HMG Story and Services

The Harrison McGrew Group was formed on the principle that our clients merit a high level of personalized service. We believe this can be best accomplished by focusing on the unique needs and circumstances of a limited number of client families.

We function very similarly to that of a specialized team of physicians practicing in a hospital. We work within the auspices of Morgan Stanley, though focusing on a core line of business - in our case money management, and wealth protection and transfer.

Our business is advisory and consultative, driven first and foremost by the needs of our clients. We focus on delivering unbiased and objective solutions, premier service and complete disclosure.

Ever changing rules and regulations, market fluctuations and fiduciary concerns require a full-time approach to wealth management consulting. That's what we do. As a financial services client, you should demand nothing less.
Services Include
  • Retirement Planning1
  • Asset Management2
  • Professional Portfolio Management3
  • Financial Planning4
  • Wealth Management5
  • 401(k) Rollovers
  • Estate Planning Strategies6
  • Fixed Income7
  • Lending Products
  • Life Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

The Way We Do Business

Our allegiance is to our clients.  We deliver services through four professionals with a combined 76 years of experience in financial services.  We believe that values define goals and that goals define financial and investment policy.  We work together through the following steps:

Defining the main goals you have for your life or your plan... the purpose of your investments

Identify aspirations (a.k.a. ideal goals) to learn about not only what you need, but what you would like

Understanding your priorities allows us to focus on strategies that address the goals where you place the highest value

Apply a sophisticated "stress test" that simulates market environments, both good and bad

Combine the acceptable goals, the dreams you prioritize, and our stress testing analytics to design a customized recommendation of goals and investment strategy

Implement the recommended set of goals with the proper investment strategy

Review progress whenever you desire but no less than quarterly

Understanding your goals and priorities change over your lifetime or plan's lifetime, we respond to such changes at any time

    Experience

    • E. Dunbar Harrison III
      31 Years of industry experience
      14 Years at Morgan Stanley Wealth Management
      8 Years piloting the Bank of America Private Bank brokerage program
      10 Years at C&S Bank in Atlanta in both management and broker/dealer roles
      BBA from the University of Georgia's Terry College of Business
    • R. Maxwell McGrew
      31 Years of industry experience
      14 Years at Morgan Stanley Wealth Management
      8 Years piloting the Bank of America Private Bank brokerage program
      10 Years at NCBN in Charlotte in both management and institutional trading roles
      Graduated Cum Laude from Washington & Lee University
    • Duncan Walker
      6 Years of industry experience
      6 Years at Morgan Stanley Wealth Management
      BBA from the University of Georgia's Terry College of Business
    • Judy Wimpey
      34 Years of industry experience
      19 Years at Morgan Stanley

    Location

    3280 Peachtree Rd NE
    Ste 1600
    Atlanta, GA 30305
    US
    Direct:
    (404) 365-2617(404) 365-2617

    Meet The Harrison McGrew Group

    About Me

    Dunbar grew up in Athens, Georgia and, due to his love of all-things-Georgia-Bulldogs, including spending his formative years selling programs on game day near Sanford Stadium just to get a free ticket into the game, stuck around town upon high school graduation to attend The University of Georgia. His career started at the C&S Bank in Atlanta in the Management Training Program and seven years later, under the Bank of America banner, he and partner, Mac McGrew, piloted a national Private Bank Brokerage Program. In 2005 Dunbar and Mac moved their entire business practice to the Atlanta office of Morgan Stanley.

    In addition to his passion for designing critical financial strategies with his clients and team, Dunbar can be found gardening or spending time at the beach, (or any body of water!) with his wife, Kim, and enjoying the company of his two grown sons, Dunbar IV and Foster. He has also been known to play a little golf, construct and paint elaborate rock figurines, land flips behind the boat on the wakeboard, or to just kick back on the couch with the family dogs and cat.
    Securities Agent: TX, GA, VA, TN, SC, OH, NY, NJ, NC, MT, MS, MO, MD, LA, KS, IL, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255725

    About Me

    Mac graduated from The Westminster Schools in 1983 and from Washington & Lee University, Cum Laude, in 1987. He began his career with NCNB in Charlotte in the Capital Markets/Institutional Trading Group. Mac brought fixed income solutions to various institutional accounts until he became the manager of the bank’s Southeastern institutional sales group. Mac joined Dunbar in late 1997 in the Bank of America Private Bank – Banc of America Investments pilot designed to bring high quality, sophisticated investment solutions to affluent individuals, companies, trusts, and foundations
    Securities Agent: TX, GA, VA, TN, SC, OH, NY, NJ, NC, MT, MS, MO, MD, LA, KS, IL, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268246

    About Me

    Duncan Walker grew up just south of Atlanta in Macon, Georgia where he graduated from Stratford Academy with honors in 2008. His early love for Georgia football and all things Athens drove him to the University of Georgia that fall where he pursued a degree in Finance. Between class and football games, Duncan interned for both Morgan Stanley and Morgan Keegan during his college summers. After graduating in 2012 with a BA from the Terry College of Business, he joined Morgan Stanley full time as a Financial Advisor Associate. While beginning his career and growing his business, Duncan takes time coaching Little League baseball at Buckhead Baseball and playing as much golf as possible. In 2015, Duncan formally joined The Harrison McGrew Group as the Team Analyst and Financial Planning Specialist.
    Securities Agent: GA, VA, TX, TN, SC, OH, NY, NJ, NC, MT, MS, MO, MD, LA, KS, IL, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1566233

    About Me

    Securities Agent: TX, GA, VA, TN, SC, OH, NY, NJ, NC, MT, MO, MD, LA, KS, IL, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Judy, having grown up in North Carolina and attending Western Carolina University, began her career in the financial industry in 1985 with Merrill Lynch. In 2000, she made the move to Morgan Stanley where she now currently serves as our Portfolio Associate. Licensed in Series, 7, 63 and 31, she is responsible for the daily operations of the office, including account opening and maintenance. She is a proud Mom to two furry boys.
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact The Harrison McGrew Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    4Morgan 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.

    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.

    7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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.

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