John Parker Wilson
Senior Vice President, Financial Advisor, Global Sports and Entertainment Associate Director
Phone:
(205) 969-7033(205) 969-7033
John Parker Wilson
Senior Vice President,
Financial Advisor,
Global Sports and Entertainment Associate Director
Direct:
(205) 969-7033(205) 969-7033
My Mission Statement
Every decision counts. What's your game plan?
My Story and Services
The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within. We combine the resources of the largest financial services firm in the world with our experience as a leading wealth management practice to offer not only an established record in investment management, but also to provide family office resources, offering advisory solutions in financial and estate planning strategies, charitable giving, retirement, and family governance and dynamics.
With over 180 years of combined experience, The Hansberger Group serves corporate executives, entrepreneurs, family offices, professionals, private business owners of successful large and small companies, private foundations, endowments, and retired clientele. We have represented the ultra-high net worth marketplace for over four decades, assisting our clients in the creation and maintenance of significant wealth.
Our goal is for you and your future generations to enjoy wealth with confidence. Our holistic approach leads us to seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that seeks to achieve your goals and objectives.
With over 180 years of combined experience, The Hansberger Group serves corporate executives, entrepreneurs, family offices, professionals, private business owners of successful large and small companies, private foundations, endowments, and retired clientele. We have represented the ultra-high net worth marketplace for over four decades, assisting our clients in the creation and maintenance of significant wealth.
Our goal is for you and your future generations to enjoy wealth with confidence. Our holistic approach leads us to seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that seeks to achieve your goals and objectives.
Securities Agent: AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, AZ, OH, AK, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1581672
NMLS#: 1581672
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How We Do It
It all comes down to Original Thinking, our mantra for over 50 years, a disruptive growth strategy that decommoditizes a commodity business. The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within. We compete on the power of our investment discipline and original ideas. In a time of an overload of advice today, what is still in short supply are insights and real innovation in investment management.
Our goal is to identify enough original ideas to build an investment portfolio of 25-30 companies in various economic sectors, such as health care, consumer spending, technology, financial services, and energy, among others. We believe it is the price you pay that determines your investment return; therefore, we endeavor to never overpay. Note that we are looking for very special businesses with special managements, so we would rather pay a fair price for a great company than a great price for only a fair company.
It is our strong conviction that much of professional investment management today has been commoditized. We believe most money managers are indexers and follow the crowd; most have no relationship with the actual investor. By contrast, we wish to educate and work closely with our clients. We want them to fully grasp our discipline, to understand that they own a piece of these businesses, to follow not only their share prices but also their progress and successes as businesses. As a result, we often hold many portfolio companies for a very long time. Our turnover is low, and we are constantly searching for and adding new positions to the portfolios with the commitment to the original idea.
“𝘐𝘧 𝘸𝘦 𝘤𝘢𝘯 𝘧𝘪𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘸𝘪𝘵𝘩 𝘩𝘪𝘨𝘩 𝘩𝘪𝘴𝘵𝘰𝘳𝘪𝘤𝘢𝘭 𝘢𝘯𝘥 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘭𝘦 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘰𝘯 𝘦𝘲𝘶𝘪𝘵𝘺 𝘸𝘪𝘵𝘩 𝘤𝘰𝘯𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘢𝘣𝘰𝘷𝘦 𝘢𝘷𝘦𝘳𝘢𝘨𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘨𝘳𝘰𝘸𝘵𝘩, 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘧𝘰𝘶𝘯𝘥 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘤𝘢𝘯𝘥𝘪𝘥𝘢𝘵𝘦𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘥𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘰𝘧 𝘯𝘦𝘵 𝘸𝘰𝘳𝘵𝘩. 𝘈𝘥𝘥 𝘪𝘯 𝘩𝘦𝘢𝘭𝘵𝘩𝘺 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘴𝘩𝘦𝘦𝘵, 𝘩𝘦𝘢𝘷𝘺 𝘪𝘯𝘴𝘪𝘥𝘦𝘳 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘰𝘧 𝘵𝘩𝘦 𝘴𝘩𝘢𝘳𝘦𝘴, 𝘢𝘯𝘥 𝘢 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘵𝘦𝘢𝘮 𝘵𝘩𝘢𝘵 𝘧𝘰𝘤𝘶𝘴𝘦𝘴 𝘰𝘯 𝘵𝘩𝘦 𝘴𝘶𝘤𝘤𝘦𝘴𝘴𝘧𝘶𝘭 𝘥𝘦𝘱𝘭𝘰𝘺𝘮𝘦𝘯𝘵 𝘰𝘧 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 (𝘴𝘵𝘰𝘤𝘬 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦𝘴, 𝘥𝘦𝘣𝘵 𝘳𝘦𝘥𝘶𝘤𝘵𝘪𝘰𝘯, 𝘥𝘪𝘷𝘪𝘥𝘦𝘯𝘥 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴, 𝘢𝘯𝘥 𝘸𝘩𝘦𝘯 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦, 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘢𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘢𝘳𝘦 𝘢𝘤𝘤𝘳𝘦𝘵𝘪𝘷𝘦 𝘵𝘰 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴) 𝘢𝘯𝘥 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘪𝘥𝘦𝘯𝘵𝘪𝘧𝘪𝘦𝘥 𝘨𝘳𝘦𝘢𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴. 𝘎𝘳𝘦𝘢𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦𝘥 𝘢𝘵 𝘢𝘵𝘵𝘳𝘢𝘤𝘵𝘪𝘷𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴 𝘤𝘢𝘯 𝘱𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭𝘭𝘺 𝘭𝘦𝘢𝘥 𝘵𝘰 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘪𝘰𝘯 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.”
