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Jim Hansberger Named to Forbes Magazine’s “Top 100 Wealth Advisors”

Local Morgan Stanley wealth advisor makes Forbes Magazine's inaugural list

ATLANTA, GA, August 23, 2016 – Morgan Stanley Private Wealth Management announced today that Jim Hansberger, a Managing Director, Wealth Management and Private Wealth Advisor in the Firm’s Buckhead Wealth Management office, has been named to Forbes Magazine’s inaugural list of America’s Top 100 Wealth Advisors.

Forbes’ “Top 100 Wealth Advisors” is a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Jim Hansberger is representing Morgan Stanley,” commented Michael Outlaw, Complex Manager of Morgan Stanley’s Buckhead office. “To be named to this inaugural list recognizes Jim’s experience, professionalism and dedication to the needs of his valued clients.”

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Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

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Source: Forbes Magazine and Forbes Online (August 2016). The ranking of America’s Top Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. For the full list and more visit: www.forbes.com/top-wealth-advisors.

©2016 Morgan Stanley Smith Barney LLC. Member SIPC.

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