Michael Harries
Executive Director, Private Wealth Advisor, Portfolio Management Director, Alternative Investments Director, Family Wealth Director
Phone:
(404) 949-4181(404) 949-4181
Morgan Stanley Private Wealth Management
Harries/Lawrence
Direct:
(404) 949-4100(404) 949-4100
Our Mission Statement
We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.
Welcome
Led by experienced and highly credentialed professionals, our team crafts customized investing and planning solutions for senior executives, entrepreneurs, and other stewards of generational wealth. We focus our attention on delivering an exceptional level of service and personal attention.
The Harries/Lawrence Team was formed at Goldman Sachs and moved to Morgan Stanley in 2000. Our three Private Wealth Advisors are hands-on portfolio managers, actively involved in the analysis and selection of both traditional and alternative investments for our clients. Michael Harries and Pam Lawrence have MBAs, and Pam and Nathan Harries hold the Chartered Financial Analyst® (CFA®) designation.
We place investment strategy at the center of a comprehensive wealth management process that encompasses tax-efficient wealth transfer plan, lending solutions, risk management, trust and estate planning strategies and other aspects of our clients’ financial lives. We have particularly deep experience helping our clients diversify highly concentrated equity positions and otherwise manage sophisticated compensation plans.
We look forward to learning about you and your family, and to discussing our approach to helping you realize your goals.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
The Harries/Lawrence Team was formed at Goldman Sachs and moved to Morgan Stanley in 2000. Our three Private Wealth Advisors are hands-on portfolio managers, actively involved in the analysis and selection of both traditional and alternative investments for our clients. Michael Harries and Pam Lawrence have MBAs, and Pam and Nathan Harries hold the Chartered Financial Analyst® (CFA®) designation.
We place investment strategy at the center of a comprehensive wealth management process that encompasses tax-efficient wealth transfer plan, lending solutions, risk management, trust and estate planning strategies and other aspects of our clients’ financial lives. We have particularly deep experience helping our clients diversify highly concentrated equity positions and otherwise manage sophisticated compensation plans.
We look forward to learning about you and your family, and to discussing our approach to helping you realize your goals.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Philosophy
Experienced
• Mike Harries: 30+ years of financial experience; MBA, Brigham Young University.
• Pam Lawrence: 25+ years of financial experience; MBA, University of Chicago, CFA®
• Nathan Harries: 7+ years of financial experience; B.A., Colgate University, CFA®
• Whitney Rife: 15+ years of financial experience; B.A., Georgia Tech
• Jessica Reeder: 15+ years of financial experience
• Pam Lawrence: 25+ years of financial experience; MBA, University of Chicago, CFA®
• Nathan Harries: 7+ years of financial experience; B.A., Colgate University, CFA®
• Whitney Rife: 15+ years of financial experience; B.A., Georgia Tech
• Jessica Reeder: 15+ years of financial experience
Sophisticated
• Our clients include ultra high net worth individuals, corporate funds, ERISA (pension) funds, entrepreneurs, business executives, and multigenerational families.
• We have extensive experience helping clients de-risk single-stock exposure and address other highly complex planning and investment challenges. These solutions have included 10b5-1 plans, hedging strategies, pre-liquidity planning, alternative investments and more.
• Much of our time is spent evaluating the investment strategies and ideas of top investment managers, analysts and strategists.
• Our open architecture platform enables us to access in-house and outside managers, and to choose the best of the best.
• We have extensive experience helping clients de-risk single-stock exposure and address other highly complex planning and investment challenges. These solutions have included 10b5-1 plans, hedging strategies, pre-liquidity planning, alternative investments and more.
• Much of our time is spent evaluating the investment strategies and ideas of top investment managers, analysts and strategists.
• Our open architecture platform enables us to access in-house and outside managers, and to choose the best of the best.
Responsive
• We develop tailored asset allocation models based on each client’s investment goals.
• We conduct quarterly investment reviews with our clients.
• Our goal is to provide same-day responses to all client inquiries and service requests.
• We encourage clients to ask questions and are always willing to discuss the reasoning behind all investment recommendations.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
• We conduct quarterly investment reviews with our clients.
• Our goal is to provide same-day responses to all client inquiries and service requests.
• We encourage clients to ask questions and are always willing to discuss the reasoning behind all investment recommendations.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Location
3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4100(404) 949-4100
Meet Harries/Lawrence
Pam Lawrence, CFA
Executive Director, Private Wealth Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(404) 949-4180(404) 949-4180
Nathan Harries, CFA, CEPA®
Private Wealth Advisor
Phone:
(404) 949-4155(404) 949-4155
Whitney Rife
Private Wealth Management Associate
Phone:
(404) 949-4148(404) 949-4148
Jessica Reeder
Private Wealth Management Associate
Phone:
(404) 949-4296(404) 949-4296
About Michael Harries
Drawing on more that 30 years of investing and wealth planning experience, Michael Harries crafts sophisticated investment strategies for affluent families and individuals and select institutions. A designated Family Wealth Director, Michael also offers guidance on family wealth structuring and provides access to an extensive range of dedicated resources to help his clients address the multifaceted challenges of managing generational wealth.
