UBS Financial Services
47yrs
Top 1% by experience in Atlanta
21yrs
David Izard is a fiduciary financial advisor in Atlanta, Georgia, with 21 years in the industry. David joined Morgan Stanley in 2026, after 11 years at J.P. Morgan Securities and nine years at Alliancebernstein. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors nationwide
Office3280 Peachtree Road Northeast, Suite 2000 PWM, Atlanta, GA 30305
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowMorgan StanleyCurrent firm
- 2015 – 2026J.P. Morgan Securities LLCPreviously
- 2006 – 2015Alliancebernstein L.P.Previously
Contact David
(914) 225-5510Firm headquarters in Purchase, NY. Ask for David. 3280 Peachtree Road Northeast, Suite 2000 PWMAtlanta, GA 30305Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Morgan Stanley at (914) 225-5510 and ask for David Izard. David works from the Atlanta, GA office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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