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 October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

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

  • 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, NC, NV, OK, PA, SC, TN, TX; 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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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

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