Developed by SHOOK Research, the 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.
Lori Rabinowitz and Elizabeth Camp, financial advisers of the Green Jade Group, are no strangers to the listing. The duo was named on the 2023 list as well as Forbes’ 2022 Top Women Wealth Advisors Best-In-State list.
“I am pleased that the Green Jade Group is representing Morgan Stanley,” David Fritz, complex manager of Morgan Stanley’s Morristown 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.
The Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.