Morgan Stanley (NYSE: MS) announced today that Joseph Paoletti CFP®, a Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, and Financial Advisor in the Firm’s Valdosta, GA Wealth Management office, has been named to Forbes’ Magazine’s 2023 list of Best-in-State Wealth Advisors in the State of Georgia for the second consecutive year.
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, GA 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.
Media Relations: Elizabeth Cambareri (904) 632-0206 CRC 5668415 05/2023