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Brian Frank among 'Best of Best' at Barron’s Top Advisors Summit

Brian Frank among 'Best of Best' at Barron’s Top Advisors Summit

ATLANTA -- Brian Frank, Managing Director, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barron’s Top Financial Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

The invitation-only conference was held at the Waldorf-Astoria, September 8-10, in Orlando, Fla.

This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Participants attended workshops, led by the Top 100 Financial Advisors that explored current issues ranging from business development ideas through managing high-net-worth accounts and family relationships to portfolio management and retirement planning.

UHY Advisors named one of Atlanta’s Best Places to Work

UHY Advisors named one of Atlanta’s Best Places to Work

SANDY SPRINGS, Ga. -- UHY Advisors, a financial, tax and business consulting firm in Sandy Springs, on September 12 was named one of the top 100 Best Places to Work in Atlanta. The firm was ranked #50 on the Best Places to Work list in the small business category. The coveted distinction is earned by Atlanta companies – small, medium and large – across a variety of industries.

The news was announced at the Atlanta Business Chronicle Best Places to Work breakfast event at the Georgia World Congress Center. Representatives from several hundred companies and some of the most influential business people in the Atlanta market attended. The keynote speaker, U.S. Senator Johnny Isakson, addressed the crowd, noting that a business’s environment and core principles have a direct impact on inspiring employees.

UHY LLP adds Daniel Vazquez as staff consultant

UHY LLP adds Daniel Vazquez as staff consultant

ATLANTA -- UHY LLP announced the appointment of Daniel Vazquez as staff consultant. Vazquez will be based in the Atlanta office, serving UHY clients nationwide. He is responsible for enterprise optimization, management consulting, and finance transformation for UHY clients as part of the Management & Technology Consulting group and reports to UHY principal, Cindy Hannafey.

“Daniel Vazquez brings a first-class education in finance to the table, making him a highly qualified new addition to our UHY team,” said Hannafey.

Vazquez’s professional skills and qualifications include:

UHY LLP Promotes David Lloyd

UHY LLP Promotes David Lloyd

UHY LLP today announced the promotion of David Lloyd to Senior Consultant in the firm’s Management & Technology Consulting group, with a focus on the firm’s Enterprise Optimization methodology. He serves UHY clients nationwide from the firm’s Atlanta office and reports to Frank Fenello, managing director of the company’s southeast operations.

“David Lloyd has consistently demonstrated a solid foundation in our Enterprise Optimization methodology, an excellent work ethic and strong leadership skills. He adds great depth and strength to our team, excelling with an ability to manage multiple project deliverables and initiatives while tracking and maintaining overall project objectives,” said Fenello. 

Lloyd’s professional skills and experience include:

Jim Hansberger named to Barron’s Top 1,200 Financial Advisors

Jim Hansberger named to Barron’s Top 1,200 Financial Advisors

ATLANTA -- Morgan Stanley announced today that Jim Hansberger, Managing Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Jim Hansberger is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

Ron Hart named to Barron’s Top 1,200 Financial Advisors

Ron Hart named to Barron’s Top 1,200 Financial Advisors

ATLANTA -- Morgan Stanley announced today that Ron Hart, Managing Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Ron Hart is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

Brian Frank named to Barron’s Top 1,200 Financial Advisors

Brian Frank named to Barron’s Top 1,200 Financial Advisors

ATLANTA -- Morgan Stanley announced today that Brian Frank, Managing Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Brian Frank is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”