Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Meet Our Group

  • R. Hardy Holland, III
    First Vice President
    Financial Advisor
    tel: (404) 266-6494
    toll-free: (800) 688-6002
    fax: (404) 266-7392

    Professional Details:
    • 2001 - present: Morgan Stanley*
    First Vice President
    Financial Advisor
    Atlanta, GA
    • 1986 - 2001: Bank of America
    Investment Services
    Senior Vice President - Wealth Management
    Atlanta, GA
    • 1981 - 1986: Trust Company Bank - Bond Department
    Assistant Vice President - Wealth Management
    Atlanta, GA
    • BS - Business Administration, 1981
    University of North Carolina
    Chapel Hill, NC
    • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    • Life, Health & Variable Annuity Insurance Licensed
  • Elizabeth H. Porter
    First Vice President
    Financial Advisor
    tel: (404) 266-6496
    toll-free: (800) 688-6002
    fax: (404) 266-7392

    Professional Details:
    • 2001 - present: Morgan Stanley*
    First Vice President
    Financial Advisor
    Atlanta, GA
    • 1987 - 2001: Bank of America Investment Services
    Vice President - Wealth Management
    Atlanta, GA
    • 1983 - 1987: Prudential Securities
    Account Executive
    Atlanta, GA
    • BS - Finance, 1983
    Virginia Tech University
    Blacksburg, VA
    • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    • Life, Health & Variable Annuity Insurance Licensed
  • Barbara Gilman
    Senior Registered Client Services Associate
    tel: (404)266-6483
    susan.a.najour@morganstanley.com

Location

3280 Peachtree Road, NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6300(404) 266-6300
Toll-Free:
(800) 688-6002(800) 688-6002
500 College Street
Asheville, NC 28801
US
Direct:
(828) 250-8735(828) 250-8735

Meet The Holland / Porter Group

About Me

Born and raised in Wilmington, North Carolina, Hardy lives in Asheville NC commuting to Atlanta frequently. He graduated from the University of North Carolina with a BS in Business Administration in 1981.

The two formed a partnership and joined Morgan Stanley* in 2001 after working as colleagues at a competitive firm for over 15 years. With the support from their assistant, they manage over $145,000,000 of their clients’ assets. Their desire in offering the best Wealth Management platform in the industry brought them to Morgan Stanley* in June, 2001.
Securities Agent: NC, GA, WV, VT, VA, TX, SC, PA, OR, NY, ND, MI, ME, KY, IL, FL, DC, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282907

About Me

Born in Pennsylvania, raised in Pennsylvania and Belgium, Beth lives in Duluth with her husband, daughter and son. She received her BS in Finance from Virginia Tech in 1983.
Securities Agent: GA, WV, VT, VA, TX, SC, PA, OR, NY, ND, NC, MI, ME, KY, IL, FL, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1262073
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.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Holland / Porter Group today.
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