Scott Phelan - Morgan Stanley Financial Advisor - DULUTH, GA
Morgan Stanley
Scott Phelan, CFP
First Vice President
Financial Advisor
Portfolio Management Director
2160 SATELLITE BLVD
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.

Associations
  • Chair of Professional Advisor's Committee Community of Northeast Georgia Foundation
  • Advisor for Financial Committee for Gwinnett Hospital Foundation in 2010
  • Board Member of Community Foundation of NE GA
  • 2 Time Marathon Runner
  • Coach Sons Oconee Youth Soccer Team
  • Coach Sons Upward 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
  • See November On the Markets from the Global Investment Committee featuring

    • "A Treat, Not a Trick" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management writes that the recent bout of market volatility—the worst since the financial crisis in 2008 and 2009—marks the end rather than the beginning of markets’ adjustment to the conclusion of Quantitative Easing.

    • "Making the Case for European Stocks" Trends in growth, inflation, earnings and valuation could prompt the equity markets to rally through the end of the year, says Sebastian Raedler, European equity strategist for Morgan Stanley & Co.

    • "Consumers in Better Shape for the Holidays" Higher disposable income and lower gasoline prices suggest US consumers could be more generous in this year’s holiday season, explains Ellen Zentner, senior US economist for Morgan Stanley & Co.

    Plus, look for more on equities, fixed income investments, commodities and annuities.

  • To see timely market recap, see Cash Market Rates Snapshot. 

  • Mike Wilson, Chief Investment Officer of Morgan Stanley Wealth Management, explains how the GIC helps Financial Advisors support their clients. Click to view.

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

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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