Forbes Names Wade Martin To Prestigious Inaugural List
Morgan Stanley has announced that Wade Martin, an executive director, senior portfolio management director, financial advisor in the Firm’s Lawrenceville Wealth Management office, has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors. The 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.
“I am pleased that Wade Martin, of The Martin — Rizzo Group, is representing Morgan Stanley,” commented Leslie Walters, branch manager of Morgan Stanley’s Lawrenceville office. “To be named to this list recognizes Wade’s professionalism and dedication to the needs of his valued clients.” The Martin — Rizzo Group, has a history of helping clients, along with their philanthropic endeavors in the community.
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.