— 𝘑𝘪𝘮 𝘏𝘢𝘯𝘴𝘣𝘦𝘳𝘨𝘦𝘳
Our goal is to identify enough original ideas to build an investment portfolio of 25-30 companies in various economic sectors, such as health care, consumer spending, technology, financial services, and energy, among others. We believe it is the price you pay that determines your investment return; therefore, we endeavor to never overpay. Note that we are looking for very special businesses with special managements, so we would rather pay a fair price for a great company than a great price for only a fair company.
It is our strong conviction that much of professional investment management today has been commoditized. We believe most money managers are indexers and follow the crowd; most have no relationship with the actual investor. By contrast, we wish to educate and work closely with our clients. We want them to fully grasp our discipline, to understand that they own a piece of these businesses, to follow not only their share prices but also their progress and successes as businesses. As a result, we often hold many portfolio companies for a very long time. Our turnover is low, and we are constantly searching for and adding new positions to the portfolios with the commitment to the original idea.
“𝘐𝘧 𝘸𝘦 𝘤𝘢𝘯 𝘧𝘪𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘸𝘪𝘵𝘩 𝘩𝘪𝘨𝘩 𝘩𝘪𝘴𝘵𝘰𝘳𝘪𝘤𝘢𝘭 𝘢𝘯𝘥 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘭𝘦 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘰𝘯 𝘦𝘲𝘶𝘪𝘵𝘺 𝘸𝘪𝘵𝘩 𝘤𝘰𝘯𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘢𝘣𝘰𝘷𝘦 𝘢𝘷𝘦𝘳𝘢𝘨𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘨𝘳𝘰𝘸𝘵𝘩, 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘧𝘰𝘶𝘯𝘥 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘤𝘢𝘯𝘥𝘪𝘥𝘢𝘵𝘦𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘥𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘰𝘧 𝘯𝘦𝘵 𝘸𝘰𝘳𝘵𝘩. 𝘈𝘥𝘥 𝘪𝘯 𝘩𝘦𝘢𝘭𝘵𝘩𝘺 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘴𝘩𝘦𝘦𝘵, 𝘩𝘦𝘢𝘷𝘺 𝘪𝘯𝘴𝘪𝘥𝘦𝘳 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘰𝘧 𝘵𝘩𝘦 𝘴𝘩𝘢𝘳𝘦𝘴, 𝘢𝘯𝘥 𝘢 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘵𝘦𝘢𝘮 𝘵𝘩𝘢𝘵 𝘧𝘰𝘤𝘶𝘴𝘦𝘴 𝘰𝘯 𝘵𝘩𝘦 𝘴𝘶𝘤𝘤𝘦𝘴𝘴𝘧𝘶𝘭 𝘥𝘦𝘱𝘭𝘰𝘺𝘮𝘦𝘯𝘵 𝘰𝘧 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 (𝘴𝘵𝘰𝘤𝘬 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦𝘴, 𝘥𝘦𝘣𝘵 𝘳𝘦𝘥𝘶𝘤𝘵𝘪𝘰𝘯, 𝘥𝘪𝘷𝘪𝘥𝘦𝘯𝘥 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴, 𝘢𝘯𝘥 𝘸𝘩𝘦𝘯 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦, 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘢𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘢𝘳𝘦 𝘢𝘤𝘤𝘳𝘦𝘵𝘪𝘷𝘦 𝘵𝘰 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴) 𝘢𝘯𝘥 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘪𝘥𝘦𝘯𝘵𝘪𝘧𝘪𝘦𝘥 𝘨𝘳𝘦𝘢𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴. 𝘎𝘳𝘦𝘢𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦𝘥 𝘢𝘵 𝘢𝘵𝘵𝘳𝘢𝘤𝘵𝘪𝘷𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴 𝘤𝘢𝘯 𝘱𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭𝘭𝘺 𝘭𝘦𝘢𝘥 𝘵𝘰 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘪𝘰𝘯 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.”
— 𝘑𝘪𝘮 𝘏𝘢𝘯𝘴𝘣𝘦𝘳𝘨𝘦𝘳
What We Do
The Hansberger Group uses a holistic approach to working with our clients. We focus on investment management, financial planning, and first-class service to help you reach your financial goals. You are at the center of everything we do.
We manage multiple proprietary investment strategies, spanning the four asset classes - equities, fixed income, alternatives, and cash and cash equivalents. It is the appropriate allocation of your assets that may lead to the creation and maintenance of significant wealth.
The Hansberger Group offers comprehensive, intergenerational planning to ultra-high net worth families and access to our Firm’s Family Office Resources providing technical expertise to ultra-high net worth clients across a broad range of family wealth management issues.
Our 10-member team of advisory, investment, and service professionals offers tailored services to deliver an exceptional experience by utilizing a personal relationship management team working directly with the client, their CPAs, and attorneys to help you and your family meet your financial goals.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
We manage multiple proprietary investment strategies, spanning the four asset classes - equities, fixed income, alternatives, and cash and cash equivalents. It is the appropriate allocation of your assets that may lead to the creation and maintenance of significant wealth.
The Hansberger Group offers comprehensive, intergenerational planning to ultra-high net worth families and access to our Firm’s Family Office Resources providing technical expertise to ultra-high net worth clients across a broad range of family wealth management issues.
