Andy Harbour

CFP®, CIMA®, CRPS®
Morgan Stanley Graystone Consulting Atlanta

Mr. Harbour is a Senior Vice President, Institutional Consultant with Morgan Stanley Graystone Consulting in Atlanta, GA. He and his team work on supporting corporations with benefit programs and help executives with financial planning and portfolio management. He co-founded the team more than 20 years ago to focus on institutional business in the corporate, government, and foundations/ endowments segments.  In that time, they have developed resources that allow them to offer vendor-neutral solutions to their clients.

In addition to institutional options, the team also offers personal wealth management strategies for their clients. The team has a long history of offering a broad range of investment management services across all corporate benefits plans to more than 80 clients with 30,000 participants and $1.5 billion+ in plan assets.

A diverse professional, Mr. Harbour is an adjunct instructor at the Terry School of Business at the University of Georgia. He was named a Top 100 Wirehouse Advisors by Registered Representative Magazine in 2009 and 2015 and Plan Adviser Magazine added him to their list of Top 100 Retirement Plan Advisers in 2013, 2014 and 2015. He is a graduate of Taylor University.

http://www.msgraystone.com/graystoneatlanta/
(404) 266-6345
Atlanta, GA
Client Plans: 80
Participants: 30,000

 

 

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