Scott Phelan - Morgan Stanley Financial Advisor - DULUTH, GA
Morgan Stanley
Scott Phelan, CFP
Senior Vice President, Wealth Management
Financial Advisor
Portfolio Management Director
STE 150
DULUTH, GA 30097
tel: (678) 542-2972
toll-free: (866) 964-4925 
fax: (678) 384-4243

Conduct Rigorous Due Diligence

We pride ourselves on the rigorous due diligence we conduct when we construct portfolios.

We utilize a comprehensive array of institutional-quality analytics and tools along with fundamental, quantitative and qualitative analysis as in our investment selections process.

We see the process as our clients’ life story that captures the values, traditions, and unique circumstances that define them.  We provide sound financial advice to help clients write their stories chapter by chapter.  We believe that no story is the same.  Therefore, our goal is to make sure that the personal planning we provide is customized for each client.

  • President, Community Foundation of NE GA
  • 2 Time Marathon Runner
  • Coach Sons Youth Soccer Team
  • Coach Sons Basketball Team
  • Member of Athens Church
Education and Licensing
  • Graduated from University of Georgia in 1994 with a Bachelor's Degree in Business Administration
  • Series 7 / 63 / 65
  • CFP 1998
Business Experience
  • 1994 - present: Financial Services Industry
  • Business Retirement Plans
  • Estate Planning
  • Personal Retirement Planning
  • Retirement Income Planning

Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend, or just have them Google search my name.

  • Listen to this podcast featuring Melanie Schnoll Begun, Managing Director, Philanthropy Management at Morgan Stanley Wealth Management as she discusses motivation of UHNW donors, why men and women give differently and the effects of the great recession on giving today.
  • Is your cash working hard enough? Morgan Stanley offers access to a variety of CD maturities and rates from an array of depositories. For details, call or email us.

Scott Phelan holds the following registrations:
Securities Agent: AL, DC, FL, GA, KY, LA, MD, NC, NY, OK, PA, SC, TN, TX, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1285069

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

pp:6909 mp: 2281