Our 10-member team of advisory, investment, and service professionals offers tailored services to deliver an exceptional experience by utilizing a personal relationship management team working directly with the client, their CPAs, and attorneys to help you and your family meet your financial goals.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Investment Management
• Three complementary equity strategies
◦ Capital Appreciation Portfolio
• Enduring growth companies
◦ Growth & Income Portfolio
•Established growth companies
◦Growth Opportunity Portfolio
•Emerging growth companies
• Two fixed income strategies
◦ Corporate Bond Portfolio
◦ Municipal Bond Portfolio
• Selective alternative investment opportunities
◦ Private Equities
◦ Hedge Funds
• Cash and cash equivalent strategies
◦ Minimum Volatility Portfolio
Original Thinking◦ Capital Appreciation Portfolio
• Enduring growth companies
◦ Growth & Income Portfolio
•Established growth companies
◦Growth Opportunity Portfolio
•Emerging growth companies
• Two fixed income strategies
◦ Corporate Bond Portfolio
◦ Municipal Bond Portfolio
• Selective alternative investment opportunities
◦ Private Equities
◦ Hedge Funds
• Cash and cash equivalent strategies
◦ Minimum Volatility Portfolio
Planning
• Customized tax, trust & estate strategies
• Philanthropic management
◦ Individualized charitable planning
◦ Legacy giving strategies
◦ Donor Advised Funds through MS Gift
• Family governance & wealth education
◦ Multi-generational family governance and advisory
◦ Family office forums
◦ Educational planning resources
◦ Access to events
• Business succession planning
• Goals-based retirement planning
• Liability management
◦ Lending services offered by MS Private Bank
• Risk Management
◦ Property & casualty insurance
◦ Restricted securities
The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT.
Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for this program. Participating Partner Offers are subject to change.
Lifestyle Advisory 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.
• Philanthropic management
◦ Individualized charitable planning
◦ Legacy giving strategies
◦ Donor Advised Funds through MS Gift
• Family governance & wealth education
◦ Multi-generational family governance and advisory
◦ Family office forums
◦ Educational planning resources
◦ Access to events
• Business succession planning
• Goals-based retirement planning
• Liability management
◦ Lending services offered by MS Private Bank
• Risk Management
◦ Property & casualty insurance
◦ Restricted securities
The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT.
Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for this program. Participating Partner Offers are subject to change.
Lifestyle Advisory 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.
Service
• Cash management
◦ Active Assets account
◦ Business Active Assets account
• Digital Tools
◦ Morgan Stanley Online
◦ Morgan Stanley App
◦ Total Wealth
◦ e-Authorizations
• Lifestyle concierge services
• Reserved Living & Giving
• Other tools
◦Cash management alerts
◦ Online bill pay
◦ Spending and budgeting
◦ Mobile deposits
◦ Direct deposits
◦ Zelle
•MS credit cards
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle. See the Send Money with Zelle® terms for complete details
The Active Assets Account is a brokerage account offered through Morgan Stanley Smith Barney LLC.
◦ Active Assets account
◦ Business Active Assets account
• Digital Tools
◦ Morgan Stanley Online
◦ Morgan Stanley App
◦ Total Wealth
◦ e-Authorizations
• Lifestyle concierge services
• Reserved Living & Giving
• Other tools
◦Cash management alerts
◦ Online bill pay
◦ Spending and budgeting
◦ Mobile deposits
◦ Direct deposits
◦ Zelle
•MS credit cards
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle. See the Send Money with Zelle® terms for complete details
The Active Assets Account is a brokerage account offered through Morgan Stanley Smith Barney LLC.
Family Office Resources
You deserve access to an expansive suite of resources you might only expect from the most sophisticated family offices, allowing you to focus on goals and objectives surrounding long-term legacy-building and the stewardship of wealth.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Wealth Education
Morgan Stanley offers the ability to create custom education programs designed to help your children and grandchildren learn concepts like budgeting, saving, and investing.
Estate Planning
It is important for all families to use qualified advisors and attorneys and explore a variety of tools to control and protect their assets. The goal is to look at the estate plan holistically in order to make more informed decisions.
Philanthropy
Philanthropy Management supports individuals, families and private foundations by offering a suite of services to help define and realize clients' charitable missions.
Payments Concierge
Experience a new level of service with Morgan Stanley Payments Concierge. You have the ability to authorize us to manage your online bill payments - add payees, initiate payments and edit payments on your behalf. This turn-key solution is a true time saving convenience.
Health and Lifestyle Advisory
Tailored solutions and access to highly personal specialists to help you meet your exceptional needs.
Trust Services
Some situations require the use of a corporate professional to manage your family's trust accounts. Morgan Stanley offers formal relationships with multiple third-party trust companies, which provides a broad variety of fiduciary capabilities and solutions, and a vast array of investment products and platforms for investing trust assets.
Insurance
High net worth families often have wealth transfer, tax planning, and philanthropy needs that may be met by sophisticated insurance solutions. I can deliver comprehensive analysis and recommendations as part of your overall planning process.
Awards
#4 in Alabama - Forbes Top Next-Gen Wealth Advisors Best-In-State 2023
Awarded to John Parker Wilson
#8 in Alabama - Forbes Top Next-Gen Wealth Advisors Best-In-State 2022
Awarded to John Parker Wilson
#2 in Georgia - Forbes Best-In-State Wealth Management Teams 2023
Awarded to The Hansberger Group
#30 - Forbes America's Top Wealth Management Teams: Private Wealth 2022
Awarded to The Hansberger Group
Barron's Top 50 Private Wealth Management Teams 2020
Awarded to The Hansberger Group
Location
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Direct:
(205) 969-7033(205) 969-7033
Meet My Team
James C. Hansberger
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director
Phone:
(404) 264-4269(404) 264-4269
Morton H. Levey
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(404) 266-6341(404) 266-6341
Nicolas Velasquez
Vice President, Portfolio Management Associate Director
Phone:
(404) 842-2295(404) 842-2295
Robert Marmorato, CFA®
Vice President, Portfolio Management Associate Director
Phone:
(404) 266-6566(404) 266-6566
Ashley Stephan
PWM Wealth Management Associate
Phone:
(404) 266-6396(404) 266-6396
Katie Douglas
Chief of Staff
Phone:
(404) 266-6737(404) 266-6737
John B. Easterling
Portfolio Management Associate
Phone:
(404) 266-5901(404) 266-5901
Lucas Livaditis
Portfolio Management Associate
Phone:
(404) 266-6814(404) 266-6814
Joe Donald
Registered Client Service Associate
Phone:
(205) 969-7044(205) 969-7044
Brendan Douglas
PWM Registered Client Service Associate
Phone:
(404) 266-6137(404) 266-6137
Leanne Imhof
PWM Wealth Management Associate
Phone:
(404) 266-6646(404) 266-6646
About John Parker Wilson
After graduation from The University of Alabama in 2008 with a business degree from The Manderson School of Business, and a highly successful college career as quarterback of the University of Alabama football team, John Parker went on to have a four year career in the National Football League with the Atlanta Falcons and Jacksonville Jaguars. He has been in the financial services industry since his final year in his professional football career in 2012.
