American Wealth Management
47yrs
Top advisor by experience in Alpharetta
28yrs
Travis Doyle
Financial advisor at Morgan Stanley
Travis Doyle is a fiduciary financial advisor in Alpharetta, Georgia, with 28 years in the industry. Travis joined Morgan Stanley in 2026, after 24 years at UBS Financial Services. 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 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience in Alpharetta
Office2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009
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.
Career
- Sep 2026 – nowMorgan StanleyCurrent firm
- 2002 – 2026UBS Financial Services Inc.Previously
Contact Travis
2400 Lakeview Parkway Suite 300Alpharetta, GA 30009Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Morgan Stanley at (914) 225-5510 and ask for Travis Doyle. Travis works from the Alpharetta, GA office.
How long has Travis been a financial advisor?
Travis has been in the industry since 1999, about 28 years. Top 21% by experience in Alpharetta.
What licenses does Travis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis 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 Travis 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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