Atlanta, GA, May 9, 2014 – Morgan Stanley announced today that Jim Hansberger, a Managing Director, Financial Advisor in the Firm’s Atlanta Buckhead office, has been named to Barron’s annual list of America’s Top 100 Financial Advisors.
The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.
“As a firm, we take pride in the integrity and professionalism of our Financial Advisors and we congratulate Jim Hansberger on being named to this prestigious list,” commented Michael Outlaw, Complex Manager of Morgan Stanley’s Atlanta Buckhead office. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Source: Barron's “Top 100 Financial Advisors,” April 21, 2014. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.