Maranda Barbour
Private Banker
Harsh Jayaswal, CFP®
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(678) 837-3614(678) 837-3614
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Harsh is a Certified Financial Planner (CFP®) and has been a Financial Advisor for nearly two decades. Harsh focuses on client relationships, financial and risk reduction strategies to help meet current needs and long-term financial goals of his clients and their families. He works with high-net worth families focusing on their financial plan with consideration to their estate, as well as the next generation to help foster a smooth transition of wealth while helping minimize the taxation effects of the transfer. Harsh's areas of focus are insurance planning, estate planning strategies, and after-tax investment management in an effort to optimize their overall financial plan-- he holds designations in Insurance Planning, Lending, and Alternative Investments.
Harsh earned his bachelor’s degree in Business Administration with a concentration in Risk Management from Georgia State University’s Robinson School of Business in Atlanta, GA in 2005. He currently resides in Alpharetta, GA with his wife, their two daughters and their dogs. In his free time, they love to travel and stay active.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Harsh earned his bachelor’s degree in Business Administration with a concentration in Risk Management from Georgia State University’s Robinson School of Business in Atlanta, GA in 2005. He currently resides in Alpharetta, GA with his wife, their two daughters and their dogs. In his free time, they love to travel and stay active.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: FL, AZ, OR, NM, NJ, MS, KS, MO, MD, HI, AK, MI, MA, IN, CO, AR, WA, SC, PA, CA, AL, VI, OK, UT, TX, TN, NC, IA, NY, NV, ME, CT, VA, OH, MN, LA, KY, MT, GA, DE, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1076731
NMLS#: 1076731
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Cleone Browne - Client Service Associate
Phone:
(678) 837-3619(678) 837-3619
Email:cleone.browne@morganstanley.com
Location
2160 Satellite Blvd
Ste 150
Duluth, GA 30097
US
Direct:
(678) 837-3614(678) 837-3614
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Lisa Bingaman, CFP®
Financial Planning Director, Vice President
Jen Meredith, CFP®
Financial Planning Director, Vice President
Mark Jansen
Family Office Resources Generalist
About Maranda Barbour
NMLS# 1182370
Maranda Barbour is a Loan Portfolio Manager serving Morgan Stanley’s Wealth Management offices in the Southeast Region.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as an Associate Private Banker in Atlanta, Georgia. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.
Maranda earned her Bachelor of Science degree in Marketing from Winthrop University. She and her family live in Alpharetta, Georgia.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
Maranda Barbour is a Loan Portfolio Manager serving Morgan Stanley’s Wealth Management offices in the Southeast Region.
Maranda began her career in financial services in 1999, and joined Morgan Stanley in 2010. Prior to being promoted to her current position, she served as an Associate Private Banker in Atlanta, Georgia. Before she joined the firm, Maranda was a Premier Client Manager for Bank of America.
Maranda earned her Bachelor of Science degree in Marketing from Winthrop University. She and her family live in Alpharetta, Georgia.
Outside of the office, Maranda dedicates her time to youth mentoring programs and numerous community organizations, including Girl Scouts of America and the Greater North Atlanta Chapter of Jack and Jill of America, Inc. She also enjoys walking, traveling, and hiking.
NMLS#: 1182370
About Lisa Bingaman
Lisa is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the state of Georgia. She is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Lisa is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who began her career in Financial Services in 2007. She has been Series 7 and Series 66 registered, and Life/Health/Variable Annuities Licensed for 17 years. Before joining Morgan Stanley, Lisa was one of five Internal National Certified Financial Planners for Nationwide Financial, but the bulk of her experience was with Wells Fargo Advisors, where she collaborated with several teams and Financial Advisors in the Southeast region to consult on processes and procedures for implementing Financial Planning into the practice. Here, she mentored under a Branch Manager and CFP®, while working towards her own designations.
In addition to her degrees in Business Management and Psychology, Lisa holds a Bachelor of Science in Consumer Economics with a Concentration in Financial Planning from the University of Georgia. She lives in Middle Georgia with her husband and their 2 children, where they spend most of their free time on the baseball and soccer fields.
Lisa is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who began her career in Financial Services in 2007. She has been Series 7 and Series 66 registered, and Life/Health/Variable Annuities Licensed for 17 years. Before joining Morgan Stanley, Lisa was one of five Internal National Certified Financial Planners for Nationwide Financial, but the bulk of her experience was with Wells Fargo Advisors, where she collaborated with several teams and Financial Advisors in the Southeast region to consult on processes and procedures for implementing Financial Planning into the practice. Here, she mentored under a Branch Manager and CFP®, while working towards her own designations.
In addition to her degrees in Business Management and Psychology, Lisa holds a Bachelor of Science in Consumer Economics with a Concentration in Financial Planning from the University of Georgia. She lives in Middle Georgia with her husband and their 2 children, where they spend most of their free time on the baseball and soccer fields.
About Jen Meredith
Jen Meredith, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Atlanta, GA. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Jen began her career in financial services in 2000 and joined Morgan Stanley in 2020. Prior to her current position, she worked with USAA Wealth Management as the Regional Financial Planner and Fidelity Investments as a Financial Consultant. She has also served as SVP of Financial Planning with an RIA focused on the Ultra High Net Worth client.
Jen graduated from The University of Alabama and has earned the Certified Financial Planner® designation. Jen lives in Johns Creek, GA with her son, Sam. Outside of work, she is passionate about SEC football, cooking, music and travel. She is an active volunteer for The Autism Society, The University of Alabama Alumni Group, and The Cottage School, where Sam attends High School.
Jen began her career in financial services in 2000 and joined Morgan Stanley in 2020. Prior to her current position, she worked with USAA Wealth Management as the Regional Financial Planner and Fidelity Investments as a Financial Consultant. She has also served as SVP of Financial Planning with an RIA focused on the Ultra High Net Worth client.
Jen graduated from The University of Alabama and has earned the Certified Financial Planner® designation. Jen lives in Johns Creek, GA with her son, Sam. Outside of work, she is passionate about SEC football, cooking, music and travel. She is an active volunteer for The Autism Society, The University of Alabama Alumni Group, and The Cottage School, where Sam attends High School.
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Harsh Jayaswal today.
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.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
