The Rast McFadden Wealth Management Group named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams
January 10, 2024
Morgan Stanley (NYSE: MS) today announced that The Rast McFadden Wealth Management Group based in Columbia, SC, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams.
Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and 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.
Back row, left to right: Julie Y. Huff, Senior Registered Client Service Associate; Josh D. Lorenzetti, Registered Client Service Associate; Ben A. Rast, Wealth Advisor; Matthew T.S. McFadden, Financial Advisor. Front row, left to right: Kathryn K. Robinson, Senior Wealth Management Associate; Emily R. Tarney, Financial Advisor; Lauren W. Phelps, Senior Registered Client Service Associate.
“I am pleased that The Rast McFadden team is representing Morgan Stanley,” commented Jeremiah Davis, Manager of Morgan Stanley’s Columbia office. “To be named to this list recognizes their 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.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
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