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Highlighting Morgan Stanley's Impact in North Fulton, with John McGrory and Richard Vaughn, Morgan Stanley, on the GNFCC 400 Insider with host Kali Boatright

North Fulton Studio

Highlighting Morgan Stanley's Impact in North Fulton, with John McGrory and Richard Vaughan, Morgan Stanley

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Highlighting Morgan Stanley’s Impact in North Fulton, with John McGrory and Richard Vaughan, Morgan Stanley (GNFCC 400 Insider, Episode 101)

In this episode of the GNFCC 400 Insider, hosted by Kali Boatright, President and CEO of the Greater North Fulton Chamber, the spotlight is on Morgan Stanley’s significant presence and contributions in North Fulton. Joined by John McGrory, Managing Director, and Richard Vaughan, Executive Director, the discussion delves into their professional journeys, Morgan Stanley’s global centers and wealth management focus in the region, and the firm’s community engagement. Notable topics include the E-Trade acquisition, workforce and talent development, and Morgan Stanley’s involvement in local charities and initiatives.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by John Ray and the North Fulton affiliate of Business RadioX®.

John McGrory, Managing Director, Head of Morgan Stanley North America Global Centers

John McGrory, Morgan Stanley, on the GNFCC 400 Insider podcast — **John McGrory**

John is a Managing Director at Morgan Stanley. He joined the firm in Glasgow in 2007 before moving to India in 2018 to lead Morgan Stanley’s Indian Global Centers. At the start of 2022, he relocated from India to the USA and now heads up Morgan Stanley North America Global Centers.

He has held a number of senior positions within the firm, including General Manager of Morgan Stanley (Scotland) and Head of Operations (Scotland). John has also held a number of global roles within the Operations division, most recently Global Head of Client Operations Division.

John started his career as an engineering officer in the Royal Navy before moving into the financial services industry. He has worked for a number of firms, including AIG, where he was Head of Technology & Operations for Central Europe & CIS.

Richard Vaughan, Executive Director, Market Executive, Morgan Stanley

Richard Vaughn, Morgan Stanley, on the GNFCC 400 Insider podcast — **Richard Vaughan**

Richard Vaughan is currently the Market Executive of the Atlanta Perimeter with responsibility for 10 offices in Georgia. Prior to this role, Richard served as the Branch Manager in Alpharetta and as a member of the Southeast Regional leadership team for both Morgan Stanley and Smith Barney. Richard has been in with Morgan Stanley for over 25 years. He began his career at a portfolio management firm in Falls Church, Va., in 1989 and moved to the wealth management industry with Kidder Peabody in Washington, DC and Southeast Florida.

Richard grew up in a small town in southeast Virginia; his father was an Air Force/NASA engineer and his mother was a schoolteacher before becoming a mother of four. A graduate of George Mason University with a Degree in Economics in 1992, he worked in the Washington, DC/Metro area for 6 years.

Richard has been married to Maria Vaughan for 28 years and has 3 children: Ian, Sophia and Charlie. Hobbies include golfing, fishing, tennis, kite flying, sporting clays and anything outdoors.

Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm offering a wide range of investment banking, securities, wealth management, and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide, including corporations, governments, institutions, and individuals.

The company is committed to maintaining the first-class service and high standard of excellence that have long defined its reputation. Its operations are guided by five core values: doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back.

Website | LinkedIn | Instagram | Facebook | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction to the GNFCC 400 Insider
00:50 Meet the Guests: John McGrory and Richard Vaughan
01:06 John McGrory’s Journey to Morgan Stanley
02:54 Rich Vaughan’s Professional Background
03:49 Morgan Stanley’s Presence in North Fulton
05:34 The Impact of E-Trade Acquisition
09:49 Wealth Management at Morgan Stanley
15:54 The Role of Morgan Stanley in the Community
17:11 Morgan Stanley’s Core Values and Community Involvement
19:54 Local Charities and Community Engagement
23:40 Talent Development and Career Opportunities
30:39 Connecting with Morgan Stanley

About GNFCC and The GNFCC 400 Insider

**Kali Boatright, President and CEO of GNFCC**

The GNFCC 400 Insider is sponsored by the Greater North Fulton Chamber of Commerce (GNFCC), and the host of the show is Kali Boatright, President and CEO of GNFCC.

The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1,400 business enterprises, civic organizations, educational institutions, and individuals. Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs. GNFCC is the leading voice on economic development, business growth, and quality of life issues in North Fulton County.

As a five-star accredited chamber, GNFCC’s vision is to be the premier organization driving member and community success across the region, and they are dedicated to pursuing this vision based on the guiding principles of advocacy, inclusivity, and operational excellence.

GNFCC promotes the interests of their members by assuming a leadership role in making North Fulton an excellent place to work, live, play, and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events, follow this link.

