Experience, intellectual capital and dedicated personal service to help you meet your life goals
At The WHMZ Group, we've established one of Morgan Stanley's leading teams of experienced and dedicated professionals. We are committed to a common mission to exceed client expectations. As a team, we share proven principles that guide our efforts. We are client-centered and solution-oriented. Working with our clients, we identify the key issues and leverage our team's experience as well as the resources of Morgan Stanley to deliver strategies, not products. We have considerable years of experience, education and professional development. We follow a disciplined process working with families, businesses, and foundations to develop a long term, dependable and predictable plan designed to meet each of our client's most important priorities. We make client relationships and communication a top priority. We are dedicated to bringing clarity and simplicity to complex financial issues. We are passionate about the communities in which we live and work, and are committed to strengthening those communities through local leadership and service.
Our team structure and focus enables us to provide our clients with advice and tailored solutions for all their financial needs, from investments, banking and lending, to estate planning and insurance solutions. Our team of 16 relationship managers, investment analysts, specialists and operations staff delivers a deeper level of service and advice than generalist financial advisors can provide. Having an internal team of highly experienced investment professionals on our team sets us apart in the industry. Our dedicated relationship managers deliver an unparalleled level of service to our clients. On-staff advisors in all service areas - lending, estate, investment, and retirement planning- ensure that our clients have rapid and direct access to detailed knowledge whenever they
need it.
As Executive Director and a founding member of The WHMZ Group, Michael is responsible for the ongoing oversight and management of the business, helping to craft and execute upon the firm’s strategic vision for growth. The result is a cohesive, comprehensive approach to the complex and sophisticated needs of the team's clientele. Michael focuses on the preservation and transfer of wealth, including multi-generational planning, complex trust and estate situations, estate-tax minimization and philanthropic planning.
Michael is a leader within our industry. Appointed to Morgan Stanley Wealth Management's Financial Advisor Council, Michael represented the interests of Financial Advisors and clients in this national forum. He also served on the regional and local Financial Advisor Council for Morgan Stanley's Southeast Region. His focus on serving clients garnered him a nomination to Forbes’ Best-in-State Wealth Advisor list, Barron's Top 1,200 Financial Advisors and its Top Advisor Ranking for Alabama for each year since 2014.
Michael holds a degree in Finance from the University of Alabama, and sits on the University's International Finance Board, as well as its Presidents Cabinet. He also serves on the Board of Directors for both the United Way of West Alabama and his children’s school. He and his wife, Kara live in Tuscaloosa, Alabama with their four children, Macon, Hill, Michael, and Jude.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
1288057
As a principal partner of The WHMZ Group, Alistair is responsible for the group's investment strategies. His goal is to deliver the best and most consistent returns possible while minimizing risk. To protect our clients' portfolios, Alistair incorporates institutional-quality enhanced diversification and risk management techniques. Alistair values and excels in clearly communicating and "translating" financial complexities and concepts to clients, as well as keeping clients informed of current events and their economic and financial implications.
Alistair's distinctive background in global institutional portfolio management sets him apart in our industry. Alistair holds the Senior Institutional Consultant designation which was earned based on his skills in offering guidance on the many complex issues facing the fiduciaries of institutional assets. His distinguished career in the financial services industry began in 1996 at Coopers & Lybrand as an actuarial consultant for pensions and investments. His unique hands-on experience came at Barclays Global Investors in London and San Francisco, where Alistair was an investment strategist and principal portfolio manager, overseeing institutional assets in excess of $5 billion. It is there that Alistair worked on the team responsible for developing the first iShares Exchange Traded Fund (ETF) and also served on a steering committee for the prestigious FTSE index. Today, his extensive experience includes managing assets for endowments, corporate pension funds, government entities and sophisticated investors.
