One hundred and forty-three firms in New Jersey were named to Forbes Magazine’s 2023 list of America’s Best-in-State Wealth Management Teams that was recently released.
Developed by SHOOK Research, this Forbes ranking is based on in-person, virtual and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.
This year 2,800 teams with cumulative assets of roughly $4 trillion with wealth managers with proven track records of success according to SHOOK Research were among those included in the ranking.
Senior Vice Presidents Lori Rabinowitz and Elizabeth Camp practice a “3 ‘S’ Philosophy” of simplifying, supporting and steering their clients’ unique financial journey.
“I am pleased that the Green Jade Group is representing Morgan Stanley,” David Fritz, complex manager of Morgan Stanley’s Florham Park office, said. “To be named to this list recognizes the Green Jade Group’s professionalism and dedication to the needs of their 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.