John Parker serves on the board of the Alabama A Club Educational and Charitable Foundation and is a member of The Monday Morning Quarterback Club which raises over 1 million dollars a year to support local children’s charities. When he is not broadcasting as the color analyst for The Crimson Tide Sports Network, John Parker enjoys playing golf and spending time with his wife, Tyler, and two sons, Parks and Peyton.
John Parker focuses on representing clients and their families through our comprehensive approach. With the belief that both performance and relationship must equally work together for a successful experience, he truly understands virtually all aspects of our clients’ lives.
“I have seen many great teams. The teams that separate themselves from the others have the ability to work towards a common goal by utilizing the strengths of great individuals. I want to find what truly matters the most in the lives of my clients and work to deliver on these goals that we help define and maintain.” -JPW
John Parker's Awards & Accolades:
Forbes Magazine | America's Top Next-Gen Wealth Advisors Best-In-State | 2023, 2022
2022-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
NMLS 1581672
John Parker serves on the board of the Alabama A Club Educational and Charitable Foundation and is a member of The Monday Morning Quarterback Club which raises over 1 million dollars a year to support local children’s charities. When he is not broadcasting as the color analyst for The Crimson Tide Sports Network, John Parker enjoys playing golf and spending time with his wife, Tyler, and two sons, Parks and Peyton.
John Parker focuses on representing clients and their families through our comprehensive approach. With the belief that both performance and relationship must equally work together for a successful experience, he truly understands virtually all aspects of our clients’ lives.
“I have seen many great teams. The teams that separate themselves from the others have the ability to work towards a common goal by utilizing the strengths of great individuals. I want to find what truly matters the most in the lives of my clients and work to deliver on these goals that we help define and maintain.” -JPW
John Parker's Awards & Accolades:
Forbes Magazine | America's Top Next-Gen Wealth Advisors Best-In-State | 2023, 2022
2022-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
NMLS 1581672
Securities Agent: AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, AZ, OH, AK, AL; General Securities Representative; Investment Advisor Representative
About James C. Hansberger
Jim has been in the wealth management industry for 50 years, and with Morgan Stanley for over 40 years. He has been a member of the Chairman Council since inception, a distinction awarded to an elite group of the firm’s top Financial Advisors. Jim is the founder of The Hansberger Group at Morgan Stanley, a comprehensive wealth management practice with a proprietary investment management unit embedded within.
Jim is a native of Atlanta, Georgia, and has been married to his wife, Lyn, since 1968. They have two children, Yancey and Jim, Jr. and seven grandchildren. A member of Cherokee Town and Country Club, Sigma Alpha Epsilon Fraternity, and the Gridiron Secret Society, Jim also is quite active in his community. Jim and his wife, Lyn, established The Hansberger Scholarships at the University of Georgia to help ensure there are no financial barriers to deserving student admission and success. They also funded the James C. (Jim) and Lyn Hansberger classroom at the Terry College of Business at the University of Georgia, a 90 seat undergraduate and graduate classroom for higher learning. Additionally, Jim is a key supporter of both the Atlanta Mission and the YMCA. He is the author of Nice Guys Finish Rich and A Guide to Excellence in Investing: The 100 Most Important Principles. He is a past Guest Lecturer at the Wharton School of Finance of the University of Pennsylvania and a Distinguished Practitioner/Lecturer at the University of Georgia Terry College of Business.
An experienced marathon runner with two Boston marathons to his credit, Jim and his wife were featured in a special prime-time “CNN Presents” entitled “The Fountain of Youth”.
INTERESTS: Family, Philanthropy, Physical Fitness, Traveling, and Reading
Jim’s Awards & Accolades:
Barron's | Top 100 Financial Advisors | 2014 – 2022
Barron's | Top 1,200 Financial Advisors: State-by-State | 2004 – 2023
Forbes Magazine | America's Top Wealth Advisors | 2004 – 2021, 2023
Forbes Magazine | Best-In-State Wealth Advisors | 2017 – 2023
2014-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2004-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2004-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2004-2021, 2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2004-2021, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2017-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Jim is a native of Atlanta, Georgia, and has been married to his wife, Lyn, since 1968. They have two children, Yancey and Jim, Jr. and seven grandchildren. A member of Cherokee Town and Country Club, Sigma Alpha Epsilon Fraternity, and the Gridiron Secret Society, Jim also is quite active in his community. Jim and his wife, Lyn, established The Hansberger Scholarships at the University of Georgia to help ensure there are no financial barriers to deserving student admission and success. They also funded the James C. (Jim) and Lyn Hansberger classroom at the Terry College of Business at the University of Georgia, a 90 seat undergraduate and graduate classroom for higher learning. Additionally, Jim is a key supporter of both the Atlanta Mission and the YMCA. He is the author of Nice Guys Finish Rich and A Guide to Excellence in Investing: The 100 Most Important Principles. He is a past Guest Lecturer at the Wharton School of Finance of the University of Pennsylvania and a Distinguished Practitioner/Lecturer at the University of Georgia Terry College of Business.