Born in Windsor, England, Alistair attended St. Paul's school in London and graduated from Bristol University in England, receiving a BSc in Mathematics and Economics. He holds the Chartered Financial Analyst designation, is a member of the CFA Institute and the CFA Society of Alabama, and has earned the Chartered Retirement Planning Counselor designation. Alistair was named to Barron’s list of America’s Top 1,200 Advisors and its Top Advisor Ranking for Alabama for 2017. Classically trained in the oboe and piano, Alistair served as past president and treasurer of the Tuscaloosa Symphony Orchestra, and is currently a board member of the TSO Endowment Fund. Alistair and his wife, Daphne, live in Hoover, Alabama, and spend their time actively involved with their three children, Lauren, William, and Caedmon.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
1261964
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Scott is a co-founder and principal partner of The WHMZ Group. He holds the designations of Family Wealth Director (FWD) and Corporate Retirement Director (CRD). Within the firm, fewer than 2% of financial advisors have attained the CRD designation and fewer than 3% have achieved the FWD title. In 2017, Scott was named to the inaugural Forbes List for Top millennial financial advisors in the country, and in 2018 he was named to the Forbes List for Top Next-Generation wealth advisors.
As a Family Wealth Director, Scott provides extensive experience working with ultra-high net worth families. Scott has undergone specialized training and has exclusive access to resources used to equip and advise highly affluent families manage their complex lives and aid in the challenges of multigenerational wealth. Scott also works with closely-held family businesses. His role is to develop comprehensive plans around wealth transfer, asset protection, philanthropic goals and business succession planning.
Scott is devoted to the Tuscaloosa community. Outside of the office, Scott has been recognized for his efforts raising funds for nonprofit groups including Druid City Hospital (DCH) Foundation and the YMCA. He has had the privilege of serving as president and member of the Board of Directors for the YMCA while heading its capital campaign as chairman. He is also an Alexis de Tocqueville Society member and actively serves on the board for The Chamber of Commerce of West Alabama. Scott was named head of the Legacy Team for Church of the Highlands in Tuscaloosa, growing this community within the church. Drafted by the New York Yankees, Scott is a former All-American baseball player for the University of Alabama, and now serves as color commentator for the ESPN and SEC networks. Scott has lived in Decatur, Hartselle, Germany, Spain and Michigan. He currently resides in Tuscaloosa, Alabama with his wife, Gina, and their four children, Marcus, Larisey, Hazel, and Eve.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
1282601
Katie is a Financial Advisor recently recognized by Forbes as one of 500 advisors in the nation named to their “America’s Top Next Generation Wealth Advisors” 2017 list. With nearly six years of experience on the team, Katie concentrates her talents on the team’s corporate retirement plans, employing and maintaining suitable, cost-effective solutions. Her corporate retirement plan focus allows Katie to consult with plan sponsors on proper plan design, governance, operation and employee engagement. Because of this, Katie has earned the Chartered Retirement Plan Specialist designation (CRPS®) from the College for Financial Planning.
A University of Alabama alumnus, Katie played on the women’s basketball team, earning Academic All-American honors while receiving her Masters in Marketing in 2011. An active member of the community, Katie volunteers with Junior Achievement of Tuscaloosa County teaching personal finance in high schools, and is an active member of The Rotary Club of Tuscaloosa. Katie is an avid golfer, and involved in several community events and charities, which grew out of her 2015 participation in Leadership Tuscaloosa. When not in the office or on a local basketball court, she enjoys traveling, coaching youth sports and playing guitar.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, MS, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#:
1794295
Greg serves as a Financial Advisor helping clients to create long-term, personalized financial strategies. He also serves as the insurance liaison for The WHMZ Group.
Prior to joining The WHMZ group, Greg founded and managed his own business in the insurance industry. He has experience working with successful start-ups and entrepreneurs. He earned a bachelor’s degree in Business with a major in Marketing from the University of Mississippi.
Greg serves as a Junior Board Member with the National Multiple Sclerosis Society and Ady’s Army for Autism. He enjoys coaching youth sports, running, motorsports and hunting. Originally from Marietta, Georgia, Greg currently resides in Birmingham, Alabama with his wife Ashley and their two children, Lily Kate and Will.
Securities Agent: AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV; General Securities Representative; Investment Advisor Representative
John Parker Wilson focuses on working with clients to create long-term, personalized financial plans.
John Parker serves as a Financial Advisor for The WHMZ Group at Morgan Stanley. Originally from Birmingham, Alabama, he graduated from the University of Alabama. While lettering four years on the football team, John Parker received a BS in Marketing from the Manderson School of Business. Following college, John Parker joined the Atlanta Falcons in the National Football League where he also played for the Jacksonville Jaguars and the Pittsburg Steelers. Prior to joining Morgan Stanley, he worked for Sterne Agee and Stifel Nicolaus where he learned valuable industry experience.
