

In addition to our engaging community content, every month, we share stories about amazing businesses in the Milton, Alpharetta, & Roswell area.
See below for a few of our recent favorites.

We are thrilled to kick off 2026 with exciting news — The Milton Group at Morgan
Stanley has been named to the Forbes annual Best-in-State Wealth Management Teams List for 2026 in the state of Georgia.
We are honored to receive this accolade as we believe this reflects our team's commitment to provide our clients with best practices, personal attention, and customized solutions to help them meet their financial goals. These distinctions would not be possible without our clients' trust, and we appreciate the opportunity to help all our clients work towards the financial future that they envision.
The Milton Group at Morgan Stanley
2400 Lakeview Pkwy Suite 300
Alpharetta, GA 30009
Left to right: Jordan Neuburger, CRC@ (Financial Advisor, Financial Planning Specialist, Certified Retirement Counselor@), Abbe Moss (Portfolio Associate), Josh Lewis, CFP@ (Executive Director, Financial Advisor), Nathan Link, CFP@ (Senior Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor), Cherie Beasley (Portfolio Associate, Financial Planning Associate)
Source: Forbes (Awarded January 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24—3/ 31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
02026 Morgan Stanley Smith Barney LLC. Member SIPC.
Learn more: https://advisor.morganstanley.com/the-milton-group

Positive influencers with an emphasis on education and community engagement.
As producers of Good Neighbor Podcast, we seek out businesses that appeal to our audience of good people in good neighborhoods with good money to spend on quality services and products. If you’re a business owner in or around Crabapple or Milton chances are good you have a compelling story to share. If we haven’t reached you yet, please give us a call. We’d love to broadcast you and your services.

We are thrilled to kick off 2026 with exciting news — The Milton Group at Morgan
Stanley has been named to the Forbes annual Best-in-State Wealth Management Teams List for 2026 in the state of Georgia.
We are honored to receive this accolade as we believe this reflects our team's commitment to provide our clients with best practices, personal attention, and customized solutions to help them meet their financial goals. These distinctions would not be possible without our clients' trust, and we appreciate the opportunity to help all our clients work towards the financial future that they envision.
The Milton Group at Morgan Stanley
2400 Lakeview Pkwy Suite 300
Alpharetta, GA 30009
Left to right: Jordan Neuburger, CRC@ (Financial Advisor, Financial Planning Specialist, Certified Retirement Counselor@), Abbe Moss (Portfolio Associate), Josh Lewis, CFP@ (Executive Director, Financial Advisor), Nathan Link, CFP@ (Senior Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor), Cherie Beasley (Portfolio Associate, Financial Planning Associate)
Source: Forbes (Awarded January 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24—3/ 31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
02026 Morgan Stanley Smith Barney LLC. Member SIPC.
Learn more: https://advisor.morganstanley.com/the-milton-group

Stacey’s passion has always been in creating connections. Whether it be connecting two like-minded individuals, connecting a person to a product or service, or connecting businesses to the local community, she has always put an emphasis on how her work can help others.
Working with local businesses to problem solve and grow their brands and customer base through custom solutions and content marketing, Stacey brings a wealth of experience from her previous work in higher education marketing and branding. Past Georgia clients include the Terry College of Business at UGA, Georgia State College, Spelman, and others.
Stacey resides in Milton, GA with her husband, three children, and three rescued pups. She is a past president of the Crabapple Crossing Elementary School PTO, a member of the Milton chapter of the National Charity League, an elected parent representative on the Milton High School School Governance Council, and an avid tennis player. She loves being part of the Milton and Crabapple communities and can't think of a job better suited for her talents and interests.
Facebook
Instagram
Facebook
Instagram