The Magnolia Group at Morgan Stanley

04/06/2023

I am pleased to announce that I have been named to the 2023 Forbes Best-In-State Wealth Advisors list! This marks the fifth year in a row that I have been nominated for this award and I am truly honored by this recognition from Forbes and SHOOK Research.

I can’t thank my team enough for their relentless dedication to helping our clients reach their financial goals. This nomination is not only a reflection of me, but the entire Magnolia Group.

With that said, the hard work is made easy by having the best clients that we could ask for! It is a pleasure working with so many great people and their families, and we appreciate their unwavering support and trust in us.



Disclosure:
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

The Magnolia Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Insights and Outcomes, and Financial Wellness.

03/21/2023

I am excited to announce that I have been named to the 2023 Barron’s Top 1,200 Financial Advisors list ranked by state!

I am thankful to have achieved this recognition, but it would not have been possible without my valued clients. My success is a direct result of their trust and commitment, and I thank you all for being a part of my journey.

’sTop1,200FinancialAdvisors

[Source: Barron's. Awarded March 2023. Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. https://mgstn.ly/3ZYFCSV]

03/03/2023

The Magnolia Group at Morgan Staley is proud to announce that we have been named one of Forbes’ Best-In-State Wealth Management Teams for 2023. It is an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

We would like to thank our clients for whom without them, none of this would be possible. We feel privileged to be able to work with so many great individuals and families and look forward to what the future may hold.



[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

The Magnolia Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Insights and Outcomes, and Financial Wellness.