John Parker is an active member in the Monday Morning Quarterback Club which serves the Crippled Children's Foundation, the Alabama chapter of Make-A-Wish Foundation, and The A-Club Education and Charitable Trust Foundation. He and his wife, Tyler, live in Birmingham with their son, Parks. They attend Church of the Highlands. In his spare time, John Parker enjoys spending time outdoors and playing golf.
Securities Agent: AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MI, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative
NMLS#:
1581672
Bill Horne has a passion for delivering the knowledge and resources of The WHMZ Group at Morgan Stanley to his clients. Bill is a Financial Advisor working with The WHMZ Group in Birmingham, Alabama. Bill has over 32 years of experience in the financial industry and was an independent advisor at Morgan Stanley. He has held both branch and assistant branch manager positions in Huntsville and Birmingham Morgan Stanley offices. Bill has a Bachelor's degree and a Master's degree in Education from the University of Montevallo.
Bill and his wife, Sheila, have been married for over 30 years and reside in Bluff Park, Alabama where they are members of St. Mark United Methodist Church. They have two children, Austin and Erin, and a grandson, Bennett. Bill enjoys music, canoeing, hiking, reading and jogging.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
1282832
Robbie New focuses on listening to and understanding the needs of his clients and coordinating their financial plans with each client's other trusted advisors. Robbie is a financial advisor working with The WHMZ Group at Morgan Stanley in Atlanta. Robbie focuses on each client's unique needs and brings them the resources and strategies of The WHMZ Group. He holds the prestigious CERTIFIED FINANCIAL PLANNER designation. Robbie earned a Bachelor's degree in Financial Management from the University of Alabama.
In the community, Robbie volunteers with Children's Healthcare of Atlanta and is a member of Trout Unlimited. He enjoys golf, tennis, squash and fishing, and is a member of Roswell Presbyterian Church. Robbie spent his childhood in Eufaula, Alabama, and Jacksonville, FL, but currently resides in Marietta, Georgia with his wife, Anna, and daughters Annabelle, Elizabeth and Lacy.
Securities Agent: AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MI, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#:
1253258
Dickie is a Financial Advisor working with The WHMZ Group at Morgan Stanley in Montgomery, Alabama. Dickie works closely with high net-worth individuals to help preserve and grow wealth using the team’s full spectrum of investment strategies.
He has a bachelor’s degree in pharmacy from the University of Georgia and degree from Mercer University Pharmacy School. Prior to entering the financial industry with A.G. Edwards 25 years ago, Dickie was a pharmacist and successful business owner.
Dickie and his wife, Joy, reside in Montgomery and have been married for over 50 years. They have two sons, Brad and Hilly, and three grandchildren, Max, Zac, and Alex. Dickie and Joy are very involved in the Joy To Life Foundation, which they co-founded in 2001. In his free time, Dickie enjoys fishing with his grandchildren.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MI, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV; General Securities Representative; Investment Advisor Representative
NMLS#:
1517449
Barney is a Financial Advisor for The WHMZ Group at Morgan Stanley in Huntsville, Alabama. He utilizes this talented team of professionals to work together to ensure his clients receive the attention and analysis necessary to help realize their financial goals. In relying upon the team’s broad experience and vast capabilities, he is able to deliver a variety of wealth management solutions to his clients.
Barney attended Lenoir Rhyne University, where he received a BS of Arts and went on to earn a Master of Divinity from Covenant Theological Seminary. Prior to joining Morgan Stanley, he spent six years in private banking with National Bank of Commerce and Royal Bank of Canada and more than eight years combined with Morgan Keegan and Raymond James in Huntsville. Barney’s experience in the ministry and private banking gives him unique perspective when serving clients.
Serving in the community is a core value in Barney’s life. He has served in many different capacities including co-chair of The Huntsville Hospital Golf Classic, board member of Lincoln Village Preservation Corporation, board member and past president of National Children’s Advocacy Center and is a member of downtown Huntsville Rotary Club. Barney, his wife, Tricia, and three of their four children reside in Huntsville. In Barney’s spare time he enjoys golf, hunting, skiing, and traveling with his wife.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative
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.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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