Ms. Courtney Hall Fell

Morgan Stanley

Courtney Fell is an Executive Director and Wealth and Estate Planning Strategist in Morgan Stanley’s Private Wealth Management Division. She is part of Family Office Resources, which is dedicated to Morgan Stanley’s ultra-high net worth clients. She serves on the Family Office Resources Management Team as the Manager of her fellow east coast Wealth and Estate Planning Strategists, as the Co-Chair of the Partnerships Committee for the Women In Wealth Home Office Chapter, and on the Corporate Executives Segmentation Committee. Courtney works with ultra-high net worth clients and their outside advisors on complex gift, estate and income tax planning strategies.

Courtney was a practicing attorney for over 18 years, before joining Morgan Stanley in 2017. Prior to joining Morgan Stanley, she was as an attorney in the Trusts and Estates and Tax Controversy Sections at Chamberlain, Hrdlicka, White, Williams & Aughtry in the Atlanta office. Courtney also held a judicial clerkship with the Probate Court of Cobb County. She has written and spoken on various tax and estate planning subjects, including sophisticated trust planning, asset protection, trusts as retirement account beneficiaries, conservation easements, captive insurance companies, pre-liquidity planning and family governance.\

Courtney received her B.S. Cum Laude in Psychology from James Madison University, her J.D. from the Walter F. George School of Law at Mercer University and her LL.M. in Taxation with a Specialty Certificate in Estate Planning from the Charles Widger School of Law at Villanova University. She is admitted to the Georgia Bar and is a member of the Tax and Fiduciary Law Sections of the Georgia Bar Association. Courtney is Series 7, Series 24 and Series 66 licensed.