Scott Phelan - Morgan Stanley Financial Advisor - DULUTH, GA
Morgan Stanley
Scott Phelan, CFP
Senior Vice President, Wealth Management
Financial Advisor
Portfolio Management Director
2160 SATELLITE BLVD
STE 150
DULUTH, GA 30097
tel: (678) 542-2972
fax: (678) 217-8233

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
  • 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
  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • See September On the Markets from the Global Investment Committee featuring

    “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.

    “Say What? Biotech Is Cheaper Than Pharma?”  Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.

    "Higher Oil Prices and Reforms Give MLPs a Lift"  Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    • Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets. 

  • As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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

NMLS#: 1285069

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