An experienced marathon runner with two Boston marathons to his credit, Jim and his wife were featured in a special prime-time “CNN Presents” entitled “The Fountain of Youth”.
INTERESTS: Family, Philanthropy, Physical Fitness, Traveling, and Reading
Jim’s Awards & Accolades:
Barron's | Top 100 Financial Advisors | 2014 – 2022
Barron's | Top 1,200 Financial Advisors: State-by-State | 2004 – 2023
Forbes Magazine | America's Top Wealth Advisors | 2004 – 2021, 2023
Forbes Magazine | Best-In-State Wealth Advisors | 2017 – 2023
2014-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2004-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2004-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2004-2021, 2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2004-2021, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.
2017-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: GA, FL, NH, AR, VT, VI, VA, NY, NV, MO, CT, AL, WV, NM, CA, WI, NC, MN, MD, KY, ID, WY, OH, ME, CO, DC, TN, NJ, MI, WA, MT, KS, PA, OR, MS, AZ, OK, TX, SC, RI, NE, MA, IN, IA, DE, AK, LA, IL, HI, UT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Morton H. Levey
Morty practiced as a Certified Public Accountant (not practicing at Morgan Stanley) for 15 years prior to joining The Hansberger Group in 2001. He is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants. Morty is also Series 7 (Securities), Series 63 (Uniform Securities Agent Law), and Georgia Insurance (Accident, and Sickness, Life, Variable Annuity and Variable Life) licensed. Morty received a Bachelor of Science degree from Rochester Institute of Technology in 1985. He formerly served as the Treasurer of The Standard Club and Temple Sinai Endowment Fund.
As a partner of The Hansberger Group, Morty’s role involves creating and implementing financial & estate planning strategies, cash flow management, and asset allocation for The Hansberger Group’s clients. He spends the majority of his time helping clients navigate their financial lives by proactively speaking with them and developing plans prior to financial decisions being made. His 35 years as a CPA and over 20 years with The Hansberger Group allows him to give a holistic approach to planning.
In his spare time, Morty enjoys playing golf, tennis, snow skiing, and scuba diving.
“I believe my greatest strength is my ability to listen to clients and develop a comprehensive and customized financial plan for the entire family.” -ML
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
As a partner of The Hansberger Group, Morty’s role involves creating and implementing financial & estate planning strategies, cash flow management, and asset allocation for The Hansberger Group’s clients. He spends the majority of his time helping clients navigate their financial lives by proactively speaking with them and developing plans prior to financial decisions being made. His 35 years as a CPA and over 20 years with The Hansberger Group allows him to give a holistic approach to planning.
In his spare time, Morty enjoys playing golf, tennis, snow skiing, and scuba diving.
“I believe my greatest strength is my ability to listen to clients and develop a comprehensive and customized financial plan for the entire family.” -ML
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Securities Agent: TX, CT, WY, VA, NY, TN, NV, NE, MS, ID, UT, RI, NC, MT, IL, CA, AR, NJ, MA, KS, FL, MN, GA, DE, CO, WA, NM, MO, MI, ME, DC, VT, SC, PA, OH, NH, KY, AZ, AL, AK, IA, WI, MD, LA, IN, HI, VI, OR, OK; General Securities Representative; Investment Advisor Representative
About Nicolas Velasquez
Nick joined The Hansberger Group in February 2016. He is a dual degree graduate from Georgia Tech's Scheller College of Business with highest honors and the School of Architecture. Nick earned a Bachelor of Science in Business Administration with a Finance concentration and a Bachelor of Science in Architecture. Prior to joining Morgan Stanley, he worked as a healthcare consultant and interned for The Hansberger Group in 2014. Nick is Series 7 and Series 66 licensed.
As a Portfolio Management Associate Director, Nick is the captain of the team's investment committee and focuses on the analysis, research, and decision making across the team’s three proprietary equity strategies. He aims to identify new investment opportunities in important emerging industries while concentrating on companies that are challenging the status quo with novel business models, insights, and technologies.
For over three years, Nick has volunteered for Project Gift, a program designed to connect the joy of giving through the individual endeavor and achievement of elementary school children.
Nick enjoys traveling, reading, exercising, salsa dancing with his wife, and spending time with his labradoodle, Jax.
“My work ethic and passion for investment management drives me every day to find new opportunities for our team and our clients.” -NV
As a Portfolio Management Associate Director, Nick is the captain of the team's investment committee and focuses on the analysis, research, and decision making across the team’s three proprietary equity strategies. He aims to identify new investment opportunities in important emerging industries while concentrating on companies that are challenging the status quo with novel business models, insights, and technologies.
For over three years, Nick has volunteered for Project Gift, a program designed to connect the joy of giving through the individual endeavor and achievement of elementary school children.
Nick enjoys traveling, reading, exercising, salsa dancing with his wife, and spending time with his labradoodle, Jax.
“My work ethic and passion for investment management drives me every day to find new opportunities for our team and our clients.” -NV
About Robert Marmorato
Robert joined The Hansberger Group in 2016 and has been with Morgan Stanley since 2011. He holds the Chartered Financial Analyst® designation and graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Economics and a Bachelor of Arts in Spanish.
