Next-Gen + Best-in-State · rank 39 · Atlanta, Georgia · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “HOLLIS H MONTGOMERY - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Team name — The Peachtree Group (high)
- “The Peachtree Group has distinguished itself for over 20 years by providing a rare breadth of talent and a robust range of skills among our 20 plus member team.” — firm_official
- Team size — 20 (medium)
- “The Peachtree Group has distinguished itself for over 20 years by providing a rare breadth of talent and a robust range of skills among our 20 plus member team.” — firm_official
- CRD — 5850593 (high)
- “Hollis H Montgomery — CRD# 5850593 — MORGAN STANLEY (CRD# 68191), Atlanta, GA” — sec_finra_regulatory
- “HOLLIS H MONTGOMERY - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Years experience — 12 (low)
- “Morgan Stanley since 2014” — social_or_third_party_db
- Designations — CFP, other:CPM (Certified Portfolio Manager) (high)
- “Hollis Montgomery, CFP®, CPM®” — firm_official
Book of business
- Team AUM ($M) — 8600 (high)
- “$8.6B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “$5M” — forbes_shook
- Typical client net worth ($M) — 3 (high)
- “$3-50M” — forbes_shook
- Client niche — corporate executives and their families (high)
- “As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they've spent a lifetime working towards.” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/hollis.montgomery (high)
- “Hollis' consultative process begins with an in-depth discussion of your current finances and future objectives.” — firm_official
- Value proposition (verbatim) — As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they've spent a lifetime working towards. (high)
- “As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they've spent a lifetime working towards.” — firm_official
- “Hollis' consultative process begins with an in-depth discussion of your current finances and future objectives.” — firm_official
- Differentiators — one of the largest wealth management teams in the Southeast, rare breadth of talent and a robust range of skills among 20+ member team, scale plus a highly personalized, boutique experience, over 20 years track record, over $15 billion in client balances as of July 2026 (high)
- “While our size and scale allow us to provide you with industry-leading resources, it is our compassion and coordinated guidance that allow us to provide a highly personalized, boutique experience focused on helping you a” — firm_official
- “The Peachtree Group has distinguished itself for over 20 years by providing a rare breadth of talent and a robust range of skills among our 20 plus member team.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/hollis-montgomery-cfp%C2%AE-cpm%C2%AE-9b423957/ (medium)
- “Hollis Montgomery, CFP®, CPM® - Managing Director, Family Wealth Director, and Corporate Cash Investment Director - Morgan Stanley Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Hollis Montgomery, CFP®, CPM® - Managing Director, Family Wealth Director, and Corporate Cash Investment Director - Morgan Stanley Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors, Barron's Top 100 Women Financial Advisors (2023), PLANADVISER Top 100 Retirement Plan Advisers (team, 2013-2026) (medium)
- “Barron's Top 100 Financial Advisors” — firm_official
- “PLANADVISER Top 100 Retirement Plan Advisers” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Peachtree Group | Atlanta, GA | Morgan Stanley Wealth Management” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Morgan Stanley corporate advisor template: navy and white palette, restrained serif/sans corporate typography, no team-specific mark or independent visual identity observed. (low)
- “The Peachtree Group | Atlanta, GA | Morgan Stanley Wealth Management” — firm_official