April 2, 2020 |
These uncertain times remind us of what’s truly important: our family, health and community. That’s why for the last 20 years, we have prided ourselves on being a cornerstone wealth management team in the Atlanta community, during the good times and challenging environments. Regardless of your life stage, we are here for you, with sound wealth planning advice meant for your journey to building generational wealth.
We are The Walton Group at Morgan Stanley. Helping you build wealth one generation at a time.
For 20 years, The Walton Group has worked passionately to deliver comprehensive wealth solutions and strategies to Atlanta’s corporate professionals, executives and entrepreneurs. We take pride in advising families through the complexities of wealth planning and the global economy, from the wealth accumulation stages — to the transition into and through retirement.
Prior to joining Morgan Stanley and its predecessor firms in 2005, Jesse Walton Jr. was with Smith Barney, where he began his career as a Financial Advisor in 2000. Since then, his appointments and accolades have included:
• 2016 and 2019 Five Star Wealth Manager by Atlanta Magazine
• Top 40 Under 40 Award Honoree for Emerging Leaders in Business, Politics, Arts, Education and Non-Profit in the State of Georgia in the October 2011 Edition of Georgia Trends Magazine
• 100 Black Men of Atlanta, Inc. – Atlanta Chapter, Board of Directors
• Morgan Stanley National Financial Advisor Diversity Council Board Member
• Marriage Ministry Co-Chair, St. James United Methodist Church – Alpharetta, GA
• BBA in International Business from Howard University
• MSE degree from Georgia State University
• Retirement Planning
• Financial Planning
• Executive Financial Services
• Business Planning
• Alternative Investments
• Wealth Management
• Wealth Planning
• Asset Management
• 401(k) Rollovers
• 529 Plans
• Sustainable Investing
The Walton Group at Morgan Stanley
5 Concourse Parkway, Suite 2000
Atlanta, GA 30328
Photography by: Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the US.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years’ experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.
•Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. •The Five Star award is not indicative of the wealth manager's future performance. •Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. •The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional. •Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. •For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
Source: Georgia Trends Magazine “40 Under 40”, October 2011. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Houston Business Journal in exchange for the rating.
2020 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3057205 4/2020