As a member of The Hansberger Group’s Investment Team, Robert’s role primarily involves research, portfolio management, and trading responsibilities for the group’s equity and fixed income strategies. He loves to read and spends much of his time seeking new ideas and creative opportunities in the healthcare, energy, and industrials sectors, as well as the corporate and municipal bond markets. Beyond these research responsibilities, he also spends significant time with clients. His goal is to deepen personal relationships with clients by broadening their understanding of our investment philosophy and how it is implemented to accomplish their unique objectives.
Outside of work, Robert is very active with the Atlanta Ronald McDonald House Charities. He serves on the charity’s Advisory Council and was previously President of its young professionals group, the Red Shoe Society. Other than volunteering, he enjoys cooking, fitness, and anything outdoors. He lives in Decatur with his wife, Heather.
“I believe my greatest strength is my analytical ability – combining diligent work, the resources available to me, and plenty of creativity to find optimal solutions to complex problems.” -RM
As a member of The Hansberger Group’s Investment Team, Robert’s role primarily involves research, portfolio management, and trading responsibilities for the group’s equity and fixed income strategies. He loves to read and spends much of his time seeking new ideas and creative opportunities in the healthcare, energy, and industrials sectors, as well as the corporate and municipal bond markets. Beyond these research responsibilities, he also spends significant time with clients. His goal is to deepen personal relationships with clients by broadening their understanding of our investment philosophy and how it is implemented to accomplish their unique objectives.
Outside of work, Robert is very active with the Atlanta Ronald McDonald House Charities. He serves on the charity’s Advisory Council and was previously President of its young professionals group, the Red Shoe Society. Other than volunteering, he enjoys cooking, fitness, and anything outdoors. He lives in Decatur with his wife, Heather.
“I believe my greatest strength is my analytical ability – combining diligent work, the resources available to me, and plenty of creativity to find optimal solutions to complex problems.” -RM
About Ashley Stephan
Ashley joined The Hansberger Group in August 2017 shortly after graduating from the Terry College of Business at The University of Georgia, where she earned her Bachelor's degree in Business Administration with a concentration in Finance as well as a minor in Consumer Economics. Ashley holds her Series 7, 63, and 66 licenses.
While earning her degree, Ashley worked full-time for four years developing professional experience in the consumer goods and customer service industries, earning several accolades recognizing her dedication. Throughout her collegiate years, Ashley was a devoted member of the Women in Business and Women in Finance societies within the Terry College.
As a member of The Hansberger Group’s service team, Ashley enhances the client experience on a daily basis by providing exceptional customer service and prompt assistance to help satisfy client needs. She is heavily involved with the client onboarding process and develops deep relationships with every client she services. Ashley opens new accounts, facilitates transactional items, provides online support, and assists the advisors in daily business practices. Within The Hansberger Group, she is actively involved with the team’s marketing initiatives and contributes to client management across the book of business, while also coaching fellow team members.
Born and raised in North Gwinnett, Georgia, Ashley enjoys watching and attending local sports teams’ events, including the Atlanta Braves and Georgia Bulldogs football team. In her spare time, she also enjoys playing slow pitch softball, practicing yoga, volunteering at church, and playing with her Jack Russell, Milo.
“Experiencing personal hardship within my family as a result of the Great Recession inspired me to pursue finance and further ignited my passion for wanting to help others. I believe those core desires, along with my determination, drive me to meet the goals and expectations of our team and our clients.” -AS
While earning her degree, Ashley worked full-time for four years developing professional experience in the consumer goods and customer service industries, earning several accolades recognizing her dedication. Throughout her collegiate years, Ashley was a devoted member of the Women in Business and Women in Finance societies within the Terry College.
As a member of The Hansberger Group’s service team, Ashley enhances the client experience on a daily basis by providing exceptional customer service and prompt assistance to help satisfy client needs. She is heavily involved with the client onboarding process and develops deep relationships with every client she services. Ashley opens new accounts, facilitates transactional items, provides online support, and assists the advisors in daily business practices. Within The Hansberger Group, she is actively involved with the team’s marketing initiatives and contributes to client management across the book of business, while also coaching fellow team members.
Born and raised in North Gwinnett, Georgia, Ashley enjoys watching and attending local sports teams’ events, including the Atlanta Braves and Georgia Bulldogs football team. In her spare time, she also enjoys playing slow pitch softball, practicing yoga, volunteering at church, and playing with her Jack Russell, Milo.
“Experiencing personal hardship within my family as a result of the Great Recession inspired me to pursue finance and further ignited my passion for wanting to help others. I believe those core desires, along with my determination, drive me to meet the goals and expectations of our team and our clients.” -AS
About Katie Douglas
Katie joined The Hansberger Group in 2018. She graduated from the Honors Program at the University of Georgia magna cum laude, with high honors, and earned dual degrees in Finance and Economics, as well as a certificate in Legal Studies. Katie holds her Series 7 and Series 66 licenses, as well as her Georgia Insurance (Accident and Sickness, Life, Variable Annuity and Variable Life) license. She began her career in the financial services industry at Capricorn Wealth Management in London, England, and subsequently earned a position as a Director of Investment Operations at Northwestern Mutual. Immediately prior to joining The Hansberger Group, Katie worked on the regional management team at Morgan Stanley.
As the Executive Assistant to Jim Hansberger, Katie serves as the liaison between the team and senior management, develops and spearheads team initiatives, compiles informational reporting, and processes ultra-high net worth client requests. Katie is a member of the team’s Operating Committee, and she chairs the marketing committee. She is also an active member of the new business committee.
Katie has been an active volunteer with Children’s Healthcare of Atlanta for many years, where she has coordinated and participated in several events for the Aflac Cancer and Blood Disorders Center. She is an avid supporter of the Wounded Warrior Project and the ALS Association. Katie is a member of St. James Episcopal Church in Marietta, GA.
