Morgan Stanley recently announced that Dennis Rosa, Andy Baggs, Neil Powell and Bill Dixon have been named to Forbes Magazine’s 2019 list of America’s Best-in-State Wealth Advisors.
All are senior vice presidents and financial advisors of the Lighthouse Wealth Management Group in the firm’s Ponte Vedra Beach Wealth Management office. According to a press release from Morgan Stanley, 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 such as revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
“I am pleased that Dennis, Andy, Neil and Bill are representing Morgan Stanley,” said Alby Toto, branch manager of Morgan Stanley’s Ponte Vedra Beach office. “To be named to this list recognizes their professionalism and dedication to the needs of their valued clients.”
Morgan Stanley Wealth Management 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.
For further information about Morgan Stanley, visit www.morganstanley.com.
