Morgan Stanley (NYSE: MS) announced that Joseph Paoletti, CFP®, a Senior Vice President and Financial Advisor in the Firm’s Valdosta, GA Wealth Management office, has been named to Forbes Magazine’s 2022 list of Best-in-State Wealth Advisors for Georgia.
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Joe, who has been with Morgan Stanley Wealth Management since 1996, is a native of Valdosta, GA. He holds a Bachelor’s degree from Georgia Tech and a Master’s Degree in Financial Planning from the University of Georgia.
“I am pleased that Joe is representing Morgan Stanley,” commented Elizabeth Cambareri, Branch Manager of Morgan Stanley’s Valdosta office. “To be named to this list recognizes Joe’s professionalism and dedication to the needs of his valued clients.”
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities, and insurance, retirement, and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
Media Relations: Elizabeth Cambareri, (904) 632-0206
2022 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (April 2022) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC CRC#4639038 03/2022