In her free time, Katie enjoys spending time with her one year old daughter, Kennedy, and her husband, Brendan. She is passionate about travelling both domestically and internationally, baking, snowboarding, and is an emphatic food aficionado.
“I find great satisfaction from being approached with a problem, whether that be from a client or a colleague, and executing the solution to perfection. Making our practice run more effectively and efficiently is my goal every single day when I walk into this office.” -KD
As the Executive Assistant to Jim Hansberger, Katie serves as the liaison between the team and senior management, develops and spearheads team initiatives, compiles informational reporting, and processes ultra-high net worth client requests. Katie is a member of the team’s Operating Committee, and she chairs the marketing committee. She is also an active member of the new business committee.
Katie has been an active volunteer with Children’s Healthcare of Atlanta for many years, where she has coordinated and participated in several events for the Aflac Cancer and Blood Disorders Center. She is an avid supporter of the Wounded Warrior Project and the ALS Association. Katie is a member of St. James Episcopal Church in Marietta, GA.
In her free time, Katie enjoys spending time with her one year old daughter, Kennedy, and her husband, Brendan. She is passionate about travelling both domestically and internationally, baking, snowboarding, and is an emphatic food aficionado.
“I find great satisfaction from being approached with a problem, whether that be from a client or a colleague, and executing the solution to perfection. Making our practice run more effectively and efficiently is my goal every single day when I walk into this office.” -KD
About John B. Easterling
John Britt (JB) joined The Hansberger Group in June 2018. He is Series 7 and Series 66 licensed. Prior to joining The Hansberger Group, John Britt was an analyst at Morgan Stanley. John Britt graduated from Auburn University in 2014 with a Bachelor of Science degree in Business Administration with a concentration in Finance. He was a student athlete playing rugby for Auburn, and went on to lead the team in 2013 to a Southeastern Conference Championship.
His primary role is supporting the investment management team with trading, performance reporting, and market research. He is also responsible for preparing reports for upcoming client meetings in regards to allocation maps, model performance, and custom account group performance.
Outside the office, John Britt enjoys spending time with his twin brother, weightlifting, and playing rugby.
“I believe my greatest strength is my ability to look at things with a holistic approach. Being disciplined with my work, fitness, and building relationships, I am able to provide greater value to our team and our clients.” - JB
His primary role is supporting the investment management team with trading, performance reporting, and market research. He is also responsible for preparing reports for upcoming client meetings in regards to allocation maps, model performance, and custom account group performance.
Outside the office, John Britt enjoys spending time with his twin brother, weightlifting, and playing rugby.
“I believe my greatest strength is my ability to look at things with a holistic approach. Being disciplined with my work, fitness, and building relationships, I am able to provide greater value to our team and our clients.” - JB
About Lucas Livaditis
Lucas joined the Hansberger Group in 2021 immediately after graduating from The University of South Carolina Honors College Magna Cum Laude. He received a B.S. in Business Administration from the Darla Moore School of Business, with a double major in International Business and Business Economics, as well as a minor in Spanish.
Lucas started working in his family’s Atlanta businesses, Big John’s Christmas Trees and Zesto Restaurants, at eight years old, where he gained deep and broad exposure to all manners of business operations, focusing mainly on sales and financial strategy. This experience instilled a deep appreciation for what it takes to makes a business work and thrive. Lucas interned with The Hansberger Group in 2019 and is now a member of the investment committee and is also involved in the team’s marketing and new business efforts.
In his spare time, Lucas is a multi-instrumentalist and plays live music around Atlanta. He has taken many road trips across the United States and is obsessed with learning new things and solving problems.
“There is nothing I enjoy more than letting my curiosity, creativity, and competitiveness run wild. Originality and independent thought are essential qualities in investing and in life, and they are what make The Hansberger Group great." -LL
Lucas started working in his family’s Atlanta businesses, Big John’s Christmas Trees and Zesto Restaurants, at eight years old, where he gained deep and broad exposure to all manners of business operations, focusing mainly on sales and financial strategy. This experience instilled a deep appreciation for what it takes to makes a business work and thrive. Lucas interned with The Hansberger Group in 2019 and is now a member of the investment committee and is also involved in the team’s marketing and new business efforts.
In his spare time, Lucas is a multi-instrumentalist and plays live music around Atlanta. He has taken many road trips across the United States and is obsessed with learning new things and solving problems.
“There is nothing I enjoy more than letting my curiosity, creativity, and competitiveness run wild. Originality and independent thought are essential qualities in investing and in life, and they are what make The Hansberger Group great." -LL
About Joe Donald
Joe joined The Hansberger Group in April 2022 after graduating from the Manderson Graduate School of Business at the University of Alabama, where he received Bachelor’s Degrees in Finance and Marketing, as well as a Master’s Degree in Economics. Joe participated as a member of the Alabama football team, which won the National Championship during their 2020 season.
Joe holds his Series 7 & Series 66 licenses and is a Registered Client Service Associate for The Hansberger Group, providing assistance to clients while also housekeeping important client information. Before joining the team, Joe spent his summer after graduation in Montana, and developed interpersonal and retail skills which can be applied to various industries. Growing up in Birmingham, Alabama, Joe volunteered at Carpenter’s Hands, a charitable organization which builds handicapped ramps and fixes homes that are deemed unsafe.
In his free time, Joe is an avid outdoorsman and loves spending time with his family. He also enjoys watching baseball, basketball, and football at all levels.
