions and lending capabilities. I complement these resources with my reliable service model and dependable communication.  

Whether preserving, growing or distributing your wealth, I am always thinking ahead on your behalf. The next time you consider your retirement; the next time you reflect on your family’s goals; the next time the unexpected happens - let's discuss the financial strategies that can help you reach your financial objectives.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Cash Management
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1252922


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

Working With You

Working With You

As the central point for your wealth management decisions, I have built my practice out of this idea: to be your connection to what matters most to you.

Managing wealth involves far more than managing an investment portfolio. It begins with developing a comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest in a way that reflects the realities of your life and the uniqueness of your long-term goals.  

I am committed to building strong connections. Whether connecting you to the ideas and solutions drawn from Morgan Stanley’s thought leadership, or to our user-friendly digital platform; connecting you with other professionals or with a strategy for your family’s success – forging meaningful connection is the core of who we are and what we do. We partner closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. 

As our relationship evolves, I hope you will regard us as a valued resource who can help you make a more informed decision on any financial issue.

Experience

Experience

Joshua began his career with Morgan Stanley in 1992, during his senior year at Emory University. Joshua received the Morgan Stanley National Sales Director Award in 1995. He has been included in the Morgan Stanley Director’s club or President’s club since 1999. Joshua has also seriously pursued advanced education. In 2002 he obtained his CERTIFIED FINANCIAL PLANNER™ designation and in 2006 his Chartered Financial Consultant® certification. Joshua became a Certified Investment Management Analyst® in 2008, a designation offered through Morgan Stanley’s program at the Wharton School of the University of Pennsylvania. In 2017, Joshua was awarded the Senior Portfolio Management Director title, representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform with established standards respected throughout the industry.


Designations and Certifications

  • CFP® Certified Financial Planner™ certification – recognized as the highest standard in personal financial planning
  • ChFC® (Chartered Financial Consultant®) designation – addresses all aspects of financial planning with a focus on the practical applications of those principles
  • CIMA® (Certified Investment Management Analyst®) certification – the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant 
  • Senior Portfolio Management Director – representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform with established standards respected throughout the industry 
  • Licensed to provide Life, Disability and Variable Life Insurance; Variable Annuities and Long-Term Care Insurance

Client Service Team

Client Service Team

Vickie S. Mitchell

Registered Client Service Associate, Portfolio Associate


Vickie graduated from The University of Georgia with a Bachelor’s Degree in Finance.  She obtained her Master’s Degree in Business Administration from Mercer University, and has been with Morgan Stanley for 17 years.  Vickie is responsible for cash management, account servicing and administration, and ensuring we deliver a responsive level of service.  She lives in Vinings with her husband, Matthew, and daughter, Anna Kate.

Investing

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

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

Family

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

Retirement

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

Philanthropy

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 Joshua S. Weber today.

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