Welcome

At The Hermanson Group, we have the good fortune of working with clients who make it exciting to come to work every day. Many of these families have built successful enterprises, and others have created the kind of wealth that essentially becomes a family business in its own right. Virtually all of them have financial goals that span generations and, as a result, are addressing complex, multifaceted planning challenges. They are concerned about protecting family assets, but more concerned about preserving family harmony. They are interested in the efficient transfer of wealth between generations, but more interested in passing along the values and knowledge that will enable their children and grandchildren to manage their legacy.

As a Private Wealth Management practice with a multigenerational heritage of our own, we not only understand the issues our clients are facing, we have lived through them. Combining our own experiences and talents with the vast global resources of our firm, we create highly customized and truly comprehensive wealth management plans based on each client’s unique goals. We also serve as their go-to advisors on any financial matter, dedicated to helping them make informed decisions about the issues that impact their lives.

We look forward to learning more about you and your family, and to discussing how we can help you reach your goals. To begin that discussion, please contact us at TheHermansonGroup@MorganStanley.com.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Tax, Trust & Estate Advisory1
  • Risk Management
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Consolidated Reporting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Our Philosophy

Our ultra high net worth clients face complex multigenerational wealth management challenges that, we believe, cannot be adequately addressed with standardized solutions. So, we customize every aspect of every relationship to help meet their needs: from the structuring of their accounts to the investment of their assets to the resources we bring to the table. Drawing on the intellectual capital of our firm and third-party research we pay for on our own, we craft every investment portfolio, security by security, based on each client’s goals and risk tolerances. We provide access to our Morgan Stanley colleagues with expertise in areas like philanthropy management, estate planning, family dynamics and wealth education. We can also provide access to others who can customize lending and cash management solutions. Our overarching goal is to provide, or provide access to, anything and everything our clients need to manage every aspect of their financial lives.

    Location

    3280 Peachtree Rd NE
    Ste 1900
    Atlanta, GA 30305
    US
    Direct:
    (404) 365-2581(404) 365-2581
    Toll-Free:
    (800) 287-1632(800) 287-1632
    Fax:
    (404) 609-2609(404) 609-2609

    Meet The Hermanson Group

    Photo of Jeffrey Sprock

    Jeffrey Sprock

    Assistant Vice President, Portfolio Management Associate Director, Financial Planning Associate

    Phone:
    (404) 365-2583(404) 365-2583

    About Me

    Eric is a third generation Financial Advisor and is in his second decade in the industry.  His practice has been built by serving C suite executives of Fortune 500 companies as well as successful middle market entrepreneurs who have experienced significant liquidity events.  Eric is a member of the firm’s President’s Club.  At Morgan Stanley, there is an elite group of Financial Advisors who have earned the Family Wealth Director designation.  It is currently held by less than 2% of the advisors in the firm and is focused on ultra-high net worth families.  Family wealth directors have access to an extensive range of resources needed to help affluent families manage complex, multigenerational challenges of managing significant wealth.  As a CERTIFIED FINANCIAL PLANNER™, the group’s Senior Member and the Portfolio Management Director, Eric will take you through a comprehensive financial planning process, helping you to crystalize your goals by understanding what you are trying to accomplish.  He’ll then gather the data to know your current complete financial picture, conduct a thorough analysis of possible investment strategies, and work with the rest of the team to design your plan.  Eric will then continue to monitor your plan, recommending any adjustments should changes in your life, your goals or the markets warrant them.

    Eric received his degree from the University of Georgia where he studied Economics and Journalism. 

    Actively involved in the community, in addition to Eric being an active member in Business Executives for National Security, he is also a committee member on the Atlanta Charity Clays Tournament.  Eric enjoys fishing, skiing, sporting clay shooting, and most importantly spending time with his family at the beach.  Eric lives in Brookhaven with his wife, Shannon, and their two children, Kendall and Brendon.
    Securities Agent: TX, GA, VA, TN, SD, SC, PA, NY, NJ, NC, MT, MN, MI, MD, IL, HI, FL, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1290408

    About Me

    Drawing on over 12 years of experience, Jeffrey Sprock focuses primarily on developing investment portfolios and tactical asset allocation models for the team’s ultra high net worth clients. Jeff believes that the key to the team’s success is that we listen intently to what each client hopes to accomplish, so we can customize investment strategies based on their specific needs and goals. These strategies carefully consider variables such as risk tolerance, time horizon and market conditions. Jeff is also available to answer investment-related questions whenever clients want to discuss their current holdings or potential opportunities.
    At Morgan Stanley since 2006 and member of the Hermanson Group team since 2008, Jeffrey earned a B.A. in Economics from Emory University and an MBA from the Georgia Institute of Technology Scheller College of Business. When not working, he enjoys spending time with his family, running, working out, playing golf and volunteering. A native Georgian, Jeff currently resides in Ashford Park.

    About Me

    A third-generation Financial Advisor, Chad Hermanson joined his father and brother at Morgan Stanley in 2011. Focusing primarily on wealth planning, Chad guides clients through a detailed process designed to help them crystallize their goals, and help the team develop a nuanced understanding of what they are trying to accomplish. He then gathers the data needed to complete a current financial picture, conducts thorough analyses of possible investment strategies and works with the rest of the team to design highly customized and truly comprehensive plans. Chad monitors client plans on an ongoing basis, recommending adjustments to keep pace with changing market conditions and life goals.

    Chad graduated from Georgia State University with a B.B.A. in Finance. Outside the office, he enjoys spending time with his wife, Allison, and two sons and two Labrador retrievers.
    Securities Agent: CT, FL, GA, IL, LA, MN, MO, MT, NC, NY, SC, SD, TX; Investment Advisor Representative; General Securities Representative

    About Me

    A 12-year veteran of the financial services industry, Gwynne Jordan brings a diverse skill set to the service of the team’s clients. Working to create an outstanding overall service experience, Gwynne assists clients with an extensive range of requests and delivers complete operational support to the team’s advisors. Her excellent organizational and communication skills, along with her attention to detail, are instrumental in our efforts to achieve the highest levels of client satisfaction.

    Gwynne received her B.S. from Kennesaw State University, and began her financial services career at Janney Scott Montgomery in 2006. She moved to Morgan Stanley in 2013 as a Business Service Manager, and joined the Hermanson Group in June 2017. In her free time, Gwynne enjoys reading, movies and hiking with her dogs. Originally from Dallas, Georgia, Gwynne moved to Alpharetta three years ago, where she now lives with her husband, Adam.
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    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.