“Throughout my experiences, I have learned a key trait to life: adaptability. In a world that changes constantly, I pride myself on being able to excel in many different environments. This is what builds the foundation for learning and working with others.” -JD
Joe holds his Series 7 & Series 66 licenses and is a Registered Client Service Associate for The Hansberger Group, providing assistance to clients while also housekeeping important client information. Before joining the team, Joe spent his summer after graduation in Montana, and developed interpersonal and retail skills which can be applied to various industries. Growing up in Birmingham, Alabama, Joe volunteered at Carpenter’s Hands, a charitable organization which builds handicapped ramps and fixes homes that are deemed unsafe.
In his free time, Joe is an avid outdoorsman and loves spending time with his family. He also enjoys watching baseball, basketball, and football at all levels.
“Throughout my experiences, I have learned a key trait to life: adaptability. In a world that changes constantly, I pride myself on being able to excel in many different environments. This is what builds the foundation for learning and working with others.” -JD
About Brendan Douglas
Brendan joined The Hansberger Group in 2022. Born and raised in Augusta, Georgia, Brendan earned a full scholarship to play football at The University of Georgia, where he went on to letter all four years. After graduating with his degree in Economics, he began his career as a Financial Advisor. Following a few foundational years in the wealth management business, Brendan endeavored to test his entrepreneurial spirit. He co-founded a restaurant franchising group based out of Athens, GA. Through his experience as a business owner, Brendan learned the importance of building trust, loyalty, and a culture of teamwork within an organization. After selling the business, he returned to the wealth management industry for which he has always shared a passion.
Brendan’s role involves understanding our clients’ individual needs and working towards a strategy to help reach their goals. His greatest strengths include listening and executing; he is insistent about getting the job done no matter what it takes. Brendan is an active participant of the Investment, New Business, and Client Management Committees within the team.
In his free time, Brendan enjoys spending time with his 1-year-old daughter, Kennedy, and his wife Katie. Brendan is an avid golfer and enjoys watching the Georgia Bulldogs and Atlanta Braves.
“I believe the difference between success and failure comes down to our everyday decisions to do the things that better ourselves and those around us. I rely on my unyielding discipline to make the best decisions for the success of our clients at The Hansberger Group, and will do all I can to get the job done.” -BD
Brendan’s role involves understanding our clients’ individual needs and working towards a strategy to help reach their goals. His greatest strengths include listening and executing; he is insistent about getting the job done no matter what it takes. Brendan is an active participant of the Investment, New Business, and Client Management Committees within the team.
In his free time, Brendan enjoys spending time with his 1-year-old daughter, Kennedy, and his wife Katie. Brendan is an avid golfer and enjoys watching the Georgia Bulldogs and Atlanta Braves.
“I believe the difference between success and failure comes down to our everyday decisions to do the things that better ourselves and those around us. I rely on my unyielding discipline to make the best decisions for the success of our clients at The Hansberger Group, and will do all I can to get the job done.” -BD
About Leanne Imhof
Leanne joined The Hansberger Group in 2023 with seven years of industry experience. She has been with Morgan Stanley since 2019, previously as a Financial Advisor in Tampa, FL. Leanne graduated from the Muma College of Business at the University of South Florida with a Bachelor's Degree of Science in Finance, and she also earned her Executive Certificate in Financial Planning from the University of Tampa. She holds her series 7 and 66 licenses, as well as her Georgia Insurance (Accident and Sickness, Life, Variable Annuity and Variable Life) license.
As a Wealth Management Associate, Leanne interfaces with our clients daily. Through client management skills and market and product knowledge, she partners with team members to address the specific needs of high-net-worth clients to cultivate existing client relationships and network to build new ones. Leanne is also responsible for understanding the firm's policies, procedures, and digital capabilities that allow her to interact with her team of Private Wealth Advisors and new and existing clients.
Leanne is passionate about animals, and while in Tampa, she served as a Lead Event Volunteer for The Humane Society of Tampa Bay. In her role, she oversaw community outreach events and coordinated fundraising efforts for their annual galas. As part of Morgan Stanley's Global Wellbeing Influencer Network, Leanne prides herself on keeping an active and healthy lifestyle.
Leanne enjoys reading, boating, attending sporting events, and hiking. She recently moved to Dunwoody, GA, with her fiancé Brian and their two dogs, Reymond and Leila.
“I believe the greatest foundation for our work comes from personal relationships and having empathy. Understanding a client or teammate’s utmost wishes or challenges allows me to create a customized solution.” -LI
As a Wealth Management Associate, Leanne interfaces with our clients daily. Through client management skills and market and product knowledge, she partners with team members to address the specific needs of high-net-worth clients to cultivate existing client relationships and network to build new ones. Leanne is also responsible for understanding the firm's policies, procedures, and digital capabilities that allow her to interact with her team of Private Wealth Advisors and new and existing clients.
Leanne is passionate about animals, and while in Tampa, she served as a Lead Event Volunteer for The Humane Society of Tampa Bay. In her role, she oversaw community outreach events and coordinated fundraising efforts for their annual galas. As part of Morgan Stanley's Global Wellbeing Influencer Network, Leanne prides herself on keeping an active and healthy lifestyle.
Leanne enjoys reading, boating, attending sporting events, and hiking. She recently moved to Dunwoody, GA, with her fiancé Brian and their two dogs, Reymond and Leila.
“I believe the greatest foundation for our work comes from personal relationships and having empathy. Understanding a client or teammate’s utmost wishes or challenges allows me to create a customized solution.” -LI
Securities Agent: WV, WA, VT, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, UT, ND, NC, MS, WI, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, NE; General Securities Representative; Investment Advisor Representative
Wealth Management
Global Investment Office
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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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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
529 Plans: A Powerful Tool to Save for Education
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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
Rational Investing in an Age of Uncertainty
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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
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
A Simple Six-Step Retirement Checkup
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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 John Parker Wilson today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)