Scott Phelan - Morgan Stanley Financial Advisor - DULUTH, GA
Morgan Stanley
Scott Phelan, CFP
First Vice President
Financial Advisor
Senior Portfolio Manager
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
  • Are interest rates really important?   Review this report by Miller Howard Investments, Inc. on rising rates and impact (or lack of impact) on equities.
  • Starting in 2013, high-income individuals will face additional federal tax changes because of the Patient Protection and Affordable Care Act, also known as Obamacare. Learn more about the new Medicare taxes on wages and investment income, as well as strategies to help minimize your tax burden.
Scott Phelan holds the following registrations:
Securities Agent: AL, CA, 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.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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

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