Velocity Radio

Velocity Small Business Radio: Dr. Velma Trayham with Millionaire Mastermind Academy, Antan Wilson with Morgan Stanley and Dr. Eric Merriweather with AAAUSA

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Brought to you by

Dr. Velma Trayham, a native of a Houston, Texas and now one of the most influential business leaders in Atlanta, Ga, is the President and CEO of the Millionaire Mastermind Academy and also the CEO of Thinkzilla Consulting Group, an industry-leading, strategic marketing, and brand engagement firm.

Thinkzilla’s client roster includes Atlanta Airlines Terminal, Fiji Water, J.I.V.E. Juice Company, and smaller businesses rely heavily on her counsel and guidance.

Dr. Trayham believes that where there is no vision the people will perish and has a mandate to end poverty through her works.

Connect with Dr. Trayham on LinkedIn, Facebook, Twitter and Instagram.

Antan R. Wilson is a Financial Advisor who partners with individuals, executives, business owners, and families to grow and maintain their wealth. He currently holds his Series 7, Series 66, Series 24, Variable, Life & Health Insurance license.

After serving honorably in the United States Air Force as an air traffic controller, Antan spent time assisting recovery efforts in New Orleans after Hurricane Katrina. While there he joined a locally owned and operated advertising agency executing communications and outreach for a number of post-Katrina rebuilding initiatives, including the Louisiana Road Home Program.

Antan started his financial services career with JP Turner & Company in 2010. Before joining Morgan Stanley in 2019 Wilson served as Vice President, Southeast Region for AXA Advisors. There he not only served his client’s needs, but managed a team of 12 advisors while hiring, developing, and training new advisors.

When he is not working with his clients Antan volunteers his time helping children, the homeless and low income families. He supports efforts such as the Atlanta Mission and Big Brothers Big Sisters. He is a major Carolina Panthers fan and the loving father to a beautiful young girl.

Connect with Antan on LinkedIn and Facebook.

A competitor who strives for excellence on the field, in the boardroom and most importantly in the community describes Eric Merriweather at his core. Mr. Merriweather has been able to use his athletic ability to guide him through life while bringing others along for the ride. Mr. Merriweather has always envisioned himself making a change for all people and is now excited to see that vision coming to fruition in ways he could have never envisioned. Mr. Merriweather in 2002 founded The African American Association of Georgia, Inc. and the execution of his vision has touched the lives of people of all ethnicities in the Greater Atlanta Area. Struggles have become his triumphs. AAAG, Inc.’s goals upon the inception has always been to have mentoring programs, education programs, health and wellness programs and last but not least feeding programs developed to help in sustainability of families becoming whole again. Who would have thought almost 15 years ago working out of his garage that he would be on this platform. He dared to dream and began his quest by serving 30 families, to touching over 4,000 over 15 years, consistently serving 1100+ families each month.

If you ask him about his accomplishment, he will tell you that it’s not enough; he has only completed Phase I of a multi-phase destiny. Through his walk and creation of The AAAG, Inc. He founded the track club “Sprint Athletics” in 2005 as both a means to continue nurturing the sport he loves and to give young people an opportunity to strive for greatness, build character and create direction for their lives. Mr. Merriweather continues to train and compete in track and field on the Masters circuit throughout the World. Hard work and dedication within the track and field arena has given him an opportunity to absorb all the world has to offer, which he use to motivate his athletes and community youth he mentors to on a regular basis. Under his coaching and mentoring, 90% of his track athletes receive track scholarships at some of the top universities. Eric is one of the first coaches to have six track athletes in the SEC at one time in Georgia.

Some of his accomplishments include a Masters World Games Two-Time Gold Medalist and Masters 8-Time World Champion Gold, Silver and Bronze Medalist (both indoors and outdoors). He is a published author of “Knowing Your Identity through Christ”, released by Tate Publishing Company in 2011. He is a registered Certified Life Coach in Atlanta where he teaches individuals on how to deal with life struggles and recognizing that they are for greater success throughout their everyday life. He was featured on NBC 11Alive Atlanta & Company 2015. He is the 2017 Humanitarian Award honoree of the Legendary Awards as he has been recognized for all his endeavors for giving back to the community. June Man of Honor from the Wayne Gandy Sports Joc Show. The John Chaplin Honoree 2017 from the National Scholastic Foundation/New Balance Outdoor Nationals; featured in the New Balance Outdoor Nationals Magazine; and featured in Voyage Atlanta Magazine July 2017. The recipient of the President Barack Obama Presidential Lifetime Achievement Award for 2017.

The next phase of his life is embarking upon the birthing of The African American Association of Tennessee and The African American Association of USA, Inc. just to give you an idea of the various phases of Mr. Merriweather success There are so many needs within the community, and it is his responsibility to address as many of them as the Lord gave him the vision and the strength to concur. Though he has truly made an impact on the lives of thousands of people, he quickly reminds each of us that it is a mission that he alone did not and cannot achieve. He believes that together we are better.

Follow AAAUSA on Facebook, Twitter and Instagram.

About the Show

Velocity Small Business Radio features small businesses from across the U.S. through the Velocity Small Business Network. As an Atlanta based show, we target entrepreneurs in the southeast but more specifically focus on businesses within the greater Metro-Atlanta community.