Experience:
• Joined Morgan Stanley in 2000
• Goldman Sachs, Vice President, 1991-2000
• GE Financial Services, 1988-1989
• MBA, Brigham Young University, 1991
• B.S. in Economics, St. Mary’s College of California, 1988 (Division I basketball scholarship)
• Missionary Service in Argentina, 1983-1985
Experience:
• Joined Morgan Stanley in 2000
• Goldman Sachs, Vice President, 1991-2000
• GE Financial Services, 1988-1989
• MBA, Brigham Young University, 1991
• B.S. in Economics, St. Mary’s College of California, 1988 (Division I basketball scholarship)
• Missionary Service in Argentina, 1983-1985
Securities Agent: OH, OK, SC, TN, TX, UT, VA, VT, KY, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, KS, MD, NC, NJ, NV, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268452
NMLS#: 1268452
About Pam Lawrence
A Chartered Financial Analyst® with more than 25 years of professional investing experience, Pam Lawrence crafts highly customized portfolios for individual and institutional clients. Pam devotes much of her time to analyzing potential alternative and traditional investments, monitoring markets and reviewing ideas from internal and external analysts and strategists. Frequently working with executives and entrepreneurs who hold highly concentrated stock positions, she excels at crafting sophisticated solutions to diversify and reinvest their holdings while seeking to minimize tax liabilities.
Experience:
• Joined Morgan Stanley in 2000
• Goldman Sachs, 1996-2000
• Procter & Gamble, last position: District Sales Manager, 1981-1994
• MBA in Analytical Finance, University of Chicago, 1996
• B.S. in Marketing and Multinational Business, Florida State University, 1980
Experience:
• Joined Morgan Stanley in 2000
• Goldman Sachs, 1996-2000
• Procter & Gamble, last position: District Sales Manager, 1981-1994
• MBA in Analytical Finance, University of Chicago, 1996
• B.S. in Marketing and Multinational Business, Florida State University, 1980
Securities Agent: KS, NC, NJ, NV, NY, OH, OK, SC, TN, TX, UT, VA, VT, IL, MD, ID, GA, FL, DE, CT, CO, CA, AZ, AL, KY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272947
NMLS#: 1272947
About Nathan Harries
Nathan Harries is a Chartered Financial Analyst and Certified Exit Planning Advisor who brings an institutional investing perspective to the needs of affluent individuals and families. He began his career as a Goldman Sachs management and strategy analyst and moved on to Quadrant Real Estate Advisors, where he was responsible for loan origination and asset management of private debt investments across the United States. In addition to his contributions to client portfolio construction, Nathan focuses on business development, including his work with the younger members of the team’s multigenerational client families.
Experience:
• Joined Morgan Stanley in 2022
• Quadrant Real Estate Advisors, 2018 - 2022
• Goldman Sachs, Analyst, Securities Division, 2017 - 2018
• B.A. in Economics and Spanish, Colgate University (Graduated Phi Beta Kappa, magna cum laude and was a member of the men’s basketball team.)
Experience:
• Joined Morgan Stanley in 2022
• Quadrant Real Estate Advisors, 2018 - 2022
• Goldman Sachs, Analyst, Securities Division, 2017 - 2018
• B.A. in Economics and Spanish, Colgate University (Graduated Phi Beta Kappa, magna cum laude and was a member of the men’s basketball team.)
Securities Agent: KY, VT, VA, UT, TX, TN, SC, OH, NY, NV, NJ, NC, MD, KS, IL, ID, GA, FL, DE, CT, CO, OK, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2403747
NMLS#: 2403747
About Whitney Rife
Drawing on more than 15 years of experience, Whitney Rife supports the team’s efforts to create, implement and maintain highly customized investment portfolios for individual and institutional clients. Whitney also plays a key role in the administration of client accounts and the delivery of an outstanding overall service experience.
Experience:
• Joined Morgan Stanley in 2007
• Hewitt Associates, Benefits Operations Manager, 2004 - 2007
• B.S. in Industrial Engineering, Georgia Tech
Experience:
• Joined Morgan Stanley in 2007
• Hewitt Associates, Benefits Operations Manager, 2004 - 2007
• B.S. in Industrial Engineering, Georgia Tech
About Jessica Reeder
With more than 15 years of experience in financial services, Jessica Reeder provides excellent service assisting with tailored client solutions, performance reporting, and administration of client accounts.
Experience:
• Joined Morgan Stanley in 2024
• Supreme Lending, Mortgage Loan Processor, 2018 - 2023
• Vertical Merchant Solutions, Regional Account Manager, 2016 - 2018
• Commercial Banking, Personal Banker/Branch Manager, 2006 - 2016
• B.S. in Business Administration, Purdue University Global
Experience:
• Joined Morgan Stanley in 2024
• Supreme Lending, Mortgage Loan Processor, 2018 - 2023
• Vertical Merchant Solutions, Regional Account Manager, 2016 - 2018
• Commercial Banking, Personal Banker/Branch Manager, 2006 - 2016
• B.S. in Business Administration, Purdue University Global
Contact Michael Harries
Contact Pam Lawrence
Contact Nathan Harries
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
